HealthEquity Ownership 2024 | Who Owns HealthEquity Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

19.46%

Insider Ownership

2.05%

Retail Ownership

78.48%

Institutional Holders

187.00

HealthEquity Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	12.42%	0.02%	10,739,493	-186,714	-1.71%	925,744,296	Jun 30, 2024
VANGUARD GROUP INC	10.21%	0.01%	8,825,504	56,872	0.65%	760,758,445	Jun 30, 2024
WASATCH ADVISORS LP	8.41%	3.35%	7,275,621	-133,459	-1.80%	627,158,530	Jun 30, 2024
FMR LLC	6.16%	0.03%	5,329,839	368,652	7.43%	459,432,079	Jun 30, 2024
STATE STREET CORP	3.59%	0.01%	3,108,287	54,955	1.80%	267,934,339,000	Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC	2.75%	0.17%	2,377,204	43,491	1.86%	204,915,026	Jun 30, 2024
MACKENZIE FINANCIAL CORP	2.73%	0.30%	2,364,521	325,906	15.99%	203,821,710	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.39%	0.02%	2,063,832	88,136	4.46%	177,936,391	Jun 30, 2024
BROWN ADVISORY INC	2.00%	0.20%	1,732,195	-134,294	-7.20%	149,315,209	Jun 30, 2024
FRANKLIN RESOURCES INC	1.88%	0.04%	1,628,556	69,168	4.44%	140,381,557	Jun 30, 2024
INVESCO LTD.	1.80%	0.03%	1,556,582	111,680	7.73%	134,177,368	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.79%	0.03%	1,547,402	115,841	8.09%	133,377,242	Jun 30, 2024
JPMORGAN CHASE & CO	1.70%	0.01%	1,467,565	-68,893	-4.48%	126,504,102	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.49%	1.55%	1,288,049	103,689	8.75%	111,029,824	Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.30%	0.16%	1,122,057	9,125	0.82%	96,721,374	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.30%	1.15%	1,120,869	8,161	0.73%	96,618,908	Jun 30, 2024
LOOMIS SAYLES & CO L P	1.27%	0.13%	1,101,980	171,114	18.38%	94,991,000	Jun 30, 2024
JANUS HENDERSON GROUP PLC	1.27%	0.05%	1,101,473	758	0.07%	94,945,250	Jun 30, 2024
NORTHERN TRUST CORP	1.22%	0.02%	1,056,732	37,970	3.73%	91,090,299,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	0.02%	1,047,275	-13,391	-1.26%	90,275,105	Jun 30, 2024

HealthEquity's largest institutional shareholder is BLACKROCK INC., holding 12.42% of the company's total share outstanding, currently valued at $925.74M. The top 10 institutional shareholders own together 52.55% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
OPHIR ASSET MANAGEMENT PTY LTD	0.39%	5.11%	334,473	-13,269	-3.82%	28,831,573	Jun 30, 2024
ASHFORD CAPITAL MANAGEMENT INC	0.36%	3.58%	307,682	-33,830	-9.91%	26,522,188	Jun 30, 2024
WASATCH ADVISORS LP	8.41%	3.35%	7,275,621	-133,459	-1.80%	627,158,530	Jun 30, 2024
GREENHOUSE FUNDS LLLP	0.88%	3.28%	756,694	250,229	49.41%	65,227,023	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.16%	3.10%	142,501	142,501	100.00%	12,283,586	Jun 30, 2024
SUMMIT CREEK ADVISORS LLC	0.28%	2.83%	239,696	-16,635	-6.49%	20,661,795	Jun 30, 2024
AUREUS ASSET MANAGEMENT, LLC	0.52%	2.69%	445,991	34,857	8.48%	38,444,424	Jun 30, 2024
EVERSEPT PARTNERS, LP	0.48%	2.44%	413,531	-7,814	-1.85%	35,646,372	Jun 30, 2024
VAN BERKOM & ASSOCIATES INC.	1.08%	2.40%	930,168	16,807	1.84%	80,180,000	Jun 30, 2024
FOREST HILL CAPITAL, LLC	0.04%	2.25%	31,676	-	-	2,730,471	Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.12%	1.98%	105,260	-24	-0.02%	9,073,412	Jun 30, 2024
ROSENBAUM JAY D.	0.00%	1.63%	3,336	720	27.52%	287,563	Jun 30, 2024
ARISTOTLE CAPITAL BOSTON, LLC	0.63%	1.57%	541,492	-41,171	-7.07%	46,676,625	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.49%	1.55%	1,288,049	103,689	8.75%	111,029,824	Jun 30, 2024
NBW CAPITAL LLC	0.10%	1.50%	88,348	1,957	2.27%	7,615,598	Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.	0.29%	1.47%	250,960	250,960	100.00%	21,632,752	Jun 30, 2024
GENERATE INVESTMENT MANAGEMENT LTD	0.32%	1.42%	280,557	280,557	100.00%	24,184,013	Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC	0.97%	1.32%	841,369	-24,197	-2.80%	72,525,978	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.30%	1.15%	1,120,869	8,161	0.73%	96,618,908	Jun 30, 2024
CHASE INVESTMENT COUNSEL CORP	0.05%	1.12%	40,956	6,542	19.01%	3,214,000	Jun 30, 2024

