HealthequityHQY

13F holders, Q2 2026 (June 30)
500holders +13
71new positions
55sold out
6famous investors
$90.24avg. 13F price*

At the end of Q2 2026, 500 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 13 from Q1 2026. 71 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.0B), Wasatch Advisors LP ($719.0M) and Morgan Stanley ($410.7M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Healthequity Inc.
CUSIP
42226A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 366Q1 2024Q2 2024: 386Q2 2024Q3 2024: 404Q3 2024Q4 2024: 441Q4 2024Q1 2025: 464Q1 2025Q2 2025: 486Q2 2025Q3 2025: 494Q3 2025Q4 2025: 512Q4 2025Q1 2026: 487Q1 2026Q2 2026: 500Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions71$117.7M
Exits55$263.4M

All 13F filers, Q1 2026 → Q2 2026: 11,174,659 shares bought and 8,155,326 shares sold, net +3,019,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 500 holders

BlackRock, Inc. 0.02% Add +7.1% 11,277,914 $1.0B
Wasatch Advisors LP 4.71% Add +10.5% 7,960,735 $719.0M
Morgan Stanley 0.02% Add +82.9% 4,547,219 $410.7M
Vanguard Portfolio Management LLC 0.02% Reduce -2.5% 4,057,643 $366.5M
Vanguard Capital Management LLC 0.01% Reduce -4.8% 3,640,776 $328.8M
State Street Corp. 0.01% Add +4.5% 3,241,046 $292.7M
Geode Capital Management, LLC 0.01% Add +5.1% 2,374,467 $214.5M
AQR Capital Management 0.06% Reduce -4.5% 1,999,209 $176.1M
Dimensional Fund Advisors LP 0.03% Add +14.9% 1,869,036 $168.8M
William Blair Investment Management, LLC 0.48% Add +6.8% 1,773,227 $160.2M
FMR LLC 0.01% Add +35.5% 1,538,387 $138.9M
Brown Advisory Inc. 0.19% Reduce -2.8% 1,372,624 $124.0M
Clearbridge Investments, LLC 0.10% Reduce -1.0% 1,296,765 $117.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 1,188,902 $107.4M
Greenhouse Funds LLLP 5.63% Reduce -6.0% 1,183,024 $106.9M
Geneva Capital Management LLC 2.38% Reduce -2.1% 1,149,680 $103.8M
Bank of America Corp. 0.01% Add +33.0% 1,146,735 $103.6M
JPMorgan Chase & Co. 0.01% Reduce -2.1% 1,158,837 $102.1M
DAVENPORT & Co LLC 0.50% Add +7.1% 1,087,218 $98.2M
Northern Trust Corp. 0.01% Add +3.5% 1,072,119 $96.8M
Goldman Sachs Group Inc. 0.01% Add +25.8% 1,007,434 $91.0M
T. Rowe Price Associates Inc. 0.01% Add +23.8% 994,551 $89.8M
Arrowstreet Capital, Limited Partnership 0.04% Add +34628.8% 965,807 $87.2M
Atalan Capital Partners, LP 5.07% Add +3.6% 915,270 $82.7M
Loomis Sayles & Co. L P 0.10% Reduce -2.5% 908,554 $82.1M
Jupiter Topco LLC 0.03% — 872,972 $78.8M
Swedbank AB 0.07% Add +20.5% 851,400 $76.9M
Park West Asset Management LLC 4.80% Add +24.6% 776,651 $70.1M
American Century Companies Inc. 0.03% Add +2.3% 759,978 $68.6M
Baron Capital (BAMCO) 0.10% Add +0.1% 750,394 $67.8M
Nuveen, LLC 0.02% Add +7.7% 732,750 $66.2M
Stephens Investment Management Group LLC 0.71% Add +6.5% 729,080 $65.9M
Westfield Capital Management Co. LP 0.21% Reduce -1.3% 703,313 $63.5M
Sei Investments Co. 0.05% Add +13.4% 683,320 $61.7M
Citadel Advisors 0.04% Add +154.1% 682,961 $61.7M
Nomura Asset Management International Inc. 0.09% Add +14.6% 678,537 $61.3M
Bank of New York Mellon Corp 0.01% Add +11.2% 666,260 $60.2M
GW&K Investment Management, LLC 0.45% Add +36.2% 632,382 $57.1M
Cadian Capital Management, LP 4.28% Reduce -24.7% 626,700 $56.6M
Vanguard Fiduciary Trust Co. 0.01% Add +1.2% 601,824 $54.4M
Norges Bank 0.00% — 533,946 $48.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.26% New 456,922 $41.3M
UBS Group AG 0.01% Reduce -44.6% 435,457 $39.3M
Raymond James Financial Inc. 0.01% Add +13.5% 431,967 $39.0M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -17.5% 400,613 $36.2M
Wellington Management Group LLP 0.01% Reduce -22.0% 387,894 $35.0M
