DaveManuel.com · Institutional Ownership · Who Owns It
HEALTHEQUITY INC (HQY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
507
Reporting holders
$8.1B
Reported value
107.4%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+15
Holder change
Institutions report 89,785,280 shares against 83,602,157 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 11,277,914 | 0.02% | 8q | +7.1%+$67.3M |
| WASATCH ADVISORS LP | $719.0M | 7,960,735 | 4.71% | 31q | +10.5%+$68.4M |
| MORGAN STANLEY | $410.7M | 4,547,219 | 0.02% | 35q | +82.9%+$186.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.5M | 4,057,643 | 0.02% | 2q | -2.5%-$9.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $328.8M | 3,640,776 | 0.01% | 2q | -4.8%-$16.5M |
| STATE STREET CORP | $292.7M | 3,241,046 | 0.01% | 31q | +4.6%+$12.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $214.5M | 2,374,467 | 0.01% | 31q | +5.1%+$10.4M |
| AQR CAPITAL MANAGEMENT LLC | $176.1M | 1,999,209 | 0.06% | 15q | -4.4%-$8.2M |
| DIMENSIONAL FUND ADVISORS LP | $168.8M | 1,869,036 | 0.03% | 31q | +14.9%+$21.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $160.2M | 1,773,227 | 0.48% | 3q | +6.8%+$10.3M |
| FMR LLC | $138.9M | 1,538,387 | 0.01% | 31q | +35.5%+$36.4M |
| BROWN ADVISORY INC | $124.0M | 1,372,624 | 0.19% | 31q | -2.8%-$3.6M |
| Clearbridge Investments, LLC | $117.1M | 1,296,765 | 0.10% | 31q | -1.0%-$1.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $107.4M | 1,188,902 | 0.01% | 31q | +1.2%+$1.2M |
| Greenhouse Funds LLLP | $106.9M | 1,183,024 | 5.46% | 10q | -5.9%-$6.8M |
| GENEVA CAPITAL MANAGEMENT LLC | $103.8M | 1,149,680 | 2.38% | 26q | -2.1%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $103.6M | 1,146,735 | 0.01% | 31q | +33.0%+$25.7M |
| JPMORGAN CHASE & CO | $102.1M | 1,158,837 | 0.01% | 31q | -2.1%-$2.2M |
| DAVENPORT & Co LLC | $98.2M | 1,087,218 | 0.48% | 26q | +7.1%+$6.5M |
| NORTHERN TRUST CORP | $96.8M | 1,072,119 | 0.01% | 31q | +3.5%+$3.2M |
| GOLDMAN SACHS GROUP INC | $91.0M | 1,007,434 | 0.01% | 31q | +25.8%+$18.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $89.8M | 994,551 | 0.01% | 31q | +23.8%+$17.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $87.2M | 965,807 | 0.04% | 5q | +34628.8%+$87.0M |
| Atalan Capital Partners, LP | $82.7M | 915,270 | 5.07% | 5q | +3.6%+$2.9M |
| LOOMIS SAYLES & CO L P | $82.1M | 908,554 | 0.10% | 13q | -2.5%-$2.1M |
| Jupiter Topco LLC | $78.8M | 872,972 | 0.03% | new | FIRST |
| Swedbank AB | $76.9M | 851,400 | 0.07% | 3q | +20.5%+$13.1M |
| Park West Asset Management LLC | $70.1M | 776,651 | 4.78% | 2q | +24.6%+$13.9M |
| AMERICAN CENTURY COMPANIES INC | $68.6M | 759,978 | 0.03% | 31q | +2.3%+$1.5M |
| BAMCO INC /NY/ | $67.8M | 750,394 | 0.10% | 31q | HELD |
| Nuveen, LLC | $66.2M | 732,750 | 0.02% | 6q | +7.7%+$4.7M |