The largest HealthEquity shareholder by % of total assets is OPHIR ASSET MANAGEMENT PTY LTD. The company owns 334.47K shares of HealthEquity (HQY), representing 5.11% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.03%	0.01%	886,632	886,632	100.00%	76,427,678	Jun 30, 2024
FMR LLC	6.16%	0.03%	5,329,839	368,652	7.43%	459,432,079	Jun 30, 2024
MACKENZIE FINANCIAL CORP	2.73%	0.30%	2,364,521	325,906	15.99%	203,821,710	Jun 30, 2024
GENERATE INVESTMENT MANAGEMENT LTD	0.32%	1.42%	280,557	280,557	100.00%	24,184,013	Jun 30, 2024
WOODLINE PARTNERS LP	0.32%	0.23%	275,196	275,196	100.00%	23,721,895	Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.	0.29%	1.47%	250,960	250,960	100.00%	21,632,752	Jun 30, 2024
GREENHOUSE FUNDS LLLP	0.88%	3.28%	756,694	250,229	49.41%	65,227,023	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.37%	0.01%	323,280	218,847	209.56%	27,866,737	Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS	0.25%	0.04%	220,220	198,718	924.18%	18,983,000	Jun 30, 2024
LOOMIS SAYLES & CO L P	1.27%	0.13%	1,101,980	171,114	18.38%	94,991,000	Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.36%	0.02%	310,185	163,038	110.80%	26,737,948	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.18%	0.07%	154,936	154,936	100.00%	13,355,483	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.16%	3.10%	142,501	142,501	100.00%	12,283,586	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.14%	0.02%	118,748	118,748	100.00%	10,236,078	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	0.07%	116,971	116,971	100.00%	10,083,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.79%	0.03%	1,547,402	115,841	8.09%	133,377,242	Jun 30, 2024
INVESCO LTD.	1.80%	0.03%	1,556,582	111,680	7.73%	134,177,368	Jun 30, 2024
RETIREMENT SYSTEMS OF ALABAMA	0.25%	0.07%	216,297	108,553	100.75%	18,644,801	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.49%	1.55%	1,288,049	103,689	8.75%	111,029,824	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	1.04%	0.01%	901,174	98,994	12.34%	77,681,216	Jun 30, 2024

As of Jun 30 2024, HealthEquity's largest institutional buyer is NORGES BANK. The company purchased 886.63K stocks of HQY, valued at $76.43M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	-	-	-	-1,044,426	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.04%	0.04%	900,671	-503,986	-35.88%	77,637,840	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.82%	0.01%	711,915	-414,037	-36.77%	61,367,073	Jun 30, 2024
MAN GROUP PLC	0.05%	0.01%	39,147	-207,400	-84.12%	3,374,472	Jun 30, 2024
BLACKROCK INC.	12.42%	0.02%	10,739,493	-186,714	-1.71%	925,744,296	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-154,813	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.00%	0.00%	298	-150,503	-99.80%	25,688	Jun 30, 2024
BARCLAYS PLC	0.06%	0.00%	53,825	-134,688	-71.45%	4,639,000	Jun 30, 2024
BROWN ADVISORY INC	2.00%	0.20%	1,732,195	-134,294	-7.20%	149,315,209	Jun 30, 2024
WASATCH ADVISORS LP	8.41%	3.35%	7,275,621	-133,459	-1.80%	627,158,530	Jun 30, 2024
DIVERSIFY ADVISORY SERVICES, LLC	-	-	-	-95,893	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.34%	0.01%	289,639	-84,716	-22.63%	24,966,882	Jun 30, 2024
JPMORGAN CHASE & CO	1.70%	0.01%	1,467,565	-68,893	-4.48%	126,504,102	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.11%	0.02%	91,129	-55,625	-37.90%	7,855,309	Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC	0.15%	0.02%	132,040	-44,764	-25.32%	11,046,467	Jun 30, 2024
MCKINLEY CAPITAL MANAGEMENT LLC	-	-	-	-42,780	-100.00%	-	Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC	0.01%	0.00%	7,692	-41,594	-84.39%	663,050	Jun 30, 2024
ARISTOTLE CAPITAL BOSTON, LLC	0.63%	1.57%	541,492	-41,171	-7.07%	46,676,625	Jun 30, 2024
GREAT LAKES ADVISORS, LLC	0.17%	0.11%	146,026	-39,819	-21.43%	12,587,441	Jun 30, 2024
ASHFORD CAPITAL MANAGEMENT INC	0.36%	3.58%	307,682	-33,830	-9.91%	26,522,188	Jun 30, 2024

