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Disclosery

HQY HEALTHEQUITY INC

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Stock (common), issuer CIK 1428336

Filings received so far for Q3 2026: 26 13F filers report a position in HQY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WASATCH ADVISORS LP7,011,469$620M4.6%-949,26613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…96,556$8.54M0.32%+2,31913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC65,000$5.75M0.65%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,766$2.22M<0.01%-1,07713F-HRTimeline
Chesley Taft & Associates LLC25,135$2.22M0.09%-12013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …14,732$1.3M0.09%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,730$1.13M0.02%-5,62713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.10,771$953K0.03%+7,46713F-HRTimeline
NorthCrest Asset Manangement, LLC8,863$825K0.02%-18913F-HRTimeline
Fulton Bank, N.A.8,089$716K0.02%-2513F-HRTimeline
Overbrook Management Corp5,840$517K0.08%-2,40913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,142$366K0.09%+7713F-HRTimeline
Avanza Fonder AB2,738$242K<0.01%-73113F-HRTimeline
Avior Wealth Management, LLC2,335$207K0.01%new13F-HRTimeline
GAMMA Investing LLC1,479$131K<0.01%+15813F-HRTimeline
Farther Finance Advisors, LLC1,316$116K<0.01%+5613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC923$81.6K0.01%+8713F-HRTimeline
True Wealth Design, LLC431$38.1K0.01%-12713F-HRTimeline
MassMutual Private Wealth & Trust, FSB318$28.1K<0.01%-413F-HRTimeline
CoreCap Advisors, LLC314$27.8K<0.01%-213F-HRTimeline
Versant Capital Management, Inc292$25.8K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC242$21.4K0.01%new13F-HRTimeline
Essential Partners LLC224$19.8K0.01%013F-HRTimeline
GK Wealth Management LLC31$2.74K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC24$2.12K<0.01%013F-HRTimeline
Planning Strategies Inc.2$177<0.01%new13F-HRTimeline

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