HEALTHEQUITY INC (HQY) Institutional Shareholders
HEALTHEQUITY INC (HQY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.99B in HQY holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HQY tracked by InsiderSet, reporting ownership valued at approximately $1.02B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.08B, representing an estimated gain of +6.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed HQY value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Wasatch Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in HEALTHEQUITY INC (HQY).
This page ranks the largest institutional HQY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
485
Total Reported Value
$7.99B
Largest Holder
Blackrock, Inc.
Largest Position
$1.02B
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 11,277,914 | $1,018,621,255 | $1,082,679,744 | +$64,058,489 | +6.29% | |
| Wasatch Advisors Lp | 4.71% | 7,960,735 | $719,013,585 | $764,230,560 | +$45,216,975 | +6.29% | |
| Morgan Stanley | 0.02% | 4,547,219 | $410,704,974 | $436,533,024 | +$25,828,050 | +6.29% | |
| Vanguard Portfolio Management Llc | 0.02% | 4,057,643 | $366,486,316 | $389,533,728 | +$23,047,412 | +6.29% | |
| Vanguard Capital Management Llc | 0.01% | 3,640,776 | $328,834,888 | $349,514,496 | +$20,679,608 | +6.29% | |
| State Street Corp | 0.01% | 3,241,046 | $292,717,061 | $311,140,416 | +$18,423,355 | +6.29% | |
| Geode Capital Management, Llc | 0.01% | 2,374,467 | $214,497,588 | $227,948,832 | +$13,451,244 | +6.27% | |
| Aqr Capital Management Llc | 0.06% | 1,999,209 | $176,050,345 | $191,924,064 | +$15,873,719 | +9.02% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,869,036 | $168,794,190 | $179,427,456 | +$10,633,266 | +6.30% | |
| William Blair Investment Management, Llc | 0.48% | 1,773,227 | $160,157,863 | $170,229,792 | +$10,071,929 | +6.29% | |
| Fmr Llc | 0.01% | 1,538,387 | $138,947,073 | $147,685,152 | +$8,738,079 | +6.29% | |
| Brown Advisory Inc | 0.19% | 1,372,624 | $123,975,449 | $131,771,904 | +$7,796,455 | +6.29% | |
| Clearbridge Investments, Llc | 0.10% | 1,296,765 | $117,123,775 | $124,489,440 | +$7,365,665 | +6.29% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,188,902 | $107,381,628 | $114,134,592 | +$6,752,964 | +6.29% | |
| Greenhouse Funds Lllp | 5.63% | 1,183,024 | $106,850,728 | $113,570,304 | +$6,719,576 | +6.29% | |
| Geneva Capital Management Llc | 2.38% | 1,149,680 | $103,839,080 | $110,369,280 | +$6,530,200 | +6.29% | |
| Bank Of America Corp | 0.01% | 1,146,735 | $103,573,112 | $110,086,560 | +$6,513,448 | +6.29% | |
| Jpmorgan Chase & Co | 0.01% | 1,158,837 | $102,097,653 | $111,248,352 | +$9,150,699 | +8.96% | |
| Davenport & Co Llc | 0.50% | 1,087,218 | $98,197,530 | $104,372,928 | +$6,175,398 | +6.29% | |
| Northern Trust Corp | 0.01% | 1,072,119 | $96,833,789 | $102,923,424 | +$6,089,635 | +6.29% | |
| Goldman Sachs Group Inc | 0.01% | 1,007,434 | $90,991,438 | $96,713,664 | +$5,722,226 | +6.29% | |
| Price T Rowe Associates Inc | 0.01% | 994,551 | $89,829,000 | $95,476,896 | +$5,647,896 | +6.29% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 965,807 | $87,231,688 | $92,717,472 | +$5,485,784 | +6.29% | |