As of Jun 30 2024, HealthEquity's biggest institutional seller is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The company sold -1.04M shares of HQY, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.03%	0.01%	886,632	886,632	100.00%	76,427,678	Jun 30, 2024
GENERATE INVESTMENT MANAGEMENT LTD	0.32%	1.42%	280,557	280,557	100.00%	24,184,013	Jun 30, 2024
WOODLINE PARTNERS LP	0.32%	0.23%	275,196	275,196	100.00%	23,721,895	Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.	0.29%	1.47%	250,960	250,960	100.00%	21,632,752	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.18%	0.07%	154,936	154,936	100.00%	13,355,483	Jun 30, 2024
OVERBROOK MANAGEMENT CORP	0.16%	3.10%	142,501	142,501	100.00%	12,283,586	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.14%	0.02%	118,748	118,748	100.00%	10,236,078	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	0.07%	116,971	116,971	100.00%	10,083,000	Jun 30, 2024
	0.11%	0.80%	94,922	94,922	100.00%	6,452,798	Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC	0.08%	0.11%	70,402	70,402	100.00%	6,068,652	Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.07%	0.47%	60,000	60,000	100.00%	5,172,000	Jun 30, 2024
MOODY ALDRICH PARTNERS LLC	0.07%	0.98%	58,046	58,046	100.00%	5,003,565	Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP	0.07%	0.23%	56,809	56,809	100.00%	4,896,936	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.06%	0.01%	55,000	55,000	100.00%	4,741,000	Jun 30, 2024
PRUDENTIAL PLC	0.03%	0.02%	28,180	28,180	100.00%	2,429,116	Jun 30, 2024
D. E. SHAW & CO., INC.	0.03%	0.00%	27,226	27,226	100.00%	2,346,881	Jun 30, 2024
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.02%	0.25%	16,563	16,563	100.00%	1,426,985	Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC	0.02%	0.01%	13,205	13,205	100.00%	1,138,271	Jun 30, 2024
SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	0.01%	13,011	13,011	100.00%	1,121,549	Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC	0.01%	0.30%	12,022	12,022	100.00%	1,036,296	Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	0.01%	0.00%	11,290	11,290	100.00%	951,747	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.01%	0.01%	11,221	11,221	100.00%	967,251	Jun 30, 2024
ALGERT GLOBAL LLC	0.01%	0.02%	8,679	8,679	100.00%	748,000	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	0.01%	0.00%	7,992	7,992	100.00%	688,910	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.01%	0.00%	5,400	5,400	100.00%	465,480	Jun 30, 2024
POLAR CAPITAL HOLDINGS PLC	0.01%	0.00%	4,485	4,485	100.00%	386,607	Jun 30, 2024
INTEGRATED ADVISORS NETWORK LLC	0.01%	0.02%	4,335	4,335	100.00%	373,677	Jun 30, 2024
WALLEYE CAPITAL LLC	0.00%	0.00%	3,700	3,700	100.00%	318,940	Jun 30, 2024
TOTH FINANCIAL ADVISORY CORP	0.00%	0.04%	3,650	3,650	100.00%	314,630	Jun 30, 2024
TOROSO INVESTMENTS, LLC	0.00%	0.00%	3,642	3,642	100.00%	313,940	Jun 30, 2024
VERSOR INVESTMENTS LP	0.00%	0.06%	3,600	3,600	100.00%	310,320	Jun 30, 2024
ORION PORTFOLIO SOLUTIONS, LLC	0.00%	0.00%	3,319	3,319	100.00%	286,098	Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	0.00%	3,071	3,071	100.00%	264,720	Jun 30, 2024
CANDRIAM S.C.A.	0.00%	0.00%	2,784	2,784	100.00%	239,970	Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC	0.00%	0.02%	2,762	2,762	100.00%	238,084	Jun 30, 2024
NOMURA HOLDINGS INC	0.00%	0.00%	2,695	2,695	100.00%	232,309	Jun 30, 2024
MML INVESTORS SERVICES, LLC	0.00%	0.00%	2,592	2,592	100.00%	223,000	Jun 30, 2024
CIBC ASSET MANAGEMENT INC	0.00%	0.00%	2,419	2,419	100.00%	208,518	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	0.00%	0.01%	1,696	1,696	100.00%	146,195	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.00%	0.02%	850	850	100.00%	73,280	Jun 30, 2024
CLEARSTEAD ADVISORS, LLC	0.00%	0.00%	372	372	100.00%	32,067	Jun 30, 2024
QUARRY LP	0.00%	0.01%	260	260	100.00%	22,412	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	232	232	100.00%	19,998	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	0.00%	0.01%	118	118	100.00%	9,286	Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC	0.00%	0.00%	97	97	100.00%	8,361	Jun 30, 2024
CULLEN/FROST BANKERS, INC.	0.00%	0.00%	73	73	100.00%	6,293	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	0.00%	37	37	100.00%	3,189	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	-	-	31	31	100.00%	2,672	Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC	-	0.00%	15	15	100.00%	1,293	Jun 30, 2024

HealthEquity's largest new institutional shareholder by number of shares is NORGES BANK, purchased 886.63K shares, valued at $76.43M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	-	-	-	-1,044,426	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-154,813	-100.00%	-	Jun 30, 2024
DIVERSIFY ADVISORY SERVICES, LLC	-	-	-	-95,893	-100.00%	-	Jun 30, 2024
MCKINLEY CAPITAL MANAGEMENT LLC	-	-	-	-42,780	-100.00%	-	Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	-	-	-	-27,186	-100.00%	-	Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	-	-	-	-24,999	-100.00%	-	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-17,668	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-17,490	-100.00%	-	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-14,313	-100.00%	-	Jun 30, 2024
WILLIAMSON LEGACY GROUP, LLC	-	-	-	-12,485	-100.00%	-	Jun 30, 2024
PDT PARTNERS, LLC	-	-	-	-10,506	-100.00%	-	Jun 30, 2024
EDGESTREAM PARTNERS, L.P.	-	-	-	-10,025	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
BLAIR WILLIAM & CO/IL	-	-	-	-6,566	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-5,732	-100.00%	-	Jun 30, 2024
OPTIONS SOLUTIONS, LLC	-	-	-	-5,403	-100.00%	-	Jun 30, 2024
SCIENTECH RESEARCH LLC	-	-	-	-5,053	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-4,785	-100.00%	-	Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	-	-	-	-4,660	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-4,468	-100.00%	-	Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD	-	-	-	-4,442	-100.00%	-	Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC	-	-	-	-4,225	-100.00%	-	Jun 30, 2024
FORTIS CAPITAL ADVISORS, LLC	-	-	-	-4,225	-100.00%	-	Jun 30, 2024
MQS MANAGEMENT LLC	-	-	-	-2,869	-100.00%	-	Jun 30, 2024
VIDENT ADVISORY, LLC	-	-	-	-2,761	-100.00%	-	Jun 30, 2024
PORTSIDE WEALTH GROUP, LLC	-	-	-	-2,634	-100.00%	-	Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC	-	-	-	-1,595	-100.00%	-	Jun 30, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-600	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-517	-100.00%	-	Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.	-	-	-	-489	-100.00%	-	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	-	-	-	-342	-100.00%	-	Jun 30, 2024
USA FINANCIAL PORTFORMULAS CORP	-	-	-	-303	-100.00%	-	Jun 30, 2024
NORTHWEST CAPITAL MANAGEMENT INC	-	-	-	-100	-100.00%	-	Jun 30, 2024
HANTZ FINANCIAL SERVICES, INC.	-	-	-	-90	-100.00%	-	Jun 30, 2024
FIRST PREMIER BANK	-	-	-	-44	-100.00%	-	Jun 30, 2024
ADVISORNET FINANCIAL, INC	-	-	-	-10	-100.00%	-	Jun 30, 2024
TFO-TDC, LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

HealthEquity's largest sold out institutional shareholder by shares sold is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, sold -1.04M shares, valued at -, as of undefined.

