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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

473 managers (488 13F filers) reported a position in HQY shares at 2026-03-31, 86,298,597 shares in all. 71 filers opened a position and 97 filers sold out during the quarter.

Managers
473
13F filers
488
New
71
Added
182
Reduced
180
Sold out
97
Shares held by filers
86,298,597

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MATHER GROUP, LLC.180$15K<0.01%new13F-HRTimeline
Asset Dedication, LLC171$14.3K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC138$11.5K<0.01%013F-HRTimeline
JNBA Financial Advisors135$11.3K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.131$11K<0.01%-17,61313F-HRTimeline
Signature Equity Partners, LLC129$10.8K0.01%-3413F-HRTimeline
IFP Advisors, Inc126$10.5K<0.01%+7613F-HRTimeline
CITY HOLDING CO125$10.4K<0.01%013F-HRTimeline
Covestor Ltd114$10K0.01%-4213F-HRTimeline
VISION FINANCIAL MARKETS LLC115$9.61K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC107$8.94K<0.01%+9513F-HRTimeline
Park Place Capital Corp102$8.52K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…100$8.36K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC100$8.36K0.01%new13F-HRTimeline
CENTRAL TRUST Co78$6.52K<0.01%+1513F-HRTimeline
CVA Family Office, LLC76$6.35K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC75$6.27K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74$6.18K<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC74$6.18K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC73$6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC70$5.85K<0.01%-2,54013F-HRTimeline
JFS WEALTH ADVISORS, LLC64$5.35K<0.01%+213F-HRTimeline
Cornerstone Financial Management LLC57$4.76K<0.01%013F-HR/ATimeline
Greykasell Wealth Strategies, Inc.55$4.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc53$4.43K<0.01%-3913F-HRTimeline
Bogart Wealth, LLC53$4.43K<0.01%+713F-HRTimeline
Sachetta, LLC51$4.26K<0.01%+3913F-HRTimeline
Clearstead Trust, LLC48$4.01K<0.01%+3713F-HRTimeline
Hilton Head Capital Partners, LLC45$3.76K<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.42$3.51K<0.01%-5113F-HRTimeline
Fortitude Family Office, LLC33$2.76K<0.01%+1113F-HRTimeline
BAYBAN29$2.42K<0.01%013F-HRTimeline
Marquette Asset Management, LLC24$2.01K<0.01%+1913F-HRTimeline
Quarry LP24$2.01K<0.01%-7413F-HRTimeline
Golden State Wealth Management, LLC24$2K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$1.92K<0.01%013F-HRTimeline
High Note Wealth, LLC23$1.92K<0.01%-2213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.22$1.84K<0.01%new13F-HRTimeline
Torren Management, LLC21$1.75K<0.01%-42113F-HRTimeline
Piscataqua Savings Bank19$1.59K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.18$1.5K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.18$1.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC15$1.25K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.13$1.09K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC13$1.09K<0.01%+613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13$1.09K<0.01%new13F-HRTimeline
Dunhill Financial, LLC12$1.07K<0.01%+1013F-HRTimeline
SHP Wealth Management12$1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1K<0.01%-113F-HRTimeline
TFC Financial Management, Inc.11$920<0.01%new13F-HRTimeline
Abound Wealth Management10$836<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC8$669<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$585<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.7$585<0.01%+213F-HRTimeline
Crewe Advisors LLC6$502<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC6$502<0.01%-1513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.6$501<0.01%-213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC4$334<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$334<0.01%+113F-HRTimeline
Investors Portfolio Services LLC4$327<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC3$251<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC3$251<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$251<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2$168<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2$168<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2$167<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2$167<0.01%new13F-HRTimeline
CURIO WEALTH, LLC2$167<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$84<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1$84<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1$84<0.01%013F-HRTimeline
Avion Wealth7$00%013F-HRTimelineValue 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