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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

430 managers (441 13F filers) reported a position in HQY shares at 2024-12-31, 90,182,095 shares in all. 72 filers opened a position and 43 filers sold out during the quarter.

Managers
430
13F filers
441
New
72
Added
162
Reduced
143
Sold out
43
Shares held by filers
90,182,095

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Quinn Opportunity Partners LLC13,470$1.29M0.09%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,365$1.28M<0.01%-8,99713F-HRTimelineGroup
HANCOCK WHITNEY CORP13,326$1.28M0.04%+13313F-HRTimeline
Mariner, LLCin group Mariner, LLC13,309$1.28M<0.01%+23913F-HRTimelineGroup
NewEdge Advisors, LLC12,983$1.25M0.01%+38413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,756$1.22M<0.01%+1,33813F-HRTimelineGroup
Pacer Advisors, Inc.12,717$1.22M<0.01%-2813F-HRTimeline
Campbell & CO Investment Adviser LLC12,706$1.22M0.09%new13F-HRTimeline
Alberta Investment Management Corp12,346$1.18M0.01%-8,84213F-HRTimeline
XPONANCE LLC12,276$1.18M0.01%+71813F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD11,566$1.11M0.01%new13F-HRTimelineGroup
Premier Fund Managers Ltd11,076$1.07M0.04%+2,04613F-HRTimeline
Holocene Advisors, LP10,874$1.04M<0.01%-4,35313F-HRTimeline
STRS OHIO10,800$1.04M<0.01%+1,30013F-HRTimeline
Peterson Wealth Services10,507$1.01M0.3%+50913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,773$963K<0.01%-6,00813F-HRTimelineGroup
Rockport Wealth LLC10,000$960K0.43%new13F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…9,968$956K0.04%-89613F-HRTimelineGroup
State of Alaska, Department of Revenue9,956$955K0.01%-19013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC9,844$945K0.01%-1,87813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC9,813$942K0.02%+24513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,645$925K0.01%+1,82713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…9,194$882K<0.01%-10913F-HRTimeline
Caption Management, LLC9,120$875K0.04%new13F-HRTimeline
Versor Investments LP9,100$873K0.15%new13F-HRTimeline
HC Advisors, LLC9,030$866K0.7%-2,60413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,880$852K<0.01%-1,52913F-HRTimelineGroup
Beck Bode, LLC8,848$849K0.16%-9913F-HRTimeline
Chesley Taft & Associates LLC8,725$837K0.04%new13F-HRTimeline
Atria Investments, Inc8,366$803K0.01%-66513F-HRTimeline
Lisanti Capital Growth, LLC8,300$796K0.19%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,247$791K0.02%+4,23713F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,209$788K<0.01%-93613F-HRTimelineGroup
Legato Capital Management LLC8,110$778K0.1%new13F-HRTimeline
CIBC WORLD MARKETS CORP8,030$770K<0.01%new13F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…8,000$768K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT7,965$764K0.09%+27313F-HRTimeline
Sendero Wealth Management, LLC7,600$729K0.11%013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP7,420$711K0.23%+1,49713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC7,405$711K0.23%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD7,200$691K<0.01%-10,20013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC7,058$677K0.09%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP6,915$666K<0.01%-4,92613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,932$665K0.07%-17,09513F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …6,666$640K<0.01%-111,79413F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC6,601$633K0.02%-16513F-HRTimeline
Institute for Wealth Management, LLC.6,554$629K0.08%-1213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.6,550$628K0.06%-69513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC6,404$614K0.02%+113F-HR/ATimeline
EntryPoint Capital, LLC6,158$591K0.25%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,092$585K<0.01%-1,84113F-HRTimelineGroup
Crossmark Global Holdings, Inc.6,035$579K0.01%+5713F-HRTimeline
Narus Financial Partners, LLC5,870$563K0.19%-66313F-HRTimeline
State of Wyoming5,746$551K0.07%+1413F-HRTimeline
Shay Capital LLC5,700$547K0.13%new13F-HRTimeline
Radnor Capital Management, LLC5,690$546K0.09%+43613F-HRTimeline
FORA Capital, LLC5,582$536K0.06%new13F-HRTimeline
SG Americas Securities, LLC5,455$523K<0.01%-6,21613F-HRTimeline
Janney Montgomery Scott LLC5,352$514K<0.01%+42013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,334$512K0.02%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,115$491K<0.01%+1,46613F-HR/ATimeline
