Healthequity, Inc. (HQY) Institutional Ownership

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) showed up in the 13F filings of 495 institutional investors as of December 2025.

• These investors collectively held 101.2% of Healthequity's outstanding shares in December 2025, down from 102.9% in September 2025.
• Their total shares held in HQY increased 1.67% quarter over quarter, and separately, investors owning Healthequity increased 14.06% from a year ago.
• During the quarter, 262 of these 495 funds increased positions in HQY, 180 reduced exposure, and 53 held steady.
• The aggregate institutional position in Healthequity amounted to 88.03Mn shares as of December 2025, up by 1.45Mn shares quarter on quarter, and down 9.08Mn shares year over year.
• BlackRock, Inc. leads ownership in HQY with 10.53Mn shares as of December 31, 2025, equal to 12.11% of outstanding shares.
• The largest buyers of Healthequity for the quarter ending December 2025 were VANGUARD PORTFOLIO MANAGEMENT LLC (4.16Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.82Mn), Morgan Stanley (999.86K), Janus Henderson Group Plc (880.59K), PRICE T ROWE ASSOCIATES INC /MD/ (803.43K).
• Top sellers of HQY stock for the quarter ending December 2025 included WESTFIELD CAPITAL MANAGEMENT CO LP (1.24Mn), Goldman Sachs Group Inc (1.05Mn), FMR LLC (917.64K), BlackRock, Inc. (683.44K), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (478.57K).
• Business Quant data shows the 10 biggest positions in Healthequity as of December 2025 are held by BlackRock, Inc. (10.53Mn), WASATCH ADVISORS LP (7.2Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.16Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.82Mn), State Street Corp (3.1Mn), Morgan Stanley (2.49Mn), GEODE CAPITAL MANAGEMENT, LLC (2.26Mn), AQR CAPITAL MANAGEMENT LLC (2.09Mn), Janus Henderson Group Plc (1.7Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.66Mn).