Artisan Partners Limited Partnership 0.06% Add +41.8% 384,107 $34.7M
Franklin Resources Inc. 0.01% Add +5.6% 360,659 $32.6M
12th Street Asset Management Company, LLC 4.45% Add +37.4% 345,390 $31.2M
Aristotle Capital Boston, LLC 2.02% Reduce -16.2% 332,884 $30.1M
Ranger Investment Management, L.P. 1.82% Add +17.7% 319,253 $28.8M
Principal Financial Group Inc. 0.01% Add +4.8% 318,565 $28.8M
CIBC Bancorp USA Inc. 0.03% Reduce -3.4% 311,395 $28.1M
Lazard Asset Management LLC 0.04% Reduce -19.3% 275,693 $24.9M
Rhumbline Advisers 0.02% Add +2.2% 254,403 $23.0M
Ashford Capital Management Inc. 2.45% Reduce -4.9% 253,441 $22.9M
Millennium Management 0.02% Reduce -69.1% 249,975 $22.6M
DF Dent & Co. Inc. 0.42% Add +84.7% 247,132 $22.3M
Segall Bryant & Hamill, LLC 0.26% Add +40.9% 238,243 $21.5M
Oppenheimer Asset Management Inc. 0.22% Add +34.2% 233,378 $21.1M
Oberweis Asset Management Inc./ 0.43% Add +37.0% 228,291 $20.6M
Royal Bank of Canada 0.00% Reduce -29.0% 212,264 $19.2M
Allspring Global Investments Holdings, LLC 0.03% Reduce -24.0% 202,691 $18.7M
Alliancebernstein L.P. 0.01% Add +0.1% 222,480 $18.6M
Invesco Ltd. 0.00% Reduce -56.3% 198,095 $17.9M
Retirement Systems of Alabama 0.05% Reduce -8.1% 196,278 $17.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.7% 193,492 $17.5M
Wells Fargo & Company 0.00% Add +35.9% 190,425 $17.2M
Frontier Capital Management Co. LLC 0.16% Reduce -4.2% 184,308 $16.6M
Envestnet Asset Management Inc. 0.00% Add +26.1% 175,182 $15.8M
Glenmede Trust Co. NA 0.07% Reduce -3.3% 173,867 $15.7M
Swiss National Bank 0.01% Add +0.2% 169,500 $15.3M
Russell Investments Group, Ltd. 0.01% Add +19.0% 156,786 $14.2M
Qube Research & Technologies Ltd 0.02% Add +285.8% 156,551 $14.1M
California Public Employees Retirement System 0.01% Add +1.1% 155,319 $14.0M
New York State Common Retirement Fund 0.02% Add +40.7% 150,273 $13.6M
Premier Fund Managers Ltd 1.16% Reduce -49.5% 145,243 $12.8M
Public Sector Pension Investment Board 0.03% Add +145.9% 140,952 $12.7M
Neuberger Berman Group LLC 0.01% Add +2465.7% 137,365 $12.4M
GDS Wealth Management 0.59% Add +9.1% 137,092 $12.4M
Canada Pension Plan Investment Board 0.01% Reduce -4.4% 135,600 $12.2M
Deutsche Bank AG 0.00% Add +10.3% 132,705 $12.0M
Peregrine Capital Management LLC 0.39% Add +5.1% 132,691 $12.0M
Castleark Management LLC 0.31% Add +163.4% 127,770 $11.5M
Ameriprise Financial Inc. 0.00% Reduce -80.3% 125,882 $11.4M
Axiom Investors LLC 0.09% Reduce -21.3% 120,911 $10.9M
Capital Fund Management S.A. 0.08% Add +129.1% 119,832 $10.8M
Legal & General Group Plc 0.00% Add +0.7% 118,522 $10.7M
Ensign Peak Advisors, Inc 0.02% Reduce -12.7% 117,281 $10.6M
Wealthspire Advisors, LLC 0.06% Add +194.9% 111,986 $10.1M
B. Metzler seel. Sohn & Co. AG 0.09% Add +29.7% 111,108 $10.0M
Mariner, LLC 0.01% Add +57.7% 108,898 $9.8M
Bessemer Group Inc. 0.01% Reduce -72.0% 108,688 $9.8M
State of Wisconsin Investment Board 0.02% Add +1.3% 102,875 $9.3M
Tectonic Advisors LLC 0.44% Add +21.1% 100,323 $9.1M
Diversify Advisory Services, LLC 0.15% New 90,675 $9.0M
Diversify Wealth Management, LLC 0.15% Add +0.1% 90,675 $9.0M
California State Teachers Retirement System 0.01% Reduce -2.8% 97,794 $8.8M
Granahan Investment Management, LLC 0.31% Reduce -20.3% 97,318 $8.8M
Renaissance Group LLC 0.36% Reduce -1.5% 96,839 $8.7M
Voya Investment Management LLC 0.01% Reduce -1.6% 94,631 $8.5M
Beacon Investment Advisory Services, Inc. 0.32% Add +63.4% 94,237 $8.5M
Motley Fool Asset Management LLC 0.32% Reduce -5.6% 93,043 $8.4M
Mutual of America Capital Management LLC 0.08% Reduce -2.2% 92,647 $8.4M
Amundi 0.00% Add +33.6% 90,327 $8.2M
