HEALTHEQUITY, INC. (HQY) — Institutional Holders, Q2 2026

502 institutional investment managers reported a HQY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HQY stock profile

HQY in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

209

Trimmed

156

Sold out

Biggest buyers

MORGAN STANLEYAdded · +2,061,306 sh+$186.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNew · +965,807 sh+$87.2M
WASATCH ADVISORSAdded · +757,801 sh+$68.4M
BlackRockAdded · +745,520 sh+$67.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.New · +456,922 sh+$41.3M

Biggest sellers

MACKENZIE FINANCIALSold out · -1,281,657 sh-$115.8M
BALYASNY ASSET MANAGEMENT L.P.Sold out · -835,072 sh-$75.4M
MILLENNIUM MANAGEMENTTrimmed · -558,892 sh-$50.5M
AMERIPRISE FINANCIALTrimmed · -512,152 sh-$46.3M
Man Group plcTrimmed · -355,722 sh-$32.1M

HQY 13F holders ranked 1–100 of 502

Institutional investors reporting a position in HEALTHEQUITY, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 11,277,914 sh	11,277,914	$1.0B	0.02%	+7.1%
2	WASATCH ADVISORS#2 · 7,960,735 sh	7,960,735	$719.0M	—	+10.5%
3	MORGAN STANLEY#3 · 4,547,219 sh	4,547,219	$410.7M	0.02%	+82.9%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 4,057,643 sh	4,057,643	$366.5M	0.02%	-2.5%
5	VANGUARD CAPITAL MANAGEMENT#5 · 3,640,776 sh	3,640,776	$328.8M	<0.01%	-4.8%
6	STATE STREET#6 · 3,241,046 sh	3,241,046	$292.7M	<0.01%	+4.6%
7	GEODE CAPITAL MANAGEMENT#7 · 2,374,467 sh	2,374,467	$214.5M	0.01%	+5.1%
8	AQR CAPITAL MANAGEMENT#8 · 1,999,209 sh	1,999,209	$176.1M	0.06%	-4.4%
9	DIMENSIONAL FUND ADVISORS#9 · 1,869,036 sh	1,869,036	$168.8M	0.03%	+14.9%
10	WILLIAM BLAIR INVESTMENT MANAGEMENT#10 · 1,773,227 sh	1,773,227	$160.2M	0.48%	+6.8%
11	FMR#11 · 1,538,387 sh	1,538,387	$138.9M	<0.01%	+35.5%
12	BROWN ADVISORY#12 · 1,372,624 sh	1,372,624	$124.0M	0.19%	-2.8%
13	Clearbridge Investments#13 · 1,296,765 sh	1,296,765	$117.1M	0.10%	-1.0%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 1,188,902 sh	1,188,902	$107.4M	0.01%	+1.2%
15	Greenhouse Funds LLLP#15 · 1,183,024 sh	1,183,024	$106.9M	5.46%	-5.9%
16	GENEVA CAPITAL MANAGEMENT#16 · 1,149,680 sh	1,149,680	$103.8M	2.38%	-2.1%
17	BANK OF AMERICA#17 · 1,146,735 sh	1,146,735	$103.6M	<0.01%	+33.0%
18	JPMORGAN CHASE#18 · 1,158,837 sh	1,158,837	$102.1M	<0.01%	-2.1%
19	DAVENPORT#19 · 1,087,218 sh	1,087,218	$98.2M	—	+7.1%
20	NORTHERN#20 · 1,072,119 sh	1,072,119	$96.8M	0.01%	+3.5%
21	GOLDMAN SACHS GROUP#21 · 1,007,434 sh	1,007,434	$91.0M	<0.01%	+25.8%
22	PRICE T ROWE ASSOCIATES#22 · 994,551 sh	994,551	$89.8M	<0.01%	+23.8%
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#23 · 965,807 sh	965,807	$87.2M	0.04%	New
24	Atalan Capital Partners#24 · 915,270 sh	915,270	$82.7M	5.07%	+3.6%
