HealthEquity Ownership | Who Owns HealthEquity?
HealthEquity Ownership Summary
HealthEquity is owned by 104.18% institutional investors, 2.19% insiders. 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 3.27% of its assets in HealthEquity shares.
HQY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthEquity | 104.18% | 2.19% | -6.37% |
| Sector | Healthcare Stocks | 487.91% | 11.08% | -398.99% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.74M | 12.42% | $925.74M |
| Blackrock funding, inc. /de | 10.72M | 12.38% | $1.12B |
| Vanguard group | 8.98M | 10.29% | $861.26M |
| Wasatch advisors lp | 6.10M | 7.04% | $639.15M |
| Fmr | 5.42M | 6.21% | $519.65M |
| State street | 3.11M | 3.59% | $267.93M |
| Geode capital management | 2.09M | 2.40% | $200.52M |
| Clearbridge investments | 2.06M | 2.36% | $197.66M |
| Brown advisory | 1.63M | 1.88% | $170.45M |
| Invesco | 1.62M | 1.86% | $155.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhouse funds lllp | 911.82K | 3.94% | $95.52M |
| Ashford capital management | 307.68K | 3.58% | $26.52M |
| Wasatch advisors lp | 6.10M | 3.35% | $639.15M |
| Summit creek advisors | 192.53K | 2.66% | $18.25M |
| Ranger investment management | 413.67K | 2.61% | $36.56M |
| 1492 capital management | 52.08K | 2.51% | $5.46M |
| Van berkom & associates | 838.32K | 2.39% | $80.44M |
| Aristotle capital boston | 443.32K | 2.37% | $46.44M |
| Premier fund managers | 612.93K | 2.35% | $64.33M |
| 12th street asset management company | 126.92K | 2.29% | $13.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 778.54K | 0.01% | 778.54K |
| Westfield capital management co lp | 1.27M | 0.56% | 701.82K |
| Goldman sachs group | 1.12M | 0.02% | 471.84K |
| Glenmede investment management, lp | 228.82K | 0.12% | 228.82K |
| Viking global investors lp | 219.75K | 0.07% | 219.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -107.39M |
| Wasatch advisors lp | 6.10M | 3.35% | -1.13M |
| William blair investment management | - | - | -1.04M |
| Millennium management | 588.69K | 0.03% | -912.70K |
| Vaughan nelson investment management | - | - | -835.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 778.54K | 0.01% | 778.54K | $74.70M |
| Glenmede investment management, lp | 228.82K | 0.12% | 228.82K | $23.97M |
| Viking global investors lp | 219.75K | 0.07% | 219.75K | $23.02M |
| 12th street asset management company | 126.92K | 2.29% | 126.92K | $13.30M |
| Qube research | 75.20K | 0.01% | 75.20K | $7.88M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Quest partners | -2.00 |
| Trust co of vermont | -2.00 |
| Claris advisors, llc / mo / | -4.00 |
| Riverview trust | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 318 | -22.25% | 172,937,338 | 97.73% | 198 | 1.97% | 172 | -14.85% | 103 | -31.33% |
| Sep 30, 2024 | 404 | 3.86% | 87,237,447 | -0.87% | 100 | 0.97% | 200 | -5.21% | 147 | 23.53% |
| Jun 30, 2024 | 389 | 4.29% | 88,004,116 | 2.69% | 101 | 1.04% | 211 | 18.54% | 119 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.82M | 3.27% | - |
| Vanguard US Total Market Shares ETF | 2.76M | 3.19% | 2.14K |
| Vanguard Total Stock Mkt Idx Inv | 2.59M | 2.99% | -54.70K |
| iShares Russell 2000 ETF | 2.06M | 2.39% | - |
| Vanguard Small Cap Index | 2.00M | 2.31% | -13.36K |
| Wasatch Core Growth | 1.61M | 1.86% | -447.70K |
| Vanguard Small Cap Growth Index Inv | 1.12M | 1.30% | -2.85K |
| Fidelity Advisor Equity Growth I | 933.43K | 1.08% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 931.64K | 1.08% | -404.47K |
| Van Berkom Sm-Cap Eq | 926.43K | 1.06% | 926.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 20, 2025 | Ladd Delano | EVP, General Counsel | Sell | $138.10K |
| Oct 07, 2025 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sell | $157.10K |
| Sep 19, 2025 | Ladd Delano | EVP, General Counsel | Sell | $469.57K |
| Sep 19, 2025 | Ladd Delano | EVP, General Counsel | Sell | $92.30K |
| Sep 19, 2025 | Ladd Delano | EVP, General Counsel | Sell | $2.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 15 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 13 |
HQY Ownership FAQ
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