HealthEquity (HQY) Shareholding Patterns

Stock Card

$108.63

$-0.22 (-0.20%)

As on 05-Nov-2026 10:40EST

Market cap

$8,476 Mln

Revenue (TTM)

$1,362 Mln

P/E Ratio

P/B Ratio

4.2

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
BlackRock Inc	Institutions	12.08	0.57	30-Jun-2023
Vanguard Group Inc	Institutions	9.92	0.50	30-Jun-2023
Wasatch Advisors Inc.	Institutions	8.32	-7.58	30-Jun-2023
FMR Inc	Institutions	5.54	-47.65	30-Jun-2023
State Street Corporation	Institutions	3.29	2.39	30-Jun-2023
William Blair Investment Management, LLC	Institutions	3.26	-2.70	30-Jun-2023
JPMorgan Chase & Co	Institutions	2.94	1.60	30-Jun-2023
Brown Advisory Holdings Inc	Institutions	2.46	-0.63	30-Jun-2023
ClearBridge Advisors, LLC	Institutions	2.30	23.49	30-Jun-2023
Geode Capital Management, LLC	Institutions	2.04	6.14	30-Jun-2023
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)	Institutions	1.94	0.08	30-Jun-2023
Franklin Resources Inc	Institutions	1.69	23.42	30-Jun-2023
Allspring Global Investments Holdings, LLC	Institutions	1.60	-5.44	30-Jun-2023
Millennium Management LLC	Institutions	1.51	10.94	30-Jun-2023
HHG PLC	Institutions	1.41	5.19	30-Jun-2023
Dimensional Fund Advisors, Inc.	Institutions	1.39	7.66	30-Jun-2023
Mackenzie Investments	Institutions	1.34	-0.67	30-Jun-2023
Northern Trust Corp	Institutions	1.33	1.33	30-Jun-2023
Stephens Inv Mgmt Group LLC	Institutions	1.32	8.63	30-Jun-2023
Van Berkom and Associates Inc	Institutions	1.16	-4.60	30-Jun-2023
Vanguard Group Inc	Institutions	9.89	1.63	31-Mar-2023
Wasatch Advisors Inc.	Institutions	9.02	34.56	31-Mar-2023
William Blair Investment Management, LLC	Institutions	3.36	-3.89	31-Mar-2023
State Street Corporation	Institutions	3.22	1.95	31-Mar-2023
Brown Advisory Holdings Inc	Institutions	2.48	6.80	31-Mar-2023
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)	Institutions	1.94	10.18	31-Mar-2023
ClearBridge Advisors, LLC	Institutions	1.86	39.91	31-Mar-2023
Allspring Global Investments Holdings, LLC	Institutions	1.70	1.88	31-Mar-2023
Franklin Resources Inc	Institutions	1.37	-0.06	31-Mar-2023
Mackenzie Investments	Institutions	1.35	-9.43	31-Mar-2023
HHG PLC	Institutions	1.34	5.13	31-Mar-2023
Northern Trust Corp	Institutions	1.32	-9.82	31-Mar-2023
Dimensional Fund Advisors, Inc.	Institutions	1.29	14.76	31-Mar-2023
Stephens Inv Mgmt Group LLC	Institutions	1.22	0.82	31-Mar-2023
BlackRock Inc	Institutions	12.19	7.56	31-Dec-2022
FMR Inc	Institutions	5.06	8.54	31-Dec-2022
JPMorgan Chase & Co	Institutions	2.51	-0.40	31-Dec-2022
Fred Alger Management, LLC	Institutions	1.85	-11.02	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.83	3.44	31-Dec-2022
Millennium Management LLC	Institutions	1.24	-22.17	31-Dec-2022
FMR Inc	Institutions	4.71	10.98	30-Sep-2022
JPMorgan Chase & Co	Institutions	2.54	-12.45	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.79	2.09	30-Sep-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	1.74	4.32	30-Sep-2022
Millennium Management LLC	Institutions	1.60	50.35	30-Sep-2022
Allspring Global Investments Holdings, LLC	Institutions	1.51	151.55	30-Sep-2022
Vanguard Group Inc	Institutions	9.63	1.81	30-Jun-2022
Wasatch Advisors Inc.	Institutions	7.84	-13.22	30-Jun-2022
FMR Inc	Institutions	4.25	11.60	30-Jun-2022
William Blair Investment Management, LLC	Institutions	3.18	-13.65	30-Jun-2022
State Street Corporation	Institutions	3.07	-1.69	30-Jun-2022
JPMorgan Chase & Co	Institutions	2.91	-7.97	30-Jun-2022
Mackenzie Investments	Institutions	2.43	-0.35	30-Jun-2022
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)	Institutions	2.19	-4.44	30-Jun-2022
Fred Alger Management, LLC	Institutions	2.10	-3.04	30-Jun-2022
Brown Advisory Holdings Inc	Institutions	2.09	0.21	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.76	-0.03	30-Jun-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	1.67	2.24	30-Jun-2022
HHG PLC	Institutions	1.55	-4.58	30-Jun-2022
Northern Trust Corp	Institutions	1.50	-1.68	30-Jun-2022
Franklin Resources Inc	Institutions	1.35	-2.10	30-Jun-2022
Stephens Inv Mgmt Group LLC	Institutions	1.35	0.85	30-Jun-2022
Credit Suisse First Boston (CSFB)	Institutions	1.33	-23.67	30-Jun-2022
Bank of New York Mellon Corp	Institutions	1.09	-0.48	30-Jun-2022
Millennium Management LLC	Institutions	1.07	-17.60	30-Jun-2022
Granahan Investment Management Inc..	Institutions	1.02	4.23	30-Jun-2022
JPMorgan Chase & Co	Institutions	3.16	3.16	31-Mar-2022
Franklin Resources Inc	Institutions	1.38	0.21	31-Mar-2022
BlackRock Inc	Institutions	10.74	0.66	31-Dec-2021
Columbia Mgmt Investment Advisers, LLC	Institutions	1.33	-12.38	30-Sep-2021
BlackRock Inc	Institutions	10.83	-4.04	30-Jun-2021
Fred Alger Management, LLC	Institutions	3.90	83.80	30-Jun-2021
Bank of New York Mellon Corp	Institutions	1.12	0.35	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
18-Dec-2025	Elimelech Rosner	Sell	Market	115	95.45	10.96
20-Nov-2025	Delano Ladd	Sell	Market	14	104.56	1.50
20-Oct-2025	Delano Ladd	Sell	Market	16	92.07	1.50
07-Oct-2025	Michael Henry Fiore	Sell	Market	20	88.21	1.78
07-Oct-2025	Michael Henry Fiore	Sell	Market	20	88.21	1.78

HealthEquity (HQY) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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