HealthEquity Ownership | Who Owns HealthEquity?
HealthEquity Ownership Summary
HealthEquity is owned by 37.54% institutional investors, 2.15% insiders, and 60.31% retail investors. Blackrock is the largest institutional shareholder, holding 12.42% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.42% of its assets in HealthEquity shares.
HQY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthEquity | 37.54% | 2.15% | 60.31% |
| Sector | Healthcare Stocks | 35.49% | 11.78% | 52.72% |
| Industry | Healthcare Information Services Stocks | 33.91% | 11.88% | 54.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.74M | 12.42% | $925.74M |
| Blackrock funding, inc. /de | 10.53M | 12.23% | $880.19M |
| Vanguard group | 8.67M | 10.08% | $794.12M |
| Wasatch advisors lp | 7.20M | 8.36% | $601.95M |
| State street | 3.10M | 3.60% | $259.06M |
| Morgan stanley | 2.49M | 2.89% | $207.75M |
| Geode capital management | 2.26M | 2.62% | $188.87M |
| Aqr capital management | 2.09M | 2.43% | $172.59M |
| William blair investment management | 1.66M | 1.93% | $138.69M |
| Dimensional fund advisors lp | 1.63M | 1.89% | $135.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cadian capital management, lp | 832.70K | 8.47% | $69.59M |
| Atalan capital partners, lp | 883.67K | 6.81% | $73.85M |
| Greenhouse funds lllp | 1.26M | 4.71% | $105.12M |
| Park west asset management | 623.16K | 4.42% | $52.08M |
| Wasatch advisors lp | 7.20M | 4.00% | $601.95M |
| 12th street asset management company | 251.36K | 3.44% | $21.01M |
| Summit creek advisors | 161.12K | 2.77% | $13.47M |
| Ashford capital management | 266.48K | 2.75% | $22.27M |
| Geneva capital management | 1.17M | 2.08% | $98.12M |
| Aristotle capital boston | 397.23K | 2.06% | $33.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 2.49M | 0.01% | 999.86K |
| Norges bank | 730.57K | 0.01% | 730.57K |
| Park west asset management | 623.16K | 4.42% | 623.16K |
| Davenport | 1.02M | 0.46% | 621.02K |
| Wasatch advisors lp | 7.20M | 4.00% | 613.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -107.39M |
| Westfield capital management co lp | 712.85K | 0.25% | -1.24M |
| Fmr | 1.13M | 0.01% | -917.64K |
| Vaughan nelson investment management | - | - | -835.41K |
| Blackrock funding, inc. /de | 10.53M | 0.02% | -683.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 730.57K | 0.01% | 730.57K | $66.93M |
| Park west asset management | 623.16K | 4.42% | 623.16K | $52.08M |
| Vanguard fiduciary trust | 594.43K | 0.01% | 594.43K | $49.68M |
| Portolan capital management | 101.65K | 0.45% | 101.65K | $8.49M |
| Adage capital partners gp | 97.00K | 0.01% | 97.00K | $8.11M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Mv capital management | -1.00 |
| Advisornet financial | -2.00 |
| Harbour investments | -2.00 |
| Trust co of vermont | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 263 | -49.33% | 32,330,290 | -63.71% | 37 | 0.35% | 140 | -48.34% | 88 | -51.38% |
| Dec 31, 2025 | 417 | -17.10% | 71,672,225 | -19.01% | 83 | 0.80% | 217 | -12.15% | 143 | -19.66% |
| Sep 30, 2025 | 481 | -1.03% | 88,330,299 | 2.40% | 102 | 1.03% | 241 | -4.37% | 168 | -2.33% |
| Jun 30, 2025 | 485 | 1.68% | 90,281,083 | -1.78% | 104 | 0.93% | 248 | -8.15% | 172 | 18.62% |
| Mar 31, 2025 | 23 | -94.93% | 3,275,760 | -98.34% | 3 | 0.01% | 15 | -94.14% | 7 | -95.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.89M | 3.42% | -1.46K |
| Vanguard Total Stock Mkt Idx Inv | 2.72M | 3.21% | -24.16K |
| Vanguard US Total Market Shares ETF | 2.76M | 3.19% | 2.14K |
| iShares Russell 2000 ETF | 1.98M | 2.35% | 16.73K |
| Vanguard Small Cap Index | 1.97M | 2.33% | 15.75K |
| Wasatch Core Growth | 1.86M | 2.20% | 126.28K |
| Vanguard Small Cap Growth Index Inv | 1.10M | 1.31% | 17.25K |
| Vanguard Institutional Extnd Mkt Idx Tr | 954.48K | 1.13% | 15.36K |
| Fidelity Advisor Equity Growth I | 933.43K | 1.08% | - |
| Van Berkom Sm-Cap Eq | 926.43K | 1.06% | 926.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 19, 2025 | Ladd Delano | EVP, General Counsel | Sell | $142.08K |
| Dec 18, 2025 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sell | $1.05M |
| Dec 12, 2025 | Wellborn Gayle Furgurson | - | Sell | $425.33K |
| Nov 20, 2025 | Ladd Delano | EVP, General Counsel | Sell | $156.84K |
| Oct 20, 2025 | Ladd Delano | EVP, General Counsel | Sell | $138.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 15 |
| 2025 Q1 | - | 2 |
HQY Ownership FAQ
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