13F

Stock

Healthequity, Inc.

HQY · held by 484 managers

Reported value

$7.01B

Holders

484

+71 new · −97 exited

Holders’ est. mark

−$536.3M

Price effect on 217 books still in the name

Largest holder

$880.2M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.10.5M$880.2M−$84.7MCut−$147.3M
WASATCH ADVISORS LP7.2M$601.9M−$53MCut−$1.73M
VANGUARD PORTFOLIO MANAGEMENT LLC4.16M$348MHeld
VANGUARD CAPITAL MANAGEMENT LLC3.82M$319.6MHeld
State Street3.1M$259.1M−$24.9MCut−$24.1M
MORGAN STANLEY2.49M$207.7M−$11.9MAdded$71.6M
GEODE CAPITAL MANAGEMENT, LLC2.26M$188.9M−$17.7MCut−$12.8M
Icahn Capital2.09M$172.6M−$16.1MAdded$11.1M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.66M$138.7M−$13.3MCut−$31.3M
DIMENSIONAL FUND ADVISORS LP1.63M$136M−$12.7MCut−$8.95M
BROWN ADVISORY INC1.41M$118.1M−$11.4MCut−$20.7M
Clearbridge Investments, LLC1.31M$109.5M−$10.5MCut−$15M
MACKENZIE FINANCIAL CORP1.28M$107.1M−$10.3MCut−$1.07M
Greenhouse Funds LLLP1.26M$105.1M−$8.68MAdded$6.21M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.18M$98.2M−$9.11MCut−$5.55M
GENEVA CAPITAL MANAGEMENT LLC1.17M$98.1M−$8.99MCut−$4.36M
JPMORGAN CHASE & CO1.18M$96.4M−$11.8MCut−$10.3M
Fidelity1.13M$94.8M−$9.12MCut−$93.2M
NORTHERN TRUST CORP1.04M$86.6M−$8.19MCut−$6.68M
DAVENPORT & Co LLC1.02M$84.9M−$3.42MAdded$48.5M
LOOMIS SAYLES & CO L P931.9K$77.9M−$7.49MCut−$9.43M
Atalan Capital Partners, LP883.7K$73.8M−$7.1MCut−$9.99M
BANK OF AMERICA CORP /DE/862K$72M−$4.83MAdded$17M
JANUS HENDERSON GROUP PLC850.4K$71.1M−$6.59MCut−$4.07M
Balyasny Asset Management L.P.835.1K$69.8M−$2.26MAdded$44M
CADIAN CAPITAL MANAGEMENT, LP832.7K$69.6M−$4.56MAdded$17.7M
MILLENNIUM MANAGEMENT LLC808.9K$67.6M−$6.5MCut−$19.6M
GOLDMAN SACHS GROUP INC800.8K$66.9M−$6.44MCut−$17.7M
UBS Group AG786.7K$65.7M−$4.97MAdded$9.15M
BAMCO INC /NY/750K$62.7M−$6.03MCut−$6.58M
AMERICAN CENTURY COMPANIES INC742.8K$62.1M−$5.97MCut−$6.39M
WESTFIELD CAPITAL MANAGEMENT CO LP712.8K$59.6M−$5.73MCut−$119.3M
Swedbank AB706.3K$59M−$3.52MAdded$19M
Stephens Investment Management Group LLC684.6K$57.2M−$5.5MCut−$9.31M
Nuveen, LLC680.5K$56.9M−$5.42MCut−$4.88M
AMERIPRISE FINANCIAL INC638K$53.3M−$5.13MCut−$8.35M
Park West Asset Management LLC623.2K$52.1MNew
SEI INVESTMENTS CO602.7K$50.4M−$4.85MCut−$10.9M
Bank of New York Mellon Corp599.3K$50.1M−$4.82MCut−$6.89M
VANGUARD FIDUCIARY TRUST CO594.4K$49.7MHeld
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.592K$49.5M−$4.76MCut−$8.62M
WELLINGTON MANAGEMENT GROUP LLP497.5K$41.6M−$4MCut−$28.7M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC485.4K$40.6M−$3.9MCut−$12.6M
Invesco Ltd.452.7K$37.8M−$3.64MCut−$42M
Man Group plc423.3K$35.4M−$2.22MAdded$10M
Aristotle Capital Boston, LLC397.2K$33.2M−$3.22MCut−$6.49M
RAYMOND JAMES FINANCIAL INC380.5K$31.6M−$3.37MCut−$6.15M
LAZARD ASSET MANAGEMENT LLC341.4K$28.5M−$2.74MCut−$3.65M
FRANKLIN RESOURCES INC341.4K$28.5M−$2.74MCut−$2.77M
CIBC Bancorp USA Inc.322.2K$26.9MHeld
PRINCIPAL FINANCIAL GROUP INC304K$25.4M−$2.23MCut−$4.8K
ROYAL BANK OF CANADA299K$25M−$2.4MCut−$6.02M
Ranger Investment Management, L.P.271.2K$22.7M−$2.18MCut−$2.37M
Artisan Partners Limited Partnership270.9K$22.6M−$2.18MCut−$27M
Citadel268.8K$22.5M−$1.73MAdded$2.75M
ASHFORD CAPITAL MANAGEMENT INC266.5K$22.3M−$2.14MCut−$2.62M
Allspring Global Investments Holdings, LLC266.6K$22.2M−$2.05MCut−$44.2M
CITIGROUP INC253.3K$21.2M−$640.6KAdded$13.9M
12th Street Asset Management Company, LLC251.4K$21M−$2.02MCut−$2.73M
RHUMBLINE ADVISERS248.9K$20.8M−$1.99MCut−$1.91M
ALLIANCEBERNSTEIN L.P.222.2K$20.4M−$0Cut−$363K
Retirement Systems of Alabama213.6K$17.9M−$1.71MCut−$1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC194.9K$16.3M−$1.53MCut−$1.14M
JANE STREET GROUP, LLC193K$16.1M−$633.9KAdded$8.91M
FRONTIER CAPITAL MANAGEMENT CO LLC192.4K$16.1M−$1.03MAdded$4.39M
WCM INVESTMENT MANAGEMENT, LLC193.4K$15.8M−$2.13MCut−$5.89M
Trexquant Investment LP186.5K$15.6M−$1.5MCut−$2.54M
GLENMEDE TRUST CO NA179.8K$15M−$1.45MCut−$3.19M
Squarepoint Ops LLC179.4K$15MNew
OPPENHEIMER ASSET MANAGEMENT INC.173.9K$14.5M−$1.3MCut−$284.5K
Swiss National Bank169.2K$14.1M−$1.36MCut−$1.43M
SEGALL BRYANT & HAMILL, LLC169K$14.1M−$1.36MCut−$2.16M
OBERWEIS ASSET MANAGEMENT INC/166.6K$13.9M−$1.14MAdded$956K
Summit Creek Advisors LLC161.1K$13.5M−$1.3MCut−$3.47M
AXIOM INVESTORS LLC /DE153.6K$12.8M−$1.24MCut−$2.57M
California Public Employees Retirement System153.6K$12.8M−$1.23MCut−$1.16M
ArrowMark Colorado Holdings LLC145.8K$12.2M−$1.17MCut−$3.36M
CANADA PENSION PLAN INVESTMENT BOARD141.9K$11.9M−$820.1KAdded$2.51M
WELLS FARGO & COMPANY/MN140.1K$11.7M−$1.13MCut−$8.08M
ENVESTNET ASSET MANAGEMENT INC138.9K$11.6M−$866.4KAdded$1.73M
Ensign Peak Advisors, Inc134.4K$11.2M−$1.08MCut−$2.97M
DF DENT & CO INC133.8K$11.2M−$1.08MCut−$1.66M
Russell Investments Group, Ltd.131.7K$11M−$1.06MCut−$3.79M
Private Advisory Group LLC127.2K$10.6M−$815.1KAdded$1.34M
PEREGRINE CAPITAL MANAGEMENT LLC126.2K$10.5M−$874.4KAdded$586.3K
GDS Wealth Management125.6K$10.5M−$885.4KAdded$408.8K
Granahan Investment Management, LLC122.1K$10.2M−$731.8KAdded$1.87M
DEUTSCHE BANK AG\120.4K$10.1M−$902.9KCut−$228.7K
LPL Financial LLC120.1K$10M−$965.4KCut−$3.14M
Legal & General Group Plc117.7K$9.83M−$946KCut−$2.57M
NEW YORK STATE COMMON RETIREMENT FUND106.8K$8.93M−$858.8KCut−$7.45M
Portolan Capital Management, LLC101.6K$8.49MNew
STATE OF WISCONSIN INVESTMENT BOARD101.5K$8.48M−$816.2KCut−$2.34M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM100.6K$8.41M−$653.8KAdded$958.1K
Motley Fool Asset Management LLC98.5K$8.23M−$792.3KCut−$1.06M
RENAISSANCE GROUP LLC98.3K$8.22M−$639KAdded$935.2K
ADAGE CAPITAL PARTNERS GP, L.L.C.97K$8.11MNew
VOYA INVESTMENT MANAGEMENT LLC96.1K$8.03M−$772.9KCut−$1.87M
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC94.8K$7.92M−$762KCut−$1.07M
