HEALTHEQUITY, INC. (HQY) — Institutional Holders, Q2 2026 (page 3)

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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

HQY 13F holders ranked 201–300 of 502

Institutional investors reporting a position in HEALTHEQUITY, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Gotham Asset Management#201 · 22,545 sh$2.0M+33.6%
PRUDENTIAL FINANCIAL#202 · 22,390 sh$2.0M-46.8%
DARK FOREST CAPITAL MANAGEMENT#203 · 22,192 sh$2.0M-7.1%
JONES FINANCIAL COMPANIES LLLP#204 · 22,494 sh$2.0M+10.1%
LPL Financial#205 · 21,918 sh$2.0M-81.7%
Vanguard Investments Australia, Ltd.#206 · 21,864 sh$2.0M0.0%
New Age Alpha Advisors#207 · 21,773 sh$2.0M-2.7%
M&T BANK#208 · 21,344 sh$1.9M-21.3%
Assenagon Asset Management S.A.#209 · 21,215 sh$1.9MNew
CHOREO#210 · 20,967 sh$1.9M+3.4%
Campbell & Investment Adviser#211 · 20,767 sh$1.9M-0.9%
STIFEL FINANCIAL#212 · 20,573 sh$1.9M-13.0%
D. E. Shaw#213 · 20,431 sh$1.8MNew
Connor, Clark & Lunn Investment Management Ltd.#214 · 20,332 sh$1.8M+136.0%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#215 · 20,224 sh$1.8M-5.5%
TWINBEECH CAPITAL#216 · 20,182 sh$1.8MNew
First American Bank#217 · 19,797 sh$1.8M+23.4%
STATE TREASURER STATE OF MICHIGAN#218 · 19,722 sh$1.8M-3.9%
Henshaw Capital#219 · 19,569 sh$1.8MNew
OP Asset Management Ltd#220 · 19,105 sh$1.7M0.0%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#221 · 19,063 sh$1.7M0.0%
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#222 · 19,003 sh$1.7M-0.7%
THRIVENT FINANCIAL FOR LUTHERANS#223 · 18,759 sh$1.7M-2.5%
Gradient Investments#224 · 18,357 sh$1.7M-2.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#225 · 18,350 sh$1.7M-37.5%
Elo Mutual Pension Insurance#226 · 18,189 sh$1.6M+70.4%
CAMBIAR INVESTORS#227 · 18,046 sh$1.6MNew
OREGON PUBLIC EMPLOYEES RETIREMENT FUND#228 · 17,476 sh$1.6M-0.6%
NewEdge Advisors#229 · 17,474 sh$1.6MNew
NEW MEXICO EDUCATIONAL RETIREMENT BOARD#230 · 17,300 sh$1.6M0.0%
TEACHER RETIREMENT SYSTEM OF TEXAS#231 · 17,258 sh$1.6M+29.9%
SUMITOMO LIFE INSURANCE#232 · 17,142 sh$1.5M+57.7%
Three Seasons Wealth#233 · 16,980 sh$1.5M+41.9%
Rockefeller Capital Management L.P.#234 · 16,778 sh$1.5M-2.1%
SG Americas Securities#235 · 16,750 sh$1.5M-3.5%
ALLSTATE#236 · 16,314 sh$1.5M-40.4%
Shay Capital#237 · 16,000 sh$1.4M+23.1%
Y-Intercept (Hong Kong) Ltd#238 · 15,641 sh$1.4MNew
BANK OF MONTREAL#239 · 15,135 sh$1.4M+6.5%
US BANCORP \DE\#240 · 15,131 sh$1.4M-14.9%
Integrated Wealth Concepts#241 · 14,969 sh$1.4M+4.0%
MILESTONE ASSET MANAGEMENT#242 · 14,811 sh$1.3M-0.8%
SCHAPER BENZ & WISE INVESTMENT COUNSEL#243 · 14,732 sh$1.3M-0.4%
PNC FINANCIAL SERVICES GROUP#244 · 14,513 sh$1.3M+10.6%
ProShare Advisors#245 · 14,447 sh$1.3M-7.7%
Coyle Financial Counsel#246 · 14,260 sh$1.3M+32.9%
