13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
HQY

HEALTHEQUITY

514 institutions still hold HEALTHEQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 42226a107·514 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.8%
vs prior quarter
13F value held
$4.3B
75.0% inst. owned
of float
Holders
514
-103 QoQ
filers reporting
Activity
+104 / −6
+878 added · −829 reduced
this quarter
Concentration
20.60%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

514 institutions reported HQY in Q1 2026. BlackRock, Inc. leads at 20.6% of the visible book. -103 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$880M10.5M0.02%Q1 202602
WASATCH ADVISORS LP
CIK 0000814133
$602M7.2M4.00%Q1 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$348M4.2M0.02%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$320M3.8M0.01%Q1 202605
STATE STREET CORP
CIK 0000093751
$259M3.1M0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$208M2.5M0.01%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$189M2.3M0.01%Q1 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$173M2.1M0.08%Q1 202609
BROWN ADVISORY INC
CIK 0001345929
$139M1.5M0.19%Q4 202510
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$139M1.7M0.46%Q1 202611
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$136M1.6M0.03%Q1 202612
Clearbridge Investments, LLC
CIK 0001348883
$109M1.3M0.10%Q1 202613
MACKENZIE FINANCIAL CORP
CIK 0000919859
$107M1.3M0.13%Q1 202614
Greenhouse Funds LLLP
CIK 0001626220
$105M1.3M4.71%Q1 202615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$98M1.2M0.01%Q1 202616
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$98M1.2M2.08%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$96M1.2M0.01%Q1 202618
FMR LLC
CIK 0000315066
$95M1.1M0.01%Q1 202619
NORTHERN TRUST CORP
CIK 0000073124· Index
$87M1.0M0.01%Q1 202620
DAVENPORT & Co LLC
CIK 0000887777
$85M1.0M0.46%Q1 2026
Page 1 of 26
494 more holders available. Log in →