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HealthEquity, Inc. (HQY) institutional ownership

Latest close $99.05 Jul 27, 2026
Market cap$7.9B 52-week range SectorHealthcare
Funds holding · Q1 2026
522
reported HQY position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
251 buyers · 271 sellers

HealthEquity, Inc. (HQY) price and institutional activity

Dates

Q1 2026

$0 bought by 251 investors
Morgan StanleyPark West Asset Management LLC +249 more
$0 sold by 271 investors
Westfield Capital Management Co LPFMR LLC +269 more
Bought Sold Totals per quarter; hover a bar for the names.

HealthEquity, Inc. (HQY) institutional activity · 522

Investor Type Est. change Change Δ Own Date
Westfield Capital Management Co LP · Reduced
Change −1.2M Date Q1 2026
Westfield Capital Management Co LP Reduced· Q1 2026 −1.2M Q1 2026
Morgan Stanley · Added
Change +1000K Date Q1 2026
Morgan Stanley Added· Q1 2026 +1000K Q1 2026
FMR LLC · Reduced
Change −918K Δ Own −44.7% Date Q1 2026
FMR LLC Reduced· Q1 2026 −918K −44.7% Q1 2026
Norges · Exited
Change −731K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −731K −100.0% Q1 2026
BlackRock · Reduced
Change −683K Date Q1 2026
BlackRock Reduced· Q1 2026 −683K Q1 2026
Park West Asset Management LLC · New
Change +623K Date Q1 2026
Park West Asset Management LLC New· Q1 2026 +623K Q1 2026
Davenport & Co LLC · Added
Change +621K Date Q1 2026
Davenport & Co LLC Added· Q1 2026 +621K Q1 2026
Wasatch Advisors LP · Added
Change +613K Date Q1 2026
Wasatch Advisors LP Added· Q1 2026 +613K Q1 2026
Balyasny Asset Management L.P. · Added
Change +553K Date Q1 2026
Balyasny Asset Management L.P. Added· Q1 2026 +553K Q1 2026
T. Rowe Price Associates · Reduced
Change −514K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −514K Q1 2026
Allspring Global Investments Holdings, LLC · Reduced
Change −463K Date Q1 2026
Allspring Global Investments Holdings, LLC Reduced· Q1 2026 −463K Q1 2026
Invesco Ltd. · Reduced
Change −419K Δ Own −48.1% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −419K −48.1% Q1 2026
Marshall Wace, LLP · Reduced
Change −419K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −419K Q1 2026
AQR Capital Management LLC · Added
Change +330K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +330K Q1 2026
CIBC Bancorp USA Inc. · Added
Change +313K Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +313K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 522

Famous investor activity in HealthEquity, Inc. (HQY)