BENJAMIN EDWARDS#247 · 14,233 sh$1.3M+0.6%
HANCOCK WHITNEY#248 · 13,984 sh$1.3M-0.4%
Vontobel Holding Ltd.#249 · 13,983 sh$1.3M-3.7%
Vanguard Personalized Indexing Management#250 · 13,933 sh$1.3M-2.2%
MIROVA#251 · 12,875 sh$1.2M-84.0%
Pictet Asset Management Holding SA#252 · 12,874 sh$1.2M-4.2%
Jackson Creek Investment Advisors#253 · 11,550 sh$1.2MNew
XPONANCE#254 · 12,465 sh$1.1M+2.5%
Focus Partners Wealth#255 · 12,458 sh$1.1M+126.1%
Tower Research Capital (TRC)#256 · 11,839 sh$1.1M+42.6%
AMICA MUTUAL INSURANCE#257 · 11,805 sh$1.1M0.0%
Concurrent Investment Advisors#258 · 11,318 sh$1.0M+44.3%
TWO SIGMA SECURITIES#259 · 11,311 sh$1.0MNew
GUGGENHEIM CAPITAL#260 · 10,927 sh$986.9K-30.7%
Ashton Thomas Private Wealth#261 · 10,083 sh$910.7K-7.9%
Pinnacle Financial Partners#262 · 9,964 sh$899.9KNew
Institute for Wealth Management#263 · 9,842 sh$888.9K-6.3%
Brevan Howard Capital Management#264 · 9,842 sh$888.9K+67.4%
Pacer Advisors#265 · 9,729 sh$879.0KNew
NorthCrest Asset Manangement#266 · 9,052 sh$858.2K+33.5%
OSAIC#267 · 9,108 sh$822.5K-3.7%
WILEY BROS.-AINTREE CAPITAL#268 · 8,952 sh$809.1K+21.6%
Inspire Investing#269 · 8,906 sh$804.4K+117.5%
Mitsubishi UFJ & Banking#270 · 8,817 sh$796.4KNew
Prospera Financial Services#271 · 8,738 sh$789.2K-0.3%
HC Advisors#272 · 8,690 sh$784.9K0.0%
Suncoast Equity Management#273 · 8,635 sh$779.9K-6.6%
WASHINGTON CAPITAL MANAGEMENT#274 · 8,630 sh$779.5K+35.9%
ROTHSCHILD INVESTMENT#275 · 8,467 sh$764.7K+425.9%
SHEETS SMITH WEALTH MANAGEMENT#276 · 8,292 sh$748.9K-2.7%
State of Alaska, Department of Revenue#277 · 8,278 sh$747.0K-0.7%
Overbrook Management#278 · 8,249 sh$745.0K-34.9%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#279 · 8,231 sh$743.0K0.0%
Radnor Capital Management#280 · 8,716 sh$740.3K-1.7%
ACADIAN ASSET MANAGEMENT#281 · 8,212 sh$740.0K+52.8%
Graham Capital Management, L.P.#282 · 8,184 sh$739.2K+1.9%
FULTON BANK, N.A.#283 · 8,114 sh$732.9K+24.3%
Peterson Wealth Services#284 · 8,089 sh$730.6K+4.7%
Callan Family Office#285 · 7,954 sh$718.4KNew
STANSBERRY ASSET MANAGEMENT#286 · 7,704 sh$695.8K-8.0%
ALPS ADVISORS#287 · 7,668 sh$692.6K-16.3%
Steadtrust#288 · 7,520 sh$679.2K+7.1%
MANGROVE PARTNERS IM#289 · 7,395 sh$667.9K-15.9%
Merit Financial Group#290 · 7,350 sh$663.9K+158.9%
QUADRANT CAPITAL GROUP#291 · 7,201 sh$650.4K-54.1%
BTC Capital Management#292 · 6,951 sh$638.7K+0.6%
COMMERCE BANK#293 · 7,003 sh$632.5K+53.8%
STEPHENS#294 · 6,911 sh$624.2K+8.6%
Freestone Grove Partners#295 · 6,892 sh$622.5K-28.8%
Quantbot Technologies#296 · 6,827 sh$616.6KNew
SECURIAN ASSET MANAGEMENT#297 · 6,266 sh$612.0K0.0%
Sanctuary Advisors#298 · 6,695 sh$604.7K+5.8%
Swiss Life Asset Management Ltd#299 · 6,658 sh$601.4K+7.9%
CSS#300 · 6,630 sh$598.8K-23.0%

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.