HealthEquity Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
SPARROW FUNDS	1.40%	4,990	-	-	Feb 29, 2024
Manager Directed Portfolios	0.91%	148,807	-	-	Jan 31, 2024
VOYAGEUR MUTUAL FUNDS III	0.75%	7,423	-	-	Jan 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.70%	651,839	-	-	Jan 31, 2024
Alger ETF Trust	0.49%	3,498	-	-	Dec 31, 2023
WASATCH FUNDS TRUST	0.43%	4,017,691	353,379	9.64%	Mar 31, 2024
HARTFORD HLS SERIES FUND II INC	0.41%	99,778	-4,923	-4.70%	Dec 31, 2023
RIVERPARK FUNDS TRUST	0.28%	2,396,669	-	-	Dec 31, 2023
JOHN HANCOCK INVESTORS TRUST	0.27%	810,000	-	-	Jan 31, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND	0.25%	667,000	-	-	Mar 31, 2024
WANGER ADVISORS TRUST	0.19%	103,000	-	-	Mar 31, 2024
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.	0.18%	223,000	223,000	-	Feb 29, 2024
SPDR S&P MIDCAP 400 ETF TRUST	0.18%	701,505	7,322	1.05%	Mar 28, 2024
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.	0.17%	263,000	-	-	Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.15%	53,932	-	-	Mar 31, 2024
ALLSPRING VARIABLE TRUST	0.14%	85,500	1,800	2.15%	Mar 31, 2024
MFS SERIES TRUST IV	0.13%	432,883	-	-	Feb 29, 2024
BNY MELLON MIDCAP INDEX FUND, INC.	0.12%	52,949	-3,355	-5.96%	Jan 31, 2024
MERIDIAN FUND INC	0.12%	277,850	-31,990	-10.32%	Mar 28, 2024
FRANKLIN STRATEGIC SERIES	0.12%	982,916	-8,900	-0.90%	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.12%	60,126	-	-	Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST	0.11%	343,734	-71,168	-17.15%	Mar 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.11%	800,000	-	-	Mar 31, 2024
VANGUARD EXPLORER FUND	0.09%	1,109,794	110,827	11.09%	Jan 31, 2024
FIDELITY CAPITAL TRUST	0.07%	772,900	-226,300	-22.65%	Jan 31, 2024
JOHN HANCOCK BOND TRUST	0.07%	4,595,000	-	-	Feb 29, 2024
TEKLA HEALTHCARE INVESTORS	0.06%	47,561	-	-	Mar 31, 2024
Federated Hermes Index Trust	0.05%	11,953	-624	-4.96%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND	0.05%	1,127,296	-13,600	-1.19%	Mar 31, 2024
ALGER PORTFOLIOS	0.05%	19,357	-30,113	-60.87%	Dec 31, 2023
OBERWEIS FUNDS	0.05%	51,300	12,600	32.56%	Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.05%	482,035	86,018	21.72%	Jan 31, 2024
FIDELITY ADVISOR SERIES VII	0.05%	400,000	-	-	Jan 31, 2024
NORTHERN FUNDS	0.05%	6,572,000	-5,000	-0.08%	Mar 28, 2024
VANGUARD ADMIRAL FUNDS	0.04%	174,357	-1,447	-0.82%	Feb 29, 2024
ALGER FUNDS	0.04%	35,167	-61,177	-63.50%	Jan 31, 2024
ALGER INSTITUTIONAL FUNDS	0.03%	8,419	-27,393	-76.49%	Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST	0.03%	1,570,335	63,752	4.23%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV	0.03%	80,000	-	-	Mar 31, 2024
VIRTUS EQUITY TRUST	0.03%	220,136	-8,167	-3.58%	Mar 28, 2024
ROYCE VALUE TRUST, INC.	0.02%	20,000	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	148,470	-4,656	-3.04%	Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS	0.02%	12,270	-2,540	-17.15%	Mar 31, 2024
ALGER FUNDS II	0.02%	5,165	-	-	Jan 31, 2024
Tekla Healthcare Opportunities Fund	0.02%	50,653	-	-	Mar 31, 2024
GLENMEDE FUND INC	0.02%	201,613	-5,738	-2.77%	Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	12,668	-130	-1.02%	Mar 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST	0.02%	82,932	-	-	Dec 29, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.	0.02%	12,779	-	-	Feb 29, 2024
Zacks Trust	0.02%	1,861	1,159	165.10%	Feb 29, 2024
VIRTUS VARIABLE INSURANCE TRUST	0.02%	29,880	-	-	Mar 28, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)	0.02%	94,685	-	-	Mar 31, 2024
Capitol Series Trust	0.02%	174,600	77,600	80.00%	Mar 31, 2024
VANGUARD INDEX FUNDS	0.02%	7,400,696	-1,208,733	-14.04%	Mar 31, 2024
FORUM FUNDS	0.02%	39,050	5,992	18.13%	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.02%	1,015	18	1.81%	Feb 29, 2024
Brown Advisory Funds	0.02%	579,559	1,142	0.20%	Mar 31, 2024
COLUMBIA ACORN TRUST	0.02%	48,500	-	-	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.01%	23,540	-	-	Mar 31, 2024
ROYCE FUND	0.01%	84,128	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST	0.01%	38,037	-	-	Mar 31, 2024
SYNTAX ETF TRUST	0.01%	389	-70	-15.25%	Mar 31, 2024
MFS SERIES TRUST I	0.01%	225,091	-54,436	-19.47%	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.01%	13,421	-2,156	-13.84%	Mar 28, 2024
PUTNAM INVESTMENT FUNDS	0.01%	56,850	-26,800	-32.04%	Jan 31, 2024
BUFFALO FUNDS	0.01%	74,969	-	-	Mar 31, 2024
John Hancock Exchange-Traded Fund Trust	0.01%	68,004	733	1.09%	Jan 31, 2024
Calvert Variable Products, Inc.	0.01%	27,400	-	-	Mar 31, 2024
Tekla World Healthcare Fund	0.01%	12,000	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.01%	97,483	30,781	46.15%	Mar 31, 2024
LKCM Funds	0.01%	37,029	-	-	Mar 31, 2024
SunAmerica Specialty Series	0.01%	5,136	-417	-7.51%	Apr 30, 2021
ICON FUNDS	0.01%	14,700	-3,700	-20.11%	Jun 30, 2020
JNL VARIABLE FUND LLC	0.01%	50,444	-2,408	-4.56%	Mar 31, 2020
INTEGRITY FUNDS	0.01%	22,000	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	1,908	-476	-19.97%	Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS	0.01%	4,791	-235	-4.68%	Mar 31, 2024
FIDELITY SECURITIES FUND	0.01%	745,355	-87,000	-10.45%	Jan 31, 2024
Voya EQUITY TRUST	0.01%	11,581	8,065	229.38%	Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.01%	1,513	-	-	Mar 28, 2024
CLEARWATER INVESTMENT TRUST	0.01%	74,297	-	-	Mar 28, 2024
Guardian Variable Products Trust	0.01%	121,162	-46,520	-27.74%	Mar 31, 2024
MADISON FUNDS	0.01%	42,101	14,169	50.73%	Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,025,000	-	-	Mar 31, 2024
BNY Mellon Investment Funds III	0.01%	2,344,000	-	-	Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC	0.01%	3,709	982	36.01%	Sep 30, 2020
SCHWAB CAPITAL TRUST	0.01%	275,546	30,761	12.57%	Jan 31, 2024
Bernstein Fund Inc	0.01%	57,010	-	-	Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)	0.01%	196,950	-119,935	-37.85%	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	20,280	310	1.55%	Feb 29, 2024
FIDELITY ADVISOR SERIES I	0.01%	1,184,410	-13,075	-1.09%	Feb 29, 2024
FIDELITY SELECT PORTFOLIOS	0.01%	397,600	-19,200	-4.61%	Feb 29, 2024
Fidelity Central Investment Portfolios LLC	0.01%	280,000	-	-	Feb 29, 2024
AMG FUNDS	0.01%	153,628	-7,850	-4.86%	Mar 28, 2024
BNY Mellon Strategic Funds, Inc.	0.00%	10,188	-2,003	-16.43%	Feb 29, 2024
Weiss Strategic Interval Fund	0.00%	14,687	14,687	-	Sep 30, 2022
ADVISORS' INNER CIRCLE FUND	0.00%	101,030	-700	-0.69%	Jan 31, 2024
UBS INVESTMENT TRUST	0.00%	4,152	-	-	Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.	0.00%	2,893	-83	-2.79%	Sep 30, 2023
Columbia Funds Variable Series Trust II	0.00%	127,967	-3,053	-2.33%	Mar 31, 2024

