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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
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: +3.8pt. 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 $2.64B across 29,139,016 shares. The largest holder is BlackRock, Inc. with a position worth $1.02B (0.02% of their portfolio). 6 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$2.64B
Total Shares Held
29,139,016
Institutional Holders
11
% of Shares Outstanding
35.2%
of 82.72M shares · SEC 2026-08-20
Days to Cover
6.5-1.2%
4.12M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 35.2% 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 2026-08-20), 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. | $1.02B | 0.02% | +7.1% |
| 2 | VANGUARD GROUP INC | $794.12M | 0.01% | -0.9% |
| 3 | STATE STREET CORP | $292.72M | 0.01% | +4.6% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $176.05M | 0.06% | -4.4% |
| 5 | FMR LLC | $138.95M | 0.01% | +35.5% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $89.83M | 0.01% | +23.8% |
| 7 | CITADEL ADVISORS LLC | $61.69M | 0.04% | +154.0% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $35.03M | 0.01% | -22.0% |
| 9 | MILLENNIUM MANAGEMENT LLC | $22.58M | 0.02% | -69.1% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $6.86M | 0.01% | -21.6% |
SEC Schedule 13D (activist) and 13G (passive) filings for HQY. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Jul 10, 2026 |
| Gilbert Cisneros | Buy | Jun 30, 2026 |
| Gilbert Cisneros | Buy | May 29, 2026 |
| Lisa McClain | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HQY with a position worth $1.02B, representing 0.02% of their portfolio. In total, 11 institutional investors hold HQY with a combined value of $2.64B.
Institutional investors hold $2.64B worth of HQY stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $1.02B 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 17, 2025 |
| Gilbert Cisneros | Sell | Jun 16, 2025 |
| Lisa McClain | Buy | Jun 11, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
| Josh Gottheimer | Sell | Nov 7, 2024 |
Showing 8 of 10. STOCK Act disclosures lag up to 45 days.
Last Close
$96.26
2026-09-11
YTD
+5.7%
69% of 52-week range
