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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

478 managers (487 13F filers) reported a position in HQY shares at 2025-06-30, 91,251,150 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
478
13F filers
487
New
75
Added
177
Reduced
175
Sold out
51
Shares held by filers
91,251,150

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TD Asset Management Inc19,642$2.06M<0.01%-3,66413F-HRTimeline
Bayesian Capital Management, LP19,500$2.04M0.32%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,304$2.02M0.08%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…19,264$2.02M0.02%+69213F-HRTimeline
DANSKE BANK A/S18,008$1.89M<0.01%-3,13413F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,776$1.86M0.03%+10013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC17,536$1.84M0.01%-66013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,300$1.81M0.06%013F-HRTimeline
Campbell & CO Investment Adviser LLC16,918$1.77M0.11%+12,97413F-HRTimeline
GOODNOW INVESTMENT GROUP, LLC16,790$1.76M0.16%-21013F-HRTimeline
Gotham Asset Management, LLC16,650$1.74M0.01%new13F-HRTimeline
STRS OHIO15,900$1.67M0.01%+4,60013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …15,685$1.64M0.13%+5213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,422$1.62M<0.01%-2,99813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC15,393$1.61M0.08%new13F-HRTimelineGroup
Chesley Taft & Associates LLC15,045$1.58M0.07%+2,42313F-HRTimeline
Penn Capital Management Company, LLC14,359$1.53M0.13%+3,09113F-HRTimeline
ExodusPoint Capital Management, LP14,319$1.5M0.02%+5,49213F-HRTimeline
HANCOCK WHITNEY CORP14,123$1.48M0.03%-13813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,121$1.48M0.04%+9,74213F-HRTimelineGroup
Vestcor Inc14,069$1.47M0.04%-5,58613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC14,155$1.44M<0.01%+4,02213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,397$1.4M0.01%-65313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,390$1.4M<0.01%+32713F-HRTimelineGroup
OP Asset Management Ltd13,305$1.39M0.02%-13,79313F-HR/ATimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,226$1.39M<0.01%-62713F-HRTimelineGroup
Engineers Gate Manager LP13,077$1.37M0.02%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,716$1.33M<0.01%-2,10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,441$1.28M<0.01%+27313F-HR/ATimelineGroup
XPONANCE LLC12,163$1.27M0.01%-24913F-HRTimeline
Crestwood Advisors Group, LLC12,104$1.27M0.02%-65813F-HRTimeline
Schonfeld Strategic Advisors LLC11,992$1.26M0.01%new13F-HRTimeline
AMICA MUTUAL INSURANCE CO11,805$1.24M0.12%-3,80613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,700$1.23M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC11,681$1.22M0.01%-94113F-HRTimeline
PEAK6 LLCin group PEAK6 LLC11,601$1.22M0.04%new13F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC11,085$1.16M0.01%-42013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC11,035$1.16M0.04%+5,43613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,963$1.15M<0.01%-4,05113F-HRTimelineGroup
CIBC WORLD MARKETS CORP10,519$1.1M0.01%-8,52213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,191$1.07M0.01%-32513F-HRTimeline
State of Alaska, Department of Revenue9,721$1.02M0.01%-41513F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,509$996K0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.9,383$983K<0.01%-37313F-HRTimelineGroup
HC Advisors, LLC8,880$930K0.66%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.8,738$915K0.15%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,599$901K<0.01%-59513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,552$896K0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT8,419$882K0.1%+15713F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC8,243$864K<0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC8,115$850K<0.01%-70913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,024$841K0.01%-14513F-HRTimeline
Quantinno Capital Management LP7,972$835K<0.01%+3,09513F-HRTimeline
Cetera Investment Advisers7,881$826K<0.01%+2,62113F-HRTimeline
Coyle Financial Counsel LLC7,813$818K0.22%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,561$793K<0.01%+4,47213F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP7,533$789K0.06%new13F-HRTimeline
One Capital Management, LLC7,501$786K0.03%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC7,834$786K0.15%+3,92713F-HRTimeline
