$HQY

$105.27 +$1.30 (1.25%) Live

$HQY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.7M shares outstanding

Who owns HQY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 51.7%

BlackRock, Inc. 13.6% · Wasatch Advisors LP 9.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

499

+13 vs last qtr

Net shares bought

+3.4M

by institutions in Q2 2026

New / sold out

78 / 65

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +2.1M
Arrowstreet Capital, Limited Partnership +963.0K

Biggest sellers in Q2 2026

Mackenzie Financial Corp SOLD OUT −1.3M
Janus Henderson Group PLC SOLD OUT −850.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$12.8M

36 notices from 13 people

Shares covered

142.7K

0.17% of the company

Arranged in advance

22%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Elimelech Rosner Officer $2.08M
Scott Cutler Officer $1.77M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+46.0%

+4.30% a year

Each share's claim on the business

−31.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$421M vs $488M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years5% 1–3 years12% Under 1 year11%

Quarterly turnover

12.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HQY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.3M	13.63%	+745.5K (+7.1%)	≤2021	0.0%
Shares held by quarter Peak holding11.3M (Q2'26) Change over 8 quarters+336.2K Share of the company13.630% BlackRock, Inc.'s full portfolio →
WA Wasatch Advisors LP	8.0M	9.62%	+757.8K (+10.5%)	≤2021	4.7%
Shares held by quarter Peak holding8.0M (Q2'26) Change over 8 quarters+201.8K Share of the company9.620% Wasatch Advisors LP's full portfolio →

BlackRock, Inc.

11.3M

% of company

13.63%

Change vs last qtr

+745.5K (+7.1%)

Held since

≤2021

Wasatch Advisors LP

8.0M

% of company

9.62%

Change vs last qtr

+757.8K (+10.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding HealthEquity, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HQY on Form N-PORT; together they hold 53.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$261M	2.9M	3.50%	0.21%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$228M	2.5M	3.05%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$261M

% of company

3.50%

% of the fund

0.21%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$228M

% of company

3.05%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding HealthEquity, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NS Neeleman Stephen Insider	900.3K	1.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.090% Neeleman Stephen's insider activity →
KJ Kessler Jon Insider	328.5K	0.40%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.400% Kessler Jon's insider activity →

Neeleman Stephen

Insider

900.3K

% of company

1.09%

Change vs last qtr

—

Held since

—

Kessler Jon

Insider

328.5K

% of company

0.40%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of HealthEquity, Inc..

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