HealthequityHQY
13F holders, Q1 2026 (March 31)487holders −25
71new positions
95sold out
5famous investors
$83.51avg. 13F price*
At the end of Q1 2026, 487 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, down 25 from Q4 2025. 71 opened new positions and 95 sold out. The largest holders were BlackRock, Inc. ($880.2M), Wasatch Advisors LP ($601.9M) and Vanguard Portfolio Management LLC ($348.0M). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $151.5M |
| Exits | 95 | $152.4M |
All 13F filers, Q4 2025 → Q1 2026: 7,910,272 shares bought and 10,026,228 shares sold, net −2,115,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 487 holders
| BlackRock, Inc. | 0.02% | Reduce -6.1% | 10,532,394 | $880.2M |
| Wasatch Advisors LP | 4.00% | Add +9.3% | 7,202,934 | $601.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,163,593 | $348.0M |
| Vanguard Capital Management LLC | 0.01% | — | 3,823,804 | $319.6M |
| State Street Corp. | 0.01% | Add +0.3% | 3,099,897 | $259.1M |
| Morgan Stanley | 0.01% | Add +67.3% | 2,485,913 | $207.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 2,259,646 | $188.9M |
| AQR Capital Management | 0.08% | Add +18.7% | 2,092,223 | $172.6M |
| William Blair Investment Management, LLC | 0.46% | Reduce -10.5% | 1,659,616 | $138.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.9% | 1,627,039 | $136.0M |
| Brown Advisory Inc. | 0.19% | Reduce -6.8% | 1,412,784 | $118.1M |
| Clearbridge Investments, LLC | 0.10% | Reduce -3.6% | 1,309,972 | $109.5M |
| Mackenzie Financial Corp. | 0.13% | Add +9.4% | 1,281,657 | $107.1M |
| Greenhouse Funds LLLP | 4.98% | Add +16.5% | 1,257,854 | $105.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 1,175,339 | $98.2M |
| Geneva Capital Management LLC | 2.08% | Add +5.0% | 1,174,070 | $98.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.6% | 1,183,411 | $96.4M |
| FMR LLC | 0.01% | Reduce -44.7% | 1,134,933 | $94.8M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 1,036,174 | $86.6M |
| DAVENPORT & Co LLC | 0.47% | Add +157.4% | 1,015,434 | $84.9M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.2% | 931,906 | $77.9M |
| Atalan Capital Partners, LP | 6.81% | Reduce -3.4% | 883,670 | $73.8M |
| Bank of America Corp. | 0.01% | Add +43.5% | 862,008 | $72.0M |
| Janus Henderson Group PLC | 0.03% | Add +3.7% | 850,411 | $71.1M |
| Balyasny Asset Management L.P. | 0.14% | Add +196.5% | 835,072 | $69.8M |
| Cadian Capital Management, LP | 8.47% | Add +46.9% | 832,700 | $69.6M |
| Millennium Management | 0.05% | Reduce -15.0% | 808,867 | $67.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -39.0% | 803,427 | $67.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.3% | 800,818 | $66.9M |
| UBS Group AG | 0.01% | Add +27.4% | 786,667 | $65.7M |
| Baron Capital (BAMCO) | 0.19% | Reduce -0.8% | 750,025 | $62.7M |
| American Century Companies Inc. | 0.03% | Reduce -0.6% | 742,849 | $62.1M |
| Westfield Capital Management Co. LP | 0.25% | Reduce -63.5% | 712,848 | $59.6M |
| Swedbank AB | 0.06% | Add +61.5% | 706,300 | $59.0M |
| Stephens Investment Management Group LLC | 0.78% | Reduce -5.7% | 684,619 | $57.2M |
| Nuveen, LLC | 0.02% | Add +0.9% | 680,462 | $56.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.2% | 638,034 | $53.3M |
| Park West Asset Management LLC | 4.60% | New | 623,156 | $52.1M |
| Sei Investments Co. | 0.05% | Reduce -9.9% | 602,721 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 599,254 | $50.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 594,435 | $49.7M |
| Nomura Asset Management International Inc. | 0.08% | Reduce -6.7% | 592,014 | $49.5M |
| Wellington Management Group LLP | 0.01% | Reduce -35.2% | 497,520 | $41.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -16.3% | 485,444 | $40.6M |
| GW&K Investment Management, LLC | 0.34% | Add +0.3% | 464,315 | $38.8M |
| Invesco Ltd. | 0.00% | Reduce -48.1% | 452,743 | $37.8M |
