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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

455 managers (466 13F filers) reported a position in HQY shares at 2025-03-31, 92,960,976 shares in all. 73 filers opened a position and 46 filers sold out during the quarter.

Managers
455
13F filers
466
New
73
Added
198
Reduced
141
Sold out
46
Shares held by filers
92,960,976

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GOODNOW INVESTMENT GROUP, LLC17,000$1.5M0.16%new13F-HRTimeline
Sequoia Financial Advisors, LLC16,645$1.47M0.01%+2,28113F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…15,689$1.39M0.01%013F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …15,633$1.38M0.11%-3313F-HRTimeline
AMICA MUTUAL INSURANCE CO15,611$1.38M0.15%-4,56413F-HRTimeline
Montanaro Asset Management Ltd15,300$1.35M0.4%new13F-HRTimeline
Steward Partners Investment Advisory, L…15,041$1.33M0.01%-27213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,023$1.33M<0.01%-1,17713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,014$1.33M<0.01%-7,21813F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,821$1.31M<0.01%+1,45613F-HRTimelineGroup
HANCOCK WHITNEY CORP14,261$1.26M0.04%+93513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC14,050$1.24M0.01%-29713F-HRTimelineGroup
CAMBIAR INVESTORS LLC13,848$1.22M0.05%-9,93213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,853$1.22M<0.01%+2013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,468$1.19M<0.01%+15913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,063$1.15M<0.01%+4,18313F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management12,989$1.15M<0.01%-1,79013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC12,913$1.14M<0.01%new13F-HR/ATimelineGroup
Crestwood Advisors Group, LLC12,762$1.13M0.02%new13F-HRTimeline
Blueshift Asset Management, LLC12,666$1.12M0.44%new13F-HRTimeline
NewEdge Advisors, LLC12,622$1.12M0.01%-36113F-HRTimeline
Chesley Taft & Associates LLC12,622$1.12M0.05%+3,89713F-HRTimeline
XPONANCE LLC12,412$1.1M0.01%+13613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,168$1.08M<0.01%+11,02613F-HRTimelineGroup
Verition Fund Management LLC12,105$1.07M0.01%+9,24713F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…12,000$1.06M<0.01%+4,00013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC11,505$1.02M0.01%-2,44013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,488$1.02M<0.01%-5,38813F-HRTimelineGroup
Penn Capital Management Company, LLC11,268$1.01M0.1%new13F-HRTimeline
STRS OHIO11,300$999K<0.01%+50013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC10,133$981K<0.01%+36013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,000$972K<0.01%-2,82213F-HRTimelineGroup
Elo Mutual Pension Insurance Co10,967$969K0.02%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC10,902$963K0.01%-5,59513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,516$929K0.01%+87113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD10,300$910K<0.01%+3,10013F-HRTimeline
State of Alaska, Department of Revenue10,136$895K0.01%+18013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,037$887K<0.01%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.9,756$862K<0.01%+1,54713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,598$848K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…9,194$812K<0.01%013F-HRTimeline
HC Advisors, LLC8,880$785K0.59%-15013F-HRTimeline
ExodusPoint Capital Management, LP8,827$780K0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC8,824$780K<0.01%-1,02013F-HRTimelineGroup
Belpointe Asset Management LLC8,550$756K0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC8,550$756K0.15%new13F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…8,428$745K0.01%new13F-HR/ATimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…8,405$743K0.02%+6,31613F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT8,262$730K0.09%+29713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,169$722K0.01%+3,53413F-HRTimeline
Atria Investments, Inc7,896$698K0.01%-47013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.7,844$693K0.01%-19,70513F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC7,529$665K0.08%+59713F-HRTimelineGroup
Legato Capital Management LLC7,180$634K0.09%-93013F-HRTimeline
Peterson Wealth Services6,938$613K0.19%-3,56913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,601$583K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.6,444$569K0.07%-11013F-HRTimeline
