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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

473 managers (488 13F filers) reported a position in HQY shares at 2026-03-31, 86,298,597 shares in all. 71 filers opened a position and 97 filers sold out during the quarter.

Managers
473
13F filers
488
New
71
Added
182
Reduced
180
Sold out
97
Shares held by filers
86,298,597

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OP Asset Management Ltd19,105$1.6M0.02%-5,77813F-HR/ATimeline
STATE BOARD OF ADMINISTRATION OF FLORID…19,063$1.59M<0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC18,771$1.57M0.02%-44613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\17,773$1.49M<0.01%+41413F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,576$1.47M0.02%+40013F-HRTimeline
SG Americas Securities, LLC17,354$1.45M<0.01%+4,11213F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,300$1.45M0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,146$1.43M<0.01%+2,65513F-HRTimelineGroup
Gotham Asset Management, LLC16,872$1.41M<0.01%+11,58713F-HRTimeline
FIRST AMERICAN BANK16,042$1.34M0.08%-4,91013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,774$1.32M0.01%+3,08113F-HRTimelineGroup
ProShare Advisors LLC15,649$1.31M<0.01%-3,40913F-HRTimeline
Expect Equity LLC15,540$1.3M1.01%new13F-HR/ATimeline
MILESTONE ASSET MANAGEMENT, LLC14,929$1.25M0.23%+3,15113F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …14,784$1.24M0.09%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,523$1.21M<0.01%+3,47113F-HRTimelineGroup
Integrated Wealth Concepts LLC14,395$1.2M0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,208$1.19M<0.01%+2,26313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,146$1.18M0.01%+1,94813F-HRTimelineGroup
HANCOCK WHITNEY CORP14,036$1.15M0.02%+7613F-HRTimeline
Pacer Advisors, Inc.13,528$1.13M<0.01%+10113F-HR/ATimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…13,451$1.12M0.04%new13F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,440$1.12M<0.01%+1,10013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS13,284$1.11M<0.01%-3,63813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,126$1.1M<0.01%-1,95013F-HRTimelineGroup
NewEdge Advisors, LLC13,027$1.09M<0.01%+79613F-HR/ATimeline
Shay Capital LLC13,000$1.09M0.15%new13F-HRTimeline
CWM, LLCin group CWM, LLC12,988$1.09M<0.01%+5,58313F-HRTimelineGroup
Overbrook Management Corp12,676$1.06M0.2%-27,79513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,500$1.04M0.02%new13F-HRTimelineGroup
XPONANCE LLC12,161$1.02M0.01%+1,58013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,744$1.01M<0.01%+9,73413F-HRTimeline
Three Seasons Wealth, LLC11,966$1000K0.38%+6,44513F-HRTimeline
AMICA MUTUAL INSURANCE CO11,805$987K0.08%013F-HRTimeline
FJ Capital Management LLC11,210$937K0.11%-2,34613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10,974$917K0.06%-6,42613F-HRTimeline
Ashton Thomas Private Wealth, LLC10,948$915K0.02%+73113F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,868$908K0.02%-68613F-HRTimeline
Coyle Financial Counsel LLC10,726$896K0.19%-2,06913F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al10,700$894K0.01%+4,50013F-HRTimeline
Elo Mutual Pension Insurance Co10,673$892K0.01%-4,08713F-HRTimeline
Institute for Wealth Management, LLC.10,507$878K0.09%-10913F-HRTimeline
State of Wyoming10,367$866K0.1%new13F-HRTimeline
Freestone Grove Partners LP9,683$809K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,595$802K<0.01%+1,54813F-HRTimeline
PINEBRIDGE INVESTMENTS LLC9,466$791K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,459$790K<0.01%-15,64313F-HRTimelineGroup
Suncoast Equity Management9,250$773K0.09%-2,24013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC9,165$766K<0.01%+45413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,056$757K<0.01%+3,22513F-HRTimeline
MANGROVE PARTNERS IM, LLC8,798$735K0.06%new13F-HRTimeline
Prospera Financial Services Inc8,762$732K0.01%new13F-HRTimeline
HC Advisors, LLC8,690$726K0.49%-19013F-HRTimeline
Connor, Clark & Lunn Investment Managem…8,616$720K<0.01%new13F-HRTimeline
CSS LLC/IL8,610$720K0.04%+4,00013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,525$712K0.08%013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC8,376$700K0.07%-57313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,352$698K<0.01%+1,42313F-HRTimelineGroup
Radnor Capital Management, LLC8,866$698K0.1%-5,50013F-HRTimeline