| Man Group plc | 0.07% | Add +53.1% | 423,282 | $35.4M |
| Aristotle Capital Boston, LLC | 2.06% | Reduce -8.3% | 397,229 | $33.2M |
| Bessemer Group Inc. | 0.05% | Add +4.0% | 388,422 | $32.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.4% | 380,494 | $31.6M |
| Lazard Asset Management LLC | 0.05% | Reduce -2.8% | 341,399 | $28.5M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 341,388 | $28.5M |
| CIBC Bancorp USA Inc. | 0.04% | — | 322,228 | $26.9M |
| Principal Financial Group Inc. | 0.01% | Add +9.6% | 304,049 | $25.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 299,007 | $25.0M |
| Premier Fund Managers Ltd | 1.66% | Reduce -6.9% | 287,847 | $23.5M |
| Ranger Investment Management, L.P. | 1.64% | Reduce -0.8% | 271,223 | $22.7M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -50.0% | 270,942 | $22.6M |
| Citadel Advisors | 0.02% | Add +24.9% | 268,832 | $22.5M |
| Ashford Capital Management Inc. | 2.75% | Reduce -1.9% | 266,481 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -63.5% | 266,615 | $22.2M |
| Citigroup Inc. | 0.01% | Add +217.9% | 253,336 | $21.2M |
| 12th Street Asset Management Company, LLC | 3.44% | Reduce -3.0% | 251,361 | $21.0M |
| Rhumbline Advisers | 0.02% | Add +0.4% | 248,915 | $20.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 222,217 | $20.4M |
| Retirement Systems of Alabama | 0.06% | Add +0.6% | 213,645 | $17.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.5% | 194,861 | $16.3M |
| Jane Street Group, LLC | 0.02% | Add +144.8% | 192,993 | $16.1M |
| Frontier Capital Management Co. LLC | 0.17% | Add +50.7% | 192,400 | $16.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -17.4% | 193,371 | $15.8M |
| Trexquant Investment LP | 0.11% | Reduce -5.7% | 186,537 | $15.6M |
| Glenmede Trust Co. NA | 0.07% | Reduce -9.6% | 179,823 | $15.0M |
| Squarepoint Ops LLC | 0.03% | New | 179,353 | $15.0M |
| Oppenheimer Asset Management Inc. | 0.17% | Add +7.5% | 173,854 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 169,200 | $14.1M |
| Segall Bryant & Hamill, LLC | 0.20% | Reduce -4.9% | 169,049 | $14.1M |
| Oberweis Asset Management Inc./ | 0.41% | Add +17.7% | 166,641 | $13.9M |
| Summit Creek Advisors LLC | 2.77% | Reduce -12.8% | 161,123 | $13.5M |
| Axiom Investors LLC | 0.14% | Reduce -8.7% | 153,644 | $12.8M |
| California Public Employees Retirement System | 0.01% | Add +0.5% | 153,570 | $12.8M |
| ArrowMark Colorado Holdings LLC | 0.32% | Reduce -14.1% | 145,827 | $12.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +39.1% | 141,900 | $11.9M |
| Wells Fargo & Company | 0.00% | Reduce -35.1% | 140,107 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.9% | 138,868 | $11.6M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -13.3% | 134,377 | $11.2M |
| DF Dent & Co. Inc. | 0.21% | Reduce -4.6% | 133,782 | $11.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -18.5% | 131,738 | $11.0M |
| Private Advisory Group LLC | 0.74% | Add +25.4% | 127,156 | $10.6M |
| Peregrine Capital Management LLC | 0.39% | Add +16.1% | 126,231 | $10.5M |
| GDS Wealth Management | 0.63% | Add +14.1% | 125,608 | $10.5M |
| Granahan Investment Management, LLC | 0.49% | Add +34.1% | 122,099 | $10.2M |
| Deutsche Bank AG | 0.00% | Add +7.2% | 120,368 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -16.5% | 120,073 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.1% | 117,659 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -40.3% | 106,821 | $8.9M |
| Portolan Capital Management, LLC | 0.45% | New | 101,646 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -14.1% | 101,512 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +23.7% | 100,604 | $8.4M |
| Motley Fool Asset Management LLC | 0.35% | Reduce -2.9% | 98,540 | $8.2M |
| Renaissance Group LLC | 0.34% | Add +23.7% | 98,314 | $8.2M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.