Healthequity, Inc. (HQY) Institutional Ownership

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) is held by 495 institutional investors per 13F filings through December 2025.

• They owned 101.2% of outstanding stock in December 2025, down from 102.9% the prior quarter.
• They increased total shares held in HQY by 1.67% quarter over quarter, and investors in Healthequity increased 14.06% from a year ago.
• Of these 495 funds, 262 grew their exposure to Healthequity, 180 cut back, and 53 maintained positions.
• Combined, these investors held 88.03Mn shares in HQY for December 2025, up by 1.45Mn shares quarter on quarter, and down 9.08Mn shares year over year.
• As of December 31, 2025, BlackRock, Inc. held the largest stake in Healthequity with 10.53Mn shares, accounting for 12.11% of total shares outstanding.
• 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).
• The largest sellers of Healthequity for the quarter ending December 2025 were 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).