HEALTHEQUITY, INC. hedge fund holdings
HQYNASDAQ$90.04+0.67 (+0.75%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
HQY · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+0.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 188 | 143 | $738M | $654M | 454 | Aug 14, 2025 |
| Q3 2025 | 174 | 150 | $741M | $809M | 469 | Nov 14, 2025 |
| Q4 2025 | 184 | 158 | $632M | $724M | 479 | Feb 14, 2026 |
| Q1 2026 | 195 | 192 | $643M | $786M | 464 | May 15, 2026 |
| Q2 2026 | 216 | 144 | $957M | $653M | 471 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
471 filersNew position
62$103M+1.14M sh
Increased
154$854M+9.46M sh
Reduced
94-$438M-4.85M sh
Out / sold
50-$215M-2.38M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wasatch Advisors LP | Added 10.52% | +$68.4M | $719M | 4.71% | Jul 10, 2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | New Buy | +$41.3M | $41.3M | 2.26% | Aug 7, 2026 |
| Bessemer Group Inc | Reduce 72.02% | -$25.3M | $9.82M | 0.01% | Aug 12, 2026 |
| Cadian Capital Management, LP | Reduce 24.74% | -$18.6M | $56.6M | 4.28% | Aug 14, 2026 |
| WCM Investment Management, LLC | Sell 100% | -$15.8M | $0 | 0.00% | Aug 13, 2026 |
| Park West Asset Management LLC | Added 24.63% | +$13.9M | $70.1M | 4.78% | Aug 14, 2026 |
| Swedbank AB | Added 20.54% | +$13.1M | $76.9M | 0.07% | Jul 15, 2026 |
| Premier Fund Managers Ltd | Reduce 49.54% | -$12.5M | $12.8M | 1.16% | Jul 22, 2026 |
| ArrowMark Colorado Holdings LLC | Sell 100% | -$12.2M | $0 | 0.00% | Aug 13, 2026 |
| Private Advisory Group LLC | Reduce 97.96% | -$11.3M | $234K | 0.01% | Aug 6, 2026 |
| William Blair Investment Management, LLC | Added 6.85% | +$10.3M | $160M | 0.48% | Aug 12, 2026 |
| DF Dent & Co Inc | Added 84.73% | +$10.2M | $22.3M | 0.42% | Aug 14, 2026 |
| Artisan Partners Limited Partnership | Added 41.77% | +$10.2M | $34.7M | 0.06% | Aug 13, 2026 |
| Wellington Management Group LLP | Reduce 22.03% | -$9.9M | $35M | 0.01% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$8.98M | $8.98M | 0.15% | Aug 10, 2026 |
| 12th Street Asset Management Company, LLC | Added 37.41% | +$8.49M | $31.2M | 4.45% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | Added 14.62% | +$7.81M | $61.3M | 0.09% | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 17.47% | -$7.66M | $36.2M | 0.11% | Aug 13, 2026 |
| Public Sector Pension Investment Board | Added 145.91% | +$7.55M | $12.7M | 0.03% | Aug 13, 2026 |
| Castleark Management LLC | Added 163.39% | +$7.16M | $11.5M | 0.31% | Aug 14, 2026 |
| Summit Creek Advisors LLC | Reduce 47.77% | -$6.95M | $7.6M | 2.59% | Aug 7, 2026 |
| Greenhouse Funds LLLP | Reduce 5.95% | -$6.76M | $107M | 5.46% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 7.07% | +$6.48M | $98.2M | 0.48% | Jul 13, 2026 |
| Segall Bryant & Hamill, LLC | Added 40.93% | +$6.25M | $21.5M | 0.26% | Aug 12, 2026 |
| Mirova | Reduce 84.03% | -$6.12M | $1.16M | 0.04% | Aug 13, 2026 |
| Capital Fund Management S.A. | Added 129.08% | +$6.1M | $10.8M | 0.05% | Aug 13, 2026 |
| Cornerstone Advisors, LLC | Sell 100% | -$6.02M | $0 | 0.00% | Aug 7, 2026 |
| Aristotle Capital Boston, LLC | Reduce 16.20% | -$5.81M | $30.1M | 2.02% | Aug 14, 2026 |