HealthEquity, Inc. (HQY) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Fiore Michael Henry · Officer Sell −$224K
Price $95.00 Qty −2K Owned 52K ΔOwn −4.3% Trade date Jul 10, 2026 Filed date Jul 14, 2026
Fiore Michael Henry Officer Sell $95.00 −2K −$224K 52K −4.3% Jul 10, 2026 Jul 14, 2026
Gathright Michael · Officer Tax withholding or exercise payment (F) -$211K
Price $93.07 Qty -2K Owned 40K ΔOwn −5.4% Trade date Jul 9, 2026 Filed date Jul 13, 2026
Gathright Michael Officer Tax withholding or exercise payment (F) $93.07 -2K -$211K 40K −5.4% Jul 9, 2026 Jul 13, 2026
Neeleman Stephen · Director Tax withholding or exercise payment (F) -$105K
Price $95.08 Qty -1K Owned 138K ΔOwn −0.8% Trade date Jul 8, 2026 Filed date Jul 10, 2026
Neeleman Stephen Director Tax withholding or exercise payment (F) $95.08 -1K -$105K 138K −0.8% Jul 8, 2026 Jul 10, 2026
Lucania James M. · Officer Tax withholding or exercise payment (F) -$270K
Price $95.08 Qty -3K Owned 105K ΔOwn −2.6% Trade date Jul 8, 2026 Filed date Jul 10, 2026
Lucania James M. Officer Tax withholding or exercise payment (F) $95.08 -3K -$270K 105K −2.6% Jul 8, 2026 Jul 10, 2026
Ladd Delano · Officer Tax withholding or exercise payment (F) -$103K
Price $95.08 Qty -1K Owned 90K ΔOwn −1.2% Trade date Jul 8, 2026 Filed date Jul 10, 2026
Ladd Delano Officer Tax withholding or exercise payment (F) $95.08 -1K -$103K 90K −1.2% Jul 8, 2026 Jul 10, 2026
Cutler Scott · Director Tax withholding or exercise payment (F) -$118K
Price $95.08 Qty -1K Owned 176K ΔOwn −0.7% Trade date Jul 8, 2026 Filed date Jul 10, 2026
Cutler Scott Director Tax withholding or exercise payment (F) $95.08 -1K -$118K 176K −0.7% Jul 8, 2026 Jul 10, 2026
Fiore Michael Henry · Officer Tax withholding or exercise payment (F) -$194K
Price $95.08 Qty -2K Owned 55K ΔOwn −3.6% Trade date Jul 8, 2026 Filed date Jul 10, 2026
Fiore Michael Henry Officer Tax withholding or exercise payment (F) $95.08 -2K -$194K 55K −3.6% Jul 8, 2026 Jul 10, 2026
Fiore Michael Henry · Officer Sell −$235K
Price $95.00 Qty −2K Owned 57K ΔOwn −4.2% Trade date Jul 2, 2026 Filed date Jul 7, 2026
Fiore Michael Henry Officer Sell $95.00 −2K −$235K 57K −4.2% Jul 2, 2026 Jul 7, 2026
Gassen William · Director Grant (A) 3K
Owned 4K ΔOwn +392.0% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Gassen William Director Grant (A) 3K 4K +392.0% Jun 25, 2026 Jun 29, 2026
Natarajan Rajesh · Director Grant (A) 3K
Owned 18K ΔOwn +18.9% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Natarajan Rajesh Director Grant (A) 3K 18K +18.9% Jun 25, 2026 Jun 29, 2026
McCowan Debra Charlotte · Director Grant (A) 3K
Owned 13K ΔOwn +29.4% Trade date Jun 25, 2026 Filed date Jun 29, 2026
McCowan Debra Charlotte Director Grant (A) 3K 13K +29.4% Jun 25, 2026 Jun 29, 2026
Parker Stuart B. · Director Grant (A) 3K
Owned 26K ΔOwn +12.5% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Parker Stuart B. Director Grant (A) 3K 26K +12.5% Jun 25, 2026 Jun 29, 2026
Wellborn Gayle Furgurson · Director Grant (A) 3K
Owned 23K ΔOwn +14.6% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Wellborn Gayle Furgurson Director Grant (A) 3K 23K +14.6% Jun 25, 2026 Jun 29, 2026
Dillon Adrian T. · Director Grant (A) 3K
Owned 62K ΔOwn +4.8% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Dillon Adrian T. Director Grant (A) 3K 62K +4.8% Jun 25, 2026 Jun 29, 2026
Dilsaver Evelyn S. · Director Grant (A) 3K
Owned 51K ΔOwn +6.0% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Dilsaver Evelyn S. Director Grant (A) 3K 51K +6.0% Jun 25, 2026 Jun 29, 2026
15 of 62
15 of 62 Sign in to continue to older insider transactions.

HealthEquity, Inc. (HQY) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 10.6M
% of shares outstanding 12.3% Filing date Jan 23, 2024
BlackRock Inc. 10.6M 12.3% Jan 23, 2024
Vanguard Group Inc 8.6M
% of shares outstanding 10.1% Filing date Feb 13, 2024
Vanguard Group Inc 8.6M 10.1% Feb 13, 2024
Wasatch Advisors LP 8.0M
% of shares outstanding 9.5% Filing date Jul 15, 2026
Wasatch Advisors LP 8.0M 9.5% Jul 15, 2026
FMR LLC 5.2M
% of shares outstanding 6.1% Filing date Feb 9, 2024
FMR LLC 5.2M 6.1% Feb 9, 2024
Vanguard Capital Management 4.5M
% of shares outstanding 5.3% Filing date Apr 30, 2026
Vanguard Capital Management 4.5M 5.3% Apr 30, 2026
Vanguard Portfolio Management 4.2M
% of shares outstanding 5.0% Filing date Apr 29, 2026
Vanguard Portfolio Management 4.2M 5.0% Apr 29, 2026
Jackson Square Partners, LLC
% of shares outstanding 0.0% Filing date Feb 11, 2022
Jackson Square Partners, LLC 0.0% Feb 11, 2022
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HealthEquity, Inc. (HQY) ownership FAQ

Who owns HQY?

522 reporting institutions disclosed HQY position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.