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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

502 managers (512 13F filers) reported a position in HQY shares at 2025-12-31, 89,101,147 shares in all. 74 filers opened a position and 61 filers sold out during the quarter.

Managers
502
13F filers
512
New
74
Added
183
Reduced
180
Sold out
61
Shares held by filers
89,101,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ADVISORY RESEARCH INC21,069$1.93M0.24%-1,22313F-HRTimeline
FIRST AMERICAN BANK20,952$1.92M0.12%+3,71913F-HRTimeline
Maridea Wealth Management LLC20,893$1.91M0.29%+5,63113F-HRTimeline
Bridgewater Associates, LP20,827$1.91M0.01%+14,44813F-HRTimeline
Quantbot Technologies LP20,723$1.9M0.06%new13F-HRTimeline
Keating Financial Advisory Services, In…20,412$1.87M0.25%13F-HRTimeline
CHOREO, LLC20,146$1.86M0.02%-11313F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM20,322$1.86M0.01%-30013F-HRTimeline
CROWN ADVISORS MANAGEMENT, INC.20,000$1.83M1.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding19,881$1.82M+398Timeline
Gradient Investments LLCin group Gradient Investments LLC19,217$1.76M0.03%+37713F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…19,063$1.75M<0.01%-4,77513F-HRTimeline
ProShare Advisors LLC19,058$1.75M<0.01%+78313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.17,744$1.63M0.13%+1,72313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17,400$1.59M0.07%-1,24613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,359$1.59M<0.01%-97813F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,300$1.58M0.05%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,176$1.57M0.02%-20013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS16,922$1.55M0.01%-6,75213F-HRTimeline
Avidity Partners Management LP16,900$1.55M0.45%-8,40013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A16,684$1.53M<0.01%013F-HRTimelineGroup
DEERFIELD MANAGEMENT COMPANY, L.P.in group DEERFIELD MANAGEMENT COMPANY,…16,231$1.49M0.02%+9,17113F-HRTimelineGroup
Penn Capital Management Company, LLC15,944$1.49M0.12%+58113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,076$1.38M<0.01%-10713F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …14,784$1.35M0.1%-81113F-HRTimeline
Elo Mutual Pension Insurance Co14,760$1.35M0.02%+3,87613F-HRTimeline
Graham Capital Management, L.P.14,556$1.33M0.05%+3,63813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,491$1.33M<0.01%+5,54113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,164$1.3M<0.01%+6,53713F-HRTimelineGroup
HANCOCK WHITNEY CORP13,960$1.28M0.02%+11713F-HRTimeline
Radnor Capital Management, LLC14,366$1.27M0.19%+8,12613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd13,781$1.26M0.01%-12,41613F-HRTimelineGroup
FJ Capital Management LLC13,556$1.24M0.14%+5,18013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd13,478$1.23M0.52%-10,92213F-HRTimelineGroup
Pacer Advisors, Inc.13,427$1.23M<0.01%+1,93713F-HR/ATimeline
Quantinno Capital Management LP13,365$1.22M<0.01%+4,47413F-HRTimeline
SG Americas Securities, LLC13,242$1.21M<0.01%+52713F-HRTimeline
Versor Investments LP12,920$1.18M0.18%new13F-HRTimeline
HRT FINANCIAL LP12,806$1.17M<0.01%new13F-HRTimeline
Coyle Financial Counsel LLC12,795$1.17M0.25%-2,63813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,693$1.16M0.01%-75313F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…12,340$1.13M<0.01%+49113F-HRTimelineGroup
NewEdge Advisors, LLC12,231$1.12M<0.01%-37013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,198$1.12M0.01%-75913F-HRTimelineGroup
Campbell & CO Investment Adviser LLC12,175$1.12M0.05%+1,78613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,945$1.09M<0.01%-1,23113F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO11,805$1.08M0.09%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,778$1.08M0.2%+85313F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD11,705$1.07M0.01%+5,86913F-HRTimelineGroup
T. Rowe Price Investment Management, In…11,553$1.06M<0.01%013F-HR/ATimeline
SUMITOMO LIFE INSURANCE CO11,554$1.06M0.03%new13F-HRTimeline
Suncoast Equity Management11,490$1.05M0.11%+4,17013F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,052$1.01M<0.01%+51513F-HRTimelineGroup
Dynamic Technology Lab Private Ltd10,750$985K0.22%new13F-HRTimeline
Assenagon Asset Management S.A.10,710$981K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.10,616$973K0.1%-2,94713F-HRTimeline
XPONANCE LLC10,581$969K0.01%-1,68413F-HRTimeline
Ashton Thomas Private Wealth, LLC10,217$936K0.02%-5313F-HRTimeline
Hodges Capital Management Inc.10,000$916K0.08%-9,00013F-HRTimeline