Victory Capital Management Inc. 0.00% Add +33.9% 89,467 $8.1M
Portolan Capital Management, LLC 0.30% Reduce -12.2% 89,274 $8.1M
MetLife Investment Management, LLC 0.04% Add +2.5% 88,645 $8.0M
Summit Creek Advisors LLC 2.59% Reduce -47.8% 84,157 $7.6M
EverSource Wealth Advisors, LLC 0.25% Add +26.6% 83,393 $7.5M
Marshall Wace, LLP 0.01% Add +163.4% 83,056 $7.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +5.8% 81,944 $7.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.3% 80,893 $7.3M
King Luther Capital Management Corp. 0.03% Reduce -12.1% 80,674 $7.3M
Nordea Investment Management AB 0.01% Add +42.2% 81,684 $7.2M
Creative Planning 0.00% Add +21.9% 79,363 $7.2M
New York State Teachers Retirement System 0.01% Reduce -6.5% 78,409 $7.1M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -21.6% 76,000 $6.9M
Kornitzer Capital Management Inc. 0.14% No change 75,326 $6.8M
Moran Wealth Management, LLC 0.18% New 74,194 $6.7M
Waverly Advisors, LLC 0.04% Add +20.5% 73,569 $6.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +55.1% 72,502 $6.5M
Beacon Investment Advisors LLC 2.04% Add +48.4% 71,799 $6.5M
Man Group plc 0.01% Reduce -84.0% 67,560 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.4% 67,512 $6.1M
Inspirion Wealth Advisors, LLC 0.69% No change 65,000 $6.0M
Hilton Capital Management, LLC 0.40% Add +22.6% 64,850 $5.9M
Thompson Investment Management, Inc. 0.67% Add +0.9% 64,547 $5.8M
Citigroup Inc. 0.00% Reduce -75.6% 61,708 $5.6M
Madison Asset Management, LLC 0.07% Add +0.1% 60,491 $5.5M
Future Fund LLC 1.56% Add +18.9% 60,154 $5.4M
Elk River Wealth Management LLC 0.83% Reduce -8.3% 57,389 $5.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +114.0% 54,531 $4.9M
AlphaCore Capital LLC 0.09% New 53,246 $4.8M
Pier Capital, LLC 0.64% New 53,230 $4.8M
Bridger Management, LLC 3.11% New 51,616 $4.7M
1492 Capital Management LLC 1.37% Reduce -7.7% 51,501 $4.7M
WINTON GROUP Ltd 0.15% New 51,336 $4.6M
XTX Topco Ltd 0.06% Add +676.3% 49,328 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Add +2.6% 49,079 $4.4M
Quantinno Capital Management LP 0.01% Add +10.0% 48,587 $4.4M
HighTower Advisors, LLC 0.00% Reduce -2.9% 47,414 $4.3M
Montanaro Asset Management Ltd 1.35% Reduce -6.7% 47,400 $4.3M
Physician Wealth Advisors, Inc. 0.51% Reduce -0.0% 47,045 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.4% 45,813 $4.1M
Atria Investments, Inc 0.04% Add +20.8% 45,425 $4.1M
Captrust Financial Advisors 0.01% Add +49.6% 45,312 $4.1M
First Trust Advisors LP 0.00% Add +14.5% 43,609 $3.9M
BNP Paribas Financial Markets 0.00% Reduce -28.6% 43,383 $3.9M
HSBC Holdings PLC 0.00% Add +54.8% 43,615 $3.9M
Cerity Partners LLC 0.00% Add +57.5% 42,335 $3.8M
Tidal Investments LLC 0.01% Add +10.4% 42,235 $3.8M
EFG International AG 0.07% Reduce -1.9% 41,028 $3.7M
Leuthold Group, LLC 0.37% New 41,018 $3.7M
Ameritas Investment Partners, Inc. 0.10% Add +12.0% 40,504 $3.7M
Homestead Advisers Corp 0.09% No change 40,200 $3.6M
Covea Finance 0.11% No change 39,200 $3.5M
Apollon Wealth Management, LLC 0.04% New 38,780 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +18.7% 38,298 $3.5M
Oxbow Advisors, LLC 0.28% Add +0.9% 37,990 $3.4M
Faithward Advisors, LLC 0.41% New 37,045 $3.3M
Los Angeles Capital Management LLC 0.01% Add +2020.0% 36,846 $3.3M
Pathstone Holdings, LLC 0.01% Add +33.1% 36,497 $3.3M
Natixis Advisors, LLC 0.00% Add +10.7% 36,492 $3.3M
Barclays PLC 0.00% Reduce -27.3% 36,443 $3.3M
Handelsbanken Fonder AB 0.01% Add +20.2% 36,316 $3.3M
Entropy Technologies, LP 0.13% Add +423.6% 36,184 $3.3M
Amalgamated Bank 0.02% Reduce -2.9% 35,876 $3.2M
State of Tennessee, Department of Treasury 0.01% Add +24.2% 35,571 $3.2M