KING LUTHER CAPITAL MANAGEMENT CORP91.8K$7.67M−$738.2KCut−$1.1M
DIVERSIFY WEALTH MANAGEMENT, LLC90.6K$7.38M−$253.2KCut−$243.8K
MetLife Investment Management, LLC86.5K$7.23M−$695.2KCut−$805.5K
B. Metzler seel. Sohn & Co. AG85.7K$7.16M−$688.9KCut−$2.37M
TECTONIC ADVISORS LLC82.8K$6.92M−$623.3KCut−$179.9K
MANUFACTURERS LIFE INSURANCE COMPANY, THE81.2K$6.78M−$652.6KCut−$1.03M
MIROVA80.6K$6.74MNew
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO77.9K$6.51M−$507.6KAdded$727.3K
VANGUARD ASSET MANAGEMENT, Ltd77.5K$6.47MHeld
GM Advisory Group, LLC75.4K$6.3M−$606.1KCut−$604.4K
KORNITZER CAPITAL MANAGEMENT INC /KS75.3K$6.29M−$605.6KCut−$605.6K
Cornerstone Advisors, LLC72K$6.02MNew
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.70.6K$5.9M−$567.7KCut−$2.29M
Mariner, LLC69.1K$5.77M−$400.1KAdded$1.23M
Amundi67.6K$5.65M−$24.4KAdded$5.37M
VICTORY CAPITAL MANAGEMENT INC66.8K$5.58M−$537.1KCut−$824K
EverSource Wealth Advisors, LLC65.9K$5.51M−$436.9KAdded$527.9K
Creative Planning65.1K$5.44M−$479.5KCut−$24.6K
INSPIRION WEALTH ADVISORS, LLC65K$5.43M−$522.6KCut−$522.6K
Motley Fool Wealth Management, LLC64.8K$5.41M−$520.6KCut−$2.57M
THOMPSON INVESTMENT MANAGEMENT, INC.64K$5.35MNew
Elk River Wealth Management LLC62.6K$5.23M−$496.9KCut−$632.3K
Waverly Advisors, LLC61.1K$5.1M−$490.9KCut−$647.2K
BNP PARIBAS FINANCIAL MARKETS60.7K$5.07M−$359.6KAdded$977.3K
Madison Asset Management, LLC60.4K$5.05M−$485.7KCut−$534.5K
BEACON INVESTMENT ADVISORY SERVICES, INC.57.7K$4.82MNew
PUBLIC SECTOR PENSION INVESTMENT BOARD57.3K$4.79MNew
NORDEA INVESTMENT MANAGEMENT AB57.4K$4.72M−$530.1KCut−$788.2K
1492 Capital Management LLC55.8K$4.66M−$448.4KCut−$462.6K
ExodusPoint Capital Management, LP54.9K$4.58MNew
Hilton Capital Management, LLC52.9K$4.42M−$268.9KAdded$1.36M
CAPITAL FUND MANAGEMENT S.A.52.3K$4.37MNew
Eversept Partners, LP51.6K$4.31M−$415KCut−$12.7M
Montanaro Asset Management Ltd50.8K$4.25M−$299.1KAdded$837.5K
Future Fund LLC50.6K$4.23M−$356.3KAdded$167.1K
BARCLAYS PLC50.1K$4.19M−$403KCut−$12.8M
INTECH INVESTMENT MANAGEMENT LLC49.9K$4.17M−$376.9KCut−$123.5K
HighTower Advisors, LLC48.8K$4.08M−$392.6KCut−$4.08M
CASTLEARK MANAGEMENT LLC48.5K$4.05MNew
BEACON INVESTMENT ADVISORS LLC48.4K$4.04M−$253.5KAdded$1.16M
Physician Wealth Advisors, Inc.47K$3.93M−$378.2KCut−$377.8K
Sumitomo Mitsui DS Asset Management Company, Ltd46.7K$3.91M−$375.7KCut−$475.3K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.45.2K$3.77M$3.08MAdded$3.77M
Quantinno Capital Management LP44.2K$3.69M−$107.5KAdded$2.47M
PRUDENTIAL FINANCIAL INC42.1K$3.52M−$305.2KAdded$38.2K
EFG International AG41.8K$3.49M−$336.3KCut−$539.6K
Qube Research & Technologies Ltd40.6K$3.39M−$326.2KCut−$15.2M
Homestead Advisers Corp40.2K$3.36M−$263.7KAdded$354.7K
Covea Finance39.2K$3.28M−$315.2KCut−$315.2K
Tidal Investments LLC38.2K$3.2M−$200.6KAdded$910.1K
