HealthEquity, Inc. (HQY) Ownership
HQY ownership summary
as of October 18, 2026- Institutions
- 110.1% of shares outstanding
- Insiders
- 2.17% of shares outstanding
- Shares outstanding
- 82.7M
- Float
- 81.0M shares available to trade
- Short interest
- 9.62% 6.0M shares short
- Days to cover
- 6.76 short interest up 24.8% vs prior month
- Institutions 110.12%
- Insiders 2.17%
HQY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 13.63% | 11.3M | $1.04B | +745,520 (+7.1%) | June 30, 2026 |
| 2 | Wasatch Advisors LP | 9.62% | 8.0M | $732.6M | +757,801 (+10.5%) | June 30, 2026 |
| 3 | Morgan Stanley - Brokerage Accounts | 5.50% | 4.5M | $418.5M | +2.1M (+82.9%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 4.91% | 4.1M | $373.4M | −105,950 (−2.5%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 4.40% | 3.6M | $335.1M | −183,028 (−4.8%) | June 30, 2026 |
| 6 | State Street Corp | 3.92% | 3.2M | $298.3M | +141,149 (+4.6%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.87% | 2.4M | $218.5M | +114,821 (+5.1%) | June 30, 2026 |
| 8 | AQR Capital Management LLC | 2.42% | 2.0M | $184.0M | −93,014 (−4.4%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 2.26% | 1.9M | $172.0M | +241,997 (+14.9%) | June 30, 2026 |
| 10 | William Blair Investment Management, LLC | 2.14% | 1.8M | $163.2M | +113,611 (+6.8%) | June 30, 2026 |
| 11 | FMR Inc | 1.86% | 1.5M | $141.6M | +403,454 (+35.5%) | June 30, 2026 |
| 12 | Brown Advisory Holdings Inc | 1.66% | 1.4M | $126.3M | −40,160 (−2.8%) | June 30, 2026 |
| 13 | ClearBridge Advisors, LLC | 1.57% | 1.3M | $119.3M | −13,207 (−1.0%) | June 30, 2026 |
| 14 | Charles Schwab Investment Management Inc | 1.44% | 1.2M | $109.4M | +13,563 (+1.2%) | June 30, 2026 |
| 15 | Greenhouse Funds LLLP | 1.43% | 1.2M | $108.9M | −74,830 (−5.9%) | June 30, 2026 |
| 16 | JPMorgan Chase & Co | 1.40% | 1.2M | $106.6M | −24,574 (−2.1%) | June 30, 2026 |
| 17 | Geneva Capital Management | 1.39% | 1.1M | $105.8M | −24,390 (−2.1%) | June 30, 2026 |
| 18 | Bank of America Corp | 1.39% | 1.1M | $105.5M | +284,727 (+33.0%) | June 30, 2026 |
| 19 | Davenport & Company LLC | 1.31% | 1.1M | $100.1M | +71,784 (+7.1%) | June 30, 2026 |
| 20 | Northern Trust Corp | 1.30% | 1.1M | $98.7M | +35,945 (+3.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 5.0M shares and 8 cut 559K.
