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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

484 managers (501 13F filers) reported a position in HQY shares at 2026-06-30, 89,725,463 shares in all. 72 filers opened a position and 56 filers sold out during the quarter.

Managers
484
13F filers
501
New
72
Added
211
Reduced
158
Sold out
56
Shares held by filers
89,725,463

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Ladd Delanoofficer (EVP, General Counsel)2026-10-06-1,080 F$91.1553Form 4
Fiore Michael Henryother2026-10-06-2,032 F$91.1553Form 4
Neeleman Stephendirector, officer (FOUNDER AND VICE CHAIRMAN)2026-10-06-1,095 F$91.1553Form 4
Gathright Michaelofficer (Chief Customer Officer)2026-10-06-662 F$91.1553Form 4
Lucania James Mofficer (EVP & CFO)2026-10-06-2,822 F$91.1553Form 4
Cutler Scottdirector, officer (President and CEO)2026-10-06-1,230 F$91.1553Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Assenagon Asset Management S.A.21,215$1.92M<0.01%new13F-HR/ATimeline
CHOREO, LLC20,967$1.89M0.02%+68113F-HRTimeline
Campbell & CO Investment Adviser LLC20,767$1.88M0.1%-18413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,573$1.86M<0.01%-3,06913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,431$1.85M<0.01%new13F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…20,332$1.84M<0.01%+11,71613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…20,224$1.83M0.01%-1,18213F-HRTimeline
TWINBEECH CAPITAL LP20,182$1.82M0.33%new13F-HRTimeline
FIRST AMERICAN BANK19,797$1.79M0.1%+3,75513F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM19,722$1.78M0.01%-80013F-HRTimeline
Henshaw Capital LLC19,569$1.77M0.06%new13F-HRTimeline
OP Asset Management Ltd19,105$1.73M0.02%013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding19,097$1.72M-653Timeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,063$1.72M<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,759$1.69M<0.01%-49013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC18,357$1.66M0.02%-41413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,350$1.66M<0.01%-11,00913F-HRTimelineGroup
Elo Mutual Pension Insurance Co18,189$1.64M0.02%+7,51613F-HRTimeline
CAMBIAR INVESTORS LLC18,046$1.63M0.07%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,476$1.58M0.02%-10013F-HRTimeline
NewEdge Advisors, LLC17,474$1.58M<0.01%+4,44713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,300$1.56M0.04%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS17,258$1.56M<0.01%+3,97413F-HRTimeline
SUMITOMO LIFE INSURANCE CO17,142$1.55M0.03%+6,27413F-HRTimeline
Three Seasons Wealth, LLC16,980$1.53M0.14%+5,01413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,778$1.52M<0.01%-36813F-HRTimelineGroup
SG Americas Securities, LLC16,750$1.51M<0.01%-60413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP16,314$1.47M0.01%-11,05813F-HRTimelineGroup
Shay Capital LLC16,000$1.45M0.16%+3,00013F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,641$1.41M0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,135$1.37M<0.01%+92713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\15,131$1.37M<0.01%-2,64213F-HRTimelineGroup
Integrated Wealth Concepts LLC14,949$1.35M0.01%+55413F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC14,811$1.34M0.21%-11813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,796$1.34M+9,287Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …14,732$1.33M0.09%-5213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,513$1.31M<0.01%+1,38713F-HRTimelineGroup
ProShare Advisors LLC14,447$1.3M<0.01%-1,20213F-HRTimeline
Coyle Financial Counsel LLC14,260$1.29M0.24%+3,53413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,233$1.29M0.01%+8713F-HRTimelineGroup
HANCOCK WHITNEY CORP13,984$1.26M0.02%-5213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,983$1.26M<0.01%-54013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…12,874$1.16M<0.01%-56613F-HRTimelineGroup
Jackson Creek Investment Advisors LLC11,550$1.16M0.39%new13F-HRTimeline
XPONANCE LLC12,465$1.13M0.01%+30413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,839$1.07M0.03%+3,53513F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO11,805$1.07M0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,318$1.02M0.01%+3,47213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,311$1.02M0.09%new13F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding10,956$990K+8,540Timeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,927$987K0.01%-4,84713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,083$911K0.02%-86513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,964$900K0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.9,842$889K0.08%-66513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,842$889K0.01%+3,96113F-HRTimelineGroup
Pacer Advisors, Inc.9,729$879K<0.01%-3,79913F-HRTimeline
NorthCrest Asset Manangement, LLC9,052$858K0.02%+2,26913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,108$822K<0.01%-35113F-HRTimelineGroup
