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 $7.06B 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 $880.19M in its March 31, 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 $1.06B, representing an estimated gain of +20.39% 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, Vanguard Portfolio Management Llc, 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
476
Total Reported Value
$7.06B
Largest Holder
Blackrock, Inc.
Largest Position
$880.19M
Insider Transactions (90d)
19
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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% | 10,532,394 | $880,192,208 | $1,059,664,160 | +$179,471,952 | +20.39% | |
| Wasatch Advisors Lp | 4.71% | 7,960,735 | $719,013,585 | $800,929,548 | +$81,915,963 | +11.39% | |
| Vanguard Portfolio Management Llc | 0.02% | 4,163,593 | $347,951,467 | $418,899,092 | +$70,947,625 | +20.39% | |
| Vanguard Capital Management Llc | 0.01% | 3,823,804 | $319,555,300 | $384,712,920 | +$65,157,620 | +20.39% | |
| State Street Corp | 0.01% | 3,099,897 | $259,058,392 | $311,880,637 | +$52,822,245 | +20.39% | |
| Morgan Stanley | 0.01% | 2,485,913 | $207,747,965 | $250,107,707 | +$42,359,742 | +20.39% | |
| Geode Capital Management, Llc | 0.01% | 2,259,646 | $188,871,255 | $227,342,984 | +$38,471,729 | +20.37% | |
| Aqr Capital Management Llc | 0.08% | 2,092,223 | $172,587,475 | $210,498,556 | +$37,911,081 | +21.97% | |
| William Blair Investment Management, Llc | 0.46% | 1,659,616 | $138,694,109 | $166,973,966 | +$28,279,857 | +20.39% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,627,039 | $135,956,994 | $163,696,394 | +$27,739,400 | +20.40% | |
| Brown Advisory Inc | 0.19% | 1,412,784 | $118,066,377 | $142,140,198 | +$24,073,821 | +20.39% | |
| Clearbridge Investments, Llc | 0.10% | 1,309,972 | $109,474,352 | $131,796,283 | +$22,321,931 | +20.39% | |
| Mackenzie Financial Corp | 0.13% | 1,281,657 | $107,108,075 | $128,947,511 | +$21,839,436 | +20.39% | |
| Greenhouse Funds Lllp | 4.98% | 1,257,854 | $105,118,859 | $126,552,691 | +$21,433,832 | +20.39% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,175,339 | $98,223,080 | $118,250,857 | +$20,027,777 | +20.39% | |
| Davenport & Co Llc | 0.50% | 1,087,218 | $98,197,530 | $109,385,003 | +$11,187,473 | +11.39% | |
| Geneva Capital Management Llc | 2.09% | 1,174,070 | $98,117,013 | $118,123,183 | +$20,006,170 | +20.39% | |
| Fmr Llc | 0.00% | 1,134,933 | $94,846,334 | $114,185,609 | +$19,339,275 | +20.39% | |
| Northern Trust Corp | 0.01% | 1,036,174 | $86,593,062 | $104,249,466 | +$17,656,404 | +20.39% | |
| Loomis Sayles & Co L P | 0.10% | 931,906 | $77,879,375 | $93,759,063 | +$15,879,688 | +20.39% | |
| Swedbank Ab | 0.07% | 851,400 | $76,898,448 | $85,659,354 | +$8,760,906 | +11.39% | |
| Atalan Capital Partners, Lp | 6.81% | 883,670 | $73,848,302 | $88,906,039 | +$15,057,737 | +20.39% | |
| Bank Of America Corp | 0.01% | 862,008 | $72,038,020 | $86,726,625 | +$14,688,605 | +20.39% | |
| Janus Henderson Group Plc | 0.04% | 850,411 | $71,067,521 | $85,559,851 | +$14,492,330 | +20.39% | |
| Balyasny Asset Management L.P. | 0.14% | 835,072 | $69,786,967 | $84,016,594 | +$14,229,627 | +20.39% | |
| Cadian Capital Management, Lp | 8.47% | 832,700 | $69,588,739 | $83,777,947 | +$14,189,208 | +20.39% | |
| Millennium Management Llc | 0.05% | 808,867 | $67,597,015 | $81,380,109 | +$13,783,094 | +20.39% | |
| Goldman Sachs Group Inc | 0.01% | 800,818 | $66,924,360 | $80,570,299 | +$13,645,939 | +20.39% | |
| Stephens Investment Management Group Llc | 0.71% | 729,080 | $65,850,506 | $73,352,739 | +$7,502,233 | +11.39% | |
| Ubs Group Ag | 0.01% | 786,667 | $65,741,761 | $79,146,567 | +$13,404,806 | +20.39% | |
| Bamco Inc | 0.19% | 750,025 | $62,679,589 | $75,460,015 | +$12,780,426 | +20.39% | |
| American Century Companies Inc | 0.03% | 742,849 | $62,079,996 | $74,738,038 | +$12,658,042 | +20.39% | |
| Westfield Capital Management Co Lp | 0.25% | 712,848 | $59,572,707 | $71,719,637 | +$12,146,930 | +20.39% | |
| Nuveen, Llc | 0.02% | 680,462 | $56,866,209 | $68,461,282 | +$11,595,073 | +20.39% | |
| Ameriprise Financial Inc | 0.01% | 638,034 | $53,320,503 | $64,192,601 | +$10,872,098 | +20.39% | |
| Park West Asset Management Llc | 4.60% | 623,156 | $52,077,147 | $62,695,725 | +$10,618,578 | +20.39% | |
| Sei Investments Co | 0.05% | 602,721 | $50,369,255 | $60,639,760 | +$10,270,505 | +20.39% | |
| Bank Of New York Mellon Corp | 0.01% | 599,254 | $50,079,631 | $60,290,945 | +$10,211,314 | +20.39% | |
| Vanguard Fiduciary Trust Co | 0.01% | 594,435 | $49,676,933 | $59,806,105 | +$10,129,172 | +20.39% | |
| Nomura Asset Management International Inc. | 0.08% | 592,014 | $49,475,000 | $59,562,529 | +$10,087,529 | +20.39% | |
| Wellington Management Group Llp | 0.01% | 497,520 | $41,577,746 | $50,055,487 | +$8,477,741 | +20.39% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.12% | 485,444 | $40,568,555 | $48,840,521 | +$8,271,966 | +20.39% | |
| Invesco Ltd. | 0.01% | 452,743 | $37,835,732 | $45,550,473 | +$7,714,741 | +20.39% | |
| Man Group Plc | 0.07% | 423,282 | $35,373,677 | $42,586,402 | +$7,212,725 | +20.39% | |
| Aristotle Capital Boston, Llc | 2.06% | 397,229 | $33,168,900 | $39,965,210 | +$6,796,310 | +20.49% | |
| Lazard Asset Management Llc | 0.05% | 341,399 | $28,530,741 | $34,348,153 | +$5,817,412 | +20.39% | |
| Franklin Resources Inc | 0.01% | 341,388 | $28,529,790 | $34,347,047 | +$5,817,257 | +20.39% | |
| Raymond James Financial Inc | 0.01% | 332,913 | $27,722,078 | $33,494,377 | +$5,772,299 | +20.82% | |
| Cibc Bancorp Usa Inc. | 0.04% | 322,228 | $26,921,824 | $32,419,359 | +$5,497,535 | +20.42% | |
| Principal Financial Group Inc | 0.01% | 304,049 | $25,409,375 | $30,590,370 | +$5,180,995 | +20.39% |
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.