HealthequityHQY
13F holders, Q3 2025 (September 30)494holders +8
75new positions
62sold out
8famous investors
$94.74avg. 13F price*
At the end of Q3 2025, 494 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 8 from Q2 2025. 75 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($828.9M) and Wasatch Advisors LP ($597.8M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $143.6M |
| Exits | 62 | $181.3M |
All 13F filers, Q2 2025 → Q3 2025: 7,345,758 shares bought and 9,314,403 shares sold, net −1,968,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 494 holders
| BlackRock, Inc. | 0.02% | Add +4.1% | 11,165,858 | $1.1B |
| Vanguard Group Inc. | 0.01% | Add +2.9% | 8,746,255 | $828.9M |
| Wasatch Advisors LP | 3.22% | Add +3.4% | 6,307,675 | $597.8M |
| FMR LLC | 0.02% | Reduce -30.8% | 3,489,781 | $330.7M |
| State Street Corp. | 0.01% | Reduce -1.1% | 3,150,196 | $298.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.3% | 2,195,561 | $208.1M |
| Invesco Ltd. | 0.03% | Reduce -10.0% | 2,129,154 | $201.8M |
| AQR Capital Management | 0.11% | Add +59.3% | 1,764,268 | $167.2M |
| Westfield Capital Management Co. LP | 0.68% | Add +35.7% | 1,716,658 | $162.7M |
| Brown Advisory Inc. | 0.20% | Reduce -1.3% | 1,605,273 | $152.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 1,559,008 | $147.8M |
| T. Rowe Price Associates Inc. | 0.02% | Add +119.0% | 1,533,730 | $145.4M |
| Clearbridge Investments, LLC | 0.10% | Add +2.9% | 1,359,832 | $128.9M |
| Morgan Stanley | 0.01% | Reduce -7.3% | 1,302,412 | $123.4M |
| Mackenzie Financial Corp. | 0.15% | Add +0.1% | 1,267,752 | $120.1M |
| JPMorgan Chase & Co. | 0.01% | Add +11.5% | 1,205,077 | $114.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.1% | 1,141,987 | $108.2M |
| Geneva Capital Management LLC | 1.78% | Reduce -1.0% | 1,097,607 | $104.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 1,080,140 | $102.4M |
| Greenhouse Funds LLLP | 3.94% | Add +17.2% | 1,068,921 | $101.3M |
| Loomis Sayles & Co. L P | 0.11% | Reduce -4.5% | 985,105 | $93.4M |
| Atalan Capital Partners, LP | 6.03% | Add +30.2% | 911,600 | $86.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.6% | 875,438 | $83.0M |
| Franklin Resources Inc. | 0.02% | Add +0.8% | 840,248 | $79.6M |
| Janus Henderson Group PLC | 0.04% | Reduce -1.5% | 839,494 | $79.6M |
| Wellington Management Group LLP | 0.01% | Reduce -13.9% | 796,249 | $75.5M |
| American Century Companies Inc. | 0.04% | Add +11.8% | 771,205 | $73.1M |
| Baron Capital (BAMCO) | 0.19% | Reduce -2.6% | 759,525 | $72.0M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -4.0% | 764,187 | $69.3M |
| Stephens Investment Management Group LLC | 0.89% | Reduce -28.7% | 724,244 | $68.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.7% | 690,569 | $65.4M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 675,530 | $64.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.15% | Reduce -5.0% | 652,246 | $61.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 645,843 | $61.2M |
| Macquarie Group Ltd. | 0.07% | Add +258.5% | 633,143 | $60.0M |
| Sei Investments Co. | 0.06% | Reduce -2.8% | 624,272 | $59.2M |
| Premier Fund Managers Ltd | 2.39% | Reduce -0.5% | 610,129 | $58.2M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -3.9% | 597,445 | $56.6M |
| Point72 Asset Management | 0.12% | New | 561,025 | $53.2M |
| Nuveen, LLC | 0.01% | Add +0.8% | 549,978 | $52.1M |
| UBS Group AG | 0.01% | Reduce -12.9% | 549,217 | $52.0M |
| GW&K Investment Management, LLC | 0.37% | Reduce -10.4% | 446,993 | $42.4M |
| Aristotle Capital Boston, LLC | 2.13% | Reduce -1.6% | 436,034 | $41.3M |
| Citadel Advisors | 0.03% | Reduce -64.7% | 426,814 | $40.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.8% | 413,163 | $39.2M |
| DAVENPORT & Co LLC | 0.20% | Add +23.9% | 386,388 | $36.8M |
| Millennium Management | 0.03% | Reduce -20.4% | 378,280 | $35.8M |