HealthEquity's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 4.99K shares, compromising 1.40% of its total assets.

HealthEquity Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	187	-49.87%
31 Mar, 24	373	3.04%
31 Dec, 23	362	2.55%
30 Sep, 23	353	8.28%
30 Jun, 23	326	1.24%
31 Mar, 23	322	-3.30%
31 Dec, 22	333	6.05%
30 Sep, 22	314	0.64%
30 Jun, 22	312	1.30%
31 Mar, 22	308	6.21%
31 Dec, 21	290	-1.69%
30 Sep, 21	295	-1.01%
30 Jun, 21	298	-0.33%
31 Mar, 21	299	-
31 Dec, 20	299	1.36%
30 Sep, 20	295	-4.84%
30 Jun, 20	310	1.31%
31 Mar, 20	306	-9.47%
31 Dec, 19	338	3.36%
30 Sep, 19	327	-4.94%
30 Jun, 19	344	0.29%
31 Mar, 19	343	5.54%
31 Dec, 18	325	0.62%
30 Sep, 18	323	11.76%
30 Jun, 18	289	1.76%
31 Mar, 18	284	14.98%
31 Dec, 17	247	-0.80%
30 Sep, 17	249	0.81%
30 Jun, 17	247	8.81%
31 Mar, 17	227	7.58%
31 Dec, 16	211	20.57%
30 Sep, 16	175	11.46%
30 Jun, 16	157	8.28%
31 Mar, 16	145	-3.33%
31 Dec, 15	150	9.49%
30 Sep, 15	137	16.10%
30 Jun, 15	118	35.63%
31 Mar, 15	87	26.09%
31 Dec, 14	69	2.99%
30 Sep, 14	67	-

As of 30 Jun 24, 187 institutions are holding HealthEquity's shares, representing a decrease of -49.87% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	16,831,196	-80.36%
31 Mar, 24	85,702,430	0.47%
31 Dec, 23	85,301,269	-2.30%
30 Sep, 23	87,305,115	3.78%
30 Jun, 23	84,125,921	-1.09%
31 Mar, 23	85,053,973	2.06%
31 Dec, 22	83,334,111	-2.72%
30 Sep, 22	85,661,697	1.53%
30 Jun, 22	84,372,077	1.00%
31 Mar, 22	83,539,910	2.55%
31 Dec, 21	81,459,063	0.91%
30 Sep, 21	80,721,606	-4.16%
30 Jun, 21	84,228,535	2.07%
31 Mar, 21	82,519,100	3.95%
31 Dec, 20	79,385,532	3.07%
30 Sep, 20	77,018,765	9.13%
30 Jun, 20	70,576,116	0.55%
31 Mar, 20	70,190,608	-0.15%
31 Dec, 19	70,296,165	2.63%
30 Sep, 19	68,491,897	14.02%
30 Jun, 19	60,071,529	-1.44%
31 Mar, 19	60,947,540	1.88%
31 Dec, 18	59,824,945	3.11%
30 Sep, 18	58,018,908	-3.82%
30 Jun, 18	60,325,787	-0.20%
31 Mar, 18	60,446,841	0.01%
31 Dec, 17	60,443,540	0.91%
30 Sep, 17	59,899,509	8.12%
30 Jun, 17	55,403,357	1.29%
31 Mar, 17	54,700,389	1.00%
31 Dec, 16	54,160,494	-0.54%
30 Sep, 16	54,454,871	1.98%
30 Jun, 16	53,397,524	2.21%
31 Mar, 16	52,245,288	7.06%
31 Dec, 15	48,800,864	2.90%
30 Sep, 15	47,424,503	4.84%
30 Jun, 15	45,237,121	21.87%
31 Mar, 15	37,119,131	19.23%
31 Dec, 14	31,132,911	0.36%
30 Sep, 14	31,021,748	-