Advisory Research Inc. 0.32% Reduce -4.8% 35,026 $3.2M
STRS Ohio 0.01% Add +5.4% 35,000 $3.2M
Formula Growth Ltd. 1.09% Reduce -0.4% 34,417 $3.1M
Vanguard Global Advisers, LLC 0.00% Reduce -5.5% 32,966 $3.0M
Aureus Asset Management, LLC 0.17% No change 31,670 $2.9M
Ieq Capital, LLC 0.01% Add +364.3% 31,528 $2.8M
Cetera Investment Advisers 0.00% Add +16.3% 30,526 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.4% 30,496 $2.8M
Maridea Wealth Management LLC 0.30% Add +4.1% 30,479 $2.8M
KLP Kapitalforvaltning As 0.01% Add +5.2% 30,300 $2.7M
Corient Private Wealth LP 0.00% Add +8.6% 29,789 $2.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +4.7% 29,788 $2.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +171.0% 29,000 $2.6M
Mercer Global Advisors Inc. 0.00% Add +219.0% 28,886 $2.6M
Steward Partners Investment Advisory, LLC 0.01% Add +199.8% 28,761 $2.6M
One Capital Management, LLC 0.07% No change 29,923 $2.5M
Paralel Advisors LLC 0.10% New 27,661 $2.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.8% 26,565 $2.4M
Baird Financial Group, Inc. 0.00% Reduce -5.0% 26,198 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +80.5% 33,843 $2.3M
Primoris Wealth Advisors, LLC 1.05% New 25,500 $2.3M
Intech Investment Management LLC 0.02% Reduce -49.2% 25,356 $2.3M
Chesley Taft & Associates LLC 0.09% Reduce -9.2% 25,255 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% Add +9.9% 25,032 $2.3M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 24,700 $2.2M
Expect Equity LLC 1.41% Add +55.7% 24,200 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -6.2% 24,127 $2.2M
Arizona State Retirement System 0.01% Reduce -0.7% 23,310 $2.1M
Fifth Third Bancorp 0.00% Reduce -8.0% 23,173 $2.1M
Cache Advisors, LLC 0.18% New 23,000 $2.1M
Moody Aldrich Partners LLC 0.37% Reduce -25.9% 22,590 $2.0M
Gotham Asset Management 0.00% Add +33.6% 22,545 $2.0M
Prudential Financial Inc. 0.00% Reduce -46.8% 22,390 $2.0M
Dark Forest Capital Management LP 0.13% Reduce -7.1% 22,192 $2.0M
Jones Financial Companies LLLP 0.00% Add +10.1% 22,494 $2.0M
LPL Financial LLC 0.00% Reduce -81.8% 21,918 $2.0M
Vanguard Investments Australia, Ltd. 0.00% No change 21,864 $2.0M
New Age Alpha Advisors, LLC 0.08% Reduce -2.7% 21,773 $2.0M
M&T Bank Corp 0.01% Reduce -27.9% 21,344 $1.9M
Assenagon Asset Management S.A. 0.00% New 21,215 $1.9M
Choreo, LLC 0.02% Add +3.4% 20,967 $1.9M
Campbell & CO Investment Adviser LLC 0.10% Reduce -0.9% 20,767 $1.9M
Stifel Financial Corp. 0.00% Reduce -13.0% 20,573 $1.9M
D. E. Shaw & Co. 0.00% New 20,431 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +136.0% 20,332 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.5% 20,224 $1.8M
Twinbeech Capital LP 0.33% New 20,182 $1.8M
First American Bank 0.10% Add +23.4% 19,797 $1.8M
State of Michigan Retirement System 0.01% Reduce -3.9% 19,722 $1.8M
Henshaw Capital LLC 0.06% New 19,569 $1.8M
OP Asset Management Ltd 0.02% No change 19,105 $1.7M
State Board of Administration of Florida Retirement System 0.00% No change 19,063 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.7% 19,003 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 18,759 $1.7M
Gradient Investments LLC 0.02% Reduce -2.2% 18,357 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -37.5% 18,350 $1.7M
Elo Mutual Pension Insurance Co 0.02% Add +70.4% 18,189 $1.6M
Cambiar Investors LLC 0.07% New 18,046 $1.6M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.6% 17,476 $1.6M
NewEdge Advisors, LLC 0.00% Add +34.1% 17,474 $1.6M
New Mexico Educational Retirement Board 0.04% No change 17,300 $1.6M
Teacher Retirement System of Texas 0.00% Add +29.9% 17,258 $1.6M