| Lazard Asset Management LLC | 0.05% | Reduce -4.3% | 370,923 | $35.2M |
| Royal Bank of Canada | 0.01% | Reduce -26.0% | 351,102 | $33.3M |
| Bessemer Group Inc. | 0.05% | Add +21.3% | 349,342 | $33.1M |
| Comerica Bank | 0.12% | Add +44.4% | 343,270 | $32.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -17.0% | 315,327 | $29.9M |
| Man Group plc | 0.06% | Add +20.7% | 307,281 | $29.1M |
| Marshall Wace, LLP | 0.03% | Add +460.2% | 293,182 | $27.8M |
| Aureus Asset Management, LLC | 1.80% | Reduce -1.9% | 291,703 | $27.6M |
| Thrivent Financial for Lutherans | 0.05% | Add +1.7% | 287,280 | $27.2M |
| Woodline Partners LP | 0.12% | New | 276,390 | $26.2M |
| Ranger Investment Management, L.P. | 1.81% | Reduce -3.0% | 274,130 | $26.0M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 272,333 | $25.8M |
| 12th Street Asset Management Company, LLC | 4.36% | Add +114.4% | 272,068 | $25.8M |
| Ashford Capital Management Inc. | 2.87% | Reduce -2.7% | 271,963 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.0% | 253,780 | $24.1M |
| WCM Investment Management, LLC | 0.05% | Reduce -0.2% | 248,382 | $23.7M |
| ArrowMark Colorado Holdings LLC | 0.41% | Reduce -39.4% | 231,902 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 227,262 | $21.5M |
| Glenmede Investment Management, LP | 0.10% | Reduce -6.0% | 214,988 | $20.4M |
| Barclays PLC | 0.01% | Add +7.0% | 214,291 | $20.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.6% | 213,458 | $20.2M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -81.1% | 213,406 | $20.2M |
| DF Dent & Co. Inc. | 0.25% | Reduce -27.7% | 205,859 | $19.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -53.7% | 193,586 | $18.3M |
| Summit Creek Advisors LLC | 2.66% | Reduce -7.5% | 192,525 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 178,310 | $16.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -9.2% | 177,093 | $16.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -46.7% | 176,580 | $16.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.8% | 170,430 | $16.2M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +2.5% | 169,849 | $16.1M |
| Swiss National Bank | 0.01% | Add +1.4% | 167,600 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 157,666 | $14.9M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +45.5% | 155,543 | $14.7M |
| California Public Employees Retirement System | 0.01% | Add +7.5% | 154,634 | $14.7M |
| Axiom Investors LLC | 0.11% | Add +21.8% | 151,397 | $14.3M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -21.1% | 151,097 | $14.3M |
| LPL Financial LLC | 0.00% | Add +268.8% | 145,325 | $13.8M |
| Oberweis Asset Management Inc./ | 0.51% | Add +23.1% | 140,080 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 138,933 | $13.2M |
| Voya Investment Management LLC | 0.01% | Reduce -58.6% | 119,842 | $11.4M |
| State of Wisconsin Investment Board | 0.03% | Add +18.6% | 119,020 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +55.7% | 117,064 | $11.1M |
| Frontier Capital Management Co. LLC | 0.10% | Add +1.9% | 114,751 | $10.9M |
| Grandeur Peak Global Advisors, LLC | 1.40% | Reduce -3.1% | 110,074 | $10.4M |
| Deutsche Bank AG | 0.00% | Add +7.6% | 109,864 | $10.4M |
| Motley Fool Asset Management LLC | 0.42% | Reduce -6.3% | 107,323 | $10.2M |
| Peregrine Capital Management LLC | 0.29% | Add +7.2% | 102,691 | $9.7M |
| Motley Fool Wealth Management, LLC | 0.65% | Reduce -10.8% | 101,315 | $9.6M |
| GDS Wealth Management | 0.63% | Add +15.7% | 100,969 | $9.6M |
| Thematics Asset Management | 0.43% | Reduce -2.7% | 99,242 | $9.4M |
| Private Advisory Group LLC | 0.79% | New | 95,507 | $9.1M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.6% | 94,304 | $8.9M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.1% | 93,000 | $8.8M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.