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HQY in the 13F filings

Healthequity Inc · CUSIP 42226A107

Sector · Business and payment services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
2,174,338
combined, among listed positions
Reported value
$191m
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing HQY in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Janus Henderson Group Ltd845,039$73munder 0.1%Added+11,12315 May 2025 (the filing on sec.gov)
MFS Investment Management478,104$42munder 0.1%Added+39,7592 May 2025 (the filing on sec.gov)
Artisan Partners LP429,395$38m0.06%Added+173,34414 May 2025 (the filing on sec.gov)
Farallon Capital Management LLC421,800$37m0.18%Added+419,00015 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

0510152017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HQY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20151$904kn.a.n.a.
Q3 20152$9.7mn.a.n.a.
Q4 20151$213kn.a.n.a.
Q2 20161$6.7mn.a.n.a.
Q3 20162$15mn.a.n.a.
Q4 20164$33mn.a.n.a.
Q1 20174$43mn.a.n.a.
Q2 20175$248mn.a.n.a.
Q3 20174$264mn.a.n.a.
Q4 20174$234mn.a.n.a.
Q1 20184$351mn.a.n.a.
Q2 20186$433mn.a.n.a.
Q3 20188$824mn.a.n.a.
Q4 20186$303mn.a.n.a.
Q1 20194$333mn.a.n.a.
Q2 201912$339mn.a.n.a.
Q3 20198$275mn.a.n.a.
Q4 20197$292mn.a.n.a.
Q1 20209$236mn.a.n.a.
Q2 20208$257mn.a.n.a.
Q3 20205$151mn.a.n.a.
Q4 20202$101mn.a.n.a.
Q1 20213$188mn.a.n.a.
Q2 20213$228mn.a.n.a.
Q3 20212$108mn.a.n.a.
Q4 20216$113mn.a.n.a.
Q1 20226$247mn.a.n.a.
Q2 20224$178mn.a.n.a.
Q3 20225$293mn.a.n.a.
Q4 20223$140mn.a.n.a.
Q1 20235$180mn.a.n.a.
Q2 20236$285mn.a.n.a.
Q3 20238$734mn.a.n.a.
Q4 20233$132m24
Q1 20245$226m41
Q2 20246$627m50
Q3 20245$172m31
Q4 20248$850m43
Q1 20254$191m40
Q2 20258$883m71
Q3 20257$412m45
Q4 20259$443m1121
Q1 20267$376m1319
Q2 20265$381m1513

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HQY and V →HQY and MA →HQY and MCO →Choose a stock to compare with HQY →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HQY, latest filings →Back to the 13F Explorer →