HQY
HEALTHEQUITY, INC.
Services-Business Services, NECNasdaqLarge accelerated filer
Total Trades
52
Buys
0
Sells
38
Largest Trade
$1M+
Insiders
14
Institutional Funds
425
Inst. Value
$1M+
Activist Filings
7
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Bloomberg Edward | CHIEF OPERATING OF… | SELL | $50K–$100K | 1K | $57.63 | Aug 3, 2022 |
| Bloomberg Edward | CHIEF OPERATING OF… | SELL | $50K–$100K | 2K | $63.31 | Jun 13, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 425 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WASATCH ADVISORS LP | 6.6M | $1M+ | SH |
| STATE STREET CORP | 3.1M | $1M+ | SH |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.0M | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | $1M+ | SH |
| Clearbridge Investments, LLC | 1.4M | $1M+ | SH |
| MACKENZIE FINANCIAL CORP | 1.2M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $1M+ | SH |
| GENEVA CAPITAL MANAGEMENT LLC | 775K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 747K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 735K | $1M+ | SH |
| NORGES BANK | 731K | $1M+ | SH |
| Stephens Investment Management Group LLC | 726K | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 634K | $1M+ | SH |
| CADIAN CAPITAL MANAGEMENT, LP | 567K | $1M+ | SH |
| GW&K Investment Management, LLC | 439K | $1M+ | SH |
| Swedbank AB | 437K | $1M+ | SH |
| Swedbank AB | 437K | $1M+ | SH |
| DAVENPORT & Co LLC | 394K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 5, 2025
4.1%
3.5M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
10.1%
8.6M shares
SC 13G/A · Jan 23, 2024
12.3%
10.6M shares
The Vanguard Group - 23-1945930
SC 13G/A · Dec 8, 2023
10.1%
8.6M shares
SC 13G/A · Feb 1, 2023
12.3%
10.4M shares
SC 13G/A · Feb 11, 2022
0.0%
0 shares
Wasatch Advisors, Inc. 87-0319391
SC 13G/A · Feb 10, 2022
8.8%
7.4M shares