- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Feb 2026
- latest of these filings; the earliest 12 Nov 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 5 listed it in both
- Shares listed
- 4,350,903
- combined, among listed positions
- Reported value
- $412m
- combined, at the quarter end
Among the 95 comparable managers: 4 buyers (opened or added shares) and 5 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 Q3 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| AQR Capital Management LLC | 1,764,268 | $167m | 0.11% | Added | +656,820 | 14 Nov 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 839,494 | $80m | under 0.1% | Trimmed | -13,101 | 14 Nov 2025 (the filing on sec.gov) |
| Artisan Partners LP | 597,445 | $57m | 0.08% | Trimmed | -24,202 | 12 Nov 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 561,025 | $53m | 0.09% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Man Group PLC | 307,281 | $29m | 0.05% | Added | +52,629 | 14 Nov 2025 (the filing on sec.gov) |
| Woodline Partners LP | 276,390 | $26m | 0.12% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Farallon Capital Management LLC | 5,000 | $474k | under 0.1% | Trimmed | -314,800 | 17 Feb 2026 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- AQR Capital Management LLCexisting position · 1,764,268 shares now+656,820
- Point72 Asset Management LPnew position · 561,025 shares now+561,025
- Woodline Partners LPnew position · 276,390 shares now+276,390
- Man Group PLCexisting position · 307,281 shares now+52,629
Reductions
- Farallon Capital Management LLCexisting position · 5,000 shares now-314,800
- Artisan Partners LPexisting position · 597,445 shares now-24,202
- Janus Henderson Group Ltdexisting position · 839,494 shares now-13,101
New positions and exits
New (2)
Exited (2)
- Viking Global Investors LPwas $23m
- Polen Capital Management LLCwas $864k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2015 | 1 | $904k | n.a. | n.a. |
| Q3 2015 | 2 | $9.7m | n.a. | n.a. |
| Q4 2015 | 1 | $213k | n.a. | n.a. |
| Q2 2016 | 1 | $6.7m | n.a. | n.a. |
| Q3 2016 | 2 | $15m | n.a. | n.a. |
| Q4 2016 | 4 | $33m | n.a. | n.a. |
| Q1 2017 | 4 | $43m | n.a. | n.a. |
| Q2 2017 | 5 | $248m | n.a. | n.a. |
| Q3 2017 | 4 | $264m | n.a. | n.a. |
| Q4 2017 | 4 | $234m | n.a. | n.a. |
| Q1 2018 | 4 | $351m | n.a. | n.a. |
| Q2 2018 | 6 | $433m | n.a. | n.a. |
| Q3 2018 | 8 | $824m | n.a. | n.a. |
| Q4 2018 | 6 | $303m | n.a. | n.a. |
| Q1 2019 | 4 | $333m | n.a. | n.a. |
| Q2 2019 | 12 | $339m | n.a. | n.a. |
| Q3 2019 | 8 | $275m | n.a. | n.a. |
| Q4 2019 | 7 | $292m | n.a. | n.a. |
| Q1 2020 | 9 | $236m | n.a. | n.a. |
| Q2 2020 | 8 | $257m | n.a. | n.a. |
| Q3 2020 | 5 | $151m | n.a. | n.a. |
| Q4 2020 | 2 | $101m | n.a. | n.a. |
| Q1 2021 | 3 | $188m | n.a. | n.a. |
| Q2 2021 | 3 | $228m | n.a. | n.a. |
| Q3 2021 | 2 | $108m | n.a. | n.a. |
| Q4 2021 | 6 | $113m | n.a. | n.a. |
| Q1 2022 | 6 | $247m | n.a. | n.a. |
| Q2 2022 | 4 | $178m | n.a. | n.a. |
| Q3 2022 | 5 | $293m | n.a. | n.a. |
| Q4 2022 | 3 | $140m | n.a. | n.a. |
| Q1 2023 | 5 | $180m | n.a. | n.a. |
| Q2 2023 | 6 | $285m | n.a. | n.a. |
| Q3 2023 | 8 | $734m | n.a. | n.a. |
| Q4 2023 | 3 | $132m | 2 | 4 |
| Q1 2024 | 5 | $226m | 4 | 1 |
| Q2 2024 | 6 | $627m | 5 | 0 |
| Q3 2024 | 5 | $172m | 3 | 1 |
| Q4 2024 | 8 | $850m | 4 | 3 |
| Q1 2025 | 4 | $191m | 4 | 0 |
| Q2 2025 | 8 | $883m | 7 | 1 |
| Q3 2025 | 7 | $412m | 4 | 5 |
| Q4 2025 | 9 | $443m | 11 | 21 |
| Q1 2026 | 7 | $376m | 13 | 19 |
| Q2 2026 | 5 | $381m | 15 | 13 |
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 →