| Stephens Investment Management Group LLC | $65.9M | 729,080 | 0.71% | 31q | +6.5%+$4.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $63.5M | 703,313 | 0.21% | 6q | -1.3%-$861.2K |
| CITADEL ADVISORS LLC | $63.0M incl. $1.3M options CALL+PUT | 682,961 | 0.01% | 31q | +154.0%+$38.2M |
| SEI INVESTMENTS CO | $61.7M | 683,320 | 0.05% | 31q | +13.4%+$7.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.3M | 678,537 | 0.09% | 3q | +14.6%+$7.8M |
| Bank of New York Mellon Corp | $60.2M | 666,260 | 0.01% | 31q | +11.2%+$6.1M |
| GW&K Investment Management, LLC | $57.1M | 632,382 | 0.45% | 26q | +36.2%+$15.2M |
| CADIAN CAPITAL MANAGEMENT, LP | $56.6M | 626,700 | 4.28% | 3q | -24.7%-$18.6M |
| VANGUARD FIDUCIARY TRUST CO | $54.4M | 601,824 | 0.01% | 2q | +1.2%+$667.4K |
| NORGES BANK | $48.2M | 533,946 | 0.00% | 32q | -26.9%-$17.8M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $41.3M | 456,922 | 2.26% | new | NEW |
| UBS Group AG | $39.3M | 435,457 | 0.01% | 31q | -44.6%-$31.7M |
| RAYMOND JAMES FINANCIAL INC | $39.0M | 431,967 | 0.01% | 7q | +13.5%+$4.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $36.2M | 400,613 | 0.11% | 31q | -17.5%-$7.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $35.0M | 387,894 | 0.01% | 17q | -22.0%-$9.9M |
| Artisan Partners Limited Partnership | $34.7M | 384,107 | 0.06% | 7q | +41.8%+$10.2M |
| FRANKLIN RESOURCES INC | $32.6M | 360,659 | 0.01% | 31q | +5.6%+$1.7M |
| 12th Street Asset Management Company, LLC | $31.2M | 345,390 | 4.44% | 5q | +37.4%+$8.5M |
| Aristotle Capital Boston, LLC | $30.1M | 332,884 | 2.02% | 24q | -16.2%-$5.8M |
| Ranger Investment Management, L.P. | $28.8M | 319,253 | 1.82% | 9q | +17.7%+$4.3M |
| PRINCIPAL FINANCIAL GROUP INC | $28.8M | 318,565 | 0.01% | 31q | +4.8%+$1.3M |
| CIBC Bancorp USA Inc. | $28.1M | 311,395 | 0.03% | 3q | -3.4%-$978.6K |
| LAZARD ASSET MANAGEMENT LLC | $24.9M | 275,693 | 0.04% | 6q | -19.2%-$5.9M |
| RHUMBLINE ADVISERS | $23.0M | 254,403 | 0.02% | 31q | +2.2%+$495.7K |
| ASHFORD CAPITAL MANAGEMENT INC | $22.9M | 253,441 | 2.45% | 31q | -4.9%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $22.6M | 249,975 | 0.01% | 31q | -69.1%-$50.5M |
| DF DENT & CO INC | $22.3M | 247,132 | 0.42% | 25q | +84.7%+$10.2M |
| SEGALL BRYANT & HAMILL, LLC | $21.5M | 238,243 | 0.26% | 9q | +40.9%+$6.2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $21.1M | 233,378 | 0.22% | 31q | +34.2%+$5.4M |
| OBERWEIS ASSET MANAGEMENT INC/ | $20.6M | 228,291 | 0.43% | 11q | +37.0%+$5.6M |
| ROYAL BANK OF CANADA | $19.2M | 212,264 | 0.00% | 31q | -29.0%-$7.8M |
| Allspring Global Investments Holdings, LLC | $18.7M | 202,691 | 0.03% | 19q | -24.0%-$5.9M |
| ALLIANCEBERNSTEIN L.P. | $18.6M | 222,480 | 0.01% | 31q | HELD |
| Invesco Ltd. | $17.9M | 198,095 | 0.00% | 31q | -56.2%-$23.0M |