HealthEquity (HQY) has 16.83M shares outstanding as of 30 Jun 24, down -80.36% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	19.46%	0.20%
31 Mar, 24	99.11%	1.00%
31 Dec, 23	99.69%	0.96%
30 Sep, 23	101.88%	1.05%
30 Jun, 23	98.35%	0.98%
31 Mar, 23	100.03%	1.03%
31 Dec, 22	98.37%	0.96%
30 Sep, 22	101.29%	0.96%
30 Jun, 22	102.95%	1.04%
31 Mar, 22	99.43%	1.04%
31 Dec, 21	97.99%	1.05%
30 Sep, 21	96.61%	0.95%
30 Jun, 21	100.90%	0.99%
31 Mar, 21	100.94%	0.95%
31 Dec, 20	103.30%	1.02%
30 Sep, 20	100.41%	1.06%
30 Jun, 20	97.56%	1.00%
31 Mar, 20	98.89%	0.90%
31 Dec, 19	104.88%	1.11%
30 Sep, 19	97.12%	1.11%
30 Jun, 19	93.54%	0.98%
31 Mar, 19	97.79%	1.06%
31 Dec, 18	96.21%	1.10%
30 Sep, 18	93.45%	0.98%
30 Jun, 18	97.49%	1.00%
31 Mar, 18	98.82%	0.98%
31 Dec, 17	100.23%	1.02%
30 Sep, 17	98.91%	1.17%
30 Jun, 17	92.07%	1.10%
31 Mar, 17	91.59%	1.10%
31 Dec, 16	91.12%	1.07%
30 Sep, 16	92.39%	1.10%
30 Jun, 16	91.68%	1.12%
31 Mar, 16	90.36%	1.26%
31 Dec, 15	84.62%	1.24%
30 Sep, 15	82.69%	1.30%
30 Jun, 15	79.74%	1.75%
31 Mar, 15	67.41%	2.09%
31 Dec, 14	56.85%	1.77%
30 Sep, 14	56.64%	-

As of 30 Jun 24, HealthEquity is held by 19.46% institutional shareholders, representing a 0.20% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	99	-44.38%
31 Mar, 24	178	3.49%
31 Dec, 23	172	-4.97%
30 Sep, 23	181	25.69%
30 Jun, 23	144	-5.26%
31 Mar, 23	152	-13.14%
31 Dec, 22	175	21.53%
30 Sep, 22	144	-5.88%
30 Jun, 22	153	-10.53%
31 Mar, 22	171	6.21%
31 Dec, 21	161	1.90%
30 Sep, 21	158	11.27%
30 Jun, 21	142	-10.69%
31 Mar, 21	159	17.78%
31 Dec, 20	135	-16.67%
30 Sep, 20	162	14.89%
30 Jun, 20	141	5.22%
31 Mar, 20	134	-23.43%
31 Dec, 19	175	-9.79%
30 Sep, 19	194	-8.92%
30 Jun, 19	213	17.68%
31 Mar, 19	181	10.37%
31 Dec, 18	164	-7.87%
30 Sep, 18	178	24.48%
30 Jun, 18	143	-7.14%
31 Mar, 18	154	26.23%
31 Dec, 17	122	-6.87%
30 Sep, 17	131	-12.67%
30 Jun, 17	150	20.00%
31 Mar, 17	125	4.17%
31 Dec, 16	120	30.43%
30 Sep, 16	92	-2.13%
30 Jun, 16	94	9.30%
31 Mar, 16	86	-1.15%
31 Dec, 15	87	-5.43%
30 Sep, 15	92	3.37%
30 Jun, 15	89	50.85%
31 Mar, 15	59	34.09%
31 Dec, 14	44	-34.33%
30 Sep, 14	67	-

99 institutional shareholders have increased their position in HQY stock as of 30 Jun 24 compared to 178 in the previous quarter (a -44.38% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	47	-65.44%
31 Mar, 24	136	3.03%
31 Dec, 23	132	10.00%
30 Sep, 23	120	-9.09%
30 Jun, 23	132	10.92%
31 Mar, 23	119	2.59%
31 Dec, 22	116	-2.52%
30 Sep, 22	119	7.21%
30 Jun, 22	111	18.09%
31 Mar, 22	94	1.08%
31 Dec, 21	93	3.33%
30 Sep, 21	90	-22.41%
30 Jun, 21	116	30.34%
31 Mar, 21	89	-21.93%
31 Dec, 20	114	48.05%
30 Sep, 20	77	-31.86%
30 Jun, 20	113	4.63%
31 Mar, 20	108	-
31 Dec, 19	108	36.71%
30 Sep, 19	79	-9.20%
30 Jun, 19	87	-13.86%
31 Mar, 19	101	-11.40%
31 Dec, 18	114	6.54%
30 Sep, 18	107	3.88%
30 Jun, 18	103	15.73%
31 Mar, 18	89	7.23%
31 Dec, 17	83	2.47%
30 Sep, 17	81	24.62%
30 Jun, 17	65	-8.45%
31 Mar, 17	71	20.34%
31 Dec, 16	59	5.36%
30 Sep, 16	56	33.33%
30 Jun, 16	42	27.27%
31 Mar, 16	33	-21.43%
31 Dec, 15	42	27.27%
30 Sep, 15	33	50.00%
30 Jun, 15	22	15.79%
31 Mar, 15	19	-5.00%
31 Dec, 14	20	-
30 Sep, 14	-	-

