HEALTHEQUITY, INC.

HQYNASDAQ

$90.04+0.67 (+0.75%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

HEALTHEQUITY, INC. price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+0.4%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	13.49%	$1.02B	0.02%	Not reported
Wasatch Advisors LP	9.52%	$719M	4.71%	Add 10.52%
Morgan Stanley	5.44%	$411M	0.02%	Not reported
Vanguard Portfolio Management LLC	4.85%	$366M	0.02%	Not reported
Vanguard Capital Management LLC	4.35%	$329M	0.01%	Not reported
State Street Corp	3.88%	$293M	0.01%	Not reported
Geode Capital Management, LLC	2.84%	$214M	0.01%	Not reported
AQR Capital Management LLC	2.39%	$176M	0.06%	Not reported
Dimensional Fund Advisors LP	2.24%	$169M	0.03%	Not reported
William Blair Investment Management, LLC	2.12%	$160M	0.48%	Add 6.85%
FMR LLC	1.84%	$139M	0.01%	Not reported
Brown Advisory Inc	1.64%	$124M	0.19%	Not reported
Clearbridge Investments, LLC	1.55%	$117M	0.10%	Not reported
Charles Schwab Investment Management Inc	1.42%	$107M	0.01%	Not reported
Greenhouse Funds LLLP	1.42%	$107M	5.46%	Reduce 5.95%
JPMorgan Chase & Co	1.39%	$102M	0.01%	Not reported
Geneva Capital Management LLC	1.38%	$104M	2.38%	Reduce 2.08%
Bank of America Corp	1.37%	$104M	0.01%	Not reported
DAVENPORT & Co LLC	1.30%	$98.2M	0.48%	Add 7.07%
Northern Trust Corp	1.28%	$96.8M	0.01%	Not reported
Goldman Sachs Group Inc	1.21%	$91M	0.01%	Not reported
Arrowstreet Capital, Limited Partnership	1.16%	$87.2M	0.04%	Not reported
Atalan Capital Partners, LP	1.09%	$82.7M	5.07%	Add 3.58%
Loomis Sayles & Co L P	1.09%	$82.1M	0.10%	Reduce 2.51%
Jupiter Topco LLC	1.04%	$78.8M	0.03%	Not reported
Swedbank AB	1.02%	$76.9M	0.07%	Add 20.54%
Park West Asset Management LLC	0.93%	$70.1M	4.78%	Add 24.63%
American Century Companies Inc	0.91%	$68.6M	0.03%	Not reported
Bamco Inc	0.90%	$67.8M	0.10%	Add 0.05%
Nuveen, LLC	0.88%	$66.2M	0.02%	Not reported
Stephens Investment Management Group LLC	0.87%	$65.9M	0.71%	Add 6.49%
Westfield Capital Management Co LP	0.84%	$63.5M	0.21%	Reduce 1.34%
Sei Investments Co	0.82%	$61.7M	0.05%	Not reported
Citadel Advisors LLC	0.82%	$61.7M	0.01%	Not reported
Nomura Asset Management International Inc.	0.81%	$61.3M	0.09%	Add 14.62%
Bank of New York Mellon Corp	0.80%	$60.2M	0.01%	Not reported
GW&K Investment Management, LLC	0.76%	$57.1M	0.45%	Not reported
Cadian Capital Management, LP	0.75%	$56.6M	4.28%	Reduce 24.74%
Vanguard Fiduciary Trust Co	0.72%	$54.4M	0.01%	Not reported
Norges Bank	0.64%	$48.2M	0.00%	Not reported
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	0.55%	$41.3M	2.26%	New Not reported
UBS Group AG	0.52%	$39.3M	0.01%	Not reported
Raymond James Financial Inc	0.52%	$39M	0.01%	Not reported
Kayne Anderson Rudnick Investment Management LLC	0.48%	$36.2M	0.11%	Reduce 17.47%
Wellington Management Group LLP	0.46%	$35M	0.01%	Reduce 22.03%
Artisan Partners Limited Partnership	0.46%	$34.7M	0.06%	Add 41.77%
12th Street Asset Management Company, LLC	0.41%	$31.2M	4.45%	Add 37.41%
Aristotle Capital Boston, LLC	0.40%	$30.1M	2.02%	Reduce 16.20%
Ranger Investment Management, L.P.	0.38%	$28.8M	1.82%	Add 17.71%
Principal Financial Group Inc	0.38%	$28.8M	0.01%	Not reported

50 of 471 holders

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