Legato Capital Management LLC7,180$752K0.09%013F-HRTimeline
Bryce Point Capital, LLC7,056$739K0.63%new13F-HRTimeline
Peterson Wealth Services6,938$727K0.2%013F-HRTimeline
Ethic Inc.6,870$721K0.01%+1,82613F-HRTimeline
Belpointe Asset Management LLC6,736$706K0.03%-1,81413F-HRTimeline
Fortis Capital Advisors, LLC6,736$706K0.13%-1,81413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,601$692K0.02%013F-HRTimeline
Radnor Capital Management, LLC6,565$688K0.11%+52513F-HRTimeline
&PARTNERS6,561$687K0.01%+2,80813F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,444$675K0.07%-1,08513F-HRTimelineGroup
Institute for Wealth Management, LLC.6,376$668K0.07%-6813F-HRTimeline
NorthCrest Asset Manangement, LLC6,445$658K0.02%+3413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP6,072$636K0.03%new13F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC6,037$632K0.07%-35313F-HRTimeline
Narus Financial Partners, LLC5,996$628K0.2%+20513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,972$626K0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.5,823$610K0.01%-47313F-HRTimeline
Integrated Quantitative Investments LLC5,807$608K0.18%new13F-HRTimeline
Beck Bode, LLC5,771$605K0.1%+39613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,893$602K<0.01%-48713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,467$573K<0.01%-41913F-HRTimelineGroup
Janney Montgomery Scott LLC5,418$568K<0.01%-85813F-HRTimeline
Mutual Advisors, LLC5,880$565K0.01%+70813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,343$560K<0.01%-68713F-HRTimelineGroup
Sanctuary Advisors, LLC5,218$547K<0.01%+1,14313F-HRTimeline
EP Wealth Advisors, LLC5,164$541K<0.01%-20813F-HRTimeline
Ashton Thomas Private Wealth, LLC5,112$536K0.02%new13F-HRTimeline
CW Advisors, LLC5,107$535K0.01%+1,83413F-HRTimeline
NJ State Employees Deferred Compensatio…5,000$524K0.06%013F-HRTimeline
Compound Planning, Inc.4,987$522K0.02%+27613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,913$515K<0.01%new13F-HR/ATimelineGroup
SHAKER INVESTMENTS LLC/OH4,861$509K0.21%new13F-HRTimeline
Scientech Research LLC4,770$500K0.12%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,666$492K<0.01%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.4,646$486K0.04%-94713F-HRTimelineGroup
SG Americas Securities, LLC4,563$478K<0.01%-1,28013F-HRTimeline
Keebeck Wealth Management4,507$472K0.06%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,284$449K0.01%new13F-HR/ATimelineGroup
Arkadios Wealth Advisors4,135$433K0.01%+44613F-HRTimeline
BANTAMAC CAPITAL, LLC4,110$431K0.15%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,998$419K<0.01%+41513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,972$416K0.02%+59213F-HRTimelineGroup
Jain Global LLC3,878$406K0.01%new13F-HRTimeline
Avior Wealth Management, LLC3,821$400K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,787$397K<0.01%+10813F-HRTimeline
Orion Porfolio Solutions, LLC3,770$395K<0.01%+49013F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,708$388K-40Timeline
ELEVATION POINT WEALTH PARTNERS, LLC3,562$373K0.03%+15213F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,549$372K<0.01%-22513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.3,530$370K0.01%+39313F-HRTimeline
PROFUND ADVISORS LLC3,522$369K0.01%-18813F-HRTimeline
SIMPLEX TRADING, LLC3,466$363K0.01%-2,05113F-HRTimeline
Avanza Fonder AB3,372$353K0.01%013F-HRTimeline
111 Capital3,262$342K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,243$340K<0.01%-4413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,213$337K<0.01%new13F-HRTimeline
Bayforest Capital Ltd3,203$336K0.15%-1,82213F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,104$325K0.01%-7313F-HRTimeline
MeadowBrook Investment Advisors LLC3,090$324K0.29%-11013F-HRTimeline
State of Wyoming3,071$322K0.04%-2,84413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,061$321K<0.01%+12713F-HRTimelineGroup
GREENLEAF TRUST2,943$308K<0.01%+53613F-HRTimeline
Sivia Capital Partners, LLC2,919$306K0.1%new13F-HR/ATimeline
ARISTEIA CAPITAL, L.L.C.2,907$305K0.01%-58513F-HRTimeline
Graham Capital Management, L.P.2,892$303K0.01%new13F-HRTimeline
SUMMITRY LLC2,884$302K0.01%+61113F-HRTimeline
HB Wealth Management, LLC2,844$298K<0.01%-40413F-HRTimeline
Dakota Wealth Management2,833$297K0.01%+3913F-HRTimeline
IEQ CAPITAL, LLC2,828$296K<0.01%-11713F-HRTimeline
CIBC Asset Management Inc2,700$283K<0.01%013F-HRTimeline
Portside Wealth Group, LLC2,699$283K0.04%+3213F-HRTimeline
