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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -10.7% | 91,516 | $8.7M |
| Diversify Wealth Management, LLC | 0.50% | Reduce -0.0% | 90,506 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.0% | 89,487 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 89,133 | $8.4M |
| Citigroup Inc. | 0.01% | Reduce -37.8% | 85,570 | $8.1M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | Add +0.9% | 84,306 | $8.0M |
| GM Advisory Group, LLC | 0.34% | No change | 83,757 | $7.9M |
| King Luther Capital Management Corp. | 0.03% | Add +60.6% | 80,584 | $7.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 80,580 | $7.6M |
| Renaissance Group LLC | 0.29% | Add +8.8% | 80,494 | $7.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.3% | 78,451 | $7.4M |
| Tectonic Advisors LLC | 0.40% | Add +122.7% | 76,931 | $7.3M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +65.3% | 74,895 | $7.1M |
| Congress Asset Management Co. | 0.05% | Add +9.5% | 74,714 | $7.1M |
| Engineers Gate Manager LP | 0.08% | Add +468.8% | 74,386 | $7.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +36850.0% | 73,900 | $7.0M |
| Nordea Investment Management AB | 0.01% | Add +15.2% | 68,790 | $6.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 66,921 | $6.4M |
| Dark Forest Capital Management LP | 0.24% | Add +991.8% | 66,292 | $6.3M |
| Jump Financial, LLC | 0.08% | Add +1417.7% | 65,017 | $6.2M |
| Inspirion Wealth Advisors, LLC | 0.86% | Add +15.4% | 75,005 | $6.1M |
| Elk River Wealth Management LLC | 0.98% | Reduce -0.8% | 64,474 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -33.4% | 62,272 | $5.9M |
| Madison Asset Management, LLC | 0.06% | Add +0.1% | 60,707 | $5.8M |
| Moody Aldrich Partners LLC | 1.07% | Reduce -16.2% | 59,685 | $5.7M |
| 1492 Capital Management LLC | 2.11% | Add +5.6% | 54,972 | $5.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.3% | 54,610 | $5.2M |
| First Trust Advisors LP | 0.00% | Add +5.0% | 53,902 | $5.1M |
| Physician Wealth Advisors, Inc. | 0.72% | Reduce -0.0% | 53,557 | $5.1M |
| Eversept Partners, LP | 0.38% | Reduce -66.4% | 52,388 | $5.0M |
| Advantage Alpha Capital Partners LP | 1.45% | Add +13.5% | 50,742 | $4.8M |
| Creative Planning | 0.00% | Add +2.8% | 50,414 | $4.8M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +50.8% | 49,264 | $4.7M |
| Faithward Advisors, LLC | 0.66% | New | 46,580 | $4.4M |
| Intech Investment Management LLC | 0.04% | Reduce -10.3% | 46,098 | $4.4M |
| EFG Asset Management (North America) Corp. | 0.55% | Add +1.2% | 45,147 | $4.3M |
| Overbrook Management Corp | 0.77% | Reduce -5.3% | 44,970 | $4.3M |
| Mariner, LLC | 0.01% | Add +58.0% | 44,936 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.0% | 41,173 | $3.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -14.3% | 40,612 | $3.8M |
| Formula Growth Ltd. | 1.37% | Add +37.6% | 40,590 | $3.8M |
| Covea Finance | 0.13% | No change | 39,200 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -0.4% | 37,909 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | New | 37,741 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +68.5% | 37,742 | $3.6M |
| Gotham Asset Management | 0.02% | Add +121.1% | 36,820 | $3.5M |
| Morningstar Investment Management LLC | 0.13% | New | 36,173 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +31.5% | 36,027 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.1% | 35,294 | $3.3M |
| STRS Ohio | 0.01% | Add +120.1% | 35,000 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +33.1% | 33,488 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +51.8% | 33,022 | $3.1M |
| Montanaro Asset Management Ltd | 0.78% | Add +17.1% | 32,900 | $3.1M |
| Homestead Advisers Corp | 0.07% | Add +21.9% | 32,800 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -3.4% | 32,746 | $3.1M |
| Zacks Investment Management | 0.02% | Add +4.3% | 32,599 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.3% | 31,889 | $3.0M |