Cinctive Capital Management LP9,746$893K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,010$873K<0.01%+1,29713F-HRTimeline
&PARTNERS9,478$852K<0.01%+3,16313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,996$824K0.01%+6,67813F-HRTimelineGroup
STANSBERRY ASSET MANAGEMENT, LLC8,949$820K0.08%-78113F-HRTimeline
HC Advisors, LLC8,880$813K0.56%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC8,775$803K<0.01%+8,44413F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC8,711$798K<0.01%-69213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,692$796K0.11%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP8,606$788K0.28%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Entropy Technologies, LP8,592$787K0.04%-5,97713F-HRTimeline
State of Alaska, Department of Revenue8,536$781K0.01%-69513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,525$781K0.09%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,231$754K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,047$737K<0.01%+1,27313F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,022$735K0.02%+113F-HRTimeline
Janney Montgomery Scott LLC8,009$734K<0.01%+2,62213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,842$718K<0.01%-413F-HRTimeline
Vestcor Inc7,705$706K0.02%-3,37713F-HRTimeline
CWM, LLCin group CWM, LLC7,405$678K<0.01%+97913F-HRTimelineGroup
Peterson Wealth Services7,217$661K0.17%+7,19713F-HRTimeline
Iron Gate Global Advisors LLC6,949$637K0.07%-2,09713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,929$635K<0.01%-79613F-HRTimelineGroup
NorthCrest Asset Manangement, LLC6,656$622K0.01%+2213F-HRTimeline
Federation des caisses Desjardins du Qu…6,620$606K<0.01%+89113F-HRTimeline
Crestwood Advisors Group, LLC6,560$601K0.01%-4,65113F-HRTimeline
Fieldview Capital Management, LLC6,486$594K0.1%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,266$574K0.02%-21013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al6,200$568K<0.01%+2,60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,042$554K0.01%+56913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,993$553K<0.01%-1,26113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,951$546K<0.01%-17,36213F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.5,939$544K0.01%+38213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,831$534K<0.01%-1,22413F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC6,021$509K0.03%+3,71313F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…5,532$507K0.02%new13F-HRTimelineGroup
Three Seasons Wealth, LLC5,521$506K0.05%+1,83613F-HRTimeline
Sivia Capital Partners, LLC5,447$499K0.1%+2,46813F-HRTimeline
AlphaQuest LLC5,363$491K0.03%+4,73913F-HRTimeline
MML INVESTORS SERVICES, LLC5,348$490K<0.01%-29513F-HRTimeline
Avior Wealth Management, LLC5,309$486K0.02%-14813F-HRTimeline
Gotham Asset Management, LLC5,285$484K<0.01%-31,53513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,207$477K0.02%+92813F-HRTimelineGroup
EP Wealth Advisors, LLC5,151$472K<0.01%13F-HRTimeline
Fulton Bank, N.A.5,137$471K0.02%+84113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,118$469K0.03%-3413F-HRTimelineGroup
Mutual Advisors, LLC5,105$468K0.01%-73013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC5,041$462K0.01%-97613F-HR/ATimelineGroup
FARALLON CAPITAL MANAGEMENT, L.L.C.5,000$458K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Van Hulzen Asset Management, LLC5,000$458K0.03%new13F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC4,980$456K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,974$456K<0.01%+10613F-HRTimeline
Narus Financial Partners, LLC4,941$453K0.12%-1,00013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,878$447K<0.01%-10013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,757$436K0.01%-11,55713F-HRTimelineGroup
Keebeck Wealth Management4,746$435K0.05%+1,72313F-HRTimeline
OPTIMIZE FINANCIAL INC.4,708$431K0.22%+6413F-HRTimeline
Blueshift Asset Management, LLC4,652$426K0.12%new13F-HRTimeline
CSS LLC/IL4,610$422K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,385$402K<0.01%+79913F-HRTimelineGroup
Yorktown Management & Research Co Inc4,125$378K0.3%new13F-HRTimeline
Qsemble Capital Management, LP4,096$375K0.03%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,072$373K-22,759Timeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…3,992$366K<0.01%013F-HRTimelineGroup
SUMMITRY LLC3,963$363K0.02%+60613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,945$361K<0.01%+48613F-HRTimelineGroup
Ethic Inc.3,867$354K0.01%+10913F-HRTimeline
Brooklyn Investment Group3,790$352K0.02%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,816$350K0.09%013F-HRTimeline
Compound Planning, Inc.3,793$347K0.01%-89213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,776$346K+38Timeline