47 institutional shareholders have reduced their position in HQY stock as of 30 Jun 24 compared to 136 in the previous quarter (a -65.44% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	187	-49.87%	16,831,196	-80.36%	19.46%	0.20%	99	-44.38%	47	-65.44%
31 Mar, 24	373	3.04%	85,702,430	0.47%	99.11%	1.00%	178	3.49%	136	3.03%
31 Dec, 23	362	2.55%	85,301,269	-2.30%	99.69%	0.96%	172	-4.97%	132	10.00%
30 Sep, 23	353	8.28%	87,305,115	3.78%	101.88%	1.05%	181	25.69%	120	-9.09%
30 Jun, 23	326	1.24%	84,125,921	-1.09%	98.35%	0.98%	144	-5.26%	132	10.92%
31 Mar, 23	322	-3.30%	85,053,973	2.06%	100.03%	1.03%	152	-13.14%	119	2.59%
31 Dec, 22	333	6.05%	83,334,111	-2.72%	98.37%	0.96%	175	21.53%	116	-2.52%
30 Sep, 22	314	0.64%	85,661,697	1.53%	101.29%	0.96%	144	-5.88%	119	7.21%
30 Jun, 22	312	1.30%	84,372,077	1.00%	102.95%	1.04%	153	-10.53%	111	18.09%
31 Mar, 22	308	6.21%	83,539,910	2.55%	99.43%	1.04%	171	6.21%	94	1.08%
31 Dec, 21	290	-1.69%	81,459,063	0.91%	97.99%	1.05%	161	1.90%	93	3.33%
30 Sep, 21	295	-1.01%	80,721,606	-4.16%	96.61%	0.95%	158	11.27%	90	-22.41%
30 Jun, 21	298	-0.33%	84,228,535	2.07%	100.90%	0.99%	142	-10.69%	116	30.34%
31 Mar, 21	299	-	82,519,100	3.95%	100.94%	0.95%	159	17.78%	89	-21.93%
31 Dec, 20	299	1.36%	79,385,532	3.07%	103.30%	1.02%	135	-16.67%	114	48.05%
30 Sep, 20	295	-4.84%	77,018,765	9.13%	100.41%	1.06%	162	14.89%	77	-31.86%
30 Jun, 20	310	1.31%	70,576,116	0.55%	97.56%	1.00%	141	5.22%	113	4.63%
31 Mar, 20	306	-9.47%	70,190,608	-0.15%	98.89%	0.90%	134	-23.43%	108	-
31 Dec, 19	338	3.36%	70,296,165	2.63%	104.88%	1.11%	175	-9.79%	108	36.71%
30 Sep, 19	327	-4.94%	68,491,897	14.02%	97.12%	1.11%	194	-8.92%	79	-9.20%
30 Jun, 19	344	0.29%	60,071,529	-1.44%	93.54%	0.98%	213	17.68%	87	-13.86%
31 Mar, 19	343	5.54%	60,947,540	1.88%	97.79%	1.06%	181	10.37%	101	-11.40%
31 Dec, 18	325	0.62%	59,824,945	3.11%	96.21%	1.10%	164	-7.87%	114	6.54%
30 Sep, 18	323	11.76%	58,018,908	-3.82%	93.45%	0.98%	178	24.48%	107	3.88%
30 Jun, 18	289	1.76%	60,325,787	-0.20%	97.49%	1.00%	143	-7.14%	103	15.73%
31 Mar, 18	284	14.98%	60,446,841	0.01%	98.82%	0.98%	154	26.23%	89	7.23%
31 Dec, 17	247	-0.80%	60,443,540	0.91%	100.23%	1.02%	122	-6.87%	83	2.47%
30 Sep, 17	249	0.81%	59,899,509	8.12%	98.91%	1.17%	131	-12.67%	81	24.62%
30 Jun, 17	247	8.81%	55,403,357	1.29%	92.07%	1.10%	150	20.00%	65	-8.45%
31 Mar, 17	227	7.58%	54,700,389	1.00%	91.59%	1.10%	125	4.17%	71	20.34%
31 Dec, 16	211	20.57%	54,160,494	-0.54%	91.12%	1.07%	120	30.43%	59	5.36%
30 Sep, 16	175	11.46%	54,454,871	1.98%	92.39%	1.10%	92	-2.13%	56	33.33%
30 Jun, 16	157	8.28%	53,397,524	2.21%	91.68%	1.12%	94	9.30%	42	27.27%
31 Mar, 16	145	-3.33%	52,245,288	7.06%	90.36%	1.26%	86	-1.15%	33	-21.43%
31 Dec, 15	150	9.49%	48,800,864	2.90%	84.62%	1.24%	87	-5.43%	42	27.27%
30 Sep, 15	137	16.10%	47,424,503	4.84%	82.69%	1.30%	92	3.37%	33	50.00%
30 Jun, 15	118	35.63%	45,237,121	21.87%	79.74%	1.75%	89	50.85%	22	15.79%
31 Mar, 15	87	26.09%	37,119,131	19.23%	67.41%	2.09%	59	34.09%	19	-5.00%
31 Dec, 14	69	2.99%	31,132,911	0.36%	56.85%	1.77%	44	-34.33%	20	-
30 Sep, 14	67	-	31,021,748	-	56.64%	-	67	-	-	-

HealthEquity Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	24,188	$79.73	$1.93M	89,769
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	10,812	$80.15	$866.59K	89,769
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	S-Sale	Sell	5,297	$81.34	$430.86K	17,730
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	1,223	$81.85	$100.10K	6,070
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	6,482	$81.89	$530.83K	6,070