| Oberweis Asset Management Inc/ | Added 37.00% | +$5.57M | $20.6M | 0.43% | Aug 14, 2026 |
| Motley Fool Wealth Management, LLC | Sell 100% | -$5.41M | $0 | 0.00% | Aug 6, 2026 |
| Oppenheimer Asset Management Inc. | Added 34.24% | +$5.38M | $21.1M | 0.22% | Aug 3, 2026 |
| Pier Capital, LLC | New Buy | +$4.81M | $4.81M | 0.64% | Aug 5, 2026 |
| Bridger Management, LLC | New Buy | +$4.66M | $4.66M | 3.11% | Aug 18, 2026 |
| Ranger Investment Management, L.P. | Added 17.71% | +$4.34M | $28.8M | 1.82% | Aug 13, 2026 |
| Eversept Partners, LP | Sell 100% | -$4.31M | $0 | 0.00% | Aug 14, 2026 |
| Stephens Investment Management Group LLC | Added 6.49% | +$4.02M | $65.9M | 0.71% | Jul 29, 2026 |
| Leuthold Group, LLC | New Buy | +$3.7M | $3.7M | 0.37% | Aug 4, 2026 |
| Faithward Advisors, LLC | New Buy | +$3.35M | $3.35M | 0.41% | Aug 12, 2026 |
| Beacon Investment Advisory Services, Inc. | Added 63.42% | +$3.3M | $8.51M | 0.32% | Jul 8, 2026 |
| Axiom Investors LLC | Reduce 21.30% | -$2.96M | $10.9M | 0.09% | Aug 12, 2026 |
| Atalan Capital Partners, LP | Added 3.58% | +$2.85M | $82.7M | 5.07% | Aug 14, 2026 |
| Grandeur Peak Global Advisors, LLC | Reduce 86.62% | -$2.85M | $440K | 0.10% | Aug 17, 2026 |
| Teachers Retirement System of the State of Kentucky | Added 114.05% | +$2.62M | $4.93M | 0.03% | Aug 12, 2026 |
| Paralel Advisors LLC | New Buy | +$2.5M | $2.5M | 0.10% | Aug 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Added 55.15% | +$2.33M | $6.55M | 0.05% | Jul 22, 2026 |
| Primoris Wealth Advisors, LLC | New Buy | +$2.3M | $2.3M | 1.05% | Jul 29, 2026 |
| B. Metzler seel. Sohn & Co. AG | Added 29.66% | +$2.3M | $10M | 0.09% | Aug 11, 2026 |
| Geneva Capital Management LLC | Reduce 2.08% | -$2.2M | $104M | 2.38% | Aug 6, 2026 |
| Nordea Investment Management AB | Added 42.23% | +$2.14M | $7.2M | 0.01% | Aug 5, 2026 |
| Beacon Investment Advisors LLC | Added 48.37% | +$2.11M | $6.48M | 2.04% | Aug 13, 2026 |
| Loomis Sayles & Co L P | Reduce 2.51% | -$2.11M | $82.1M | 0.10% | Aug 14, 2026 |
| Cache Advisors, LLC | New Buy | +$2.08M | $2.08M | 0.18% | Jul 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 21.65% | -$1.9M | $6.86M | 0.01% | Aug 14, 2026 |
| CWA Asset Management Group, LLC | Sell 100% | -$1.8M | $0 | 0.00% | Jul 14, 2026 |
| Henshaw Capital LLC | New Buy | +$1.77M | $1.77M | 0.06% | Aug 12, 2026 |
| Cambiar Investors LLC | New Buy | +$1.63M | $1.63M | 0.07% | Jul 31, 2026 |
| Tectonic Advisors LLC | Added 21.12% | +$1.58M | $9.06M | 0.44% | Jul 15, 2026 |
| Retirement Systems of Alabama | Reduce 8.13% | -$1.57M | $17.7M | 0.05% | Jul 28, 2026 |
| Ensign Peak Advisors, Inc | Reduce 12.72% | -$1.54M | $10.6M | 0.02% | Aug 14, 2026 |
| Ashford Capital Management Inc | Reduce 4.89% | -$1.18M | $22.9M | 2.45% | Aug 21, 2026 |
| Jackson Creek Investment Advisors LLC | New Buy | +$1.16M | $1.16M | 0.39% | Aug 10, 2026 |
| Main Management ETF Advisors, LLC | Sell 100% | -$1.12M | $0 | 0.00% | Aug 14, 2026 |
| Portolan Capital Management, LLC | Reduce 12.17% | -$1.12M | $8.06M | 0.30% | Aug 14, 2026 |