| Retirement Systems of Alabama | $17.7M | 196,278 | 0.05% | 31q | -8.1%-$1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.5M | 193,492 | 0.00% | 31q | -0.7%-$123.6K |
| WELLS FARGO & COMPANY/MN | $17.2M | 190,425 | 0.00% | 31q | +35.9%+$4.5M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $16.6M | 184,308 | 0.16% | 7q | -4.2%-$730.9K |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 175,182 | 0.00% | 31q | +26.2%+$3.3M |
| GLENMEDE TRUST CO NA | $15.7M | 173,867 | 0.07% | 29q | -3.3%-$537.9K |
| Swiss National Bank | $15.3M | 169,500 | 0.01% | 31q | HELD |
| Russell Investments Group, Ltd. | $14.2M | 156,786 | 0.01% | 31q | +19.0%+$2.3M |
| Qube Research & Technologies Ltd | $14.1M | 156,551 | 0.01% | 5q | +285.8%+$10.5M |
| California Public Employees Retirement System | $14.0M | 155,319 | 0.01% | 31q | +1.1%+$158.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.6M | 150,273 | 0.02% | 31q | +40.7%+$3.9M |
| Premier Fund Managers Ltd | $12.8M | 145,243 | 1.16% | 12q | -49.5%-$12.5M |
| Public Sector Pension Investment Board | $12.7M | 140,952 | 0.03% | 2q | +145.9%+$7.6M |
| NEUBERGER BERMAN GROUP LLC | $12.4M | 137,365 | 0.01% | 18q | +2465.7%+$11.9M |
| GDS Wealth Management | $12.4M | 137,092 | 0.59% | 8q | +9.1%+$1.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $12.2M | 135,600 | 0.01% | 9q | -4.4%-$569.0K |
| DEUTSCHE BANK AG\ | $12.0M | 132,705 | 0.00% | 34q | +10.2%+$1.1M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12.0M | 132,691 | 0.39% | 31q | +5.1%+$583.5K |
| CASTLEARK MANAGEMENT LLC | $11.5M | 127,770 | 0.31% | 2q | +163.4%+$7.2M |
| AMERIPRISE FINANCIAL INC | $11.4M | 125,882 | 0.00% | 31q | -80.3%-$46.3M |
| AXIOM INVESTORS LLC /DE | $10.9M | 120,911 | 0.09% | 6q | -21.3%-$3.0M |
| CAPITAL FUND MANAGEMENT S.A. | $10.8M | 119,832 | 0.05% | 2q | +129.1%+$6.1M |
| Legal & General Group Plc | $10.7M | 118,522 | 0.00% | 31q | +0.7%+$77.9K |
| Ensign Peak Advisors, Inc | $10.6M | 117,281 | 0.02% | 27q | -12.7%-$1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M incl. $8.9M options CALL+PUT | 18,350 | 0.00% | 31q | -37.5%-$6.3M |
| Wealthspire Advisors, LLC | $10.1M | 111,986 | 0.06% | 4q | +194.9%+$6.7M |
| B. Metzler seel. Sohn & Co. AG | $10.0M | 111,108 | 0.09% | 19q | +29.7%+$2.3M |
| Mariner, LLC | $9.8M | 108,898 | 0.01% | 16q | +57.7%+$3.6M |
| BESSEMER GROUP INC | $9.8M | 108,688 | 0.01% | 17q | -72.0%-$25.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.3M | 102,875 | 0.02% | 31q | +1.3%+$123.1K |
| TECTONIC ADVISORS LLC | $9.1M | 100,323 | 0.44% | 5q | +21.1%+$1.6M |
| Diversify Advisory Services, LLC | $9.0M | 90,675 | 0.15% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $9.0M | 90,675 | 0.15% | 9q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8.8M | 97,794 | 0.01% | 31q | -2.8%-$253.8K |
