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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

483 managers (494 13F filers) reported a position in HQY shares at 2025-09-30, 88,505,738 shares in all. 75 filers opened a position and 63 filers sold out during the quarter.

Managers
483
13F filers
494
New
75
Added
165
Reduced
183
Sold out
63
Shares held by filers
88,505,738

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ProShare Advisors LLC18,275$1.73M<0.01%-3,07213F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,376$1.65M0.02%-40013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,300$1.64M0.05%013F-HRTimeline
FIRST AMERICAN BANK17,233$1.63M0.1%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A16,684$1.58M0.01%13F-HRTimelineGroup
GOODNOW INVESTMENT GROUP, LLC16,340$1.55M0.15%-45013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…16,314$1.55M0.02%-11,14113F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.16,021$1.52M0.12%-32,61013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,902$1.51M<0.01%-186,17713F-HRTimelineGroup
Simplify Asset Management Inc.15,805$1.5M0.03%new13F-HRTimeline
Penn Capital Management Company, LLC15,363$1.48M0.11%+1,00413F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …15,595$1.48M0.11%-9013F-HRTimeline
Coyle Financial Counsel LLC15,433$1.46M0.34%+7,62013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,183$1.44M<0.01%+1,79313F-HRTimelineGroup
One Capital Management, LLC15,053$1.43M0.05%+7,55213F-HRTimeline
Maridea Wealth Management LLC15,262$1.42M0.22%new13F-HRTimeline
Entropy Technologies, LP14,569$1.38M0.1%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC14,438$1.37M0.13%+7,99413F-HRTimelineGroup
HANCOCK WHITNEY CORP13,843$1.31M0.02%-28013F-HRTimeline
Institute for Wealth Management, LLC.13,563$1.29M0.13%+7,18713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,446$1.27M0.01%+4913F-HRTimelineGroup
OP Asset Management Ltd13,305$1.26M0.02%013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,176$1.25M<0.01%-2,24613F-HRTimelineGroup
DANSKE BANK A/S13,109$1.24M<0.01%-4,89913F-HR/ATimeline
OMERS ADMINISTRATION Corp13,100$1.24M0.01%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,055$1.24M<0.01%-1,10013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,957$1.23M0.01%+6,98513F-HRTimelineGroup
SG Americas Securities, LLC12,715$1.21M<0.01%+8,15213F-HRTimeline
NewEdge Advisors, LLC12,601$1.19M0.01%+92013F-HRTimeline
XPONANCE LLC12,265$1.16M0.01%+10213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,849$1.12M<0.01%-1,37713F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO11,805$1.12M0.1%013F-HRTimeline
Sciencast Management LP11,739$1.11M0.21%new13F-HRTimeline
T. Rowe Price Investment Management, In…11,553$1.09M<0.01%-590,26713F-HRTimeline
Pacer Advisors, Inc.11,490$1.09M<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC11,211$1.06M0.02%-89313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC11,085$1.05M0.01%013F-HRTimelineGroup
Vestcor Inc11,082$1.05M0.03%-2,98713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,925$1.04M0.2%new13F-HRTimeline
Graham Capital Management, L.P.10,918$1.03M0.04%+8,02613F-HRTimeline
Elo Mutual Pension Insurance Co10,884$1.03M0.02%new13F-HRTimeline
WOLVERINE TRADING, LLC10,636$1.01M0.02%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,537$999K<0.01%-2,17913F-HRTimelineGroup
Campbell & CO Investment Adviser LLC10,389$985K0.07%-6,52913F-HRTimeline
Ashton Thomas Private Wealth, LLC10,270$973K0.03%+5,15813F-HRTimeline
Integrated Quantitative Investments LLC10,095$957K0.27%+4,28813F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC9,730$922K0.1%+3,69313F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,698$919K0.01%+18913F-HR/ATimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC9,403$891K<0.01%+1,28813F-HRTimelineGroup
State of Alaska, Department of Revenue9,231$874K0.01%-49013F-HRTimeline
Iron Gate Global Advisors LLC9,046$852K0.09%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,950$848K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP8,891$843K<0.01%+91913F-HRTimeline
HC Advisors, LLC8,880$842K0.59%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,525$808K0.09%+10613F-HRTimeline
FJ Capital Management LLC8,376$794K0.08%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,231$780K<0.01%-36813F-HRTimeline
Illinois Municipal Retirement Fund8,046$763K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,021$760K0.02%-3,01413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,846$744K<0.01%-17813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.7,725$732K<0.01%-1,65813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,627$723K<0.01%-96,34613F-HRTimelineGroup
