Skip to content
Disclosery

HQY HEALTHEQUITY INC

Follow

Stock (common), issuer CIK 1428336

483 managers (494 13F filers) reported a position in HQY shares at 2025-09-30, 88,505,738 shares in all. 75 filers opened a position and 63 filers sold out during the quarter.

Managers
483
13F filers
494
New
75
Added
165
Reduced
183
Sold out
63
Shares held by filers
88,505,738

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Allworth Financial LP375$35.5K<0.01%-37213F-HRTimeline
Wealthspire Advisors, LLC368$34.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc357$33.8K<0.01%-9813F-HRTimeline
WPG Advisers, LLC345$32.7K0.03%-813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC331$31K<0.01%new13F-HRTimelineGroup
MAI Capital Management327$31K<0.01%-4113F-HRTimeline
True Wealth Design, LLC326$30.9K0.01%+31713F-HRTimeline
Rise Advisors, LLC305$28.9K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP290$27.5K<0.01%013F-HRTimeline
Covestor Ltd281$27K0.01%-5613F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$25.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust253$24K<0.01%+7713F-HRTimeline
MATHER GROUP, LLC.235$22.3K<0.01%new13F-HRTimeline
Root Financial Partners, LLC231$21.9K<0.01%new13F-HRTimeline
Sterling Capital Management LLC207$19.6K<0.01%-213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC217$19.2K<0.01%-513F-HRTimeline
FIRST HORIZON CORP202$19.1K<0.01%13F-HRTimeline
Abich Financial Wealth Management LLC200$19K0.01%13F-HRTimeline
CoreCap Advisors, LLC195$18.5K<0.01%+10413F-HRTimeline
Red Tortoise LLC190$18K0.01%013F-HRTimeline
Asset Dedication, LLC171$16.2K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC165$15.6K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB153$14.5K<0.01%-7013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.141$13K<0.01%-313F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.131$12.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC117$11.1K<0.01%-4313F-HRTimeline
PRIVATE TRUST CO NA110$10.4K<0.01%013F-HRTimeline
Park Place Capital Corp102$9.67K<0.01%013F-HRTimeline
Hemington Wealth Management95$9K<0.01%-413F-HRTimeline
Washington Trust Advisors, Inc.93$8.81K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74$7.01K<0.01%+513F-HRTimelineGroup
Global Retirement Partners, LLC73$6.92K<0.01%+1513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65$6.16K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co57$5.4K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.57$5.4K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.55$5.21K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC52$4.93K<0.01%+1813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$4.74K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc47$4.46K<0.01%013F-HRTimeline
Bogart Wealth, LLC46$4.36K<0.01%013F-HRTimeline
High Note Wealth, LLC46$4.36K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC45$4.26K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…41$3.89K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36$3.41K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.34$3.22K<0.01%+313F-HRTimelineGroup
Golden State Wealth Management, LLC24$2.27K<0.01%+2013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC24$2.27K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$2.18K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC25$2K<0.01%-3,44113F-HRTimeline
Bruce G. Allen Investments, LLC20$1.9K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.20$1.9K<0.01%-3213F-HRTimelineGroup
Fortitude Family Office, LLC19$1.8K<0.01%013F-HRTimeline
Caitong International Asset Management …17$1.61K<0.01%-29613F-HRTimeline
Grey Fox Wealth Advisors, LLC17$1.61K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC14$1.33K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.13$1.23K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.16K<0.01%013F-HRTimeline
Sachetta, LLC12$1.14K<0.01%-1913F-HRTimeline
Clearstead Trust, LLC11$1.04K<0.01%-813F-HRTimeline
Cloud Capital Management, LLC12$1K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC10$948<0.01%new13F-HRTimeline
Abound Wealth Management10$948<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$759<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$664<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.5$474<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$474<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.5$474<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$380<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$379<0.01%013F-HRTimeline
Tortoise Investment Management, LLC3$284<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC3$284<0.01%+213F-HRTimeline
HFM Investment Advisors, LLC3$284<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$190<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc2$190<0.01%013F-HRTimeline
IMA Advisory Services, Inc.2$190<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$190<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$190<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1$95<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$95<0.01%-213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1$95<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1$95<0.01%013F-HR/ATimeline
Avion Wealth7$00%013F-HRTimelineValue filed as zero, left out of ratios.
Peterson Wealth Services20$691K-6,91813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and 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