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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

502 managers (512 13F filers) reported a position in HQY shares at 2025-12-31, 89,101,147 shares in all. 74 filers opened a position and 61 filers sold out during the quarter.

Managers
502
13F filers
512
New
74
Added
183
Reduced
180
Sold out
61
Shares held by filers
89,101,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LANARK FINANCIAL, INC.905$82.9K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.872$79.9K<0.01%+3213F-HRTimeline
Farther Finance Advisors, LLC851$78K<0.01%+45913F-HRTimeline
Smartleaf Asset Management LLC793$73.4K<0.01%+27113F-HRTimeline
VEGA INVESTMENT SOLUTIONS779$71.4K0.01%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC713$65.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP706$64.7K<0.01%+33113F-HRTimeline
DANSKE BANK A/S700$64.1K<0.01%-12,40913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.602$55.1K<0.01%-17213F-HRTimelineGroup
Sterling Capital Management LLC558$51.1K<0.01%+35113F-HRTimeline
Sellwood Investment Partners LLC550$50.4K0.02%013F-HRTimeline
DekaBank Deutsche Girozentrale549$48K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC493$45.2K<0.01%-21513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.454$41.6K<0.01%new13F-HRTimeline
Essential Partners LLC443$40.6K0.01%+613F-HRTimeline
Torren Management, LLC442$40.5K0.02%13F-HRTimeline
Caitong International Asset Management …438$40.1K0.01%+42113F-HR/ATimeline
WPG Advisers, LLC356$32.6K0.02%+1113F-HRTimeline
Versant Capital Management, Inc335$30.7K<0.01%-2213F-HRTimeline
Parkside Financial Bank & Trust330$30.2K<0.01%+7713F-HRTimeline
Aster Capital Management (DIFC) Ltd301$27.6K0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC295$27K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP290$26.6K<0.01%013F-HRTimeline
SageView Advisory Group, LLC271$24.8K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$24.5K<0.01%013F-HRTimeline
Larson Financial Group LLC262$24K<0.01%-36613F-HRTimeline
FIRST HORIZON CORP251$23K<0.01%+4913F-HRTimeline
Root Financial Partners, LLC248$22.7K<0.01%+1713F-HRTimeline
MAI Capital Management227$20.8K<0.01%-10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC213$20.3K<0.01%-413F-HRTimeline
True Wealth Design, LLC211$19.3K0.01%-11513F-HRTimeline
Geneos Wealth Management Inc.205$18.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA198$18.1K<0.01%+8813F-HRTimeline
CoreCap Advisors, LLC195$17.9K<0.01%013F-HRTimeline
Red Tortoise LLC190$17.4K0.01%013F-HRTimeline
Asset Dedication, LLC171$15.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC163$14.9K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB154$14.1K<0.01%+113F-HRTimeline
Covestor Ltd156$14K0.01%-12513F-HRTimeline
Leonteq Securities AG147$13.5K<0.01%new13F-HRTimeline
Arax Advisory Partners140$12.8K<0.01%-4,93713F-HRTimeline
Basecamp Wealth Advisors LLC138$12.6K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC132$12.1K<0.01%+1513F-HRTimeline
CITY HOLDING CO125$11.4K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC115$10.5K0.01%-5013F-HRTimeline
Elyxium Wealth, LLC103$9.44K<0.01%new13F-HRTimeline
Park Place Capital Corp102$9.34K<0.01%013F-HRTimeline
Quarry LP98$8.98K<0.01%-53513F-HRTimeline
SJS Investment Consulting Inc.93$8.52K<0.01%+8513F-HRTimeline
Bell Investment Advisors, Inc92$8.43K<0.01%+4513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC78$7.14K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74$6.78K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co63$5.77K<0.01%+613F-HRTimeline
JFS WEALTH ADVISORS, LLC62$5.68K<0.01%+1713F-HRTimeline
Cornerstone Financial Management LLC57$5.22K<0.01%13F-HR/ATimeline
Greykasell Wealth Strategies, Inc.55$5.04K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC52$4.76K<0.01%013F-HRTimeline
IFP Advisors, Inc50$4.58K<0.01%-72113F-HRTimeline
Hilton Head Capital Partners, LLC47$4.31K<0.01%13F-HRTimeline
Bogart Wealth, LLC46$4.21K<0.01%013F-HRTimeline
Rossby Financial, LCC46$4.21K<0.01%new13F-HRTimeline
High Note Wealth, LLC45$4.12K<0.01%-113F-HRTimeline
Vermillion & White Wealth Management Gr…41$3.76K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.36$3.3K<0.01%+213F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC36$3.3K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO35$3.21K<0.01%-3013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC31$2.84K<0.01%new13F-HRTimeline
BAYBAN29$2.66K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC24$2.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$2.11K<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$2.02K<0.01%+313F-HRTimeline
Rialto Wealth Management, LLC21$1.92K<0.01%+1713F-HRTimeline
Bruce G. Allen Investments, LLC20$1.83K<0.01%013F-HRTimeline
Piscataqua Savings Bank19$1.74K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.18$1.65K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.13$1.19K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.19K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12$1.1K<0.01%new13F-HRTimeline
Sachetta, LLC12$1.1K<0.01%013F-HRTimeline
Clearstead Trust, LLC11$1.01K<0.01%013F-HRTimeline
Abound Wealth Management10$917<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.8$733<0.01%-1213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp7$642<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC7$641<0.01%+313F-HRTimeline
Marquette Asset Management, LLC5$459<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC5$459<0.01%013F-HRTimeline
Financial Management Professionals, Inc.5$458<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3$275<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3$275<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$275<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$184<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC2$184<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2$183<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2$183<0.01%013F-HRTimeline
IMA Advisory Services, Inc.2$183<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$183<0.01%013F-HRTimeline
Dunhill Financial, LLC2$165<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1$92<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$92<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1$92<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1$92<0.01%013F-HRTimeline
Avion Wealth7$00%013F-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