&PARTNERS8,952$809K<0.01%+1,59313F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,906$804K0.03%+98413F-HRTimelineGroup
Prospera Financial Services Inc8,738$789K0.01%-2413F-HRTimeline
HC Advisors, LLC8,690$785K0.48%013F-HRTimeline
Suncoast Equity Management8,635$780K0.1%-61513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC8,630$779K0.51%+2,28013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,467$765K0.03%+6,85713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,292$749K0.07%-23313F-HRTimeline
State of Alaska, Department of Revenue8,278$747K0.01%-5813F-HRTimeline
Overbrook Management Corp8,249$745K0.11%-4,42713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,231$743K<0.01%013F-HRTimeline
Radnor Capital Management, LLC8,716$740K0.1%-15013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC8,212$740K<0.01%+2,83713F-HRTimelineGroup
Graham Capital Management, L.P.8,184$739K0.02%+15213F-HRTimeline
Fulton Bank, N.A.8,114$733K0.02%+1,58813F-HRTimeline
Peterson Wealth Services8,089$731K0.16%+36613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC7,954$718K0.01%new13F-HRTimelineGroup
STANSBERRY ASSET MANAGEMENT, LLC7,704$696K0.06%-67213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC7,668$693K<0.01%-1,49713F-HRTimelineGroup
Steadtrust LLC7,520$679K0.34%+50013F-HRTimeline
MANGROVE PARTNERS IM, LLC7,395$668K0.04%-1,40313F-HRTimeline
Merit Financial Group, LLC7,350$664K<0.01%+4,51113F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC7,201$650K0.02%-64313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.6,951$639K0.04%+4413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK7,003$633K<0.01%+2,45013F-HRTimelineGroup
Freestone Grove Partners LP6,892$622K<0.01%-2,79113F-HRTimeline
Quantbot Technologies LP6,827$617K0.02%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,266$612K0.02%013F-HRTimeline
Sanctuary Advisors, LLC6,695$605K<0.01%+37013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,658$601K<0.01%+48813F-HRTimelineGroup
CSS LLC/IL6,630$599K0.03%-1,98013F-HRTimeline
Sepio Capital, LP6,606$597K0.03%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,556$592K0.02%+64213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,527$590K<0.01%-1,82513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC6,525$589K0.01%+68913F-HRTimeline
Abel Hall, LLC6,489$586K0.1%+79513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC6,012$581K0.02%-68813F-HRTimelineGroup
Janney Montgomery Scott LLC6,300$569K<0.01%-1,26813F-HRTimeline
Federation des caisses Desjardins du Qu…6,022$544K<0.01%+96613F-HRTimeline
Blackstone Inc.in group Blackstone Inc.5,974$540K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Sivia Capital Partners, LLC5,964$539K0.07%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,960$538K0.01%+5813F-HRTimeline
ARISTEIA CAPITAL, L.L.C.5,722$517K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,669$512K0.03%-5,30513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,664$512K0.01%+2,24513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EP Wealth Advisors, LLC5,649$510K<0.01%+44913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,614$507K<0.01%-187,37913F-HRTimelineGroup
BRIGHTON JONES LLC5,602$506K0.01%new13F-HRTimeline
Vinva Investment Management Ltd3,824$488K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC4,901$484K0.1%+65413F-HRTimeline
CAXTON ASSOCIATES LLP5,321$481K0.01%new13F-HRTimeline
Engineers Gate Manager LP5,271$476K0.01%+2,43613F-HRTimeline
AE Wealth Management LLC5,247$474K<0.01%+2,78813F-HRTimeline
SUMMITRY LLC5,159$466K0.02%+78813F-HRTimeline
Mutual Advisors, LLC5,096$460K0.01%+4113F-HRTimeline
Sterling Capital Management LLC5,071$458K0.01%+4,52113F-HRTimeline
Keebeck Wealth Management5,061$457K0.04%-31213F-HRTimeline
Van Hulzen Asset Management, LLC5,000$452K0.03%013F-HRTimeline
MAI Capital Management4,932$445K<0.01%+3,66313F-HRTimeline
Grandeur Peak Global Advisors, LLC4,875$440K0.1%-31,57013F-HR/ATimeline
iA Global Asset Management Inc.4,762$430K0.01%+4,56213F-HRTimeline
HB Wealth Management, LLC4,671$422K<0.01%+1,92713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,645$420K<0.01%+96113F-HRTimelineGroup
Narus Financial Partners, LLC4,522$408K0.1%-47613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,408$398K<0.01%-6313F-HRTimelineGroup
Arax Advisory Partners4,376$395K<0.01%+3,92313F-HRTimeline
Iron Gate Global Advisors LLC4,358$394K0.04%-1,05513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,290$387K<0.01%+60313F-HRTimeline
Fieldview Capital Management, LLC4,280$387K0.11%-81413F-HRTimeline
Blueshift Asset Management, LLC4,219$381K0.09%new13F-HRTimeline
State of Wyoming4,169$377K0.04%-6,19813F-HRTimeline
Ares Systematic Credit Ltd4,100$370K0.22%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,065$367K0.1%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,053$366K0.01%+25813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,007$362K0.09%+19113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,889$351K<0.01%+74913F-HRTimeline
Numerai GP LLC3,881$351K0.03%-3,77713F-HRTimeline