| Future Fund LLC | 1.05% | Add +53.4% | 31,463 | $3.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +73.7% | 30,466 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -5.8% | 30,341 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -8.2% | 30,252 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.4% | 30,066 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -15.1% | 29,823 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 29,698 | $2.8M |
| Forest Hill Capital, LLC | 1.65% | No change | 29,576 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 28,731 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +132.3% | 28,898 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.7% | 28,027 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.3% | 27,889 | $2.6M |
| Verition Fund Management LLC | 0.02% | Reduce -28.0% | 27,603 | $2.6M |
| Beacon Investment Advisors LLC | 1.06% | New | 27,366 | $2.6M |
| Hilton Capital Management, LLC | 0.20% | New | 26,377 | $2.5M |
| Marex Group Ltd | 0.03% | New | 26,197 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +1.3% | 25,559 | $2.4M |
| Avidity Partners Management LP | 0.55% | Reduce -72.5% | 25,300 | $2.4M |
| Chesley Taft & Associates LLC | 0.10% | Add +67.9% | 25,260 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +212.6% | 24,638 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.6% | 24,456 | $2.3M |
| Silphium Asset Management Ltd | 0.68% | No change | 24,400 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.2% | 24,100 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +24.5% | 23,981 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.5% | 23,838 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +2.3% | 23,674 | $2.2M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -5.8% | 23,575 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +208.3% | 23,313 | $2.2M |
| Advisory Research Inc. | 0.28% | No change | 22,292 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 22,194 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 21,900 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | No change | 21,516 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -1.0% | 20,622 | $2.0M |
| Tidal Investments LLC | 0.01% | Add +73.4% | 20,291 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -0.3% | 20,259 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +68.0% | 20,150 | $1.9M |
| Crown Advisors Management, Inc. | 1.27% | New | 20,000 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +78.3% | 19,546 | $1.9M |
| Econ Financial Services Corp | 0.92% | New | 19,479 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.3% | 19,275 | $1.8M |
| Hodges Capital Management Inc. | 0.15% | Reduce -11.6% | 19,000 | $1.8M |
| Gradient Investments LLC | 0.03% | Reduce -4.3% | 18,840 | $1.8M |
| Zions Bancorporation, National Association | 0.09% | Reduce -13.2% | 18,646 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -9.9% | 18,337 | $1.7M |
| ProShare Advisors LLC | 0.00% | Reduce -14.4% | 18,275 | $1.7M |
| Walleye Trading LLC | 0.03% | New | 18,233 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.3% | 17,376 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.6M |
| First American Bank | 0.10% | New | 17,233 | $1.6M |
| Credit Agricole S A | 0.01% | — | 16,684 | $1.6M |
| Goodnow Investment Group, LLC | 0.15% | Reduce -2.7% | 16,340 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -40.6% | 16,314 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -67.1% | 16,021 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -92.1% | 15,902 | $1.5M |
| Simplify Asset Management Inc. | 0.03% | New | 15,805 | $1.5M |
| Penn Capital Management Company, LLC | 0.11% | Add +7.0% | 15,363 | $1.5M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.11% | Reduce -0.6% | 15,595 | $1.5M |
| Coyle Financial Counsel LLC | 0.34% | Add +97.5% | 15,433 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.4% | 15,183 | $1.4M |
| One Capital Management, LLC | 0.05% | Add +100.7% | 15,053 | $1.4M |
| Maridea Wealth Management LLC | 0.22% | New | 15,262 | $1.4M |
| Entropy Technologies, LP | 0.10% | New | 14,569 | $1.4M |
| Inspire Investing, LLC | 0.13% | Add +124.0% | 14,438 | $1.4M |
| Hancock Whitney Corp. | 0.02% | Reduce -2.0% | 13,843 | $1.3M |
| Institute for Wealth Management, LLC. | 0.13% | Add +112.7% | 13,563 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +0.4% | 13,446 | $1.3M |
