AI summary pending
View Full Filing (SEC EDGAR)Healthequity Inc
$93.05+1.3%
+$1.4B
Net Activity
+15.15% total shares
Institutions Holding
502
Popularity Rank
#1180
Avg Weight
0.16%
Total Value
$8.3B
Market Cap
$8.1B
502 institutions currently hold HQY, with 299 net buyers and 214 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
214
Net Buying Institutions
299
Top 5 by Value
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Across its top 20 institutional holders, HQY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 31/100).
HQY ranks #1180 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
HQY is a top-conviction position for Greenhouse Funds LLLP — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HQY belongs to BlackRock, Inc., but the position matters far more to Greenhouse Funds LLLP, who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Beacon Investment Advisory Services, Inc. has added to its HQY position for two straight quarters, increasing it by $3.7M to reach $8.5M today.
Overbrook Management Corp has trimmed its HQY position for two straight quarters, cutting it by $542.7K while still holding $516.6K.
HQY is up 1.3% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HQY posted net income of $236.5M over the trailing twelve months, and currently trades at a P/E of 34.4.
+$1.4B
Total Buy Value
$706.5M
Total Sell Value
299
Net Buyers
214
Net Sellers
HQY
Q2 2026
Top 5 Institutional Movers
+$203.0M
+$138.4M
+$117.1M
-$107.1M
HQY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
7
Filings (90d)
$1.62M
Total Est. Value
17K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Scott Cutler | 2026-10-08 | $112K |
| Michael Gathright | 2026-10-08 | $60K |
| Michael Henry Fiore | 2026-10-08 | $185K |
| Stephen Neeleman | 2026-10-08 | $100K |
| Delano Ladd | 2026-10-08 | $98K |
| James M. Lucania | 2026-10-08 | $257K |
| ADRIAN DILLON | 2026-08-25 | $804K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Wasatch Advisors LP | 13G/A | 2026-10-09 | 8.5% |
| Vanguard Portfolio Management | 13G/A | 2026-07-31 | 4.9% |
| Wasatch Advisors LP | 13G/A | 2026-07-15 | 9.5% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)HealthEquity (ticker: HQY) filed an 8-K on August 27, 2026, announcing that it had issued its latest earnings press release. The filing itself doesn't include any actual revenue or profit figures — it simply notes that the press release was attached as Exhibit 99.1 and furnished to the SEC.
View Full Filing (SEC EDGAR)42226A107
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Access HQY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HQYCLI
npx alphasmo stocks get HQYFull API & MCP documentation →