Curated Wealth Partners LLC3,880$350K0.04%-23313F-HR/ATimeline
DNB Asset Management ASin group DNB Asset Management AS3,720$336K<0.01%013F-HRTimelineGroup
PROFUND ADVISORS LLC3,658$330K0.01%+1613F-HRTimeline
NewEdge Wealth, LLC3,593$325K<0.01%new13F-HRTimeline
Avanza Fonder AB3,469$313K0.01%013F-HRTimeline
Sowell Financial Services LLC3,462$313K0.01%+88413F-HRTimeline
Vise Technologies, Inc.3,412$308K<0.01%new13F-HRTimeline
Ethic Inc.3,409$308K<0.01%+93013F-HRTimeline
Vestcor Inc3,377$305K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,373$305K<0.01%13F-HRTimeline
GREENLEAF TRUST3,353$303K<0.01%-14113F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,304$298K0.01%-5013F-HRTimeline
Orion Porfolio Solutions, LLC3,285$297K<0.01%+40513F-HRTimeline
MML INVESTORS SERVICES, LLC3,280$296K<0.01%+53913F-HRTimeline
Cresset Asset Management, LLC3,257$294K<0.01%+15613F-HRTimeline
Nykredit A/Sin group Nykredit A/S3,211$290K<0.01%13F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,173$287K<0.01%+313F-HR/ATimeline
Bull Harbor Capital LLC3,089$279K0.05%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,035$274K0.22%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,766$250K<0.01%-11913F-HRTimeline
West Family Investments, Inc.2,708$245K0.07%new13F-HRTimeline
CIBC Asset Management Inc2,700$244K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,671$241K0.15%-3513F-HRTimeline
Chicago Partners Investment Group LLC2,555$241K<0.01%new13F-HRTimeline
Private Advisory Group LLC2,594$234K0.01%-124,56213F-HRTimeline
Keating Financial Advisory Services, In…2,592$234K0.03%-1,28013F-HRTimeline
Holocene Advisors, LP2,563$231K<0.01%-11713F-HRTimeline
111 Capital2,534$229K0.04%new13F-HRTimeline
Acorn Wealth Advisors, LLC2,527$228K0.06%new13F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc2,515$227K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,464$223K<0.01%+1,42913F-HRTimeline
KBC Group NVin group KBC Group NV2,411$218K<0.01%013F-HRTimelineGroup
Axxion S.A.2,397$216K0.02%13F-HRTimeline
Estate Planners Group, LLC2,347$212K0.1%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,315$209K<0.01%new13F-HRTimeline
Grant Private Wealth Management Inc2,276$206K0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,259$204K<0.01%-63713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,230$201K<0.01%-27513F-HRTimelineGroup
Edgestream Partners, L.P.2,220$201K0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,164$195K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,628$150K0.01%+1,07513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,643$148K<0.01%new13F-HRTimeline
Aviso Financial Inc.1,588$143K<0.01%-2713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,430$129K<0.01%-12013F-HRTimelineGroup
Eurizon Capital SGR S.p.A.1,368$120K<0.01%013F-HRTimeline
GAMMA Investing LLC1,321$119K<0.01%+19313F-HRTimeline
Farther Finance Advisors, LLC1,260$114K<0.01%+83813F-HRTimeline
SIGNATUREFD, LLC1,217$110K<0.01%-8213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,187$107K<0.01%+28613F-HRTimelineGroup
UMB Bank, n.a.1,123$101K<0.01%+16513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC883$79.8K<0.01%-42313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC836$75.5K0.01%new13F-HRTimeline
Leonteq Securities AG740$66.8K<0.01%+35813F-HRTimeline
Employees Retirement System of Texas727$66K<0.01%new13F-HRTimeline
IFP Advisors, Inc614$55.5K<0.01%+48813F-HRTimeline
True Wealth Design, LLC558$50.4K0.01%+31713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.554$50K<0.01%+14413F-HRTimelineGroup
Sellwood Investment Partners LLC550$49.7K0.02%013F-HRTimeline
DekaBank Deutsche Girozentrale549$45K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.464$41.9K<0.01%013F-HRTimeline
WPG Advisers, LLC443$40K0.02%+6413F-HRTimeline
Kemnay Advisory Services Inc.437$39.5K<0.01%-6013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…430$38.8K<0.01%-77,48413F-HRTimeline
Smartleaf Asset Management LLC430$37.8K<0.01%013F-HRTimeline
Larson Financial Group LLC405$36.6K<0.01%+12213F-HRTimeline

Events

  • WASATCH ADVISORS LP reported 7,011,469 HQY shares, 8.5% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-09. 0000814133-26-000119

    Accepted , ingested

  • Ladd Delano disposed of 1,080 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0001683056-26-000024

    Accepted , ingested

  • Fiore Michael Henry disposed of 2,032 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0002016116-26-000024

    Accepted , ingested

  • Neeleman Stephen disposed of 1,095 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0001614838-26-000024

    Accepted , ingested

  • Gathright Michael disposed of 662 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0002076763-26-000011

    Accepted , ingested

  • Lucania James M disposed of 2,822 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0001638683-26-000020

    Accepted , ingested

  • Cutler Scott disposed of 1,230 HQY shares on 2026-10-06, Form 4 filed 2026-10-08. 0001715537-26-000018

    Accepted , ingested