| OP Asset Management Ltd | 0.02% | No change | 13,305 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -14.6% | 13,176 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -27.2% | 13,109 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 13,100 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -7.8% | 13,055 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +117.0% | 12,957 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +178.7% | 12,715 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +7.9% | 12,601 | $1.2M |
| Xponance LLC | 0.01% | Add +0.8% | 12,265 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.4% | 11,849 | $1.1M |
| Amica Mutual Insurance Co. | 0.10% | No change | 11,805 | $1.1M |
| Sciencast Management LP | 0.21% | New | 11,739 | $1.1M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -98.1% | 11,553 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | New | 11,490 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -7.4% | 11,211 | $1.1M |
| Prudential PLC | 0.01% | No change | 11,085 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -21.2% | 11,082 | $1.1M |
| Milestone Asset Management, LLC | 0.20% | New | 10,925 | $1.0M |
| Graham Capital Management, L.P. | 0.06% | Add +277.5% | 10,918 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 10,884 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.0% | 10,742 | $1.0M |
| Wolverine Trading, LLC | 0.02% | New | 10,636 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -17.1% | 10,537 | $999K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -38.6% | 10,389 | $985K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +100.9% | 10,270 | $973K |
| Integrated Quantitative Investments LLC | 0.27% | Add +73.8% | 10,095 | $957K |
| Stansberry Asset Management, LLC | 0.10% | Add +61.2% | 9,730 | $922K |
| Tudor Investment Corporation | 0.01% | Add +2.0% | 9,698 | $919K |
| Alps Advisors Inc. | 0.01% | Add +15.9% | 9,403 | $891K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.0% | 9,231 | $874K |
| CIBC Bancorp USA Inc. | 0.01% | — | 9,100 | $862K |
| Iron Gate Global Advisors LLC | 0.09% | New | 9,046 | $852K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,950 | $848K |
| Quantinno Capital Management LP | 0.00% | Add +11.5% | 8,891 | $843K |
| HC Advisors, LLC | 0.59% | No change | 8,880 | $842K |
| Walleye Capital LLC | 0.01% | Add +12360.9% | 8,598 | $815K |
| Sheets Smith Wealth Management | 0.09% | Add +1.3% | 8,525 | $808K |
| FJ Capital Management LLC | 0.08% | New | 8,376 | $794K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.3% | 8,231 | $780K |
| Illinois Municipal Retirement Fund | 0.01% | New | 8,046 | $763K |
| Quadrant Capital Group LLC | 0.02% | Reduce -27.3% | 8,021 | $760K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 7,846 | $744K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.7% | 7,725 | $732K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.7% | 7,627 | $723K |
| Suncoast Equity Management | 0.07% | New | 7,320 | $694K |
| Peterson Wealth Services | 0.17% | Reduce -99.7% | 20 | $691K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.9% | 7,713 | $683K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +55.5% | 7,254 | $681K |
| Stephens Inc. | 0.01% | Add +10.9% | 7,123 | $675K |
| Deerfield Management Company, L.P. | 0.01% | New | 7,060 | $669K |
| Mercer Global Advisors Inc. | 0.00% | Add +119.6% | 7,055 | $669K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -52.6% | 6,790 | $643K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +685.9% | 6,774 | $642K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -23.1% | 6,573 | $623K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.9% | 6,476 | $614K |
| Cwm, LLC | 0.00% | Add +98.2% | 6,426 | $609K |
| Bridgewater Associates | 0.00% | New | 6,379 | $605K |
| Farringdon Capital, Ltd. | 0.15% | Add +152.1% | 6,324 | $599K |
| &partners | 0.00% | Reduce -3.8% | 6,315 | $598K |
| Bayesian Capital Management, LP | 0.12% | Reduce -67.7% | 6,300 | $597K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.9% | 6,634 | $587K |
| PEAK6 LLC | 0.01% | Reduce -48.1% | 6,017 | $570K |
