HEALTHEQUITY INC (HQY) Institutional Ownership Changes & 13F Activity
HEALTHEQUITY INC (HQY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Millennium Management Llc, Citadel Advisors Llc, Man Group Plc, Bank Of America Corp, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cim Investment Management Inc | Buy | +191 | +5.0% | 4,007 | $361.91K | Q2 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Buy | +36,314 | +26.2% | 175,182 | $15.82M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +141,149 | +4.6% | 3,241,046 | $292.72M | Q2 2026 | Sep 22, 2026 |
| Integrated Wealth Concepts Llc | Buy | +554 | +3.8% | 14,949 | $1.35M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -273 | -0.3% | 80,893 | $7.31M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +68 | +26.3% | 327 | $29.54K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +414,129 | +154.0% | 682,961 | $61.69M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -3 | -13.6% | 19 | $1.72K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -7 | -12.3% | 50 | $4.52K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +2,364 | +8.6% | 29,789 | $2.69M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -2,810 | -2.8% | 97,794 | $8.83M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +21,215 | — | 21,215 | $1.92M | Q2 2026 | Aug 21, 2026 |
| Ashford Capital Management Inc | Sell | -13,040 | -4.9% | 253,441 | $22.89M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +19,830 | +219.0% | 28,886 | $2.61M | Q2 2026 | Aug 19, 2026 |
| Bridger Management, Llc | Buy | +51,616 | — | 51,616 | $4.66M | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -77,484 | -99.4% | 430 | $38.84K | Q2 2026 | Aug 17, 2026 |
| Grandeur Peak Global Advisors, Llc | Sell | -31,570 | -86.6% | 4,875 | $440.31K | Q2 2026 | Aug 17, 2026 |
| Formula Growth Ltd | Sell | -135 | -0.4% | 34,417 | $3.11M | Q2 2026 | Aug 17, 2026 |
| Millennium Management Llc | Sell | -558,892 | -69.1% | 249,975 | $22.58M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -355,722 | -84.0% | 67,560 | $6.10M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +284,727 | +33.0% | 1,146,735 | $103.57M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +206,616 | +25.8% | 1,007,434 | $90.99M | Q2 2026 | Aug 14, 2026 |
| Cadian Capital Management, Lp | Sell | -206,000 | -24.7% | 626,700 | $56.60M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +198,095 | — | 198,095 | $17.89M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +191,124 | +23.8% | 994,551 | $89.83M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -187,379 | -97.1% | 5,614 | $507.06K | Q2 2026 | Aug 14, 2026 |
| Park West Asset Management Llc | Buy | +153,495 | +24.6% | 776,651 | $70.15M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +125,882 | — | 125,882 | $11.37M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +115,973 | +285.8% | 156,551 | $14.14M | Q2 2026 | Aug 14, 2026 |
| Df Dent & Co Inc | Buy | +113,350 | +84.7% | 247,132 | $22.32M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HQY activity
Which institutional owners are buying HQY?
Institutional owners buying HQY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HQY activity?
"Buy" means an investor increased their reported position in HQY compared to the prior reporting period. This reflects growing exposure to HEALTHEQUITY INC (HQY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HQY increasing?
Institutional interest in HQY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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