| Atalan Capital Partners, Lp | 5.07% | 915,270 | $82,667,186 | $87,865,920 | +$5,198,734 | +6.29% | |
| Loomis Sayles & Co L P | 0.10% | 908,554 | $82,060,598 | $87,221,184 | +$5,160,586 | +6.29% | |
| Swedbank Ab | 0.07% | 851,400 | $76,898,448 | $81,734,400 | +$4,835,952 | +6.29% | |
| Janus Henderson Group Plc | 0.04% | 850,411 | $71,067,521 | $81,639,456 | +$10,571,935 | +14.88% | |
| Park West Asset Management Llc | 4.79% | 776,651 | $70,147,118 | $74,558,496 | +$4,411,378 | +6.29% | |
| American Century Companies Inc | 0.03% | 759,978 | $68,641,411 | $72,957,888 | +$4,316,477 | +6.29% | |
| Bamco Inc | 0.10% | 750,394 | $67,775,586 | $72,037,824 | +$4,262,238 | +6.29% | |
| Nuveen, Llc | 0.02% | 732,750 | $66,181,936 | $70,344,000 | +$4,162,064 | +6.29% | |
| Stephens Investment Management Group Llc | 0.71% | 729,080 | $65,850,506 | $69,991,680 | +$4,141,174 | +6.29% | |
| Westfield Capital Management Co Lp | 0.21% | 703,313 | $63,523,230 | $67,518,048 | +$3,994,818 | +6.29% | |
| Sei Investments Co | 0.05% | 683,320 | $61,716,402 | $65,598,720 | +$3,882,318 | +6.29% | |
| Citadel Advisors Llc | 0.04% | 682,961 | $61,685,037 | $65,564,256 | +$3,879,219 | +6.29% | |
| Nomura Asset Management International Inc. | 0.09% | 678,537 | $61,285,000 | $65,139,552 | +$3,854,552 | +6.29% | |
| Bank Of New York Mellon Corp | 0.01% | 666,260 | $60,176,587 | $63,960,960 | +$3,784,373 | +6.29% | |
| Gw&K Investment Management, Llc | 0.45% | 632,382 | $57,117,000 | $60,708,672 | +$3,591,672 | +6.29% | |
| Cadian Capital Management, Lp | 4.28% | 626,700 | $56,603,544 | $60,163,200 | +$3,559,656 | +6.29% | |
| Vanguard Fiduciary Trust Co | 0.01% | 601,824 | $54,356,744 | $57,775,104 | +$3,418,360 | +6.29% | |
| Norges Bank | 0.00% | 533,946 | $48,226,003 | $51,258,816 | +$3,032,813 | +6.29% | |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2.26% | 456,922 | $41,269,195 | $43,864,512 | +$2,595,317 | +6.29% | |
| Ubs Group Ag | 0.01% | 435,457 | $39,330,476 | $41,803,872 | +$2,473,396 | +6.29% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.11% | 400,613 | $36,183,366 | $38,458,848 | +$2,275,482 | +6.29% | |
| Raymond James Financial Inc | 0.01% | 388,141 | $35,056,848 | $37,261,536 | +$2,204,688 | +6.29% | |
| Wellington Management Group Llp | 0.01% | 387,894 | $35,034,586 | $37,237,824 | +$2,203,238 | +6.29% | |
| Artisan Partners Limited Partnership | 0.06% | 384,107 | $34,692,544 | $36,874,272 | +$2,181,728 | +6.29% | |
| 12Th Street Asset Management Company, Llc | 4.44% | 345,390 | $31,195,617 | $33,157,440 | +$1,961,823 | +6.29% | |
| Aristotle Capital Boston, Llc | 2.02% | 332,884 | $30,066,082 | $31,956,864 | +$1,890,782 | +6.29% | |
| Ranger Investment Management, L.P. | 1.82% | 319,253 | $28,834,931 | $30,648,288 | +$1,813,357 | +6.29% |
Frequently asked questions about HQY
Who owns the most HQY stock?
The largest holders of HQY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HEALTHEQUITY INC (HQY).
Is HQY widely held by superinvestors?
Many widely followed stocks like HQY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HQY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.