| Narus Financial Partners, LLC | 0.15% | Reduce -0.9% | 5,941 | $563K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.8% | 5,835 | $562K |
| Jupiter Asset Management Ltd. | 0.00% | New | 5,836 | $553K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 5,729 | $543K |
| Radnor Capital Management, LLC | 0.08% | Reduce -5.0% | 6,240 | $542K |
| MML Investors Services, LLC | 0.00% | Add +41.1% | 5,643 | $535K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -4.6% | 5,557 | $527K |
| Assetmark, Inc. | 0.00% | Add +1.3% | 5,539 | $525K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.2% | 5,473 | $519K |
| Avior Wealth Management, LLC | 0.02% | Add +42.8% | 5,457 | $517K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 5,387 | $511K |
| Aigen Investment Management, LP | 0.08% | New | 5,387 | $511K |
| BTC Capital Management, Inc. | 0.03% | Add +10.9% | 5,152 | $488K |
| Arax Advisory Partners | 0.01% | Add +1314.2% | 5,077 | $481K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 5,000 | $474K |
| Farallon Capital Management, L.L.C. | 0.00% | Reduce -98.4% | 5,000 | $474K |
| Commerce Bank | 0.00% | Reduce -6.8% | 4,978 | $472K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.7% | 4,868 | $461K |
| State of Wyoming | 0.05% | Add +55.6% | 4,779 | $453K |
| Compound Planning, Inc. | 0.01% | Reduce -6.1% | 4,685 | $444K |
| Optimize Financial Inc. | 0.23% | New | 4,644 | $440K |
| Polymer Capital Management (US) LLC | 0.06% | New | 4,584 | $434K |
| Bayforest Capital Ltd | 0.20% | Add +37.7% | 4,410 | $418K |
| Fulton Bank, N.A. | 0.01% | New | 4,296 | $407K |
| Level Four Advisory Services, LLC | 0.01% | Add +7.7% | 4,279 | $406K |
| FourThought Financial Partners, LLC | 0.03% | New | 4,019 | $381K |
| PharVision Advisers, LLC | 0.21% | Add +98.0% | 3,997 | $379K |
| Swiss Life Asset Management Ltd | 0.00% | Add +78.6% | 3,992 | $378K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.6% | 3,987 | $378K |
| Shaker Investments LLC | 0.15% | Reduce -18.7% | 3,953 | $375K |
| Holocene Advisors, LP | 0.00% | New | 3,869 | $367K |
| Cim Investment Management Inc. | 0.10% | Reduce -51.3% | 3,816 | $362K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.0% | 3,769 | $357K |
| Ethic Inc. | 0.01% | Reduce -45.3% | 3,758 | $356K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.1% | 3,746 | $355K |
| Three Seasons Wealth, LLC | 0.03% | New | 3,685 | $349K |
| Fiduciary Trust Co | 0.00% | Add +3.4% | 3,669 | $348K |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 3,586 | $346K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,600 | $341K |
| Profund Advisors LLC | 0.01% | Add +2.1% | 3,596 | $341K |
| Point72 Europe (London) LLP | 0.02% | New | 3,566 | $338K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 3,548 | $336K |
| Neuberger Berman Group LLC | 0.00% | Reduce -95.9% | 3,459 | $328K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.1% | 3,454 | $327K |
| Avanza Fonder AB | 0.01% | No change | 3,372 | $320K |
| Summitry LLC | 0.01% | Add +16.4% | 3,357 | $318K |
| Group One Trading LLC | 0.01% | New | 3,312 | $314K |
| Point72 (DIFC) Ltd | 0.02% | New | 3,237 | $307K |
| Henshaw Capital LLC | 0.01% | New | 3,193 | $303K |
| Janney Capital Management LLC | 0.02% | New | 3,151 | $299K |
| MeadowBrook Investment Advisors LLC | 0.26% | Add +0.7% | 3,110 | $295K |
| Shelton Capital Management | 0.01% | No change | 3,104 | $294K |
| Keebeck Wealth Management | 0.03% | Reduce -32.9% | 3,023 | $286K |
| Cresset Asset Management, LLC | 0.00% | Add +17.2% | 3,014 | $286K |
| Sivia Capital Partners, LLC | 0.08% | Add +2.1% | 2,979 | $282K |
| Prelude Capital Management, LLC | 0.02% | New | 2,903 | $275K |
| Olympiad Research LP | 0.38% | New | 2,868 | $272K |
| Ieq Capital, LLC | 0.00% | Reduce -0.2% | 2,822 | $267K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.8% | 2,750 | $261K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.0% | 2,731 | $259K |
| CIBC Asset Management Inc | 0.00% | No change | 2,700 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.5% | 2,674 | $253K |
| Forum Financial Management, LP | 0.00% | Add +15.1% | 2,642 | $250K |
| 1620 Investment Advisors, Inc. | 0.17% | Add +26.3% | 2,640 | $250K |