State of Alaska, Department of Revenue8,336$696K0.01%-20013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,304$694K0.02%+2,26213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,231$688K<0.01%013F-HRTimeline
Graham Capital Management, L.P.8,032$671K0.02%-6,52413F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC7,922$662K0.04%+4,29913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,846$656K0.01%-1,15013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,844$656K0.02%-17813F-HR/ATimeline
Peterson Wealth Services7,723$645K0.16%+50613F-HRTimeline
Numerai GP LLC7,658$640K0.06%new13F-HRTimeline
Janney Montgomery Scott LLC7,568$632K<0.01%-44113F-HRTimeline
&PARTNERS7,359$615K<0.01%-2,11913F-HRTimeline
Steadtrust LLC7,020$587K0.33%+3,95013F-HRTimeline
Entropy Technologies, LP6,911$578K0.03%-1,68113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.6,907$577K0.04%+1,78913F-HRTimelineGroup
NorthCrest Asset Manangement, LLC6,783$574K0.02%+12713F-HRTimeline
IEQ CAPITAL, LLC6,790$567K<0.01%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC6,700$559K0.02%new13F-HRTimelineGroup
Fulton Bank, N.A.6,526$545K0.02%+1,38913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,354$531K0.01%+3,19413F-HRTimelineGroup
WASHINGTON CAPITAL MANAGEMENT, INC6,350$531K0.45%new13F-HRTimeline
Sanctuary Advisors, LLC6,325$529K<0.01%+1,35113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,266$524K0.02%013F-HRTimeline
Havemeyer Place LP6,189$517K0.06%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,170$516K<0.01%+2,17813F-HRTimelineGroup
Diametric Capital, LP6,088$509K0.13%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,914$494K0.02%+70713F-HRTimelineGroup
Crossmark Global Holdings, Inc.5,902$493K0.01%-3713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,881$491K<0.01%+1,12413F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC5,836$488K0.01%new13F-HRTimeline
Abel Hall, LLC5,694$476K0.1%new13F-HRTimeline
Bridgefront Capital, LLC5,539$463K0.12%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,509$460K<0.01%+2,10013F-HRTimelineGroup
Iron Gate Global Advisors LLC5,413$452K0.05%-1,53613F-HRTimeline
Keebeck Wealth Management5,373$449K0.05%+62713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,375$449K<0.01%-3,40013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,354$447K<0.01%+1,40913F-HRTimelineGroup
EP Wealth Advisors, LLC5,200$435K<0.01%+4913F-HRTimeline
Fieldview Capital Management, LLC5,094$426K0.12%-1,39213F-HRTimeline
Federation des caisses Desjardins du Qu…5,056$423K<0.01%-1,56413F-HRTimeline
Mutual Advisors, LLC5,055$422K0.01%-5013F-HRTimeline
Hodges Capital Management Inc.5,000$418K0.03%-5,00013F-HRTimeline
Van Hulzen Asset Management, LLC5,000$418K0.03%013F-HRTimeline
Narus Financial Partners, LLC4,998$418K0.11%+5713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,859$400K<0.01%-1,13413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,553$380K<0.01%-32513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,471$374K0.01%new13F-HRTimelineGroup
Brooklyn Investment Group4,435$371K0.01%+64513F-HRTimeline
SUMMITRY LLC4,371$365K0.01%+40813F-HR/ATimeline
Mattson Financial Services, LLC4,247$355K0.08%+56613F-HRTimeline
Curated Wealth Partners LLC4,113$344K0.04%+84613F-HRTimeline
Keating Financial Advisory Services, In…3,872$324K0.05%-16,54013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,816$319K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,795$317K0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS3,720$311K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC3,687$308K<0.01%+3613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,684$308K<0.01%+2513F-HRTimelineGroup
PROFUND ADVISORS LLC3,642$304K0.01%+6213F-HRTimeline
City Center Advisors, LLC3,502$293K0.27%+17913F-HRTimeline
GREENLEAF TRUST3,494$292K<0.01%+1,23413F-HRTimeline
Avanza Fonder AB3,469$290K0.01%+39113F-HRTimeline
Crestwood Advisors Group, LLC3,446$288K<0.01%-3,11413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,419$286K<0.01%+1,11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vestcor Inc3,377$282K0.01%-4,32813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,077$282K<0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.3,354$280K0.01%-2513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,170$265K<0.01%+73813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,140$262K<0.01%-4,70213F-HRTimeline
Cresset Asset Management, LLC3,101$259K<0.01%-12313F-HRTimeline
MeadowBrook Investment Advisors LLC3,035$254K0.22%-3013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,896$242K<0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,885$241K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC2,880$241K<0.01%-58113F-HRTimeline