Sumitomo Life Insurance Co. 0.03% Add +57.7% 17,142 $1.5M
Three Seasons Wealth, LLC 0.14% Add +41.9% 16,980 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -2.1% 16,778 $1.5M
SG Americas Securities, LLC 0.00% Reduce -3.5% 16,750 $1.5M
Allstate Corp. 0.01% Reduce -40.4% 16,314 $1.5M
Shay Capital LLC 0.16% Add +23.1% 16,000 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 15,641 $1.4M
Bank of Montreal 0.00% Add +6.5% 15,135 $1.4M
US Bancorp \de 0.00% Reduce -14.9% 15,131 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +3.9% 14,949 $1.4M
Milestone Asset Management, LLC 0.21% Reduce -0.8% 14,811 $1.3M
Schaper Benz & Wise Investment Counsel Inc. 0.09% Reduce -0.3% 14,732 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +10.6% 14,513 $1.3M
ProShare Advisors LLC 0.00% Reduce -7.7% 14,447 $1.3M
Coyle Financial Counsel LLC 0.24% Add +33.0% 14,260 $1.3M
Benjamin Edwards Inc. 0.01% Add +0.6% 14,233 $1.3M
Hancock Whitney Corp. 0.02% Reduce -0.4% 13,984 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -3.7% 13,983 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.2% 13,933 $1.3M
Mirova 0.04% Reduce -84.0% 12,875 $1.2M
Pictet Asset Management Holding SA 0.00% Reduce -4.2% 12,874 $1.2M
Jackson Creek Investment Advisors LLC 0.39% New 11,550 $1.2M
Xponance LLC 0.01% Add +2.5% 12,465 $1.1M
Focus Partners Wealth 0.00% Add +126.1% 12,458 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +42.6% 11,839 $1.1M
Amica Mutual Insurance Co. 0.09% No change 11,805 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +44.3% 11,318 $1.0M
Two Sigma Securities, LLC 0.09% New 11,311 $1.0M
Guggenheim Capital LLC 0.01% Reduce -30.7% 10,927 $987K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -7.9% 10,083 $911K
Pinnacle Financial Partners, Inc. 0.01% New 9,964 $900K
Institute for Wealth Management, LLC. 0.08% Reduce -6.3% 9,842 $889K
Brevan Howard Capital Management LP 0.01% Add +67.3% 9,842 $889K
Pacer Advisors, Inc. 0.00% Reduce -28.1% 9,729 $879K
NorthCrest Asset Manangement, LLC 0.02% Add +33.5% 9,052 $858K
Osaic Holdings, Inc. 0.00% Reduce -3.7% 9,108 $822K
&partners 0.00% Add +21.6% 8,952 $809K
Inspire Investing, LLC 0.03% Add +12.4% 8,906 $804K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 8,817 $796K
Prospera Financial Services Inc 0.01% Reduce -0.3% 8,738 $789K
HC Advisors, LLC 0.48% No change 8,690 $785K
Suncoast Equity Management 0.10% Reduce -6.7% 8,635 $780K
Washington Capital Management, Inc. 0.52% Add +35.9% 8,630 $779K
Rothschild Investment LLC 0.03% Add +425.9% 8,467 $765K
Sheets Smith Wealth Management 0.07% Reduce -2.7% 8,292 $749K
State of Alaska, Department of Revenue 0.01% Reduce -0.7% 8,278 $747K
Overbrook Management Corp 0.11% Reduce -34.9% 8,249 $745K
Public Employees Retirement Association of Colorado 0.00% No change 8,231 $743K
Radnor Capital Management, LLC 0.10% Reduce -1.7% 8,716 $740K
Acadian Asset Management LLC 0.00% Add +52.8% 8,212 $740K
Graham Capital Management, L.P. 0.03% Add +1.9% 8,184 $739K
Fulton Bank, N.A. 0.02% Add +24.3% 8,114 $733K
Peterson Wealth Services 0.16% Add +4.7% 8,089 $731K
Callan Family Office, LLC 0.01% New 7,954 $718K
Stansberry Asset Management, LLC 0.07% Reduce -8.0% 7,704 $696K
Alps Advisors Inc. 0.00% Reduce -16.3% 7,668 $693K
Steadtrust LLC 0.34% Add +7.1% 7,520 $679K
Mangrove Partners Im, LLC 0.04% Reduce -15.9% 7,395 $668K
Merit Financial Group, LLC 0.00% Add +158.9% 7,350 $664K
Quadrant Capital Group LLC 0.02% Reduce -8.2% 7,201 $650K
BTC Capital Management, Inc. 0.04% Add +0.6% 6,951 $639K
Commerce Bank 0.00% Add +53.8% 7,003 $633K
Stephens Inc. 0.01% Add +8.7% 6,911 $624K