25	LOOMIS SAYLES & L P#25 · 908,554 sh	908,554	$82.1M	0.10%	-2.5%
26	Jupiter Topco#26 · 872,972 sh	872,972	$78.8M	0.03%	—
27	Swedbank AB#27 · 851,400 sh	851,400	$76.9M	0.07%	+20.5%
28	Park West Asset Management#28 · 776,651 sh	776,651	$70.1M	4.78%	+24.6%
29	AMERICAN CENTURY COMPANIES#29 · 759,978 sh	759,978	$68.6M	0.03%	+2.3%
30	BAMCO#30 · 750,394 sh	750,394	$67.8M	0.10%	0.0%
31	Grandeur Peak Global Advisors#31 · 211,036 sh	211,036	$66.3M	15.35%	+479.1%
32	Nuveen#32 · 732,750 sh	732,750	$66.2M	0.02%	+7.7%
33	Stephens Investment Management Group#33 · 729,080 sh	729,080	$65.9M	0.71%	+6.5%
34	WESTFIELD CAPITAL MANAGEMENT#34 · 703,313 sh	703,313	$63.5M	0.21%	-1.3%
35	SEI INVESTMENTS#35 · 683,320 sh	683,320	$61.7M	0.05%	+13.4%
36	CITADEL ADVISORS#36 · 682,961 sh	682,961	$61.7M	<0.01%	+154.0%
37	NOMURA ASSET MANAGEMENT INTERNATIONAL#37 · 678,537 sh	678,537	$61.3M	0.09%	+14.6%
38	Bank of New York Mellon#38 · 666,260 sh	666,260	$60.2M	<0.01%	+11.2%
39	GW&K Investment Management#39 · 632,382 sh	632,382	$57.1M	0.45%	+36.2%
40	CADIAN CAPITAL MANAGEMENT#40 · 626,700 sh	626,700	$56.6M	4.28%	-24.7%
41	VANGUARD FIDUCIARY#41 · 601,824 sh	601,824	$54.4M	0.01%	+1.2%
42	NORGES BANK#42 · 533,946 sh	533,946	$48.2M	<0.01%	—
43	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#43 · 456,922 sh	456,922	$41.3M	2.26%	New
44	UBS Group AG#44 · 435,457 sh	435,457	$39.3M	<0.01%	-44.6%
45	RAYMOND JAMES FINANCIAL#45 · 431,967 sh	431,967	$39.0M	0.01%	+13.5%
46	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#46 · 400,613 sh	400,613	$36.2M	0.11%	-17.5%
47	WELLINGTON MANAGEMENT GROUP LLP#47 · 387,894 sh	387,894	$35.0M	<0.01%	-22.0%
48	Artisan Partners Limited Partnership#48 · 384,107 sh	384,107	$34.7M	0.06%	+41.8%
49	FRANKLIN RESOURCES#49 · 360,659 sh	360,659	$32.6M	<0.01%	+5.6%
50	12th Street Asset Management Company#50 · 345,390 sh	345,390	$31.2M	4.45%	+37.4%
51	Aristotle Capital Boston#51 · 332,884 sh	332,884	$30.1M	2.02%	-16.2%
52	Ranger Investment Management, L.P.#52 · 319,253 sh	319,253	$28.8M	1.82%	+17.7%
53	PRINCIPAL FINANCIAL GROUP#53 · 318,565 sh	318,565	$28.8M	0.01%	+4.8%
54	CIBC Bancorp USA#54 · 311,395 sh	311,395	$28.1M	0.03%	-3.4%
55	LAZARD ASSET MANAGEMENT#55 · 275,693 sh	275,693	$24.9M	0.04%	-19.2%
56	RHUMBLINE ADVISERS#56 · 254,403 sh	254,403	$23.0M	0.02%	+2.2%
57	ASHFORD CAPITAL MANAGEMENT#57 · 253,441 sh	253,441	$22.9M	2.45%	-4.9%
58	MILLENNIUM MANAGEMENT#58 · 249,975 sh	249,975	$22.6M	<0.01%	-69.1%
59	DF DENT#59 · 247,132 sh	247,132	$22.3M	0.42%	+84.7%
60	SEGALL BRYANT & HAMILL#60 · 238,243 sh	238,243	$21.5M	0.26%	+38.5%
61	OPPENHEIMER ASSET MANAGEMENT#61 · 233,378 sh	233,378	$21.1M	0.22%	+34.2%
62	OBERWEIS ASSET MANAGEMENT#62 · 228,291 sh	228,291	$20.6M	0.43%	+37.0%
