HealthEquity (HQY)
Custodian of U.S. health savings accounts and administrator of consumer-directed benefits.
$90.58
vs last close−1.17 (−1.28%)
Something off on this page? Send us feedback.
13F · 13D/G · Form 4
| Institutions | 109.91% | 90.91M shares | |
|---|---|---|---|
| 507 holders · as of Jun 30, 2026 | |||
| Insiders | 2.11% | 1.74M shares | |
| 18 holders · as of Sep 18, 2026 | |||
| Strategic holders | 10.96% | 9.06M shares | |
| 1 holder · as of Feb 7, 2022 | |||
| Adds to | 122.98% | ||
82.72M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 122.98%; nothing is left for Other.
13F, as of Jun 30, 2026
507 holders · 90.91M shares · 79 new positions · 290 increased · 156 reduced · 66 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.28M | 13.63% | +745.5K | Aug 7, 2026 |
| Wasatch Advisors LP | 7.96M | 9.62% | +757.8K | Jul 10, 2026 |
| Morgan Stanley | 4.55M | 5.50% | +2.06M | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.06M | 4.91% | −106.0K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.64M | 4.40% | −183.0K | Aug 13, 2026 |
| State Street Corp | 3.24M | 3.92% | +141.1K | Aug 7, 2026 |
| Geode Capital Management, LLC | 2.37M | 2.87% | +114.8K | Aug 12, 2026 |
| AQR Capital Management LLC | 2.00M | 2.42% | −93.0K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Wasatch Advisors LP | 9.50% | 7.96M | 13G | Jul 15, 2026 |
| Vanguard Capital Management | 5.30% | 4.48M | 13G | Apr 30, 2026 |
| Vanguard Portfolio Management | 5.01% | 4.24M | 13G | Apr 29, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 25, 2026 | Adrian T. Dillondirector | Sale · 2 lots | 7,632 | $104.61 | 62,395 |
| Jul 10, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 2,354 | $95.00 | 52,244 |
| Jul 2, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 2,470 | $95.00 | 56,643 |
| May 29, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 3,142 | $95.00 | 59,113 |
| May 28, 2026 | Delano Laddofficer: EVP, General Counsel | Sale | 7,500 | $90.00 | 91,141 |
| May 28, 2026 | Gayle Furgurson Wellborndirector | Sale | 2,439 | $90.00 | 19,733 |
| Dec 19, 2025 | Delano Laddofficer: EVP, General Counsel | Sale | 1,500 | $94.72 | 73,979 |
| Dec 18, 2025 | Elimelech Rosnerofficer: EVP, CHIEF TECHNOLOGY OFFICER | Sale | 10,959 | $95.45 | 45,742 |
| Dec 12, 2025 | Gayle Furgurson Wellborndirector | Sale | 4,339 | $98.03 | 19,733 |
| Nov 20, 2025 | Delano Laddofficer: EVP, General Counsel | Sale | 1,500 | $104.56 | 75,479 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Ray Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jul 10, 2026 | Sep 7, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jul 10, 2026 | Sep 7, 2026 | |
| Rep. Gilbert Ray Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jul 9, 2026 | Sep 7, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 30, 2026 | Jul 3, 2026 | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 29, 2026 | Jun 9, 2026 |