NorthCrest Asset Manangement, LLC6,411$567K0.02%+713F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC6,390$565K0.07%-66813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,380$564K<0.01%+1,26513F-HRTimeline
Crossmark Global Holdings, Inc.6,296$556K0.01%+26113F-HRTimeline
Janney Montgomery Scott LLC6,276$555K<0.01%+92413F-HRTimeline
EntryPoint Capital, LLC6,202$548K0.25%+4413F-HRTimeline
Radnor Capital Management, LLC6,040$534K0.09%+35013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,030$533K<0.01%-6213F-HRTimelineGroup
State of Wyoming5,915$523K0.07%+16913F-HRTimeline
Shay Capital LLC5,900$521K0.15%+20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,886$520K<0.01%+1,18413F-HRTimelineGroup
SG Americas Securities, LLC5,843$516K<0.01%+38813F-HRTimeline
Narus Financial Partners, LLC5,791$512K0.17%-7913F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,599$495K0.02%+3,26913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,593$494K0.05%-95713F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…5,637$490K0.02%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC5,517$487K0.02%+1,24413F-HRTimeline
Beck Bode, LLC5,375$475K0.09%-3,47313F-HRTimeline
EP Wealth Advisors, LLC5,372$475K<0.01%+81713F-HRTimeline
Cresset Asset Management, LLC5,347$473K<0.01%+1,31713F-HRTimeline
Cetera Investment Advisers5,260$465K<0.01%+1,68813F-HRTimeline
Mutual Advisors, LLC5,172$444K0.01%new13F-HRTimeline
Bayforest Capital Ltd5,025$444K0.19%+1,99213F-HR/ATimeline
NJ State Employees Deferred Compensatio…5,000$442K0.06%013F-HRTimeline
Ethic Inc.5,044$439K0.01%+1,49013F-HRTimeline
Quantinno Capital Management LP4,877$431K<0.01%+1,70313F-HRTimeline
Compound Planning, Inc.4,711$416K0.02%+1,15813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,379$387K0.01%-3,86813F-HRTimelineGroup
Sanctuary Advisors, LLC4,075$360K<0.01%+74013F-HRTimeline
Campbell & CO Investment Adviser LLC3,944$349K0.03%-8,76213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,907$345K0.08%-6513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,774$334K<0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,752$332K<0.01%-10813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,748$331K+125Timeline
PROFUND ADVISORS LLC3,710$328K0.01%-38613F-HRTimeline
&PARTNERS3,753$327K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors3,689$326K0.01%-1,06413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,679$325K<0.01%-4013F-HRTimeline
Summit Trail Advisors, LLC3,636$321K0.01%+50813F-HRTimeline
MML INVESTORS SERVICES, LLC3,583$317K<0.01%+91813F-HRTimeline
ARISTEIA CAPITAL, L.L.C.3,492$309K0.01%+1,31513F-HRTimeline
AlphaQ Advisors LLC3,430$303K0.73%+16513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,410$301K0.03%-4713F-HR/ATimeline
Avanza Fonder AB3,372$299K0.01%-60013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,380$299K0.01%+64413F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,287$290K<0.01%+41013F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,280$290K<0.01%+88513F-HRTimeline
Orion Portfolio Solutions, LLC3,280$290K<0.01%+88513F-HR/ATimeline
CW Advisors, LLC3,273$289K<0.01%new13F-HRTimeline
HB Wealth Management, LLC3,248$287K<0.01%+53113F-HRTimeline
MeadowBrook Investment Advisors LLC3,200$283K0.26%-31013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,177$281K0.01%-10113F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,137$277K0.01%+89713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,089$273K<0.01%+39513F-HRTimelineGroup
Private Advisor Group, LLC3,038$268K<0.01%+92613F-HRTimeline
Curated Wealth Partners LLC2,946$260K0.03%+42513F-HRTimeline
IEQ CAPITAL, LLC2,945$260K<0.01%+12313F-HRTimeline
Integrated Advisors Network LLC2,936$259K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,934$255K<0.01%+1,64913F-HR/ATimelineGroup
City Center Advisors, LLC2,836$251K0.29%-99013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,804$248K0.01%new13F-HRTimeline
Dakota Wealth Management2,794$247K0.01%-4913F-HRTimeline
CIBC Asset Management Inc2,700$239K<0.01%+6013F-HRTimeline
Portside Wealth Group, LLC2,667$236K0.04%+31813F-HR/ATimeline
Scharf Investments, LLC2,652$234K0.01%-22813F-HRTimeline
Grant Private Wealth Management Inc2,631$233K0.25%-12813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,838$227K0.02%-3813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,538$224K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC2,485$220K0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO2,435$215K0.01%-10513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,430$215K0.01%013F-HRTimeline
GREENLEAF TRUST2,407$213K<0.01%+17513F-HRTimeline