Freestone Grove Partners LP 0.00% Reduce -28.8% 6,892 $622K
Quantbot Technologies LP 0.02% New 6,827 $617K
Securian Asset Management, Inc. 0.02% No change 6,266 $612K
Sanctuary Advisors, LLC 0.00% Add +5.8% 6,695 $605K
Swiss Life Asset Management Ltd 0.00% Add +7.9% 6,658 $601K
CSS LLC 0.08% Reduce -23.0% 6,630 $599K
Sepio Capital, LP 0.03% New 6,606 $597K
Level Four Advisory Services, LLC 0.02% Add +10.9% 6,556 $592K
Federated Hermes, Inc. 0.00% Reduce -21.9% 6,527 $590K
Elevation Point Wealth Partners, LLC 0.01% Add +11.8% 6,525 $589K
Abel Hall, LLC 0.10% Add +14.0% 6,489 $586K
Nicolet Bankshares Inc. 0.02% Reduce -10.3% 6,012 $581K
Janney Montgomery Scott LLC 0.00% Reduce -16.8% 6,300 $569K
Federation des caisses Desjardins du Quebec 0.00% Add +19.1% 6,022 $544K
Blackstone Inc. 0.00% New 5,974 $540K
Sivia Capital Partners, LLC 0.07% New 5,964 $539K
Crossmark Global Holdings, Inc. 0.01% Add +1.0% 5,960 $538K
Aristeia Capital, L.L.C. 0.02% New 5,722 $517K
Zions Bancorporation, National Association 0.03% Reduce -48.3% 5,669 $512K
Hantz Financial Services, Inc. 0.01% Add +65.7% 5,664 $512K
EP Wealth Advisors, LLC 0.00% Add +8.6% 5,649 $510K
Jane Street Group, LLC 0.00% Reduce -97.1% 5,614 $507K
Brighton Jones LLC 0.01% New 5,602 $506K
Vinva Investment Management Ltd 0.00% New 3,824 $488K
Mattson Financial Services, LLC 0.10% Add +15.4% 4,901 $484K
Caxton Associates LLP 0.01% New 5,321 $481K
Engineers Gate Manager LP 0.01% Add +85.9% 5,271 $476K
AE Wealth Management LLC 0.00% Add +113.4% 5,247 $474K
Summitry LLC 0.02% Add +18.0% 5,159 $466K
Mutual Advisors, LLC 0.01% Add +0.8% 5,096 $460K
Sterling Capital Management LLC 0.01% Add +822.0% 5,071 $458K
Keebeck Wealth Management 0.04% Reduce -5.8% 5,061 $457K
Van Hulzen Asset Management, LLC 0.03% No change 5,000 $452K
MAI Capital Management 0.00% Add +288.6% 4,932 $445K
Grandeur Peak Global Advisors, LLC 0.10% Reduce -86.6% 4,875 $440K
iA Global Asset Management Inc. 0.01% Add +2281.0% 4,762 $430K
HB Wealth Management, LLC 0.00% Add +70.2% 4,671 $422K
Fiduciary Trust Co 0.00% Add +26.1% 4,645 $420K
Narus Financial Partners, LLC 0.10% Reduce -9.5% 4,522 $408K
Citizens Financial Group Inc. 0.00% Reduce -1.4% 4,408 $398K
Arax Advisory Partners 0.00% Add +866.0% 4,376 $395K
Iron Gate Global Advisors LLC 0.04% Reduce -19.5% 4,358 $394K
Nisa Investment Advisors, LLC 0.00% Add +16.4% 4,290 $387K
Fieldview Capital Management, LLC 0.11% Reduce -16.0% 4,280 $387K
Blueshift Asset Management, LLC 0.09% New 4,219 $381K
State of Wyoming 0.04% Reduce -59.8% 4,169 $377K
Ares Systematic Credit Ltd 0.75% New 4,100 $370K
Juncture Wealth Strategies, LLC 0.10% New 4,065 $367K
Evergreen Capital Management LLC 0.01% Add +6.8% 4,053 $366K
O'shaughnessy Asset Management, LLC 0.00% Add +23.9% 3,889 $351K
Numerai GP LLC 0.03% Reduce -49.3% 3,881 $351K
Curated Wealth Partners LLC 0.04% Reduce -5.7% 3,880 $350K
DNB Asset Management AS 0.00% No change 3,720 $336K
Profund Advisors LLC 0.01% Add +0.4% 3,658 $330K
NewEdge Wealth, LLC 0.00% New 3,593 $325K
Avanza Fonder AB 0.01% No change 3,469 $313K
Sowell Financial Services LLC 0.01% Add +34.3% 3,462 $313K
Vise Technologies, Inc. 0.00% New 3,412 $308K
Ethic Inc. 0.00% Add +37.5% 3,409 $308K
Vestcor Inc 0.01% No change 3,377 $305K
Global Retirement Partners, LLC 0.00% — 3,373 $305K
Greenleaf Trust 0.00% Reduce -4.0% 3,353 $303K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -1.5% 3,304 $298K
Orion Porfolio Solutions, LLC 0.00% Add +14.1% 3,285 $297K
MML Investors Services, LLC 0.00% Add +19.7% 3,280 $296K
Cresset Asset Management, LLC 0.00% Add +5.0% 3,257 $294K
Nykredit A/S 0.00% — 3,211 $290K