HQY top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.60% | 3.0M | $274.1M | −1,068 (−0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.06% | 2.5M | $232.7M | −2,929 (−0.1%) | August 31, 2026 |
| 3 | Wasatch Core Growth | 2.69% | 2.2M | $205.1M | +366,835 (+19.7%) | June 30, 2026 |
| 4 | iShares Russell 2000 ETF | 2.65% | 2.2M | $201.7M | −6,142 (−0.3%) | September 30, 2026 |
| 5 | Vanguard Small Cap Index | 2.14% | 1.8M | $162.8M | −57,661 (−3.2%) | September 30, 2026 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 1.91% | 1.6M | $145.6M | +120,476 (+8.2%) | August 31, 2026 |
| 7 | Vanguard MStar Small Cap Growth Indx Inv | 1.19% | 983K | $90.4M | −66,408 (−6.3%) | September 30, 2026 |
| 8 | Fidelity Small Cap Index | 1.12% | 927K | $85.3M | +7,531 (+0.8%) | July 31, 2026 |
| 9 | iShares Russell 2000 Growth ETF | 0.95% | 786K | $72.4M | −995 (−0.1%) | September 30, 2026 |
| 10 | Wasatch Small Cap Growth Investor | 0.91% | 752K | $69.2M | +63,446 (+9.2%) | June 30, 2026 |
| 11 | Baron Small Cap Retail | 0.85% | 700K | $64.4M | −50,000 (−6.7%) | September 30, 2026 |
| 12 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.75% | 618K | $56.9M | +345 (+0.1%) | September 30, 2026 |
| 13 | American Century Small Cap Growth Inv | 0.69% | 568K | $52.3M | −7,023 (−1.2%) | September 30, 2026 |
| 14 | Vanguard Explorer Inv | 0.65% | 536K | $49.3M | +122,875 (+29.7%) | June 30, 2026 |
| 15 | Swedbank Robur Aktiefond Pension | 0.62% | 511K | $47.0M | +373,200 (+271.6%) | September 30, 2026 |
| 16 | Vanguard Russell 2000 ETF | 0.59% | 488K | $44.9M | +423 (+0.1%) | September 30, 2026 |
| 17 | iShares S&P Mid-Cap 400 Growth ETF | 0.58% | 483K | $44.4M | −514 (−0.1%) | September 30, 2026 |
| 18 | Fidelity Enhanced Small Cap Core ETF | 0.55% | 452K | $41.6M | +948 (+0.2%) | September 30, 2026 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 0.54% | 450K | $41.4M | — | September 30, 2026 |
| 20 | State Street SPDR Port S&P 400 Md CpETF | 0.53% | 442K | $40.7M | −624 (−0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HQY insider transactions
latest 13| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-19 | Delano Ladd | Sell | $94.72 | 1,500 | $142,080 |
| 2025-12-18 | Elimelech Rosner | Sell | $95.45 | 10,959 | $1.0M |
| 2025-11-20 | Delano Ladd | Sell | $104.56 | 1,500 | $156,840 |
| 2025-10-20 | Delano Ladd | Sell | $92.07 | 1,500 | $138,105 |
| 2025-10-07 | Michael Henry Fiore | Sell | $88.21 | 1,781 | $157,102 |
| 2025-09-19 | Delano Ladd | Sell | $94.11 | 6,000 | $564,660 |
| 2025-07-07 | Michael Henry Fiore | Sell | $101.73 | 1,794 | $182,504 |
| 2025-06-17 | Lisa C. McClain | Sell | $100.01 | — | — |
| 2025-06-16 | Gilbert Ray Cisneros, Jr. | Sell | $101.08 | — | — |
| 2025-06-11 | Lisa C. McClain | Buy | $104.56 | — | — |
| 2025-06-06 | Elimelech Rosner | Sell | $112.56 | 58,000 | $6.5M |
| 2025-06-06 | Jon Kessler | Sell | $112.08 | 134,183 | $15.0M |
| 2025-06-06 | Jon Kessler | Sell | $112.05 | 97,767 | $11.0M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HQY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HQY
Institutional investors own 110.1% of HealthEquity's shares and insiders 2.17%. The largest holder is BlackRock Inc with 13.63% of the shares (11.3M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 9.62% of the float, or 6.76 days of average trading volume. The share count rose 51.1% since 2014.
Related: HQY analyst forecast, HQY key metrics. See the HQY stock overview for the latest quote and news.
HQY ownership FAQ
Who owns the most HealthEquity stock?
The largest shareholders of HealthEquity are BlackRock Inc (13.63%), Wasatch Advisors LP (9.62%), Morgan Stanley - Brokerage Accounts (5.50%), Vanguard Portfolio Management, LLC (4.91%), Vanguard Capital Management, LLC (4.40%).
What percentage of HealthEquity is owned by institutions?
Institutions hold 110.1% of HealthEquity's shares outstanding; insiders hold 2.17%.
Which funds own HealthEquity?
The largest fund holders of HealthEquity are iShares Core S&P Mid-Cap ETF (3.60%), Vanguard MStar Total Stk Mkt Idx Invest (3.06%), Wasatch Core Growth (2.69%), iShares Russell 2000 ETF (2.65%), Vanguard Small Cap Index (2.14%).
What is HealthEquity's short interest?
6.0M shares of HealthEquity were sold short, 9.62% of the float; at the average daily volume it would take 6.76 days to cover.
Are insiders buying or selling HealthEquity?
Of the latest 13 reported insider transactions in HealthEquity (since June 6, 2025), 1 were purchases and 12 were sales.
How many shares of HealthEquity are outstanding?
HealthEquity has 82.7M shares outstanding, of which 81.0M are in the public float.