13FBOX
HEALTHEQUITY INC · 13F Institutional Holdings
Options Calculator Rankings
H

HEALTHEQUITY INC

HQY
Institutions
498
Combined AUM (Q2 2026)
$8.12B
Combined Shares (Q2 2026)
90.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13.5M
283 · 77 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9.4M
223 · 67 Exit · ≈
⚖️ Net
+4.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.12B
Institutions
498
New Buys
77
Adds
206
Reduces
156
Exits
67
Unchanged
59
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#197$1.02B11.3M$880.2M10.5M+745,520+7.08%Add
WASATCH ADVISORS LP
4.71%4%#4$719.0M8.0M$601.9M7.2M+757,801+10.52%Add
MORGAN STANLEY
0.02%0.01%#174$410.7M4.5M$123.4M1.3M+3.2M+249.14%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#192$366.5M4.1M$348.0M4.2M-105,950-2.54%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#261$328.8M3.6M$319.6M3.8M-183,028-4.79%Reduce
STATE STREET CORP
0.01%0.01%#241$292.7M3.2M$259.1M3.1M+141,149+4.55%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#217$214.5M2.4M$188.9M2.3M+114,821+5.08%Add
AQR CAPITAL MANAGEMENT LLC
0.06%0.08%#120$176.1M2.0M$172.6M2.1M-93,014-4.45%Reduce
DIMENSIONAL FUND ADVISORS LP
0.03%0.03%#155$168.8M1.9M$136.0M1.6M+241,997+14.87%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.48%0.46%#33$160.2M1.8M$138.7M1.7M+113,611+6.85%Add
FMR LLC
0.01%<0.01%#280$138.9M1.5M$94.8M1.1M+403,454+35.55%Add
BROWN ADVISORY INC
0.19%0.19%#64$124.0M1.4M$118.1M1.4M-40,160-2.84%Reduce
Clearbridge Investments, LLC
0.1%0.1%#91$117.1M1.3M$109.5M1.3M-13,207-1.01%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.02%#199$107.4M1.2M$98.2M1.2M+13,563+1.15%Add
Greenhouse Funds LLLP
5.46%4.71%#1$106.9M1.2M$105.1M1.3M-74,830-5.95%Reduce
GENEVA CAPITAL MANAGEMENT LLC
2.38%2.09%#10$103.8M1.1M$98.1M1.2M-24,390-2.08%Reduce
BANK OF AMERICA CORP /DE/
0.01%0.01%#272$103.6M1.1M$72.0M862,008+284,727+33.03%Add
JPMORGAN CHASE & CO
0.01%0.01%#287$102.1M1.2M$96.4M1.2M-24,574-2.08%Reduce
DAVENPORT & Co LLC
0.48%0.46%#32$98.2M1.1M$84.9M1.0M+71,784+7.07%Add
NORTHERN TRUST CORP
0.01%0.01%#218$96.8M1.1M$86.6M1.0M+35,945+3.47%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#250$91.0M1.0M$66.9M800,818+206,616+25.80%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#237$89.8M994,551$67.1M803,427+191,124+23.79%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.04%<0.01%#139$87.2M965,807$232,4082,781+963,026+34,628.77%Add
Atalan Capital Partners, LP
5.07%6.81%#2$82.7M915,270$73.8M883,670+31,600+3.58%Add
LOOMIS SAYLES & CO L P
0.1%0.1%#83$82.1M908,554$77.9M931,906-23,352-2.51%Reduce
Jupiter Topco LLC
0.03%#151$78.8M872,972$00+872,972New Buy
Swedbank AB
0.07%0.06%#116$76.9M851,400$59.0M706,300+145,100+20.54%Add
Park West Asset Management LLC
4.78%4.56%#3$70.1M776,651$52.1M623,156+153,495+24.63%Add
AMERICAN CENTURY COMPANIES INC
0.03%0.03%#156$68.6M759,978$62.1M742,849+17,129+2.31%Add
BAMCO INC /NY/
0.1%0.19%#84$67.8M750,394$62.7M750,025+369+0.05%Add
Nuveen, LLC
0.02%0.02%#193$66.2M732,750$56.9M680,462+52,288+7.68%Add
Stephens Investment Management Group LLC
0.71%0.78%#24$65.9M729,080$57.2M684,619+44,461+6.49%Add
WESTFIELD CAPITAL MANAGEMENT CO LP
0.21%0.25%#63$63.5M703,313$59.6M712,848-9,535-1.34%Reduce
CITADEL ADVISORS LLC
0.01%<0.01%#258$63.0M697,561$29.0M347,132+350,429+100.95%Add
SEI INVESTMENTS CO
0.05%0.05%#127$61.7M683,320$50.4M602,721+80,599+13.37%Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.09%0.08%#97$61.3M678,537$49.5M592,014+86,523+14.62%Add
Bank of New York Mellon Corp
0.01%0.01%#226$60.2M666,260$50.1M599,254+67,006+11.18%Add
GW&K Investment Management, LLC
0.45%0.34%#35$57.1M632,382$38.8M464,315+168,067+36.20%Add
CADIAN CAPITAL MANAGEMENT, LP
4.28%8.47%#6$56.6M626,700$69.6M832,700-206,000-24.74%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#213$54.4M601,824$49.7M594,435+7,389+1.24%Add
NORGES BANK
<0.01%0.01%#300$48.2M533,946$68.7M777,268-243,322-31.30%Reduce
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
2.26%#11$41.3M456,922$00+456,922New Buy
UBS Group AG
0.01%0.01%#293$39.3M435,457$73.0M873,467-438,010-50.15%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#222$39.0M431,967$31.6M380,494+51,473+13.53%Add
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.11%0.12%#76$36.2M400,613$40.6M485,444-84,831-17.47%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#281$35.0M387,894$41.6M497,520-109,626-22.03%Reduce
Artisan Partners Limited Partnership
0.06%0.04%#125$34.7M384,107$22.6M270,942+113,165+41.77%Add
FRANKLIN RESOURCES INC
0.01%0.01%#270$32.6M360,659$28.5M341,388+19,271+5.64%Add
12th Street Asset Management Company, LLC
4.44%3.44%#5$31.2M345,390$21.0M251,361+94,029+37.41%Add
Aristotle Capital Boston, LLC
2.02%2.06%#13$30.1M332,884$33.2M397,229-64,345-16.20%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow