Healthequity, Inc. (HQY) Institutional Ownership

Ownership Summary

Healthequity, Inc. (NASDAQ:HQY) is held by 475 institutional investors per 13F filings through March 2026.

• They owned 100.5% of outstanding stock in March 2026, down from 103.5% the prior quarter.
• Their total shares held in HQY increased 11.83% from the prior quarter, while the number of investors in Healthequity increased 2.59% year over year.
• Of these 475 funds, 255 grew their exposure to Healthequity, 176 cut back, and 44 maintained positions.
• The aggregate institutional position in Healthequity amounted to 86.53Mn shares as of March 2026, up by 9.15Mn shares quarter on quarter, and down 11.76Mn shares year over year.
• As of March 31, 2026, the biggest holder of Healthequity is BlackRock, Inc. at 10.53Mn shares, representing 12.23% of shares outstanding.
• Top purchasers of HQY stock for the quarter ending March 2026 included 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).
• Leading sellers of Healthequity shares for the quarter ending March 2026 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).
• According to Business Quant data, leading holders of HQY for March 2026 are 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).