HEALTHEQUITY INC HQY
COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersDraper, UT
- Founded2002
- Websitehealthequity.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($22.1m this quarter). Holder counts are more reliable. Shares outstanding: 86.7m as of 2024-11-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $95.91. Options: 12 managers hold calls ($29.1m notional), 7 hold puts ($6.8m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 323 |
| Q1 2023 | 312 |
| Q2 2023 | 319 |
| Q3 2023 | 344 |
| Q4 2023 | 352 |
| Q1 2024 | 367 |
| Q2 2024 | 386 |
| Q3 2024 | 404 |
| Q4 2024 | 440 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 152 | 153 |
| Q2 2023 | 140 | 166 |
| Q3 2023 | 180 | 152 |
| Q4 2023 | 157 | 173 |
| Q1 2024 | 171 | 173 |
| Q2 2024 | 206 | 155 |
| Q3 2024 | 196 | 194 |
| Q4 2024 | 235 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $16.2m | $10.3m | 0.64 |
| Q2 2024 | $4.6m | $5.6m | 1.21 |
| Q3 2024 | $17.0m | $8.5m | 0.50 |
| Q4 2024 | $29.1m | $6.8m | 0.23 |
Biggest buyers
| MACKENZIE FINANCIAL CORP | Added | +3.4m |
| T. Rowe Price Investment Management, Inc. | New | +814.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +554.1k |
| GOLDMAN SACHS GROUP INC | Added | +471.8k |
| Iron Triangle Partners LP | New | +335.6k |
| Artisan Partners Limited Partnership | New | +256.1k |
| BROWN ADVISORY INC | Added | +224.0k |
| CITADEL ADVISORS LLC | Added | +220.5k |
| GENEVA CAPITAL MANAGEMENT LLC | Added | +206.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +203.6k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| Clearbridge Investments, LLC | Reduced | -328.4k |
| FRANKLIN RESOURCES INC | Reduced | -282.8k |
| WASATCH ADVISORS LP | Reduced | -245.1k |
| Stephens Investment Management Group LLC | Reduced | -198.6k |
| GW&K Investment Management, LLC | Reduced | -186.4k |
| CAMBIAR INVESTORS LLC | Reduced | -165.0k |
| TimesSquare Capital Management, LLC | Reduced | -158.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -149.0k |
| Woodline Partners LP | Reduced | -148.8k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $13.9m145.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.2m65.0k shares |
| Caption Management, LLC | New | $4.3m45.0k shares |
| PEAK6 LLC | First filing | $1.5m15.2k shares |
| Twin Tree Management, LP | Reduced | $825.2k8.6k shares |
| WOLVERINE TRADING, LLC | Added | $716.6k7.4k shares |
| CITADEL ADVISORS LLC | Reduced | $642.9k6.7k shares |
| Walleye Trading LLC | Reduced | $335.8k3.5k shares |
| Walleye Capital LLC | Reduced | $287.9k3.0k shares |
| SIMPLEX TRADING, LLC | Added | $239.0k2.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.8m39.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m18.1k shares |
| Twin Tree Management, LP | Reduced | $921.1k9.6k shares |
| PEAK6 LLC | First filing | $355.0k3.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $19.2k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $9.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WASATCH ADVISORS LP 13G · institution -1.0 pts · filed 2026-10-09 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 2 | $3.5m | $2.8m |
| Q3 2023 | 0 | — | 3 | $4.0m | $3.5m |
| Q4 2023 | 0 | — | 2 | $4.9m | — |
| Q1 2024 | 0 | — | 3 | $5.9m | $592.2k |
| Q2 2024 | 0 | — | 2 | $7.6m | $7.6m |
| Q3 2024 | 0 | — | 4 | $6.5m | $5.1m |
| Q4 2024 | 0 | — | 4 | $4.7m | $1.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-12 | Parker Stuart B. Director | Sold | $2.4m25.0k shares |
| 2024-12-12 | McCowan Debra Charlotte Director | Sold | $477.8k5.0k shares |
| 2024-12-12 | Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER | Sold | $278.6k2.9k shares |
| 2024-12-09 | SELANDER ROBERT W Director | Sold plan | $837.9k8.2k shares |
| 2024-11-06 | Corvino Frank Former Director | Sold | $99.8k1.0k shares |
| 2024-10-09 | SELANDER ROBERT W Director | Sold plan | $684.6k8.2k shares |
| 2024-10-01 | Corvino Frank Former Director | Sold | $100.1k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 11.0m $1.1bn | Added +37.8k |