Suncoast Equity Management7,320$694K0.07%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,713$683K<0.01%+1,82013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,254$681K0.01%+2,58813F-HRTimeline
DEERFIELD MANAGEMENT COMPANY, L.P.in group DEERFIELD MANAGEMENT COMPANY,…7,060$669K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,055$669K<0.01%+3,84213F-HRTimeline
ExodusPoint Capital Management, LP6,790$643K0.01%-7,52913F-HRTimeline
Steward Partners Investment Advisory, L…6,774$642K<0.01%+5,91213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,573$623K0.01%-1,97913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC6,476$614K0.02%-12513F-HRTimeline
CWM, LLCin group CWM, LLC6,426$609K<0.01%+3,18313F-HRTimelineGroup
Bridgewater Associates, LP6,379$605K<0.01%new13F-HRTimeline
Farringdon Capital, Ltd.6,324$599K0.15%+3,81513F-HRTimeline
&PARTNERS6,315$598K<0.01%-24613F-HRTimeline
Bayesian Capital Management, LP6,300$597K0.12%-13,20013F-HRTimeline
NorthCrest Asset Manangement, LLC6,634$587K0.01%+18913F-HRTimeline
PEAK6 LLCin group PEAK6 LLC6,017$570K0.01%-5,58413F-HR/ATimelineGroup
Narus Financial Partners, LLC5,941$563K0.15%-5513F-HR/ATimeline
Mutual Advisors, LLC5,835$562K0.01%-4513F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD5,836$553K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…5,729$543K<0.01%new13F-HRTimeline
Radnor Capital Management, LLC6,240$542K0.08%-32513F-HRTimeline
MML INVESTORS SERVICES, LLC5,643$535K<0.01%+1,64513F-HRTimeline
Crossmark Global Holdings, Inc.5,557$527K0.01%-26613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,539$525K<0.01%+7213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,473$519K0.01%-8,64813F-HRTimelineGroup
Avior Wealth Management, LLC5,457$517K0.02%+1,63613F-HRTimeline
Janney Montgomery Scott LLC5,387$511K<0.01%-3113F-HRTimeline
Aigen Investment Management, LP5,387$511K0.08%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,152$488K0.03%+50613F-HRTimelineGroup
Arax Advisory Partners5,077$481K0.01%+4,71813F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.5,000$474K<0.01%-314,80013F-HR/ATimeline
NJ State Employees Deferred Compensatio…5,000$474K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,978$472K<0.01%-36513F-HRTimelineGroup
Sanctuary Advisors, LLC4,868$461K<0.01%-35013F-HR/ATimeline
State of Wyoming4,779$453K0.05%+1,70813F-HRTimeline
Compound Planning, Inc.4,685$444K0.01%-30213F-HRTimeline
OPTIMIZE FINANCIAL INC.4,644$440K0.23%new13F-HRTimeline
Polymer Capital Management (US) LLC4,584$434K0.06%new13F-HRTimeline
Bayforest Capital Ltd4,410$418K0.2%+1,20713F-HRTimeline
Fulton Bank, N.A.4,296$407K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,279$406K0.01%+30713F-HRTimelineGroup
FourThought Financial Partners, LLC4,019$381K0.03%new13F-HRTimeline
PharVision Advisers, LLC3,997$379K0.21%+1,97813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,992$378K<0.01%+1,75713F-HRTimelineGroup
Arkadios Wealth Advisors3,987$378K0.01%-14813F-HRTimeline
SHAKER INVESTMENTS LLC/OH3,953$375K0.15%-90813F-HRTimeline
Holocene Advisors, LP3,869$367K<0.01%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,816$362K0.1%-4,01813F-HRTimeline
Orion Porfolio Solutions, LLC3,769$357K<0.01%-113F-HRTimeline
Ethic Inc.3,758$356K0.01%-3,11213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,746$355K<0.01%-4113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,738$354K+30Timeline
Three Seasons Wealth, LLC3,685$349K0.03%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,669$348K<0.01%+12013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,586$346K<0.01%+52513F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al3,600$341K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC3,596$341K0.01%+7413F-HRTimeline
Point72 Europe (London) LLP3,566$338K0.02%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.3,548$336K0.05%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,459$328K<0.01%-81,11313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.3,454$327K0.01%-7613F-HRTimeline
Avanza Fonder AB3,372$320K0.01%013F-HRTimeline
SUMMITRY LLC3,357$318K0.01%+47313F-HRTimeline
GROUP ONE TRADING LLC3,312$314K0.01%new13F-HRTimeline
Point72 (DIFC) Ltd3,237$307K0.02%new13F-HRTimeline
Henshaw Capital LLC3,193$303K0.01%new13F-HRTimeline
Janney Capital Management LLC3,151$299K0.02%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,110$295K0.25%+2013F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,104$294K0.01%013F-HRTimeline
