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Of the 11 tracked institutions holding HQY, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.5pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, HQY (HEALTHEQUITY INC) is held with a combined value of $2.41B across 28,020,499 shares. The largest holder is BlackRock, Inc. with a position worth $880.19M (0.02% of their portfolio). ADAGE CAPITAL PARTNERS GP, L.L.C. opened a new position in the most recent quarter. 4 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$2.41B
Total Shares Held
28,020,499
Institutional Holders
11
% of Shares Outstanding
33.5%
of 83.60M shares · SEC 2026-05-20
Days to Cover
6.0-4.4%
5.04M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 33.5% of HQY's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-20), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $880.19M | 0.02% | -6.1% |
| 2 | VANGUARD GROUP INC | $794.12M | 0.01% | -0.9% |
| 3 | STATE STREET CORP | $259.06M | 0.01% | +0.3% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $172.59M | 0.08% | +18.7% |
| 5 | FMR LLC | $94.85M | 0.00% | -44.7% |
| 6 | MILLENNIUM MANAGEMENT LLC | $67.60M | 0.03% | -15.0% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $67.14M | 0.01% | -39.0% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $41.58M | 0.01% | -35.2% |
| 9 | CITADEL ADVISORS LLC | $22.47M | 0.02% | +24.9% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $8.11M | 0.01% | New |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Jun 30, 2026 |
| Gilbert Cisneros | Buy | May 29, 2026 |
| Lisa McClain | Sell | Jun 17, 2025 |
| Gilbert Cisneros | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HQY with a position worth $880.19M, representing 0.02% of their portfolio. In total, 11 institutional investors hold HQY with a combined value of $2.41B.
In the most recent quarter, 1 fund opened a new position in HQY. Additionally, 4 increased their holdings and 6 reduced their positions.
Institutional investors hold $2.41B worth of HQY stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $880.19M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HQY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HQY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jun 16, 2025 |
| Lisa McClain | Buy | Jun 11, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
| Josh Gottheimer | Sell | Nov 7, 2024 |
| Josh Gottheimer | Sell | Jun 21, 2024 |
Showing 8 of 9. STOCK Act disclosures lag up to 45 days.
Last Close
$101.24
2026-07-28
YTD
+11.2%
87% of 52-week range
