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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

478 managers (487 13F filers) reported a position in HQY shares at 2025-06-30, 91,251,150 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
478
13F filers
487
New
75
Added
177
Reduced
175
Sold out
51
Shares held by filers
91,251,150

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$28K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.249$26.1K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC246$25.8K<0.01%+17213F-HRTimeline
MassMutual Private Wealth & Trust, FSB223$23.4K<0.01%+5413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$23.3K<0.01%013F-HRTimeline
Sterling Capital Management LLC209$21.9K<0.01%+12013F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD200$21K<0.01%-10,10013F-HRTimeline
Red Tortoise LLC190$19.9K0.01%013F-HRTimeline
Parkside Financial Bank & Trust176$18.4K<0.01%+5313F-HRTimeline
Asset Dedication, LLC171$17.9K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC165$17.3K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC160$16.8K<0.01%+2013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.144$15K<0.01%-1113F-HRTimelineGroup
MCF Advisors LLC140$14.7K<0.01%+3613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.131$13.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA110$11.5K<0.01%-1713F-HRTimeline
Park Place Capital Corp102$10.5K<0.01%013F-HRTimeline
IFP Advisors, Inc44$10.1K<0.01%+1313F-HRTimeline
Hemington Wealth Management99$10K<0.01%+1813F-HRTimeline
Washington Trust Advisors, Inc.93$9.74K<0.01%013F-HRTimeline
CoreCap Advisors, LLC91$9.53K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…69$7.23K<0.01%+613F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC69$7.23K<0.01%-1,04213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65$6.81K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC58$6.08K<0.01%13F-HRTimeline
CENTRAL TRUST Co57$5.97K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC64$5.95K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.55$5.76K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.52$5.45K<0.01%+5113F-HR/ATimelineGroup
High Note Wealth, LLC47$4.92K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc47$4.92K<0.01%013F-HRTimeline
Bogart Wealth, LLC46$4.82K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC45$4.71K<0.01%-113F-HRTimeline
Vermillion & White Wealth Management Gr…41$4.29K<0.01%+313F-HRTimeline
Riggs Asset Managment Co. Inc.38$3.98K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36$3.77K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC34$3.56K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.31$3.25K<0.01%new13F-HRTimelineGroup
Sachetta, LLC31$3.25K<0.01%+1913F-HRTimeline
Beacon Capital Management, LLC25$2.62K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC24$2.51K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$2.41K<0.01%-2613F-HRTimeline
Bruce G. Allen Investments, LLC20$2.1K<0.01%013F-HRTimeline
Clearstead Trust, LLC19$1.99K<0.01%+1613F-HRTimeline
Fortitude Family Office, LLC19$1.99K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC15$1.57K<0.01%-75913F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.36K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.13$1.25K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC11$1.15K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA10$1.05K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC10$1.05K<0.01%013F-HRTimeline
Abound Wealth Management10$1.05K<0.01%013F-HRTimeline
True Wealth Design, LLC9$943<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.8$839<0.01%-313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$734<0.01%-1113F-HRTimelineGroup
SWAN Capital LLC6$629<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.5$524<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$524<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.5$524<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$420<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$419<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC4$419<0.01%013F-HRTimeline
Essential Partners LLC4$419<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$315<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$314<0.01%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$210<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2$210<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2$210<0.01%new13F-HRTimeline
NewSquare Capital LLC2$210<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC2$210<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2$210<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$210<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1$105<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1$105<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1$105<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC1$105<0.01%013F-HRTimeline
Avion Wealth7$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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