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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

430 managers (441 13F filers) reported a position in HQY shares at 2024-12-31, 90,182,095 shares in all. 72 filers opened a position and 43 filers sold out during the quarter.

Managers
430
13F filers
441
New
72
Added
162
Reduced
143
Sold out
43
Shares held by filers
90,182,095

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BELLEVUE ASSET MANAGEMENT, LLC36$3.45K<0.01%-1813F-HRTimeline
Continuum Advisory, LLC35$3.36K<0.01%-513F-HRTimeline
Private Wealth Management Group, LLC34$3.26K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC32$3.07K<0.01%new13F-HRTimeline
IFP Advisors, Inc31$2.98K<0.01%+2213F-HRTimeline
Beacon Capital Management, LLC25$2.4K<0.01%013F-HRTimeline
Rakuten Securities, Inc.20$1.92K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC16$1.53K<0.01%new13F-HRTimeline
Fairman Group, LLC15$1.44K<0.01%-1513F-HRTimeline
Whipplewood Advisors, LLC15$1.44K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.13$1.26K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.25K<0.01%013F-HRTimeline
Sachetta, LLC12$1.15K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust11$1.06K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.11$1.06K<0.01%-213F-HRTimeline
BOKF, NAin group BOKF, NA10$1K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC10$960<0.01%013F-HRTimeline
Abound Wealth Management10$960<0.01%013F-HRTimeline
Riverview Trust Co6$576<0.01%013F-HRTimeline
Financial Management Professionals, Inc.5$480<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$480<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.5$480<0.01%new13F-HRTimeline
Amundiin group Amundi4$399<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC4$384<0.01%13F-HRTimeline
Global Financial Private Client, LLC3$288<0.01%new13F-HRTimeline
Sandy Spring Bank2$192<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$192<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC2$192<0.01%13F-HRTimeline
SBI Securities Co., Ltd.1$96<0.01%13F-HRTimeline
True Wealth Design, LLC1$96<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