| Curated Wealth Partners LLC | 0.03% | Add +10.4% | 2,628 | $249K |
| Axim Planning & Wealth | 0.20% | New | 2,620 | $248K |
| Portside Wealth Group, LLC | 0.03% | Reduce -3.3% | 2,611 | $247K |
| City Center Advisors, LLC | 0.24% | New | 2,606 | $247K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,485 | $236K |
| Sowell Financial Services LLC | 0.01% | New | 2,455 | $233K |
| Greenleaf Trust | 0.00% | Reduce -17.5% | 2,428 | $230K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,430 | $230K |
| Truist Financial Corp. | 0.00% | Reduce -6.6% | 2,418 | $229K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.0% | 2,413 | $229K |
| KBC Group NV | 0.00% | No change | 2,411 | $228K |
| Mattson Financial Services, LLC | 0.05% | New | 2,404 | $228K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -3.8% | 2,362 | $224K |
| Grant Private Wealth Management Inc | 0.14% | New | 2,336 | $221K |
| Oregon Pacific Wealth Management, LLC | 0.19% | New | 2,330 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,318 | $220K |
| Focus Partners Wealth | 0.00% | New | 2,244 | $213K |
| Vident Advisory, LLC | 0.00% | New | 2,227 | $211K |
| Evergreen Capital Management LLC | 0.01% | New | 2,212 | $210K |
| Bridgefront Capital, LLC | 0.06% | New | 2,190 | $208K |
| AE Wealth Management LLC | 0.00% | New | 2,185 | $207K |
| Advisory Services Network, LLC | 0.00% | New | 2,184 | $207K |
| Summit Trail Advisors, LLC | 0.00% | Add +8.0% | 2,170 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 2,168 | $205K |
| Nicolet Advisory Services, LLC | 0.02% | Add +1.8% | 2,308 | $204K |
| Gsa Capital Partners LLP | 0.02% | Reduce -71.6% | 2,136 | $202K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,113 | $200K |
| Merit Financial Group, LLC | 0.00% | Add +8.9% | 2,112 | $200K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +461.6% | 1,988 | $188K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.0% | 1,932 | $183K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -5.8% | 1,790 | $170K |
| GAMMA Investing LLC | 0.01% | Reduce -11.5% | 1,776 | $168K |
| Aviso Financial Inc. | 0.01% | Reduce -6.8% | 1,755 | $166K |
| Hantz Financial Services, Inc. | 0.00% | Add +41.5% | 1,559 | $148K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -11.9% | 1,474 | $140K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.0% | 1,267 | $120K |
| iSAM Funds (UK) Ltd | 0.02% | New | 1,235 | $117K |
| Signaturefd, LLC | 0.00% | Reduce -4.4% | 1,229 | $116K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.1% | 1,214 | $115K |
| Amica Retiree Medical Trust | 0.15% | No change | 1,153 | $109K |
| Fifth Third Bancorp | 0.00% | Add +8.8% | 988 | $94K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.2% | 882 | $84K |
| UMB Bank, n.a. | 0.00% | Add +0.2% | 868 | $82K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.1% | 840 | $80K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.7% | 827 | $78K |
| Shell Asset Management Co. | 0.01% | Reduce -60.4% | 792 | $75K |
| Optiver Holding B.V. | 0.00% | Reduce -12.3% | 774 | $73K |
| IFP Advisors, Inc | 0.00% | Add +1652.3% | 771 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -23.6% | 708 | $67K |
| Quarry LP | 0.02% | Reduce -14.6% | 633 | $60K |
| Larson Financial Group LLC | 0.00% | Add +24.4% | 628 | $60K |
| AlphaQuest LLC | 0.00% | Add +52.2% | 624 | $59K |
| Huntington National Bank | 0.00% | Reduce -18.3% | 613 | $58K |
| Sellwood Investment Partners LLC | 0.02% | No change | 550 | $52K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Add +24.3% | 522 | $50K |
| Essential Partners LLC | 0.01% | Add +10825.0% | 437 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 420 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Add +59.4% | 392 | $37K |
| Allworth Financial LP | 0.00% | Reduce -49.8% | 375 | $36K |
| Wealthspire Advisors, LLC | 0.00% | New | 368 | $35K |
| Versant Capital Management, Inc | 0.00% | Reduce -21.5% | 357 | $34K |
| WPG Advisers, LLC | 0.03% | Reduce -2.3% | 345 | $33K |
| Acadian Asset Management LLC | 0.00% | New | 331 | $31K |
| MAI Capital Management | 0.00% | Reduce -11.1% | 327 | $31K |
| True Wealth Design, LLC | 0.01% | Add +3522.2% | 326 | $31K |