| Granahan Investment Management, LLC | $8.8M | 97,318 | 0.31% | 3q | -20.3%-$2.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-09 | 13G/A | Wasatch Advisors LP | 8.5% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-09 | 2026-10-05 | Directors or officers departed or appointed | filing |
| 2026-09-30 | 2026-09-24 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-25 | DILLON ADRIAN T | Director | Sold | 7,632 | $798.4K ×2 |
| 2026-05-28 | Ladd Delano | EVP, General Counsel | Sold | 7,500 | $675.0K |
| 2026-05-29 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sold | 3,142 | $298.5K |
| 2026-07-02 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sold | 2,470 | $234.7K |
| 2026-07-10 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sold | 2,354 | $223.6K |
| 2026-05-28 | Wellborn Gayle Furgurson | Director | Sold | 2,439 | $219.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 140 | $1.0B | 11,488,107 | 17 | 36 | 45 | 0.0% |
| Q2 2026 | 507 | $8.1B | 89,785,280 | 76 | 205 | 152 | 0.2% |
| Q1 2026 | 492 | $7.2B | 86,298,694 | 72 | 177 | 178 | 0.4% |
| Q4 2025 | 517 | $8.2B | 89,126,371 | 74 | 174 | 173 | 0.3% |
| Q3 2025 | 495 | $8.5B | 89,721,010 | 77 | 163 | 168 | 0.3% |
| Q2 2025 | 489 | $9.7B | 91,737,450 | 73 | 164 | 172 | 0.6% |
| Q1 2025 | 468 | $8.3B | 93,185,103 | 71 | 189 | 134 | 0.7% |
| Q4 2024 | 445 | $9.1B | 94,052,506 | 73 | 150 | 135 | 0.4% |
| Q3 2024 | 405 | $7.4B | 89,648,179 | 58 | 130 | 146 | 0.3% |
| Q2 2024 | 388 | $7.7B | 89,502,907 | 51 | 148 | 112 | 0.1% |
| Q1 2024 | 368 | $7.3B | 89,477,106 | 53 | 115 | 127 | 0.4% |
| Q4 2023 | 354 | $5.9B | 88,204,719 | 44 | 104 | 126 | 0.5% |
| Q3 2023 | 347 | $6.4B | 87,732,779 | 59 | 108 | 112 | 0.3% |
| Q2 2023 | 321 | $5.4B | 84,819,107 | 42 | 96 | 123 | 0.3% |
| Q1 2023 | 315 | $5.3B | 89,720,814 | 31 | 112 | 109 | 0.4% |
| Q4 2022 | 325 | $5.2B | 83,381,018 | 48 | 103 | 120 | 0.8% |
| Q3 2022 | 301 | $6.5B | 95,722,374 | 38 | 94 | 112 | 0.4% |
| Q2 2022 | 297 | $13.5B | 220,257,572 | 39 | 101 | 101 | 0.2% |
| Q1 2022 | 290 | $16.0B | 236,524,872 | 59 | 98 | 83 | 0.3% |
| Q4 2021 | 274 | $19.9B | 448,880,186 | 41 | 106 | 82 | 0.1% |
| Q3 2021 | 282 | $15.0B | 231,010,257 | 34 | 110 | 82 | 0.2% |
| Q2 2021 | 284 | $26.0B | 322,681,101 | 38 | 87 | 108 | 0.1% |
| Q1 2021 | 279 | $8.4B | 123,157,568 | 28 | 112 | 88 | 0.7% |
| Q4 2020 | 281 | $8.3B | 118,166,238 | 28 | 91 | 107 | 0.8% |
| Q3 2020 | 275 | $5.9B | 112,792,974 | 30 | 124 | 74 | 1.1% |
| Q2 2020 | 291 | $6.3B | 105,537,395 | 40 | 96 | 107 | 1.1% |
| Q1 2020 | 287 | $9.4B | 183,958,490 | 30 | 96 | 97 | 0.6% |
| Q4 2019 | 315 | $8.5B | 113,989,492 | 34 | 111 | 94 | 0.4% |
| Q3 2019 | 301 | $6.5B | 113,682,682 | 32 | 143 | 75 | 0.5% |
| Q2 2019 | 327 | $7.1B | 107,280,431 | 56 | 151 | 81 | 1.1% |
| Q1 2019 | 324 | $7.2B | 97,243,173 | 60 | 108 | 98 | 0.5% |
| Q4 2018 | 306 | $5.8B | 96,821,758 | 9 | 7 | 1 | 0.6% |