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HQY · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HQYV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HQY
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterHQYV
Q3 20205 holders, $151m55 holders, $62.2bn
Q4 20202 holders, $101m52 holders, $67.1bn
Q1 20213 holders, $188m58 holders, $64.5bn
Q2 20213 holders, $228m52 holders, $69.3bn
Q3 20212 holders, $108m56 holders, $63.6bn
Q4 20216 holders, $113m47 holders, $58.0bn
Q1 20226 holders, $247m59 holders, $61.8bn
Q2 20224 holders, $178m57 holders, $55.2bn
Q3 20225 holders, $293m57 holders, $50.7bn
Q4 20223 holders, $140m54 holders, $59.4bn
Q1 20235 holders, $180m55 holders, $64.0bn
Q2 20236 holders, $285m54 holders, $65.2bn
Q3 20238 holders, $734m55 holders, $61.5bn
Q4 20233 holders, $132m48 holders, $68.6bn
Q1 20245 holders, $226m50 holders, $73.1bn
Q2 20246 holders, $627m45 holders, $69.5bn
Q3 20245 holders, $172m47 holders, $70.5bn
Q4 20248 holders, $850m48 holders, $77.6bn
Q1 20254 holders, $191m43 holders, $83.5bn
Q2 20258 holders, $883m45 holders, $83.4bn
Q3 20257 holders, $412m48 holders, $82.8bn
Q4 20259 holders, $443m49 holders, $86.0bn
Q1 20267 holders, $376m49 holders, $73.3bn
Q2 20265 holders, $381m52 holders, $81.9bn
HQY

Healthequity Inc

Holders
8
Reported value
$850m
Buyers
4
Sellers
3

Breadth +1 among 94 comparable managers.

Business and payment services
V

Visa Inc

Holders
48
Reported value
$77.6bn
Buyers
15
Sellers
26

Breadth -11 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HQY (0)

None.

Only V (40)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 15 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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