| Rise Advisors, LLC | 0.01% | No change | 305 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 290 | $27K |
| Covestor Ltd | 0.01% | Reduce -16.6% | 281 | $27K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $25K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.7% | 263 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.8% | 253 | $24K |
| Mather Group, Llc. | 0.00% | New | 235 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 231 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -70.7% | 208 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.0% | 207 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.3% | 217 | $19K |
| First Horizon Corp. | 0.00% | — | 202 | $19K |
| Abich Financial Wealth Management LLC | 0.01% | — | 200 | $19K |
| CoreCap Advisors, LLC | 0.00% | Add +114.3% | 195 | $18K |
| Red Tortoise LLC | 0.01% | No change | 190 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 171 | $16K |
| Vision Financial Markets LLC | 0.01% | No change | 165 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.4% | 153 | $15K |
| CI Investments Inc. | 0.00% | Reduce -2.1% | 141 | $13K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 131 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -26.9% | 117 | $11K |
| Private Trust Co. NA | 0.00% | No change | 110 | $10K |
| Park Place Capital Corp | 0.00% | No change | 102 | $10K |
| Hemington Wealth Management | 0.00% | Reduce -4.0% | 95 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.3% | 74 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +25.9% | 73 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 72 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 65 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 57 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 55 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +52.9% | 52 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 50 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -2.1% | 46 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $3K |
| Meeder Asset Management Inc. | 0.00% | Add +9.7% | 34 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 24 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +500.0% | 24 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 23 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -99.3% | 25 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 20 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -61.5% | 20 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.6% | 17 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 17 | $2K |
| Proffitt & Goodson Inc. | 0.00% | New | 14 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Sachetta, LLC | 0.00% | Reduce -61.3% | 12 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -42.1% | 11 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 12 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $948 |
| Montag A & Associates Inc. | 0.00% | New | 10 | $948 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $759 |
| SouthState Bank Corp | 0.00% | No change | 7 | $664 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $474 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $474 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $474 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $380 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 4 | $379 |
| Principia Wealth Advisory, LLC | 0.00% | Add +200.0% | 3 | $284 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $284 |
| Tortoise Investment Management, LLC | 0.00% | Add +200.0% | 3 | $284 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $190 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2 | $190 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $190 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $190 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $190 |
| Evolution Wealth Management Inc. | 0.00% | No change | 1 | $95 |
| Tradewinds Capital Management, LLC | 0.00% | New | 1 | $95 |
| MV Capital Management, Inc. | 0.00% | Reduce -66.7% | 1 | $95 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1 | $95 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.