NJ State Employees Deferred Compensatio…5,000$480K0.06%013F-HRTimeline
Vestcor Inc4,961$476K0.02%+6713F-HRTimeline
Arkadios Wealth Advisors4,753$456K0.02%-18513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,702$451K<0.01%+15813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,635$445K<0.01%+1,10813F-HRTimeline
EP Wealth Advisors, LLC4,555$437K<0.01%+40313F-HRTimeline
WOLVERINE TRADING, LLC4,499$436K0.01%+1,11413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,500$432K0.04%new13F-HRTimelineGroup
Severin Investments, LLC4,397$422K0.42%13F-HRTimeline
SIMPLEX TRADING, LLC4,273$409K0.01%+1,13713F-HRTimeline
PROFUND ADVISORS LLC4,096$393K0.01%-3413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,092$393K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC4,030$387K<0.01%-28813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,972$381K0.11%-17013F-HRTimeline
Avanza Fonder AB3,972$381K0.01%13F-HRTimeline
KBC Group NVin group KBC Group NV3,860$370K<0.01%+1,39713F-HRTimelineGroup
Sanctuary Advisors, LLC3,335$369K<0.01%+15913F-HRTimeline
City Center Advisors, LLC3,826$367K0.41%-9813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,719$357K<0.01%+29913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,623$348K-53Timeline
Tidal Investments LLCin group Tidal Investments LLC3,609$346K<0.01%+6613F-HRTimelineGroup
Cetera Investment Advisers3,572$343K<0.01%+22513F-HRTimeline
Ethic Inc.3,554$341K0.01%new13F-HRTimeline
Compound Planning, Inc.3,553$341K0.02%+1,01213F-HRTimeline
MeadowBrook Investment Advisors LLC3,510$337K0.3%-56513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,457$332K0.03%-57013F-HR/ATimeline
SHELTON CAPITAL MANAGEMENT3,278$315K0.01%-16213F-HRTimeline
AlphaQ Advisors LLC3,265$313K0.86%new13F-HRTimeline
Quantinno Capital Management LP3,174$305K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC3,128$300K0.01%-87613F-HRTimeline
Bayforest Capital Ltd3,033$291K0.36%13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,876$289K0.03%-1,34213F-HRTimelineGroup
Scharf Investments, LLC2,880$276K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,877$276K<0.01%-75813F-HRTimelineGroup
Verition Fund Management LLC2,858$274K<0.01%new13F-HRTimeline
Dakota Wealth Management2,843$273K0.01%+4313F-HRTimeline
IEQ CAPITAL, LLC2,822$271K<0.01%013F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.2,800$269K<0.01%013F-HRTimeline
OPTIMIZE FINANCIAL INC.2,772$266K0.2%13F-HRTimeline
Grant Private Wealth Management Inc2,759$265K0.29%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,736$263K0.01%+13813F-HRTimelineGroup
HB Wealth Management, LLC2,717$261K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,694$259K<0.01%-71,24813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,665$256K<0.01%+9713F-HRTimeline
CIBC Asset Management Inc2,640$253K<0.01%+13913F-HRTimeline
New Age Alpha Advisors, LLC2,591$249K0.01%new13F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,564$246K<0.01%-813F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO2,540$244K0.01%013F-HRTimeline
Curated Wealth Partners LLC2,521$242K0.03%new13F-HRTimeline
GTS SECURITIES LLC2,493$239K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC2,485$238K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,430$233K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,395$230K<0.01%-86513F-HRTimeline
Orion Portfolio Solutions, LLC2,395$230K<0.01%-86513F-HRTimeline
Amica Retiree Medical Trust2,386$229K0.22%013F-HRTimeline
Ballentine Partners, LLC2,377$228K<0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,357$226K<0.01%new13F-HRTimeline
Portside Wealth Group, LLC2,349$225K0.04%new13F-HR/ATimeline
Entropy Technologies, LP2,332$224K0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,330$224K0.02%+23313F-HRTimeline
Convergence Investment Partners, LLC2,262$217K0.05%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,240$215K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,232$214K<0.01%new13F-HR/ATimelineGroup
GREENLEAF TRUST2,232$214K<0.01%new13F-HRTimeline
