HealthequityHQY
13F holders, Q4 2025 (December 31)512holders +18
73new positions
59sold out
8famous investors
$91.61avg. 13F price*
At the end of Q4 2025, 512 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 18 from Q3 2025. 73 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($794.1M) and Wasatch Advisors LP ($603.7M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $394.0M |
| Exits | 59 | $100.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,331,520 shares bought and 7,935,757 shares sold, net −604,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| BlackRock, Inc. | 0.02% | Add +0.5% | 11,215,829 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 8,668,534 | $794.1M |
| Wasatch Advisors LP | 3.59% | Add +4.5% | 6,589,646 | $603.7M |
| State Street Corp. | 0.01% | Reduce -1.9% | 3,091,052 | $283.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 2,201,232 | $201.7M |
| FMR LLC | 0.01% | Reduce -41.2% | 2,052,571 | $188.0M |
| Westfield Capital Management Co. LP | 0.75% | Add +13.7% | 1,952,452 | $178.9M |
| William Blair Investment Management, LLC | 0.47% | New | 1,855,208 | $170.0M |
| AQR Capital Management | 0.08% | Reduce -0.1% | 1,762,335 | $161.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.5% | 1,581,752 | $144.9M |
| Brown Advisory Inc. | 0.19% | Reduce -5.6% | 1,515,259 | $138.8M |
| Morgan Stanley | 0.01% | Add +14.1% | 1,486,057 | $136.1M |
| Clearbridge Investments, LLC | 0.10% | Reduce -0.1% | 1,358,933 | $124.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -14.1% | 1,317,719 | $120.7M |
| Mackenzie Financial Corp. | 0.13% | Reduce -7.6% | 1,171,806 | $108.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.3% | 1,165,311 | $106.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 1,132,744 | $103.8M |
| Geneva Capital Management LLC | 1.93% | Add +1.9% | 1,118,576 | $102.5M |
| Greenhouse Funds LLLP | 3.82% | Add +1.0% | 1,079,704 | $98.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.7% | 1,018,208 | $93.3M |
| Loomis Sayles & Co. L P | 0.11% | Reduce -3.3% | 953,072 | $87.3M |
| Millennium Management | 0.06% | Add +151.6% | 951,563 | $87.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.6% | 924,249 | $84.7M |
| Atalan Capital Partners, LP | 5.97% | Add +0.4% | 915,150 | $83.8M |
| Invesco Ltd. | 0.01% | Reduce -59.0% | 871,802 | $79.9M |
| Janus Henderson Group PLC | 0.03% | Reduce -2.3% | 820,233 | $75.1M |
| Wellington Management Group LLP | 0.01% | Reduce -3.6% | 767,391 | $70.3M |
| Baron Capital (BAMCO) | 0.19% | Reduce -0.5% | 756,025 | $69.3M |
| American Century Companies Inc. | 0.03% | Reduce -3.1% | 747,398 | $68.5M |
| Norges Bank | 0.01% | — | 730,567 | $66.9M |
| Stephens Investment Management Group LLC | 0.87% | Add +0.3% | 726,185 | $66.5M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -4.5% | 729,510 | $66.4M |
| Nuveen, LLC | 0.02% | Add +22.6% | 674,066 | $61.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 673,191 | $61.7M |
| Sei Investments Co. | 0.06% | Add +7.2% | 668,945 | $61.3M |
| Nomura Asset Management International Inc. | 0.09% | — | 634,175 | $58.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 621,879 | $57.0M |
| UBS Group AG | 0.01% | Add +12.5% | 617,741 | $56.6M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 600,858 | $55.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Reduce -11.1% | 580,074 | $53.1M |
| Cadian Capital Management, LP | 3.75% | New | 566,700 | $51.9M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -9.2% | 542,216 | $49.7M |
| GW&K Investment Management, LLC | 0.37% | Add +3.6% | 462,891 | $42.4M |
| Marshall Wace, LLP | 0.04% | Add +53.6% | 450,322 | $41.3M |
| Swedbank AB | 0.04% | New | 437,300 | $40.1M |
| Aristotle Capital Boston, LLC | 2.18% | Reduce -0.7% | 432,939 | $39.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.6% | 410,811 | $37.8M |