FIRST TRUST ADVISORS LP38.1K$3.18M−$246.4KAdded$375.3K
Wealthspire Advisors, LLC38K$3.17M−$305.3KCut−$338.7K
Oxbow Advisors, LLC37.7K$3.15MNew
Atria Investments, Inc37.6K$3.14M−$302.3KCut−$364.8K
ADVISORY RESEARCH INC36.8K$3.08M−$169.4KAdded$1.15M
Grandeur Peak Global Advisors, LLC36.4K$3.05M−$293KCut−$2.62M
Ameritas Investment Partners, Inc.36.2K$3.02M−$234.6KAdded$349.9K
Vanguard Global Advisers, LLC34.9K$2.91MHeld
FORMULA GROWTH LTD34.6K$2.89M−$277.8KCut−$721.9K
STRS OHIO33.2K$2.77M−$266.9KCut−$3.13M
Aureus Asset Management, LLC31.7K$2.65M−$254.6KCut−$17.5M
MARSHALL WACE, LLP31.5K$2.64M−$253.5KCut−$38.6M
Moody Aldrich Partners LLC30.5K$2.55M−$245.3KCut−$1.85M
CAPTRUST FINANCIAL ADVISORS30.3K$2.53M−$219.6KAdded$28.8K
One Capital Management, LLC29.9K$2.5M−$190.5KAdded$330K
SUSQUEHANNA INTERNATIONAL GROUP, LLP29.4K$2.45M−$113.9KAdded$1.16M
Maridea Wealth Management LLC29.3K$2.45M−$168KAdded$532.3K
Zurcher Kantonalbank (Zurich Cantonalbank)29.2K$2.44M−$205.8KAdded$96.6K
PEAK6 LLC28.9K$2.42M−$40.5KAdded$1.95M
KLP KAPITALFORVALTNING AS28.8K$2.41M−$209KAdded$25K
State of Tennessee, Department of Treasury28.6K$2.39M−$60.1KCut−$60.1K
State of New Jersey Common Pension Fund D28.5K$2.38M−$226.2KCut−$194.8K
Universal- Beteiligungs- und Servicegesellschaft mbH28.5K$2.38M−$202.3KAdded$72.8K
HSBC HOLDINGS PLC28.2K$2.36M−$47.3KAdded$1.82M
Chesley Taft & Associates LLC27.8K$2.32M−$212.2KCut−$95.2K
Baird Financial Group, Inc.27.6K$2.3M−$221.7KCut−$1.2M
Pathstone Holdings, LLC27.4K$2.29M−$220.5KCut−$392.9K
Corient Private Wealth LLC27.4K$2.29M−$19.5KAdded$2.07M
ALLSTATE CORP27.4K$2.29MNew
M&T Bank Corp27.1K$2.27M−$217.7KCut−$500K
Cerity Partners LLC26.9K$2.25M−$216.1KCut−$517.4K
Cetera Investment Advisers26.3K$2.19M−$208.6KCut−$182.8K
YOUSIF CAPITAL MANAGEMENT, LLC25.7K$2.15M−$11.1KCut−$164.1K
FIFTH THIRD BANCORP25.2K$2.11M−$8.2KAdded$2.01M
Louisiana State Employees Retirement System24.8K$2.07M−$191.4KCut−$107.8K
DARK FOREST CAPITAL MANAGEMENT LP23.9K$2MNew
STIFEL FINANCIAL CORP23.6K$1.98M−$190.1KCut−$211.7K
ARIZONA STATE RETIREMENT SYSTEM23.5K$1.96M−$188.7KCut−$228.3K
Police & Firemen's Retirement System of New Jersey22.8K$1.9M−$183.1KCut−$205.8K
New Age Alpha Advisors, LLC22.4K$1.87M−$179.8KCut−$225.4K
Vanguard Investments Australia, Ltd.21.9K$1.83MHeld
CWA Asset Management Group, LLC21.6K$1.8MNew
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS21.4K$1.79M−$172.1KCut−$186.2K
Campbell & CO Investment Adviser LLC21K$1.75M−$97.9KAdded$635.5K
STATE OF MICHIGAN RETIREMENT SYSTEM20.5K$1.72M−$163.4KCut−$146.7K
CHOREO, LLC20.3K$1.7M−$179.9KCut−$168.2K
JONES FINANCIAL COMPANIES LLLP20.4K$1.69M−$39.9KAdded$1.28M
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19.1K$1.6M−$153.9KCut−$166.4K
OP Asset Management Ltd19.1K$1.6M−$153.6KCut−$682.9K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM19.1K$1.59M−$153.3KCut−$153.3K
