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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

484 managers (501 13F filers) reported a position in HQY shares at 2026-06-30, 89,725,463 shares in all. 72 filers opened a position and 56 filers sold out during the quarter.

Managers
484
13F filers
501
New
72
Added
211
Reduced
158
Sold out
56
Shares held by filers
89,725,463

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Axiom Investment Management LLC396$35.8K0.02%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…388$35K<0.01%new13F-HRTimelineGroup
Silvant Capital Management LLC385$34.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC381$34.4K<0.01%+31113F-HRTimeline
Acumen Wealth Advisors, LLC374$33.8K0.01%+5313F-HRTimeline
SBI Securities Co., Ltd.328$29.6K<0.01%-25013F-HRTimeline
Parkside Financial Bank & Trust327$29.5K<0.01%+6813F-HRTimeline
MassMutual Private Wealth & Trust, FSB322$29.1K<0.01%+9813F-HRTimeline
CoreCap Advisors, LLC316$28.5K<0.01%+8813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK302$27.3K<0.01%-56513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB300$27.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc292$26.4K<0.01%-16113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC252$24.4K<0.01%+3913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO267$24.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA236$21.3K<0.01%+3813F-HRTimeline
Essential Partners LLC224$20.2K0.01%-14113F-HRTimeline
SJS Investment Consulting Inc.223$20.1K<0.01%+18113F-HRTimeline
Rossby Financial, LCC214$19.3K<0.01%+2513F-HRTimeline
Basecamp Wealth Advisors LLC211$19.1K<0.01%+7313F-HRTimeline
FIRST HORIZON CORP183$16.5K<0.01%-1113F-HRTimeline
MATHER GROUP, LLC.180$16.3K<0.01%013F-HRTimeline
Asset Dedication, LLC171$15.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC157$14.5K<0.01%new13F-HRTimeline
Covestor Ltd129$12K0.01%+1513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.128$12K<0.01%-313F-HRTimeline
CITY HOLDING CO125$11.3K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC115$10.6K0.01%013F-HRTimeline
CVA Family Office, LLC90$8.13K<0.01%+1413F-HRTimeline
Accent Capital Management, LLC80$7.23K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC75$6.77K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74$6.68K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC73$6.59K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.69$6.23K<0.01%new13F-HR/ATimeline
JFS WEALTH ADVISORS, LLC67$6.05K<0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS62$5.33K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.55$4.97K<0.01%013F-HRTimeline
Blue Trust, Inc.54$4.88K<0.01%new13F-HRTimeline
Bogart Wealth, LLC53$4.79K<0.01%013F-HRTimeline
Sachetta, LLC52$4.7K<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC50$4.52K<0.01%-713F-HR/ATimeline
CENTRAL TRUST Co49$4.43K<0.01%-2913F-HRTimeline
Bell Investment Advisors, Inc47$4.25K<0.01%-613F-HRTimeline
Fortitude Family Office, LLC47$4.25K<0.01%+1413F-HRTimeline
High Note Wealth, LLC41$3.7K<0.01%+1813F-HRTimeline
Clearstead Trust, LLC38$3.43K<0.01%-1013F-HRTimeline
Silver Grove Financial Group, Inc.32$2.89K<0.01%new13F-HRTimeline
BAYBAN29$2.62K<0.01%013F-HRTimeline
Marquette Asset Management, LLC24$2.17K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$2.08K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$1.99K<0.01%new13F-HRTimeline
Torren Management, LLC21$1.9K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19$1.72K<0.01%-313F-HRTimeline
Kingdom Financial Group LLC.18$1.63K<0.01%013F-HRTimeline
Creative Capital Management Investments…17$1.53K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC16$1.45K<0.01%+1013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16$1.45K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.13$1.18K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC13$1.17K<0.01%013F-HRTimeline
SHP Wealth Management12$1.08K<0.01%013F-HRTimeline
JPL Wealth Management, LLC12$1.08K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.11$994<0.01%013F-HRTimeline
Dunhill Financial, LLC11$993<0.01%-113F-HRTimeline
Abound Wealth Management10$904<0.01%013F-HRTimeline
Quarry LP9$813<0.01%-1513F-HRTimeline
HFM Investment Advisors, LLC9$813<0.01%+513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$633<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.7$632<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4$361<0.01%013F-HRTimeline
Golden State Wealth Management, LLC4$361<0.01%-2013F-HRTimeline
Activest Wealth Management4$361<0.01%+413F-HRTimeline
LRI Investments, LLC4$361<0.01%new13F-HRTimeline
Investors Portfolio Services LLC4$361<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$271<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$185<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$181<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2$181<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$181<0.01%-113F-HRTimeline
Hughes Financial Services, LLC2$181<0.01%-113F-HRTimeline
GHP Investment Advisors, Inc.1$91<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$91<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$90<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1$90<0.01%013F-HRTimeline
Avion Wealth7$00%013F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.

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