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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

455 managers (466 13F filers) reported a position in HQY shares at 2025-03-31, 92,960,976 shares in all. 73 filers opened a position and 46 filers sold out during the quarter.

Managers
455
13F filers
466
New
73
Added
198
Reduced
141
Sold out
46
Shares held by filers
92,960,976

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Park Place Capital Corp102$9.01K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$8.84K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.93$8.22K<0.01%013F-HRTimeline
Sterling Capital Management LLC89$7.87K<0.01%+213F-HRTimeline
Hemington Wealth Management81$7K<0.01%+1213F-HRTimeline
SVB WEALTH LLC73$6.45K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC74$6.44K<0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…63$5.57K<0.01%+2513F-HRTimelineGroup
CENTRAL TRUST Co57$5.04K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.55$4.86K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC50$4.42K<0.01%new13F-HRTimeline
Manchester Capital Management LLC49$4.33K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc47$4.15K<0.01%013F-HRTimeline
High Note Wealth, LLC47$4.15K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC46$4.07K<0.01%+113F-HRTimeline
Bogart Wealth, LLC46$4.07K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.41$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vermillion & White Wealth Management Gr…38$3.36K<0.01%new13F-HRTimeline
Continuum Advisory, LLC37$3.27K<0.01%+213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36$3.18K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$3K<0.01%013F-HRTimeline
IFP Advisors, Inc31$2.74K<0.01%013F-HRTimeline
Stephens Consulting, LLC25$2.21K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC25$2.21K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC24$2.12K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC20$1.77K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18$1.59K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC16$1.41K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC774$1.33K<0.01%+75913F-HRTimeline
Sunbelt Securities, Inc.13$1.15K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.15K<0.01%013F-HRTimeline
Sachetta, LLC12$1.06K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.11$973<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA10$884<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC10$884<0.01%013F-HRTimeline
Abound Wealth Management10$884<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9$795<0.01%new13F-HRTimeline
Hughes Financial Services, LLC7$609<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.5$442<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$442<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.5$442<0.01%013F-HRTimeline
Golden State Wealth Management, LLC4$353<0.01%013F-HR/ATimeline
Clearstead Trust, LLC3$266<0.01%new13F-HRTimeline
True Wealth Design, LLC3$266<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.3$265<0.01%+213F-HRTimeline
Sandy Spring Bank2$177<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$177<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.2$177<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$176<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$89<0.01%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$88<0.01%-1913F-HRTimelineGroup
Principia Wealth Advisory, LLC1$83<0.01%-113F-HRTimeline
Avion Wealth7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-56613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount 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