HealthEquity, Inc. (HQY) Institutional Ownership & Insider Trading

498 institutions reported holding HealthEquity, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 15 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason

HQYHealthEquity, Inc.Follow HQY — free

Health Information Services · Healthcare

—

Price chart with a free account

Market cap: 8.6B
P/E TTM: 37.5
Dividend yield: —
52-week: —
Next earnings: 1 Dec, in 38 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

498 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +3.5%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	498	90	+3.5%	190	62	141	47
Mar 26	482	86	-2.7%	163	60	163	85
Dec 25	504	89	-2.1%	160	62	158	49
Sep 25	481	90	-1.4%	150	65	151	53
Jun 25	480	91	-1.8%	151	65	159	42
Mar 25	455	92	-1.4%	179	60	127	36
Dec 24	433	92	+2.9%	142	65	124	34
Sep 24	397	87	-0.6%	118	47	128	32

HealthEquity, Inc. — questions

Who owns HealthEquity, Inc. stock?: 498 institutions reported HealthEquity, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (13.6%), WASATCH ADVISORS LP (9.6%), MORGAN STANLEY (5.5%).
Are HealthEquity, Inc. insiders buying or selling?: 15 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from HealthEquity, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.