Keebeck Wealth Management3,023$286K0.03%-1,48413F-HRTimeline
Cresset Asset Management, LLC3,014$286K<0.01%+44313F-HR/ATimeline
Sivia Capital Partners, LLC2,979$282K0.08%+6013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,903$275K0.02%new13F-HRTimeline
Olympiad Research LP2,868$272K0.38%new13F-HRTimeline
IEQ CAPITAL, LLC2,822$267K<0.01%-613F-HRTimeline
HB Wealth Management, LLC2,731$259K<0.01%-11313F-HRTimeline
CIBC Asset Management Inc2,700$256K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,674$253K0.01%+6613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,642$250K<0.01%+34613F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,640$250K0.17%+55013F-HRTimeline
Curated Wealth Partners LLC2,628$249K0.03%+24713F-HRTimeline
Axim Planning & Wealth2,620$248K0.2%new13F-HRTimeline
Portside Wealth Group, LLC2,611$247K0.03%-8813F-HRTimeline
City Center Advisors, LLC2,606$247K0.24%new13F-HRTimeline
Venturi Wealth Management, LLC2,485$236K0.01%013F-HRTimeline
Sowell Financial Services LLC2,455$233K0.01%new13F-HRTimeline
GREENLEAF TRUST2,428$230K<0.01%-51513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,430$230K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,418$229K<0.01%-17213F-HRTimelineGroup
Advisors Asset Management, Inc.2,413$229K<0.01%-2413F-HR/ATimeline
KBC Group NVin group KBC Group NV2,411$228K<0.01%013F-HRTimelineGroup
Mattson Financial Services, LLC2,404$228K0.05%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,362$224K<0.01%-9413F-HRTimeline
Grant Private Wealth Management Inc2,336$221K0.14%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC2,330$221K0.19%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,318$220K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,244$213K<0.01%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC2,227$211K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC2,212$210K<0.01%new13F-HRTimeline
Bridgefront Capital, LLC2,190$208K0.06%new13F-HRTimeline
AE Wealth Management LLC2,185$207K<0.01%new13F-HRTimeline
Advisory Services Network, LLC2,184$207K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC2,170$206K<0.01%+16113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,168$205K<0.01%new13F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,308$204K0.02%+4113F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP2,136$202K0.02%-5,39713F-HRTimeline
Foundations Investment Advisors, LLC2,113$200K<0.01%new13F-HRTimeline
Merit Financial Group, LLC2,112$200K<0.01%+17213F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,988$188K<0.01%+1,63413F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…1,932$183K<0.01%+5713F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,790$170K<0.01%-11013F-HRTimelineGroup
GAMMA Investing LLC1,776$168K0.01%-23013F-HRTimeline
Aviso Financial Inc.1,755$166K0.01%-12713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,559$148K<0.01%+45713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Skandinaviska Enskilda Banken AB (publ)1,474$140K<0.01%-19913F-HRTimeline
Wilmington Savings Fund Society, FSB1,267$120K<0.01%-2613F-HR/ATimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,235$117K0.02%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,229$116K<0.01%-5713F-HRTimeline
Parallel Advisors, LLC1,214$115K<0.01%-23313F-HRTimeline
Amica Retiree Medical Trust1,153$109K0.15%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …882$84K<0.01%+1913F-HRTimelineGroup
UMB Bank, n.a.868$82.3K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.840$79.6K<0.01%+8413F-HRTimeline
Clearstead Advisors, LLC827$78.4K<0.01%-14313F-HRTimeline
SHELL ASSET MANAGEMENT CO792$75K0.01%-1,20613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.774$73.4K<0.01%-10913F-HRTimelineGroup
IFP Advisors, Inc771$73.1K<0.01%+72713F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC708$67.1K0.01%-21913F-HRTimeline
Quarry LP633$60K0.01%-10813F-HRTimeline
Larson Financial Group LLC628$59.5K<0.01%+12313F-HRTimeline
AlphaQuest LLC624$59.1K<0.01%+21413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK613$58.1K<0.01%-13713F-HRTimelineGroup
Sellwood Investment Partners LLC550$52.1K0.02%013F-HRTimeline
DekaBank Deutsche Girozentrale549$52K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC522$49.8K<0.01%+10213F-HRTimeline
Essential Partners LLC437$41.4K0.01%+43313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD420$39.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC392$37.1K<0.01%+14613F-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