Gradient Investments LLC18.8K$1.57M−$150.9KCut−$191.8K
US BANCORP \DE\17.8K$1.49M−$139.6KCut−$105K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17.6K$1.47M−$138.1KCut−$104.7K
Rockefeller Capital Management L.P.17.1K$1.43M−$116.5KAdded$105.4K
Gotham Asset Management, LLC16.9K$1.41M−$42.5KAdded$925.8K
FIRST AMERICAN BANK16K$1.34M−$129KCut−$578.8K
GUGGENHEIM CAPITAL LLC15.8K$1.32M−$102.1KAdded$155.4K
ProShare Advisors LLC15.6K$1.31M−$125.8KCut−$438.1K
Expect Equity LLC15.5K$1.3MNew
MILESTONE ASSET MANAGEMENT, LLC14.9K$1.25M−$94.7KAdded$168.6K
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI14.8K$1.24M−$118.9KCut−$118.9K
Vontobel Holding Ltd.14.5K$1.21M−$88.9KAdded$201.2K
Integrated Wealth Concepts LLC14.4K$1.2MNew
Vanguard Personalized Indexing Management, LLC14.2K$1.19M−$93.1KAdded$129K
BANK OF MONTREAL /CAN/14.2K$1.19M−$96KAdded$93.1K
BENJAMIN EDWARDS INC14.1K$1.18M−$98.1KAdded$64.7K
HANCOCK WHITNEY CORP14K$1.15M−$133.7KCut−$127.5K
Pictet Asset Management Holding SA13.4K$1.12M−$99.2KCut−$7.29K
TEACHER RETIREMENT SYSTEM OF TEXAS13.3K$1.11M−$106.8KCut−$440.1K
PNC Financial Services Group, Inc.13.1K$1.1M−$105.5KCut−$284.2K
Shay Capital LLC13K$1.09MNew
CWM, LLC13K$1.09M$618.2KAdded$1.08M
Overbrook Management Corp12.7K$1.06M−$101.9KCut−$2.65M
Jump Financial, LLC12.5K$1.04MNew
XPONANCE LLC12.2K$1.02M−$85.1KAdded$47K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18.7K$1.01M−$386.4KAdded$139.6K
Three Seasons Wealth, LLC12K$1000K−$44.4KAdded$494.2K
FJ Capital Management LLC11.2K$936.8K−$90.1KCut−$305K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/11K$917.1K−$88.2KCut−$676.9K
Ashton Thomas Private Wealth, LLC10.9K$914.9K−$82.1KCut−$21.1K
SUMITOMO LIFE INSURANCE CO10.9K$908.2K−$87.4KCut−$150.2K
Coyle Financial Counsel LLC10.7K$896.4K−$86.2KCut−$275.8K
Elo Mutual Pension Insurance Co10.7K$891.9K−$85.8KCut−$460.2K
Institute for Wealth Management, LLC.10.5K$878.1K−$84.5KCut−$94.5K
State of Wyoming10.4K$866.4KNew
Freestone Grove Partners LP9.68K$809.2KNew
Steward Partners Investment Advisory, LLC9.6K$801.9K−$64.7KAdded$64.7K
PINEBRIDGE INVESTMENTS LLC9.47K$791.1KNew
OSAIC HOLDINGS, INC.9.46K$790.4K−$76.1KCut−$1.51M
Suncoast Equity Management9.25K$773K−$74.4KCut−$279.6K
ALPS ADVISORS INC9.16K$765.9K−$70KCut−$32.1K
MERCER GLOBAL ADVISORS INC /ADV9.06K$756.8K−$46.9KAdded$222.6K
MANGROVE PARTNERS IM, LLC8.8K$735.2KNew
Prospera Financial Services Inc8.76K$732.2KNew
HC Advisors, LLC8.69K$726.2K−$69.9KCut−$87.3K
Connor, Clark & Lunn Investment Management Ltd.8.62K$720KNew
CSS LLC/IL8.61K$719.5K−$37.1KAdded$297.2K
SHEETS SMITH WEALTH MANAGEMENT8.53K$712.4K−$68.5KCut−$68.5K
STANSBERRY ASSET MANAGEMENT, LLC8.38K$700K−$67.3KCut−$119.8K
FEDERATED HERMES, INC.8.35K$698K−$55.7KAdded$63.2K
Radnor Capital Management, LLC8.87K$697.6K−$85.3KCut−$570.9K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.