| Hilton Capital Management, LLC | Added 22.55% | +$1.08M | $5.86M | 0.40% | Aug 4, 2026 |
| GDS Wealth Management | Added 9.14% | +$1.04M | $12.4M | 0.59% | Aug 13, 2026 |
| King Luther Capital Management Corp | Reduce 12.13% | -$1.01M | $7.29M | 0.03% | Aug 10, 2026 |
| Allstate Corp | Reduce 40.40% | -$999K | $1.47M | 0.01% | Aug 13, 2026 |
| FJ Capital Management LLC | Sell 100% | -$937K | $0 | 0.00% | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | New Buy | +$900K | $900K | 0.01% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Reduce 1.34% | -$861K | $63.5M | 0.21% | Aug 12, 2026 |
| Pinebridge Investments LLC | Sell 100% | -$791K | $0 | 0.00% | Aug 14, 2026 |
| Expect Equity LLC | Added 55.73% | +$782K | $2.19M | 1.41% | Aug 14, 2026 |
| Frontier Capital Management Co LLC | Reduce 4.21% | -$731K | $16.6M | 0.16% | Aug 14, 2026 |
| Moody Aldrich Partners LLC | Reduce 25.94% | -$715K | $2.04M | 0.37% | Jul 15, 2026 |
| Atria Investments, Inc | Added 20.80% | +$706K | $4.1M | 0.04% | Jul 28, 2026 |
| Elo Mutual Pension Insurance Co | Added 70.42% | +$679K | $1.64M | 0.02% | Aug 13, 2026 |
| Sepio Capital, LP | New Buy | +$597K | $597K | 0.03% | Jul 28, 2026 |
| Peregrine Capital Management LLC | Added 5.12% | +$583K | $12M | 0.39% | Jul 17, 2026 |
| Canada Pension Plan Investment Board | Reduce 4.44% | -$569K | $12.2M | 0.01% | Aug 14, 2026 |
| Sumitomo Life Insurance Co | Added 57.73% | +$567K | $1.55M | 0.03% | Aug 12, 2026 |
| Handelsbanken Fonder AB | Added 20.19% | +$551K | $3.28M | 0.01% | Jul 10, 2026 |
| Sivia Capital Partners, LLC | New Buy | +$539K | $539K | 0.07% | Jul 23, 2026 |
| Aristeia Capital, L.L.C. | New Buy | +$517K | $517K | 0.01% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Added 33.62% | +$512K | $2.04M | 0.00% | Aug 14, 2026 |
| First Trust Advisors LP | Added 14.50% | +$499K | $3.94M | 0.00% | Aug 11, 2026 |
| Motley Fool Asset Management LLC | Reduce 5.58% | -$496K | $8.4M | 0.32% | Aug 6, 2026 |
| Vinva Investment Management Ltd | New Buy | +$488K | $488K | 0.00% | Aug 14, 2026 |
| Caxton Associates LLP | New Buy | +$481K | $481K | 0.01% | Aug 14, 2026 |
| Zions Bancorporation, National Association | Reduce 48.34% | -$479K | $512K | 0.03% | Jul 31, 2026 |
| Elk River Wealth Management LLC | Reduce 8.34% | -$472K | $5.18M | 0.83% | Aug 12, 2026 |
| Bridgefront Capital, LLC | Sell 100% | -$463K | $0 | 0.00% | Aug 14, 2026 |
| Three Seasons Wealth, LLC | Added 41.90% | +$453K | $1.53M | 0.14% | Aug 13, 2026 |
| Guggenheim Capital LLC | Reduce 30.73% | -$438K | $987K | 0.01% | Aug 12, 2026 |
| Hodges Capital Management Inc. | Sell 100% | -$418K | $0 | 0.00% | Aug 3, 2026 |
| iA Global Asset Management Inc. | Added 2281.00% | +$412K | $430K | 0.01% | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 5.77% | +$403K | $7.4M | 0.01% | Aug 13, 2026 |
| Banco Bilbao Vizcaya Argentaria, S.A. | Sell 100% | -$400K | $0 | 0.00% | Aug 12, 2026 |
| Overbrook Management Corp | Reduce 34.92% | -$400K | $745K | 0.11% | Jul 30, 2026 |
| Quantinno Capital Management LP | Added 10.02% | +$400K | $4.39M | 0.01% | Aug 13, 2026 |
| 1492 Capital Management LLC | Reduce 7.66% | -$386K | $4.65M | 1.37% | Aug 11, 2026 |