Healthequity, Inc
Held by 6 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 42226A107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns HQY?
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Who owns HQY? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Wasatch Advisors | Wasatch Advisors LP | 7.96M | $719.01M | 4.7% | Added | +757.8K | +10.5% | +$68.44M |
| 2 | Ron Baron | Baron Capital (BAMCO) | 750.39K | $67.78M | 0.1% | Added | +369 | +0.0% | +$33.33K |
| 3 | Ken Griffin | Citadel Advisors | 682.96K | $61.69M | 0.0% | Added | +414.1K | +154.0% | +$37.40M |
| 4 | Norges Bank | Norges Bank Investment Management | 533.95K | $48.23M | 0.0% | — | — | — | — |
| 5 | Israel Englander | Millennium Management | 249.97K | $22.58M | 0.0% | Reduced | -558.9K | -69.1% | -$50.48M |
| 6 | David Shaw | D.E. Shaw & Co. | 20.43K | $1.85M | 0.0% | New | +20.4K | — | +$1.85M |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Jul 10, 2026 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Sep 4, 2026 | 56 days Late | PTR ↗ |
| Gil Cisneros Politician | Jun 30, 2026 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jul 2, 2026 | 2 days | PTR ↗ |
| Gil Cisneros Politician | May 29, 2026 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 10 days | PTR ↗ |
| Lisa McClain Politician | Jun 11, 2025 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 63 days Late | PTR ↗ |
| Lisa McClain Politician | Jun 17, 2025 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 57 days Late | PTR ↗ |
| Gil Cisneros Politician | Jun 16, 2025 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jul 10, 2025 | 24 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Jan 13, 2025 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Joint Ownership LPL Account | Feb 13, 2025 | 31 days | PTR ↗ |
| Josh Gottheimer Politician | Nov 7, 2024 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Dec 5, 2024 | 28 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 21, 2024 | HQY | HealthEquity, Inc. - Common Stock (HQY) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 9, 2024 | 18 days | PTR ↗ |
| Blake D. Moore Politician | Jan 19, 2024 | HQY | HealthEquity, Inc. (HQY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Jan 24, 2024 | 5 days | PTR ↗ |
| Blake D. Moore Politician | Jan 19, 2024 | HQY | HealthEquity, Inc. (HQY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Jan 24, 2024 | 5 days | PTR ↗ |