| VANGUARD GROUP INC 0.02% of their portfolio | 9.0m $861.3m | Added +99.6k |
| WASATCH ADVISORS LP 3.57% of their portfolio | 7.5m $720.9m | Reduced -245.1k |
| MACKENZIE FINANCIAL CORP 0.25% of their portfolio | 5.8m $550.9m | Added +3.4m |
| FMR LLC 0.03% of their portfolio | 5.4m $519.6m | Added +125.7k |
| STATE STREET CORP 0.01% of their portfolio | 3.3m $313.0m | Added +130.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.1m $200.5m | Added +10.4k |
| BROWN ADVISORY INC 0.25% of their portfolio | 2.1m $200.2m | Added +224.0k |
| Clearbridge Investments, LLC 0.16% of their portfolio | 2.1m $197.7m | Reduced -328.4k |
| Invesco Ltd. 0.03% of their portfolio | 1.6m $155.9m | Added +12.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.6m $151.9m | Added +1.1k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 1.5m $144.1m | Added +554.1k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.4m $130.2m | Reduced -282.8k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.2m $110.8m | Added +121.0k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $107.2m | Added +471.8k |
| LOOMIS SAYLES & CO L P 0.13% of their portfolio | 1.1m $106.3m | Reduced -19.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $104.3m | Added +25.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $102.9m | Reduced -1.4m |
| Stephens Investment Management Group LLC 1.35% of their portfolio | 1.1m $100.8m | Reduced -198.6k |
| GENEVA CAPITAL MANAGEMENT LLC 1.75% of their portfolio | 1.0m $100.6m | Added +206.9k |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 951.2k $92.1m | Reduced -86.5k |
| Greenhouse Funds LLLP 3.76% of their portfolio | 884.4k $84.9m | Added +91.9k |
| ArrowMark Colorado Holdings LLC 1.12% of their portfolio | 871.8k $83.6m | Reduced -114.1k |
| Van Berkom & Associates Inc. 2.39% of their portfolio | 838.3k $80.4m | Reduced -97.3k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 833.9k $80.0m | Reduced -65.3k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 814.0k $78.1m | New |
| MORGAN STANLEY 0.01% of their portfolio | 796.6k $76.4m | Added +91.4k |
| BAMCO INC /NY/ 0.19% of their portfolio | 780.0k $74.8m | Added +30.0k |
| NORGES BANK 0.01% of their portfolio | 778.5k $74.7m | Reduced -101.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.17% of their portfolio | 772.8k $74.1m | Added +203.6k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.68% of their portfolio | 758.5k $72.8m | Reduced -85.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 745.9k $71.6m | Added +996 |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 679.6k $65.2m | Reduced -10.8k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 664.7k $63.8m | Added +34.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 606.2k $58.2m | Reduced -41.0k |
| GW&K Investment Management, LLC 0.49% of their portfolio | 604.5k $58.0m | Reduced -186.4k |
| Aristotle Capital Boston, LLC 2.04% of their portfolio | 573.4k $55.0m | Added +35.1k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 571.0k $54.8m | Added +39.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 548.7k $52.7m | Reduced -54.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 502.6k $48.2m | Added +40.1k |
| UBS Group AG 0.01% of their portfolio | 476.8k $45.8m | Added +190.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 476.6k $45.7m | First filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 438.3k $42.1m | Reduced -46.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 433.2k $41.6m | Added +41.4k |
| DAVENPORT & Co LLC 0.22% of their portfolio | 395.9k $38.3m | Reduced -84.5k |
| Eversept Partners, LP 3.83% of their portfolio | 386.7k $37.1m | Added +67.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 366.8k $35.2m | Added +37.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 365.8k $35.1m | Added +32.8k |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 340.3k $32.7m | Added +46.7k |
| Iron Triangle Partners LP 3.75% of their portfolio | 335.6k $32.2m | New |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 332.4k $31.9m | Added +220.5k |