| DAVENPORT & Co LLC | 0.20% | Add +2.1% | 394,415 | $36.4M |
| Bessemer Group Inc. | 0.05% | Add +6.9% | 373,389 | $34.2M |
| Lazard Asset Management LLC | 0.05% | Reduce -5.3% | 351,292 | $32.2M |
| Franklin Resources Inc. | 0.01% | Reduce -59.3% | 341,700 | $31.3M |
| Royal Bank of Canada | 0.01% | Reduce -3.6% | 338,465 | $31.0M |
| Premier Fund Managers Ltd | 1.65% | Reduce -49.3% | 309,237 | $28.6M |
| Balyasny Asset Management L.P. | 0.05% | New | 281,631 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Add +9.3% | 277,417 | $25.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -3.5% | 277,342 | $25.4M |
| CIBC Private Wealth Group LLC | 0.04% | Add +29.7% | 276,723 | $25.4M |
| Man Group plc | 0.05% | Reduce -10.0% | 276,444 | $25.3M |
| Ranger Investment Management, L.P. | 1.72% | Reduce -0.3% | 273,288 | $25.0M |
| Ashford Capital Management Inc. | 2.77% | Reduce -0.1% | 271,723 | $24.9M |
| 12th Street Asset Management Company, LLC | 3.91% | Reduce -4.8% | 259,134 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -8.9% | 247,963 | $22.7M |
| WCM Investment Management, LLC | 0.04% | Reduce -5.8% | 233,960 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.5% | 226,179 | $20.7M |
| Aureus Asset Management, LLC | 1.28% | Reduce -24.7% | 219,664 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +21.2% | 216,034 | $19.8M |
| Citadel Advisors | 0.01% | Reduce -49.6% | 215,267 | $19.7M |
| Boone Capital Management LLC | 6.12% | New | 212,856 | $19.5M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.5% | 212,306 | $19.4M |
| Qube Research & Technologies Ltd | 0.03% | Add +72.9% | 202,413 | $18.5M |
| Glenmede Trust Co. NA | 0.09% | — | 198,884 | $18.2M |
| Trexquant Investment LP | 0.16% | New | 197,874 | $18.1M |
| Engineers Gate Manager LP | 0.21% | Add +161.3% | 194,392 | $17.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 190,206 | $17.4M |
| Eversept Partners, LP | 0.95% | Add +254.5% | 185,739 | $17.0M |
| Barclays PLC | 0.01% | Reduce -13.6% | 185,104 | $17.0M |
| Summit Creek Advisors LLC | 2.66% | Reduce -4.0% | 184,841 | $16.9M |
| Point72 Asset Management | 0.03% | Reduce -67.6% | 182,017 | $16.7M |
| New York State Common Retirement Fund | 0.02% | Add +1.0% | 178,811 | $16.4M |
| Segall Bryant & Hamill, LLC | 0.22% | Add +4.7% | 177,808 | $16.3M |
| Swiss National Bank | 0.01% | Add +1.4% | 170,000 | $15.6M |
| ArrowMark Colorado Holdings LLC | 0.34% | Reduce -26.8% | 169,760 | $15.6M |
| Axiom Investors LLC | 0.14% | Add +11.1% | 168,216 | $15.4M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +4.0% | 161,702 | $14.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +6.9% | 161,555 | $14.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -12.2% | 155,005 | $14.2M |
| California Public Employees Retirement System | 0.01% | Reduce -1.2% | 152,765 | $14.0M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -52.7% | 149,122 | $13.7M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 143,848 | $13.2M |
| Oberweis Asset Management Inc./ | 0.47% | Add +1.1% | 141,580 | $13.0M |
| DF Dent & Co. Inc. | 0.18% | Reduce -31.9% | 140,169 | $12.8M |
| Legal & General Group Plc | 0.00% | Reduce -14.2% | 135,356 | $12.4M |
| Frontier Capital Management Co. LLC | 0.12% | Add +11.2% | 127,646 | $11.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.7% | 118,143 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +2.2% | 112,301 | $10.3M |
| GDS Wealth Management | 0.63% | Add +9.1% | 110,122 | $10.1M |
| Peregrine Capital Management LLC | 0.31% | Add +5.9% | 108,753 | $10.0M |
| Voya Investment Management LLC | 0.01% | Reduce -9.8% | 108,131 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.4% | 107,761 | $9.9M |
| B. Metzler seel. Sohn & Co. AG | 0.08% | Add +23.4% | 104,078 | $9.5M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.