Ballentine Partners, LLC2,392$211K<0.01%+1513F-HRTimeline
Massar Capital Management, LP2,359$208K0.25%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,344$207K<0.01%-1313F-HRTimeline
Advisors Asset Management, Inc.2,327$206K<0.01%new13F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,291$202K<0.01%+5913F-HRTimelineGroup
Gibbs Wealth Management2,290$202K0.05%new13F-HRTimeline
SUMMITRY LLC2,273$201K0.01%new13F-HRTimeline
ANB BANK2,268$200K0.09%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,166$191K<0.01%+19213F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,100$186K<0.01%+15013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,097$185K0.14%+12413F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC2,006$177K0.14%+25313F-HRTimelineGroup
Mattson Financial Services, LLC1,988$176K0.05%+26713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,889$167K<0.01%new13F-HRTimeline
Aviso Financial Inc.1,793$158K0.01%new13F-HRTimeline
GAMMA Investing LLC1,571$139K0.01%+32313F-HR/ATimeline
VEGA INVESTMENT SOLUTIONS1,533$135K0.03%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,533$135K0.01%-33513F-HRTimeline
Amica Retiree Medical Trust1,528$135K0.21%-85813F-HRTimeline
AlphaQuest LLC1,430$126K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,293$114K<0.01%-53313F-HRTimeline
Covestor Ltd1,213$107K0.07%-27913F-HRTimeline
Parallel Advisors, LLC1,182$104K<0.01%+2813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,111$98.2K-14,532Timeline
First Horizon Advisors, Inc.1,082$95.6K<0.01%-3313F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,071$94.7K<0.01%+60313F-HRTimeline
SIGNATUREFD, LLC1,064$94K<0.01%-9613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC927$81.9K0.01%013F-HRTimeline
UMB Bank, n.a.848$74.9K<0.01%+43413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Optiver Holding B.V.in group Optiver Holding B.V.840$74.2K<0.01%new13F-HRTimelineGroup
Lindbrook Capital, LLC770$68K0.01%+2013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.757$66.9K<0.01%-501,81513F-HRTimeline
Geneos Wealth Management Inc.250$66.3K<0.01%+4113F-HRTimelineAmount filed as zero, left out of ratios.
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…738$65K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC689$60.9K<0.01%+64213F-HRTimeline
DekaBank Deutsche Girozentrale549$47K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.485$42.9K<0.01%+42013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding420$37.1K-11,146Timeline
Smartleaf Asset Management LLC391$34K<0.01%+713F-HRTimeline
MAI Capital Management353$31.2K<0.01%+313F-HRTimeline
Aster Capital Management (DIFC) Ltd278$30.5K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK342$30.2K<0.01%-42513F-HRTimelineGroup
Versant Capital Management, Inc322$28.5K<0.01%new13F-HRTimeline
WPG Advisers, LLC321$28.4K0.03%+8913F-HRTimeline
Arax Advisory Partners314$27.7K<0.01%+26413F-HRTimeline
Rise Advisors, LLC305$27K0.01%-4013F-HRTimeline
Transce3nd, LLC300$26.5K0.01%013F-HRTimeline
Clearstead Advisors, LLC291$25.7K<0.01%+1513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP290$25.6K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$23.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.245$21.7K<0.01%+2913F-HRTimeline
Global Financial Private Client, LLC244$21.6K0.01%+24113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …231$20K<0.01%-5,10313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC222$19.6K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS199$17.6K<0.01%new13F-HRTimeline
Red Tortoise LLC190$16.8K0.01%013F-HRTimeline
Allworth Financial LP195$16.7K<0.01%+3313F-HRTimeline
Brooklyn Investment Group187$16.5K<0.01%+12213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management173$15.3K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC171$15.1K<0.01%-1913F-HRTimeline
MassMutual Private Wealth & Trust, FSB169$14.9K<0.01%+913F-HRTimeline
VISION FINANCIAL MARKETS LLC165$14.6K0.02%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.155$14K<0.01%-413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155$13.7K<0.01%+1613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC140$12.4K<0.01%+4013F-HRTimeline
Quarry LP133$11.8K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.130$11.5K<0.01%+2413F-HRTimelineGroup
PRIVATE TRUST CO NA127$11.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust123$10.9K<0.01%+11213F-HRTimeline
MCF Advisors LLC104$9.19K<0.01%+2913F-HRTimeline
Blue Trust, Inc.103$9.1K<0.01%013F-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