Merit Financial Group, LLC2,839$237K<0.01%-1813F-HRTimeline
Engineers Gate Manager LP2,835$237K<0.01%-191,55713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,811$235K0.01%+38113F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.2,800$234K<0.01%-2,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …2,781$232K<0.01%-21,87613F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.2,839$231K0.04%new13F-HRTimeline
HB Wealth Management, LLC2,744$229K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,741$229K<0.01%-2,60713F-HRTimeline
Abacus Wealth Partners, LLC2,720$227K0.02%-21713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,706$226K0.15%-213F-HRTimeline
CIBC Asset Management Inc2,700$226K<0.01%013F-HRTimeline
Holocene Advisors, LP2,680$224K<0.01%new13F-HRTimeline
Sowell Financial Services LLC2,578$215K0.01%+17913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,505$209K<0.01%new13F-HRTimelineGroup
Ethic Inc.2,479$207K<0.01%-1,38813F-HRTimeline
AE Wealth Management LLC2,459$206K<0.01%+6313F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,416$202K<0.01%-4013F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,411$201K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,386$199K<0.01%-43213F-HRTimelineGroup
Advisors Asset Management, Inc.2,341$196K<0.01%-8713F-HRTimeline
Advisory Services Network, LLC1,962$164K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,738$145K<0.01%-33,95213F-HRTimeline
Aviso Financial Inc.1,615$135K<0.01%-5913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,610$135K0.01%+1,47813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,550$130K<0.01%-10013F-HRTimelineGroup
Eurizon Capital SGR S.p.A.1,368$112K<0.01%+11213F-HRTimeline
Parallel Advisors, LLC1,306$109K<0.01%-8113F-HR/ATimeline
SIGNATUREFD, LLC1,299$109K<0.01%+22913F-HRTimeline
MAI Capital Management1,269$106K<0.01%+1,04213F-HRTimeline
GAMMA Investing LLC1,128$94.3K<0.01%-81613F-HRTimeline
Allworth Financial LP1,035$86.5K<0.01%+32913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP986$82.4K0.01%new13F-HRTimelineGroup
UMB Bank, n.a.958$80.1K<0.01%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC901$75.3K<0.01%-55013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK867$72.5K<0.01%-31013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS779$65.1K0.02%013F-HRTimeline
SBI Securities Co., Ltd.578$48.3K<0.01%-29413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…553$46.1K<0.01%+55013F-HRTimeline
DekaBank Deutsche Girozentrale549$46K<0.01%013F-HRTimeline
Sterling Capital Management LLC550$46K<0.01%-813F-HRTimeline
Sellwood Investment Partners LLC550$46K0.02%013F-HRTimeline
Kemnay Advisory Services Inc.497$41.5K0.01%-52713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.464$38.8K<0.01%+1013F-HRTimeline
Versant Capital Management, Inc453$37.9K<0.01%+11813F-HRTimeline
Arax Advisory Partners453$37.3K<0.01%+31313F-HRTimeline
Farther Finance Advisors, LLC422$35.2K<0.01%-42913F-HRTimeline
Smartleaf Asset Management LLC430$35.1K<0.01%-36313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.410$34.3K<0.01%-19213F-HR/ATimelineGroup
Axiom Investment Management LLC396$33.1K0.03%13F-HRTimeline
Leonteq Securities AG382$31.9K<0.01%+23513F-HRTimeline
WPG Advisers, LLC379$31.7K0.02%+2313F-HRTimeline
Essential Partners LLC365$30.5K0.01%-7813F-HRTimeline
Acumen Wealth Advisors, LLC321$26.8K0.01%+2613F-HRTimeline
Wilmington Savings Fund Society, FSB300$25.1K<0.01%-96713F-HRTimeline
SMA Capital LLC295$24.7K0.01%new13F-HRTimeline
Larson Financial Group LLC283$23.6K<0.01%+2113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$22.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust259$21.6K<0.01%-7113F-HRTimeline
True Wealth Design, LLC241$20.1K0.01%+3013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…234$19.6K<0.01%+23313F-HRTimeline
CoreCap Advisors, LLC228$19.1K<0.01%+3313F-HRTimeline
MassMutual Private Wealth & Trust, FSB224$18.7K<0.01%+7013F-HRTimeline
Root Financial Partners, LLC220$18.4K<0.01%-2813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC213$17.8K<0.01%013F-HRTimeline
iA Global Asset Management Inc.200$17K<0.01%-68,63013F-HRTimeline
PRIVATE TRUST CO NA198$16.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP194$16.2K<0.01%-5713F-HRTimeline
Red Tortoise LLC190$15.9K0.01%013F-HRTimeline
Rossby Financial, LCC189$15.8K<0.01%+14313F-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