ARISTEIA CAPITAL, L.L.C.2,177$209K0.01%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,141$205K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC2,112$203K<0.01%-43213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,089$200K<0.01%new13F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,974$192K<0.01%+47513F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,973$189K0.14%+60713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,950$187K<0.01%+15013F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT1,868$179K0.02%+87913F-HRTimeline
Wilmington Savings Fund Society, FSB1,826$175K<0.01%-613F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC1,753$168K0.13%-1,06113F-HRTimelineGroup
Covestor Ltd1,492$143K0.09%-3213F-HRTimeline
Mattson Financial Services, LLC1,721$141K0.04%-3,74313F-HRTimeline
Natixis Investment Managers Internation…1,326$127K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,285$123K<0.01%+1,17913F-HRTimelineGroup
GAMMA Investing LLC1,248$120K0.01%+30913F-HRTimeline
SIGNATUREFD, LLC1,160$111K<0.01%-17313F-HRTimeline
Parallel Advisors, LLC1,154$111K<0.01%+213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,142$110K<0.01%+32513F-HR/ATimelineGroup
First Horizon Advisors, Inc.1,115$107K<0.01%+37513F-HRTimeline
OARSMAN CAPITAL, INC.997$95.7K0.02%+5113F-HRTimeline
GeoWealth Management, LLC975$93.6K<0.01%-713F-HRTimeline
Kapitalo Investimentos Ltda933$89.5K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC927$88.9K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK767$73.6K<0.01%+36213F-HRTimelineGroup
Lindbrook Capital, LLC750$72K0.01%+16213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…566$59.9K<0.01%-1113F-HRTimeline
DekaBank Deutsche Girozentrale549$52K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC512$49.1K<0.01%new13F-HR/ATimeline
Skandinaviska Enskilda Banken AB (publ)468$45.3K<0.01%+44513F-HRTimeline
UMB Bank, n.a.414$39.7K<0.01%+16413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC384$37.2K<0.01%+9813F-HRTimeline
MAI Capital Management350$33.6K<0.01%new13F-HRTimeline
Rise Advisors, LLC345$33.1K0.02%013F-HRTimeline
Avior Wealth Management, LLC301$28.9K<0.01%+1313F-HRTimeline
Transce3nd, LLC300$28.8K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP290$27.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC276$26.5K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$25.6K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC232$22.5K<0.01%013F-HRTimeline
WPG Advisers, LLC232$22.3K0.02%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$21.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.216$20.7K<0.01%+10513F-HRTimeline
Geneos Wealth Management Inc.209$20.1K<0.01%-1713F-HRTimeline
Asset Dedication, LLC190$18.2K<0.01%013F-HRTimeline
Red Tortoise LLC190$18.2K0.01%013F-HRTimeline
Allworth Financial LP162$17.1K<0.01%+5713F-HRTimeline
MassMutual Private Wealth & Trust, FSB160$15.4K<0.01%+1613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.159$15K<0.01%-5413F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC150$14.4K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…139$13.3K<0.01%+8013F-HRTimelineGroup
PRIVATE TRUST CO NA127$12.2K<0.01%-2413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.106$10.2K<0.01%+1613F-HRTimelineGroup
Blue Trust, Inc.103$9.88K<0.01%-16913F-HR/ATimeline
Park Place Capital Corp102$9.79K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$9.6K<0.01%+3013F-HRTimeline
Washington Trust Advisors, Inc.93$8.92K<0.01%-5013F-HRTimeline
Sterling Capital Management LLC87$8.35K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC78$7.48K<0.01%+1313F-HRTimeline
MCF Advisors LLC75$7.2K<0.01%-4213F-HRTimeline
LGT Financial Advisors LLC75$7.2K0.02%+1413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.65$7.18K<0.01%-4513F-HRTimelineGroup
Farther Finance Advisors, LLC71$6.81K<0.01%-22213F-HRTimeline
Global Retirement Partners, LLC65$6.24K<0.01%-3213F-HRTimeline
Brooklyn Investment Group65$6.24K<0.01%new13F-HRTimeline
Hemington Wealth Management69$6K<0.01%+1413F-HRTimeline
CENTRAL TRUST Co57$5.47K<0.01%013F-HRTimeline
Arax Advisory Partners50$4.8K<0.01%-3213F-HRTimeline
Manchester Capital Management LLC49$4.7K<0.01%013F-HRTimeline
Larson Financial Group LLC47$4.51K<0.01%new13F-HRTimeline
High Note Wealth, LLC47$4.51K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc47$4.51K<0.01%013F-HRTimeline
Bogart Wealth, LLC46$4.41K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC45$4.32K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.45$4K<0.01%-113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$3.65K<0.01%013F-HRTimelineGroup

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