Healthequity, Inc. (HQY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

497,554Shares held by institutions

$40,560,602Value of institutional holdings

101.10%Institutional ownership %

-4.50%Shares Changed QoQ

480No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) has 495 institutional investors with active 13F positions as of December 2025.

These investors held 101.2% of outstanding shares in December 2025, down from 102.9% in September 2025.
Their total shares held in HQY increased 1.67% from the prior quarter, while the number of investors in Healthequity increased 14.06% year over year.
Of these 495 holders, 262 added to their stakes in Healthequity, 180 trimmed positions, and 53 made no changes.
Altogether, these fund groups held 88.03Mn shares in HQY by December 2025, up by 1.45Mn shares quarter on quarter, and down 9.08Mn shares year over year.
BlackRock, Inc. holds the largest position in HQY at 11.22Mn shares as of December 31, 2025, or 12.9% of shares outstanding.
The most significant purchases of HQY for the quarter ending December 2025 came from WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), Swedbank AB (874.6K), NORGES BANK (730.57K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (634.18K), MILLENNIUM MANAGEMENT LLC (573.28K).
The largest sellers of Healthequity for the quarter ending December 2025 were FMR LLC (1.44Mn), Invesco Ltd. (1.26Mn), Jpmorgan Chase & Co (1.24Mn), Bank Of America Corp /De/ (750.2K), Franklin Resources Inc (498.55K).
Per Business Quant data, the top 10 holders of Healthequity for the quarter ending December 2025 are BlackRock, Inc. (11.22Mn), VANGUARD GROUP INC (8.67Mn), WASATCH ADVISORS LP (6.59Mn), State Street Corp (3.09Mn), GEODE CAPITAL MANAGEMENT, LLC (2.2Mn), FMR LLC (2.05Mn), WESTFIELD CAPITAL MANAGEMENT CO LP (1.95Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.86Mn), AQR CAPITAL MANAGEMENT LLC (1.76Mn), DIMENSIONAL FUND ADVISORS LP (1.58Mn).

495 Institutional Holders

497,554 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	49,971	0.45%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-77,721	-0.89%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,855,208	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-195,679	-51.39%	$0.00
WASATCH ADVISORS LP	31 Dec, 2025	281,971	4.47%	$0.00
Greenhouse Funds LLLP	31 Dec, 2025	10,783	1.01%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	20,032	223.82%	$0.00
State Street Corp	31 Dec, 2025	-59,144	-1.88%	$0.00
Atalan Capital Partners, LP	31 Dec, 2025	3,550	0.39%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-11,411	-48.95%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,671	0.26%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	-34,677	-4.54%	$0.00
PEAK6 LLC	31 Dec, 2025	4,065	67.56%	$0.00
FMR LLC	31 Dec, 2025	-1,437,210	-41.18%	$0.00
Nuveen, LLC	31 Dec, 2025	124,088	22.56%	$0.00
WESTFIELD CAPITAL MANAGEMENT CO LP	31 Dec, 2025	235,794	13.74%	$0.00
UBS Group AG	31 Dec, 2025	68,524	12.48%	$0.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	-1,933	-0.11%	$0.00
Aristotle Capital Boston, LLC	31 Dec, 2025	-3,095	-0.71%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	22,744	1.46%	$0.00

1 - 20 of 495

Research Tools