63	ROYAL BANK OF CANADA#63 · 212,264 sh	212,264	$19.2M	<0.01%	-29.0%
64	Allspring Global Investments#64 · 202,691 sh	202,691	$18.7M	0.03%	-24.0%
65	ALLIANCEBERNSTEIN L.P.#65 · 222,480 sh	222,480	$18.6M	<0.01%	+0.1%
66	Invesco Ltd.#66 · 198,095 sh	198,095	$17.9M	<0.01%	-56.2%
67	Retirement Systems of Alabama#67 · 196,278 sh	196,278	$17.7M	0.05%	-8.1%
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 193,492 sh	193,492	$17.5M	<0.01%	-0.7%
69	WELLS FARGO & COMPANY#69 · 190,425 sh	190,425	$17.2M	<0.01%	+35.9%
70	FRONTIER CAPITAL MANAGEMENT#70 · 184,308 sh	184,308	$16.6M	0.16%	-4.2%
71	ENVESTNET ASSET MANAGEMENT#71 · 175,182 sh	175,182	$15.8M	<0.01%	+26.2%
72	GLENMEDE NA#72 · 173,867 sh	173,867	$15.7M	0.07%	-3.3%
73	Swiss National Bank#73 · 169,500 sh	169,500	$15.3M	<0.01%	+0.2%
74	Russell Investments Group, Ltd.#74 · 156,786 sh	156,786	$14.2M	0.01%	+19.0%
75	Qube Research & Technologies Ltd#75 · 156,551 sh	156,551	$14.1M	0.01%	+285.8%
76	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#76 · 155,319 sh	155,319	$14.0M	<0.01%	+1.1%
77	NEW YORK STATE COMMON RETIREMENT FUND#77 · 150,273 sh	150,273	$13.6M	0.02%	+40.7%
78	Premier Fund Managers Ltd#78 · 145,243 sh	145,243	$12.8M	1.16%	-49.5%
79	PUBLIC SECTOR PENSION INVESTMENT BOARD#79 · 140,952 sh	140,952	$12.7M	0.03%	+145.9%
80	Neuberger Berman Group#80 · 137,365 sh	137,365	$12.4M	<0.01%	+2465.7%
81	GDS Wealth Management#81 · 137,092 sh	137,092	$12.4M	0.59%	+9.1%
82	CANADA PENSION PLAN INVESTMENT BOARD#82 · 135,600 sh	135,600	$12.2M	<0.01%	-4.4%
83	DEUTSCHE BANK AG\#83 · 132,705 sh	132,705	$12.0M	<0.01%	+10.2%
84	PEREGRINE CAPITAL MANAGEMENT#84 · 132,691 sh	132,691	$12.0M	0.39%	+5.1%
85	CASTLEARK MANAGEMENT#85 · 127,770 sh	127,770	$11.5M	0.31%	+163.4%
86	AMERIPRISE FINANCIAL#86 · 125,882 sh	125,882	$11.4M	<0.01%	-80.3%
87	AXIOM INVESTORS#87 · 120,911 sh	120,911	$10.9M	0.09%	-21.3%
88	CAPITAL FUND MANAGEMENT S.A.#88 · 119,832 sh	119,832	$10.8M	0.05%	+129.1%
89	Legal & General Group Plc#89 · 118,522 sh	118,522	$10.7M	<0.01%	+0.7%
90	Ensign Peak Advisors#90 · 117,281 sh	117,281	$10.6M	0.02%	-12.7%
91	Wealthspire Advisors#91 · 111,986 sh	111,986	$10.1M	0.06%	+194.9%
92	B. Metzler seel. Sohn & AG#92 · 111,108 sh	111,108	$10.0M	0.09%	+29.7%
93	Mariner#93 · 108,898 sh	108,898	$9.8M	0.01%	+57.7%
94	BESSEMER GROUP#94 · 108,688 sh	108,688	$9.8M	0.01%	-72.0%
95	STATE OF WISCONSIN INVESTMENT BOARD#95 · 102,875 sh	102,875	$9.3M	0.02%	+1.3%
96	TECTONIC ADVISORS#96 · 100,323 sh	100,323	$9.1M	—	+21.1%
97	Diversify Advisory Services#97 · 90,675 sh	90,675	$9.0M	—	New
98	DIVERSIFY WEALTH MANAGEMENT#98 · 90,675 sh	90,675	$9.0M	—	+0.1%
99	Granahan Investment Management#99 · 97,318 sh	97,318	$8.8M	0.31%	-20.3%
100	RENAISSANCE GROUP#100 · 96,839 sh	96,839	$8.7M	0.36%	-1.5%