AlphaGrep UK Ltd3,725$341K0.11%13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,687$338K0.03%new13F-HRTimeline
Mattson Financial Services, LLC3,681$337K0.08%+1,27713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,659$335K<0.01%-1013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC3,651$334K<0.01%-9513F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC3,623$332K0.03%-10,81513F-HRTimelineGroup
PROFUND ADVISORS LLC3,580$328K0.01%-1613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,544$325K0.01%new13F-HRTimelineGroup
111 Capital3,528$323K0.07%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,490$320K0.02%+58713F-HRTimeline
Olympiad Research LP3,490$320K0.85%+62213F-HRTimeline
Orion Porfolio Solutions, LLC3,461$317K<0.01%-30813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,409$312K<0.01%+1,16513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.3,379$310K0.01%-7513F-HRTimeline
Scientech Research LLC3,329$305K0.19%new13F-HRTimeline
City Center Advisors, LLC3,323$304K0.28%+71713F-HRTimeline
Curated Wealth Partners LLC3,267$299K0.03%+63913F-HRTimeline
Cresset Asset Management, LLC3,224$295K<0.01%+21013F-HRTimeline
Janney Capital Management LLC3,208$294K0.02%+5713F-HRTimeline
AXQ CAPITAL, LP3,201$293K0.07%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,160$289K0.01%new13F-HRTimelineGroup
Avanza Fonder AB3,078$282K0.01%-29413F-HRTimeline
Steadtrust LLC3,070$281K0.17%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,065$281K0.24%-4513F-HRTimeline
Amundiin group Amundi3,030$278K<0.01%new13F-HRTimelineGroup
UNIQUE WEALTH, LLC3,029$277K0.04%new13F-HRTimeline
Abacus Wealth Partners, LLC2,937$269K0.03%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,885$264K0.01%-21913F-HRTimeline
Global Retirement Partners, LLC2,879$264K<0.01%+2,80613F-HRTimeline
Merit Financial Group, LLC2,857$262K<0.01%+74513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,818$258K<0.01%+83013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,708$248K0.17%+6813F-HRTimeline
CIBC Asset Management Inc2,700$247K<0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,642$242K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,610$239K<0.01%+1,78313F-HRTimeline
B. Riley Wealth Advisors, Inc.2,606$239K0.01%-6813F-HRTimeline
NewEdge Wealth, LLC2,570$235K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,537$232K<0.01%+11913F-HRTimelineGroup
Venturi Wealth Management, LLC2,485$228K0.01%013F-HRTimeline
Callan Family Office, LLC2,484$228K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,456$224K<0.01%+52413F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC2,430$223K0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,432$223K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.2,428$222K<0.01%+1513F-HR/ATimeline
KBC Group NVin group KBC Group NV2,411$221K<0.01%013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL2,411$221K<0.01%-7,28713F-HRTimeline
GREAT LAKES ADVISORS, LLC2,407$221K<0.01%new13F-HRTimeline
Sowell Financial Services LLC2,399$220K0.01%-5613F-HRTimeline
AE Wealth Management LLC2,396$219K<0.01%+21113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,384$219K<0.01%new13F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,311$212K<0.01%new13F-HRTimeline
Grant Private Wealth Management Inc2,306$211K0.13%-3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,305$211K<0.01%+74613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREENLEAF TRUST2,260$207K<0.01%-16813F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,239$205K0.07%+1,00413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,221$203K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,944$178K0.01%+16813F-HRTimeline
Aviso Financial Inc.1,674$153K0.01%-8113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,650$151K<0.01%-14013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,451$133K<0.01%-4,08813F-HRTimelineGroup
Parallel Advisors, LLC1,387$127K<0.01%+17313F-HRTimeline
Estate Planners Group, LLC1,299$119K0.05%13F-HRTimeline
Wilmington Savings Fund Society, FSB1,267$116K<0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.1,256$116K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,177$108K<0.01%+56413F-HRTimelineGroup
SIGNATUREFD, LLC1,070$98K<0.01%-15913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,030$94.4K<0.01%new13F-HRTimeline
Horizon Investments, LLC1,030$94.4K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.1,024$93.8K0.01%new13F-HRTimeline
UMB Bank, n.a.985$90.2K<0.01%+11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.

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