Ritholtz Wealth Management 0.00% Add +0.1% 3,173 $287K
Bull Harbor Capital LLC 0.05% New 3,089 $279K
MeadowBrook Investment Advisors LLC 0.22% No change 3,035 $274K
Fifth Third Wealth Advisors LLC 0.01% Add +0.7% 2,893 $261K
Shelton Capital Management 0.00% Reduce -4.1% 2,766 $250K
West Family Investments, Inc. 0.07% New 2,708 $245K
CIBC Asset Management Inc 0.00% No change 2,700 $244K
1620 Investment Advisors, Inc. 0.15% Reduce -1.3% 2,671 $241K
Chicago Partners Investment Group LLC 0.00% New 2,555 $241K
Private Advisory Group LLC 0.01% Reduce -98.0% 2,594 $234K
Keating Financial Advisory Services, Inc. 0.03% Reduce -33.1% 2,592 $234K
Natixis 0.00% New 2,589 $234K
Holocene Advisors, LP 0.00% Reduce -4.4% 2,563 $231K
111 Capital 0.04% New 2,534 $229K
Acorn Wealth Advisors, LLC 0.06% New 2,527 $228K
Polar Capital Holdings Plc 0.00% New 2,515 $227K
Allworth Financial LP 0.00% Add +138.1% 2,464 $223K
KBC Group NV 0.00% No change 2,411 $218K
Axxion S.A. 0.02% — 2,397 $216K
Estate Planners Group, LLC 0.10% New 2,347 $212K
Focus Partners Advisor Solutions, LLC 0.00% New 2,338 $211K
Blair William & Co. 0.00% New 2,315 $209K
Grant Private Wealth Management Inc 0.09% New 2,276 $206K
Commonwealth Equity Services, LLC 0.00% Reduce -22.0% 2,259 $204K
Vident Advisory, LLC 0.00% Reduce -11.0% 2,230 $201K
Edgestream Partners, L.P. 0.01% New 2,220 $201K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 2,164 $195K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -11.5% 2,139 $193K
International Assets Investment Management, LLC 0.01% Add +194.4% 1,628 $150K
Bartlett & Co. Wealth Management LLC 0.00% New 1,643 $148K
Aviso Financial Inc. 0.01% Reduce -1.7% 1,588 $143K
Daiwa Securities Group Inc. 0.00% Reduce -7.7% 1,430 $129K
Eurizon Capital SGR S.p.A. 0.00% No change 1,368 $120K
GAMMA Investing LLC 0.00% Add +17.1% 1,321 $119K
Farther Finance Advisors, LLC 0.00% Add +198.6% 1,260 $114K
Signaturefd, LLC 0.00% Reduce -6.3% 1,217 $110K
Assetmark, Inc. 0.00% Add +31.7% 1,187 $107K
UMB Bank, n.a. 0.00% Add +17.2% 1,123 $101K
Parallel Advisors, LLC 0.00% Reduce -32.4% 883 $80K
Harbor Investment Advisory, LLC 0.01% New 836 $76K
Leonteq Securities AG 0.00% Add +93.7% 740 $67K
Employees Retirement System of Texas 0.00% New 727 $66K
IFP Advisors, Inc 0.00% Add +387.3% 614 $55K
True Wealth Design, LLC 0.01% Add +131.5% 558 $50K
Optiver Holding B.V. 0.00% Add +35.1% 554 $50K
Sellwood Investment Partners LLC 0.02% No change 550 $50K
DekaBank Deutsche Girozentrale 0.00% No change 549 $45K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 464 $42K
WPG Advisers, LLC 0.02% Add +16.9% 443 $40K
Kemnay Advisory Services Inc. 0.01% Reduce -12.1% 437 $39K
Public Employees Retirement System of Ohio 0.00% Reduce -99.5% 430 $39K
Smartleaf Asset Management LLC 0.00% No change 430 $38K
Larson Financial Group LLC 0.00% Add +43.1% 405 $37K
Axiom Investment Management LLC 0.02% No change 396 $36K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 388 $35K
Silvant Capital Management LLC 0.00% New 385 $35K
Clearstead Advisors, LLC 0.00% Add +444.3% 381 $34K
Acumen Wealth Advisors, LLC 0.01% Add +16.5% 374 $34K
SBI Securities Co., Ltd. 0.00% Reduce -43.3% 328 $30K
Parkside Financial Bank & Trust 0.00% Add +26.3% 327 $30K
MassMutual Private Wealth & Trust, FSB 0.00% Add +43.8% 322 $29K
CoreCap Advisors, LLC 0.00% Add +38.6% 316 $29K
Huntington National Bank 0.00% Reduce -65.2% 302 $27K
Wilmington Savings Fund Society, FSB 0.00% No change 300 $27K
Versant Capital Management, Inc 0.00% Reduce -35.5% 292 $26K
Whittier Trust Co. of Nevada Inc. 0.00% Add +18.3% 252 $24K
Flputnam Investment Management Co. 0.00% New 267 $24K
