Company · Ownership research

HEALTHEQUITY, INC. HQY

CIK 0001428336 · CUSIP 42226A107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 42226A107 (HQY), not CUSIP 42226A907 (HQY), CUSIP 42226A957 (HQY), CUSIP 40435J100 (HQY), and does not merge CUSIPs.

This page lists the top 20 of 444 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$1.05B 10,979,487 shares	0.02%	+37.82K(+0.30%)Added	SEC filing ↗ Feb 7, 2025	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$861.26M 8,976,091 shares	0.02%	+99.62K(+1.10%)Added	SEC filing ↗ Feb 11, 2025	▾
03	WASATCH ADVISORS LP CIK 814133 · View history	$720.94M 7,513,745 shares	3.57%	-245.15K(-3.20%)Reduced	SEC filing ↗ Feb 13, 2025	▾
04	FMR LLC CIK 315066 · Amended · View history	$519.65M 5,415,800 shares	0.03%	+125.68K(+2.40%)Added	SEC filing ↗ Nov 5, 2026	▾
05	STATE STREET CORP CIK 93751 · View history	$313.02M 3,262,346 shares	0.01%	+130.45K(+4.20%)Added	SEC filing ↗ Feb 14, 2025	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$200.52M 2,089,398 shares	0.02%	+10.42K(+0.50%)Added	SEC filing ↗ Feb 12, 2025	▾
07	BROWN ADVISORY INC CIK 1345929 · View history	$200.15M 2,086,026 shares	0.25%	+224.02K(+12.00%)Added	SEC filing ↗ Feb 14, 2025	▾
08	Clearbridge Investments, LLC CIK 1348883 · View history	$197.66M 2,060,026 shares	0.16%	-328.37K(-13.70%)Reduced	SEC filing ↗ Feb 12, 2025	▾
09	MACKENZIE FINANCIAL CORP CIK 919859 · Amended · View history	$185.68M 1,935,154 shares	0.25%	-422.38K(-17.90%)Reduced	SEC filing ↗ May 2, 2025	▾
10	Invesco Ltd. CIK 914208 · View history	$155.90M 1,624,773 shares	0.03%	+12.43K(+0.80%)Added	SEC filing ↗ Feb 13, 2025	▾
11	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$151.88M 1,582,823 shares	0.04%	+1.10K(+0.10%)Added	SEC filing ↗ Feb 13, 2025	▾
12	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$144.06M 1,501,387 shares	0.12%	+554.09K(+58.50%)Added	SEC filing ↗ Feb 14, 2025	▾
13	FRANKLIN RESOURCES INC CIK 38777 · View history	$130.25M 1,357,437 shares	0.04%	-282.78K(-17.20%)Reduced	SEC filing ↗ Feb 12, 2025	▾
14	NORTHERN TRUST CORP CIK 73124 · View history	$110.83M 1,155,043 shares	0.02%	+121.00K(+11.70%)Added	SEC filing ↗ Feb 14, 2025	▾
15	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$107.24M 1,117,708 shares	0.02%	+471.84K(+73.10%)Added	SEC filing ↗ Feb 11, 2025	▾
16	LOOMIS SAYLES & CO L P CIK 312348 · View history	$106.27M 1,107,526 shares	0.13%	-19.12K(-1.70%)Reduced	SEC filing ↗ Feb 12, 2025	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$104.28M 1,086,811 shares	0.02%	+25.00K(+2.40%)Added	SEC filing ↗ Feb 6, 2025	▾
18	JPMORGAN CHASE & CO CIK 19617 · View history	$102.88M 1,072,266 shares	0.01%	-143.06K(-11.80%)Reduced	SEC filing ↗ Feb 12, 2025	▾
19	Stephens Investment Management Group LLC CIK 1314440 · View history	$100.79M 1,050,437 shares	1.35%	-198.65K(-15.90%)Reduced	SEC filing ↗ Jan 28, 2025	▾
20	GENEVA CAPITAL MANAGEMENT LLC CIK 1009232 · View history	$100.64M 1,048,903 shares	1.75%	+206.89K(+24.60%)Added	SEC filing ↗ Feb 6, 2025	▾

Showing 20 / 444 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

444

Cancelled or null records excluded

Disclosed shares

90,182,375

Not deduplicated across managers

Disclosed value

$8.66B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

HEALTHEQUITY, INC. · Q4 2024

Explore all 444 reporting institutions.

This page includes 20 of 444 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.