DRAPER, UT
HEALTHEQUITY, INC.HQY— Latest position per institution from SEC 13F filings
15
Institutional holders
174.52M
Total shares held
7.70B
Estimated value
8.73M
Avg. position size
WEALTHFRONT ADVISERS LLC
CIK 1763921
Shares
107.39M
Value
1.99B
Filed
Dec 31, 2024
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
10.74M
Value
925.74M
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
10.53M
Value
880.19M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
8.67M
Value
794.12M
Filed
Dec 31, 2025
WASATCH ADVISORS LP
CIK 814133
Shares
7.20M
Value
601.95M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
4.16M
Value
347.95M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.82M
Value
319.56M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
3.10M
Value
259.06M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
2.49M
Value
207.75M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
2.26M
Value
188.87M
Filed
Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
Shares
2.09M
Value
172.59M
Filed
Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
1.66M
Value
138.69M
Filed
Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.63M
Value
135.96M
Filed
Mar 31, 2026
BROWN ADVISORY INC
CIK 1345929
Shares
1.41M
Value
118.07M
Filed
Mar 31, 2026
CLEARBRIDGE INVESTMENTS, LLC
CIK 1348883
Shares
1.31M
Value
109.47M
Filed
Mar 31, 2026
MACKENZIE FINANCIAL CORP
CIK 919859
Shares
1.28M
Value
107.11M
Filed
Mar 31, 2026
GREENHOUSE FUNDS LLLP
CIK 1626220
Shares
1.26M
Value
105.12M
Filed
Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
1.18M
Value
98.22M
Filed
Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC
CIK 1009232
Shares
1.17M
Value
98.12M
Filed
Mar 31, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
1.17M
Value
106.75M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WEALTHFRONT ADVISERS LLC | 1763921 | 107.39M | 1.99B | Dec 31, 2024 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 10.74M | 925.74M | Jun 30, 2024 |
| 3 | BLACKROCK, INC. | 2012383 | 10.53M | 880.19M | Mar 31, 2026 |
| 4 | VANGUARD GROUP INC | 102909 | 8.67M | 794.12M | Dec 31, 2025 |
| 5 | WASATCH ADVISORS LP | 814133 | 7.20M | 601.95M | Mar 31, 2026 |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 4.16M | 347.95M | Mar 31, 2026 |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.82M | 319.56M | Mar 31, 2026 |
| 8 | STATE STREET CORP | 93751 | 3.10M | 259.06M | Mar 31, 2026 |
| 9 | MORGAN STANLEY | 895421 | 2.49M | 207.75M | Mar 31, 2026 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 2.26M | 188.87M | Mar 31, 2026 |
| 11 | AQR CAPITAL MANAGEMENT LLC | 1167557 | 2.09M | 172.59M | Mar 31, 2026 |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 1.66M | 138.69M | Mar 31, 2026 |
| 13 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.63M | 135.96M | Mar 31, 2026 |
| 14 | BROWN ADVISORY INC | 1345929 | 1.41M | 118.07M | Mar 31, 2026 |
| 15 | CLEARBRIDGE INVESTMENTS, LLC | 1348883 | 1.31M | 109.47M | Mar 31, 2026 |
| 16 | MACKENZIE FINANCIAL CORP | 919859 | 1.28M | 107.11M | Mar 31, 2026 |
| 17 | GREENHOUSE FUNDS LLLP | 1626220 | 1.26M | 105.12M | Mar 31, 2026 |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 1.18M | 98.22M | Mar 31, 2026 |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | 1009232 | 1.17M | 98.12M | Mar 31, 2026 |
| 20 | JPMORGAN CHASE & CO | 19617 | 1.17M | 106.75M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.