HealthEquity, Inc.

Historical 13F Holders

Symbol
HQY
CUSIP
42226A107
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 42226A107 since 12/18/2024, newest first.

Filer % of Class Filed
Wasatch Advisors LP 13G/A Amendment 5 8.5% 10/9/2026
Event 9/30/2026
Vanguard Portfolio Management LLC 13G/A Amendment 1 4.9% 7/31/2026
Event 6/30/2026
Wasatch Advisors LP 13G/A Amendment 4 9.5% 7/15/2026
Event 6/30/2026
Vanguard Capital Management LLC 13G 5.3% 4/30/2026
Event 3/31/2026
Vanguard Portfolio Management LLC 13G 5.0% 4/29/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 9 0% 3/27/2026
Event 3/13/2026
FMR LLC 13G/A Amendment 2
4.1% 11/5/2025
Event 9/30/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 14 106 k $9.42 M
2026 Q2 514 98.6 M $8.20 B
2026 Q1 500 86.3 M $7.21 B
2025 Q4 531 89.1 M $8.17 B
2025 Q3 515 89.7 M $8.50 B
2025 Q2 509 91.7 M $9.61 B
2025 Q1 492 93.2 M $8.22 B
2024 Q4 459 94.1 M $9.02 B
2024 Q3 420 90.0 M $7.37 B
2024 Q2 399 90.1 M $7.77 B
2024 Q1 384 89.5 M $7.30 B
2023 Q4 371 89.3 M $5.92 B
2023 Q3 364 87.7 M $6.41 B
2023 Q2 337 84.8 M $5.35 B
2023 Q1 334 85.2 M $4.99 B
2022 Q4 344 86.2 M $5.31 B
2022 Q3 328 87.1 M $5.85 B
2022 Q2 325 84.4 M $5.14 B
2022 Q1 319 84.0 M $5.66 B
2021 Q4 303 81.6 M $3.61 B
2021 Q3 302 80.8 M $5.23 B
2021 Q2 303 84.2 M $6.78 B
2021 Q1 308 82.5 M $5.61 B
2020 Q4 311 79.5 M $5.55 B
2020 Q3 306 77.1 M $3.96 B
2020 Q2 318 70.6 M $4.14 B
2020 Q1 313 72.8 M $3.69 B
2019 Q4 342 71.4 M $5.53 B
2019 Q3 327 68.7 M $3.93 B
2019 Q2 356 60.6 M $3.96 B
2019 Q1 351 61.1 M $4.52 B
2018 Q4 331 60.7 M $3.62 B
2018 Q3 330 59.0 M $5.57 B
2018 Q2 296 60.6 M $4.55 B
2018 Q1 289 60.7 M $3.72 B
2017 Q4 251 60.2 M $2.81 B
2017 Q3 252 59.9 M $3.03 B
2017 Q2 249 55.4 M $2.76 B
2017 Q1 230 55.6 M $2.36 B
2016 Q4 214 55.5 M $2.25 B
2016 Q3 176 54.5 M $2.06 B
2016 Q2 157 53.5 M $1.62 B
2016 Q1 146 52.3 M $1.29 B
2015 Q4 156 62.0 M $1.55 B
2015 Q3 140 61.8 M $1.82 B
2015 Q2 121 73.8 M $2.37 B
2015 Q1 92 67.9 M $1.70 B
2014 Q4 71 61.9 M $1.58 B
2014 Q3 73 77.2 M $938 M