| Aureus Asset Management, LLC 2.01% of their portfolio | 323.6k $31.1m | Reduced -99.5k |
| Ranger Investment Management, L.P. 1.85% of their portfolio | 305.9k $29.3m | Added +45.1k |
| BESSEMER GROUP INC 0.05% of their portfolio | 296.8k $28.5m | Added +114.9k |
| DF DENT & CO INC 0.35% of their portfolio | 287.3k $27.6m | Reduced -9.2k |
| Summit Creek Advisors LLC 3.61% of their portfolio | 285.9k $27.4m | Added +28.4k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 277.1k $26.6m | Reduced -58.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 270.0k $25.9m | Added +97.3k |
| ASHFORD CAPITAL MANAGEMENT INC 3.05% of their portfolio | 269.3k $25.8m | Reduced -35.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 267.3k $25.6m | Added +1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 263.0k $25.2m | Added +20.6k |
| Artisan Partners Limited Partnership 0.04% of their portfolio | 256.1k $24.6m | New |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 244.1k $23.4m | Reduced -52.6k |
| GLENMEDE TRUST CO NA 0.12% of their portfolio | 239.9k $23.0m | Reduced -3.3k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 234.7k $22.5m | Reduced -149.0k |
| Ophir Asset Management Pty Ltd 3.29% of their portfolio | 230.0k $22.1m | Reduced -21.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 228.6k $21.9m | Reduced -39.0k |
| Man Group plc 0.06% of their portfolio | 217.8k $20.9m | Added +5.7k |
| Retirement Systems of Alabama 0.08% of their portfolio | 215.1k $20.6m | Added +481 |
| BARCLAYS PLC 0.01% of their portfolio | 200.3k $19.2m | Added +33.8k |
| Woodline Partners LP 0.12% of their portfolio | 188.0k $18.0m | Reduced -148.8k |
| CITIGROUP INC 0.02% of their portfolio | 184.5k $17.7m | Added +82.4k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 184.0k $17.7m | Reduced -25.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 180.3k $17.3m | Reduced -4.3k |
| Swiss National Bank 0.01% of their portfolio | 171.7k $16.5m | Added +1.8k |
| Legal & General Group Plc 0.00% of their portfolio | 149.9k $14.4m | Added +9.7k |
| Corebridge Financial, Inc. 0.07% of their portfolio | 140.9k $13.5m | Reduced -6.7k |
| Motley Fool Wealth Management, LLC 0.69% of their portfolio | 136.7k $13.3m | Reduced -4.4k |
| AGF MANAGEMENT LTD 0.06% of their portfolio | 135.9k $13.0m | Added +4.8k |
| Grandeur Peak Global Advisors, LLC 1.11% of their portfolio | 130.4k $12.5m | Added +4.6k |
| First Turn Management, LLC 2.16% of their portfolio | 125.9k $12.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 124.9k $12.0m | Added +5.6k |
| Motley Fool Asset Management LLC 0.61% of their portfolio | 122.6k $11.8m | Added +10.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 118.2k $11.3m | Added +24.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 114.9k $11.0m | Added +5.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 114.7k $11.0m | Added +3.2k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 103.4k $9.9m | Added +41.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 103.4k $9.9m | Reduced -9.4k |
| CASTLEARK MANAGEMENT LLC 0.34% of their portfolio | 102.9k $9.9m | Added +30.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 102.5k $9.8m | Added +3.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 102.2k $9.8m | Added +60.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 99.0k $9.5m | Reduced -1.6k |
| MetLife Investment Management, LLC 0.05% of their portfolio | 99.0k $9.5m | Added +7.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 97.3k $9.3m | Added +5.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 96.2k $9.2m | Reduced -1.6k |
| HighTower Advisors, LLC 0.01% of their portfolio | 95.1k $9.1m | Added +4.4k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.72% of their portfolio | 92.3k $9.3m | Reduced -95 |
| OBERWEIS ASSET MANAGEMENT INC/ 0.41% of their portfolio | 91.5k $8.8m | Added +7.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 84.3k $8.1m | Reduced -61.6k |
| GM Advisory Group, LLC 0.44% of their portfolio | 83.8k $8.0m | Reduced -5.3k |