Funds that sold out of HQY in Q2 2026 (56)

Held HQY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HQY in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MACKENZIE FINANCIAL1,281,657 sh	1,281,657	$107.1M
BALYASNY ASSET MANAGEMENT L.P.835,072 sh	835,072	$69.8M
WCM INVESTMENT MANAGEMENT193,371 sh	193,371	$15.8M
Trexquant Investment186,537 sh	186,537	$15.6M
Squarepoint Ops179,353 sh	179,353	$15.0M
ArrowMark Colorado145,827 sh	145,827	$12.2M
Cornerstone Advisors72,024 sh	72,024	$6.0M
Motley Fool Wealth Management64,752 sh	64,752	$5.4M
ExodusPoint Capital Management54,855 sh	54,855	$4.6M
Eversept Partners51,614 sh	51,614	$4.3M
PEAK628,909 sh	28,909	$2.4M
CWA Asset Management Group21,565 sh	21,565	$1.8M
Main Management ETF Advisors13,451 sh	13,451	$1.1M
Jump Financial12,500 sh	12,500	$1.0M
FJ Capital Management11,210 sh	11,210	$936.8K
PINEBRIDGE INVESTMENTS9,466 sh	9,466	$791.1K
Havemeyer Place6,189 sh	6,189	$517.2K
Diametric Capital6,088 sh	6,088	$508.8K
Bridgefront Capital5,539 sh	5,539	$462.9K
Hodges Capital Management5,000 sh	5,000	$417.9K
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,859 sh	4,859	$400.1K
City Center Advisors3,502 sh	3,502	$292.7K
Crestwood Advisors Group3,446 sh	3,446	$288.0K
Equitable3,077 sh	3,077	$281.9K
PRAXIS INVESTMENT MANAGEMENT2,811 sh	2,811	$235.0K
FARALLON CAPITAL MANAGEMENT2,800 sh	2,800	$234.0K
FOX RUN MANAGEMENT, L.L.C.2,839 sh	2,839	$231.3K
Abacus Wealth Partners2,720 sh	2,720	$227.3K
CULLEN/FROST BANKERS2,386 sh	2,386	$199.4K
Advisors Asset Management2,341 sh	2,341	$195.6K
Advisory Services Network1,962 sh	1,962	$164.0K
WESTPAC BANKING986 sh	986	$82.4K
VEGA INVESTMENT SOLUTIONS779 sh	779	$65.1K
SMA Capital295 sh	295	$24.7K
Annis Gardner Whiting Capital Advisors234 sh	234	$19.6K
NOMURA ASSET MANAGEMENT LTD220 sh	220	$18.4K
Root Financial Partners220 sh	220	$18.4K
JNBA Financial Advisors135 sh	135	$11.3K
Signature Equity Partners129 sh	129	$10.8K
CHILTON CAPITAL MANAGEMENT107 sh	107	$8.9K
Park Place Capital102 sh	102	$8.5K
Financial Network Wealth Advisors100 sh	100	$8.4K
Richardson Capital Management74 sh	74	$6.2K
Capital Advisors, Ltd.73 sh	73	$6.0K
Hilton Head Capital Partners45 sh	45	$3.8K
Piscataqua Savings Bank19 sh	19	$1.6K
Lloyd Advisory Services18 sh	18	$1.5K
Whipplewood Advisors15 sh	15	$1.3K
TWIN PEAKS WEALTH ADVISORS13 sh	13	$1.1K
Intentional Wealth Strategies8 sh	8	$669.00
Crewe Advisors6 sh	6	$502.00
Rakuten Securities6 sh	6	$501.00
TrueNorth2 sh	2	$167.00
Vermillion Wealth Management2 sh	2	$167.00
CURIO WEALTH2 sh	2	$167.00
Tradewinds Capital Management1 sh	1	$84.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.