Scharf Investments, LLC2,652$278K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,608$273K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,590$271K<0.01%+5213F-HRTimelineGroup
Cresset Asset Management, LLC2,571$269K<0.01%-2,77613F-HR/ATimeline
Blueshift Asset Management, LLC2,558$268K0.08%-10,10813F-HRTimeline
Farringdon Capital, Ltd.2,509$263K0.09%new13F-HRTimeline
Venturi Wealth Management, LLC2,485$260K0.01%013F-HRTimeline
Gibbs Wealth Management2,471$259K0.05%+18113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,456$257K<0.01%+11213F-HRTimeline
Advisors Asset Management, Inc.2,437$255K<0.01%+11013F-HR/ATimeline
PRAXIS INVESTMENT MANAGEMENT INC2,430$255K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV2,411$253K<0.01%-1,34113F-HRTimelineGroup
Curated Wealth Partners LLC2,381$249K0.03%-56513F-HRTimeline
Index Fund Advisors, Inc.2,344$246K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,296$241K<0.01%+513F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC2,239$235K<0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,235$234K<0.01%new13F-HRTimelineGroup
ANB BANK2,204$231K0.1%-6413F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC2,176$228K0.14%+17013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,090$219K0.16%-713F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,072$217K0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,027$212K<0.01%+13813F-HRTimeline
PharVision Advisers, LLC2,019$212K0.3%new13F-HRTimeline
Summit Trail Advisors, LLC2,009$210K<0.01%-1,62713F-HRTimeline
GAMMA Investing LLC2,006$210K0.01%+43513F-HRTimeline
SHELL ASSET MANAGEMENT CO1,998$209K0.01%-43713F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS1,987$208K0.01%-15,31113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,267$206K0.02%-57113F-HRTimelineGroup
Merit Financial Group, LLC1,940$203K<0.01%new13F-HRTimeline
Abel Hall, LLC1,939$203K0.09%new13F-HRTimeline
Private Advisor Group, LLC1,929$202K<0.01%-1,10913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,900$199K<0.01%-20013F-HRTimelineGroup
Aviso Financial Inc.1,882$197K0.01%+8913F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,875$196K<0.01%-29113F-HRTimelineGroup
Brooklyn Investment Group1,702$178K0.02%+1,51513F-HR/ATimeline
Skandinaviska Enskilda Banken AB (publ)1,673$175K<0.01%+60213F-HRTimeline
Parallel Advisors, LLC1,447$152K<0.01%+26513F-HRTimeline
Wilmington Savings Fund Society, FSB1,293$135K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,286$135K<0.01%+22213F-HRTimeline
Amica Retiree Medical Trust1,153$121K0.17%-37513F-HRTimeline
LANARK FINANCIAL, INC.1,108$116K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,102$115K<0.01%+1,06113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.1,064$111K<0.01%-1813F-HRTimeline
Clearstead Advisors, LLC970$102K<0.01%+67913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC927$97.1K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.883$92.5K<0.01%+4313F-HRTimelineGroup
UMB Bank, n.a.866$90.7K<0.01%+1813F-HR/ATimeline
Steward Partners Investment Advisory, L…862$90.3K<0.01%-14,17913F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …863$90K<0.01%new13F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS779$81.6K0.02%-75413F-HRTimeline
SBI Securities Co., Ltd.756$79.2K<0.01%+75313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK750$78.6K<0.01%+40813F-HRTimelineGroup
Allworth Financial LP747$78.3K<0.01%+55213F-HRTimeline
Quarry LP741$77.6K0.02%+60813F-HRTimeline
Sellwood Investment Partners LLC550$57.6K0.03%new13F-HRTimeline
DekaBank Deutsche Girozentrale549$57K<0.01%013F-HRTimeline
Larson Financial Group LLC505$52.9K<0.01%-18413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.482$50.5K<0.01%-27513F-HRTimeline
Versant Capital Management, Inc455$47.7K0.01%+13313F-HRTimeline
Smartleaf Asset Management LLC420$44K<0.01%+2913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD420$44K<0.01%013F-HRTimelineGroup
AlphaQuest LLC410$43K<0.01%-1,02013F-HRTimeline
MAI Capital Management368$38.6K<0.01%+1513F-HRTimeline
Arax Advisory Partners359$37.6K<0.01%+4513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.354$37.1K<0.01%+22413F-HRTimelineGroup
WPG Advisers, LLC353$37K0.03%+3213F-HRTimeline
Covestor Ltd337$35K0.02%-87613F-HRTimeline
Caitong International Asset Management …313$32.8K0.02%new13F-HRTimeline
Rise Advisors, LLC305$32K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP290$30.4K<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