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	24,188	$79.73	$1.93M	89,769
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	10,812	$80.15	$866.59K	89,769
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Sell	24,188	$14.00	$338.63K	10,812
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Sell	10,812	$14.00	$151.37K	-
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	S-Sale	Sell	5,297	$81.34	$430.86K	17,730
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	M-Exempt	Sell	5,297	$47.21	$250.07K	2,439
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	1,223	$81.85	$100.10K	6,070
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	6,482	$81.89	$530.83K	6,070
Jul 09, 2024	Corvino Frank	other	Former Director	M-Exempt	Sell	6,482	$21.27	$137.87K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Buy	24,188	$14.00	$338.63K	113,957
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Buy	10,812	$14.00	$151.37K	100,581
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	24,188	$79.73	$1.93M	89,769
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	S-Sale	Sell	10,812	$80.15	$866.59K	89,769
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Sell	24,188	$14.00	$338.63K	10,812
Jul 29, 2024	Neeleman Stephen	director, officer	FOUNDER AND VICE CHAIRMAN	M-Exempt	Sell	10,812	$14.00	$151.37K	-
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	M-Exempt	Buy	5,297	$47.21	$250.07K	23,027
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	S-Sale	Sell	5,297	$81.34	$430.86K	17,730
Jul 11, 2024	Wellborn Gayle Furgurson	director	-	M-Exempt	Sell	5,297	$47.21	$250.07K	2,439
Jul 09, 2024	Corvino Frank	other	Former Director	M-Exempt	Buy	6,482	$21.27	$137.87K	12,552
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	1,223	$81.85	$100.10K	6,070
Jul 09, 2024	Corvino Frank	other	Former Director	S-Sale	Sell	6,482	$81.89	$530.83K	6,070
Jul 09, 2024	Corvino Frank	other	Former Director	M-Exempt	Sell	6,482	$21.27	$137.87K	-
Jul 09, 2024	SELANDER ROBERT W	director	-	A-Award	Buy	2,543	-	-	47,969
Jul 09, 2024	Dilsaver Evelyn S	director	-	A-Award	Buy	2,543	-	-	34,666
Jul 09, 2024	Wellborn Gayle Furgurson	director	-	A-Award	Buy	2,543	-	-	17,730
Jul 09, 2024	McCowan Debra Charlotte	director	-	A-Award	Buy	2,543	-	-	12,779
Jul 09, 2024	Parker Stuart B.	director	-	A-Award	Buy	2,543	-	-	44,061
Jul 09, 2024	Black Paul	director	-	A-Award	Buy	2,543	-	-	9,394
Jul 09, 2024	Natarajan Rajesh	director	-	A-Award	Buy	2,543	-	-	11,503

The last insider sell of HealthEquity's stock was made by Neeleman Stephen on Jul 29 2024, selling 24,188 shares at $79.73 per share (valued at $1.93M).

HealthEquity Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	10	11	90.91%
Q2 2024	4	22	18.18%
Q1 2024	14	11	127.27%
Q4 2023	4	18	22.22%
Q3 2023	2	22	9.09%
Q2 2023	9	20	45.00%
Q1 2023	14	3	466.67%
Q4 2022	1	8	12.50%
Q3 2022	-	4	-
Q2 2022	9	10	90.00%
Q1 2022	33	9	366.67%
Q4 2021	8	10	80.00%
Q3 2021	3	15	20.00%
Q2 2021	4	29	13.79%
Q1 2021	30	39	76.92%
Q4 2020	5	11	45.45%
Q3 2020	1	3	33.33%
Q2 2020	6	20	30.00%
Q1 2020	48	26	184.62%
Q4 2019	-	4	-

10 total buy trades, and 11 total sell trades (buy/sell ratio of 0.91%) were made by HealthEquity's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	3	-
Q2 2024	-	10	-
Q1 2024	-	5	-
Q4 2023	-	6	-
Q3 2023	-	14	-
Q2 2023	-	10	-
Q1 2023	-	-	-
Q4 2022	-	4	-
Q3 2022	-	3	-
Q2 2022	-	1	-
Q1 2022	-	-	-
Q4 2021	3	4	75.00%
Q3 2021	-	11	-
Q2 2021	-	9	-
Q1 2021	-	15	-
Q4 2020	-	5	-
Q3 2020	-	1	-
Q2 2020	-	5	-
Q1 2020	-	7	-
Q4 2019	-	3	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of HealthEquity's stocks.

HealthEquity Peer Ownership

Ticker	Company
APPF	AppFolio, Inc.
NEWR	New Relic, Inc.
GMED	Globus Medical, Inc.
OLLI	Ollie's Bargain Outlet Holdings, Inc.
LOPE	Grand Canyon Education, Inc.

HQY Ownership FAQ

Who Owns HealthEquity?

HealthEquity is owned by institutional shareholders (19.46%), insiders (2.05%), and public (78.48%). The largest institutional shareholder of HealthEquity is BLACKROCK INC. (12.42% of total shares) and the top mutual fund owner is SPARROW FUNDS (1.40% of total shares).

Who are the major institutional shareholders of HealthEquity?

HealthEquity's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, and STATE STREET CORP. The top five shareholders own together 40.80% of the company's share outstanding.

How many HealthEquity shareholders are there?

As of Jun 2024, there are 187 institutional shareholders of HealthEquity.

What percentage of HealthEquity is owned by BLACKROCK INC?

BLACKROCK INC owns 10.74M shares of HealthEquity, representing 12.42% of the company's total shares outstanding, valued at $925.74M (as of Jun 2024).

What percentage of HealthEquity is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 8.83M shares of HealthEquity (HQY), compromising 10.21% of the company, valued at $760.76M.

What percentage of HealthEquity is owned by WASATCH ADVISORS LP?

WASATCH ADVISORS LP is the third largest holder of HealthEquity. The company owns 7.28M of the company's shares outstanding (worth $627.16M).