Private Trust Co. NA 0.00% Add +19.2% 236 $21K
Essential Partners LLC 0.01% Reduce -38.6% 224 $20K
SJS Investment Consulting Inc. 0.00% Add +430.9% 223 $20K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.9% 223 $20K
Rossby Financial, LCC 0.00% Add +13.2% 214 $19K
Basecamp Wealth Advisors LLC 0.00% Add +52.9% 211 $19K
First Horizon Corp. 0.00% Reduce -5.7% 183 $17K
Mather Group, Llc. 0.00% No change 180 $16K
Asset Dedication, LLC 0.00% No change 171 $15K
Salomon & Ludwin, LLC 0.00% New 157 $14K
Covestor Ltd 0.01% Add +13.2% 129 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.3% 128 $12K
City Holding Co. 0.00% No change 125 $11K
Vision Financial Markets LLC 0.01% No change 115 $11K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -84.6% 94 $8K
CVA Family Office, LLC 0.00% Add +18.4% 90 $8K
Accent Capital Management, LLC 0.00% New 80 $7K
Cedar Mountain Advisors, LLC 0.00% No change 75 $7K
Farmers & Merchants Investments Inc. 0.00% No change 74 $7K
Continuum Advisory, LLC 0.00% New 73 $7K
Wealth Enhancement Trust Services, Inc. 0.00% New 69 $6K
JFS Wealth Advisors, LLC 0.00% Add +4.7% 67 $6K
Fiduciary Financial Advisors 0.00% New 62 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 55 $5K
Blue Trust, Inc. 0.00% New 54 $5K
Bogart Wealth, LLC 0.00% No change 53 $5K
Sachetta, LLC 0.00% Add +2.0% 52 $5K
Cornerstone Financial Management LLC 0.00% Reduce -12.3% 50 $5K
CENTRAL TRUST Co 0.00% Reduce -37.2% 49 $4K
Bell Investment Advisors, Inc 0.00% Reduce -11.3% 47 $4K
Fortitude Family Office, LLC 0.00% Add +42.4% 47 $4K
High Note Wealth, LLC 0.00% Add +78.3% 41 $4K
Clearstead Trust, LLC 0.00% Reduce -20.8% 38 $3K
Silver Grove Financial Group, Inc. 0.00% New 32 $3K
Bayban 0.00% No change 29 $3K
Marquette Asset Management, LLC 0.00% No change 24 $2K
Manchester Capital Management LLC 0.00% No change 23 $2K
Private Wealth Management Group, LLC 0.00% New 22 $2K
Torren Management, LLC 0.00% No change 21 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -13.6% 19 $2K
Kingdom Financial Group LLC. 0.00% No change 18 $2K
Creative Capital Management Investments LLC 0.00% New 17 $2K
Rialto Wealth Management, LLC 0.00% Add +166.7% 16 $1K
Brown Brothers Harriman & Co. 0.00% New 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 13 $1K
JPL Wealth Management, LLC 0.00% New 12 $1K
SHP Wealth Management 0.00% No change 12 $1K
TFC Financial Management, Inc. 0.00% No change 11 $994
Dunhill Financial, LLC 0.00% Reduce -8.3% 11 $993
Abound Wealth Management 0.00% No change 10 $904
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $813
Quarry LP 0.00% Reduce -62.5% 9 $813
SouthState Bank Corp 0.00% No change 7 $633
Financial Management Professionals, Inc. 0.00% No change 7 $632
Investors Portfolio Services LLC 0.00% No change 4 $361
Activest Wealth Management 0.00% Add +0.0% 4 $361
TD Private Client Wealth LLC 0.00% No change 4 $361
Golden State Wealth Management, LLC 0.00% Reduce -83.3% 4 $361
LRI Investments, LLC 0.00% New 4 $361
Quaker Wealth Management, LLC 0.00% No change 3 $271
DecisionPoint Financial, LLC 0.00% New 2 $185
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 2 $181
Atlantic Union Bankshares Corp 0.00% No change 2 $181
Cassaday & Co Wealth Management LLC 0.00% No change 2 $181
Hughes Financial Services, LLC 0.00% Reduce -33.3% 2 $181
GHP Investment Advisors, Inc. 0.00% No change 1 $91
Maryland Capital Advisors Inc. 0.00% — 1 $91
Evolution Wealth Management Inc. 0.00% No change 1 $90
Raffa Wealth Management, LLC 0.00% New 1 $90
Avion Wealth 0.00% No change 7 $0
Navigoe, LLC 0.00% New 4 $0

"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.