DRAPER, UT
HEALTHEQUITY, INC.HQY— Latest position per institution from SEC 13F filings
15
Institutional holders
186.24M
Total shares held
8.26B
Estimated value
9.31M
Avg. position size
WEALTHFRONT ADVISERS LLC
CIK 1763921
Shares
107.39M
Value
1.99B
Filed
Dec 31, 2024
BLACKROCK, INC.
CIK 2012383
Shares
11.28M
Value
1.02B
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
10.74M
Value
925.74M
Filed
Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
Shares
8.83M
Value
97.79K
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
8.67M
Value
794.12M
Filed
Dec 31, 2025
WASATCH ADVISORS LP
CIK 814133
Shares
7.96M
Value
719.01M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
4.55M
Value
410.70M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
4.06M
Value
366.49M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.64M
Value
328.83M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
3.24M
Value
292.72M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
2.37M
Value
214.50M
Filed
Jun 30, 2026
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
Shares
2M
Value
176.05M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.87M
Value
168.79M
Filed
Jun 30, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
1.77M
Value
160.16M
Filed
Jun 30, 2026
FMR LLC
CIK 315066
Shares
1.54M
Value
138.95M
Filed
Jun 30, 2026
BROWN ADVISORY INC
CIK 1345929
Shares
1.37M
Value
123.98M
Filed
Jun 30, 2026
CLEARBRIDGE INVESTMENTS, LLC
CIK 1348883
Shares
1.30M
Value
117.12M
Filed
Jun 30, 2026
MACKENZIE FINANCIAL CORP
CIK 919859
Shares
1.28M
Value
107.11M
Filed
Mar 31, 2026
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.
CIK 1812095
Shares
1.19M
Value
107.38M
Filed
Jun 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
1.19M
Value
107.38M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WEALTHFRONT ADVISERS LLC | 1763921 | 107.39M | 1.99B | Dec 31, 2024 |
| 2 | BLACKROCK, INC. | 2012383 | 11.28M | 1.02B | Jun 30, 2026 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 10.74M | 925.74M | Jun 30, 2024 |
| 4 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | 8.83M | 97.79K | Jun 30, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 8.67M | 794.12M | Dec 31, 2025 |
| 6 | WASATCH ADVISORS LP | 814133 | 7.96M | 719.01M | Jun 30, 2026 |
| 7 | MORGAN STANLEY | 895421 | 4.55M | 410.70M | Jun 30, 2026 |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 4.06M | 366.49M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.64M | 328.83M | Jun 30, 2026 |
| 10 | STATE STREET CORP | 93751 | 3.24M | 292.72M | Jun 30, 2026 |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 2.37M | 214.50M | Jun 30, 2026 |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1167557 | 2M | 176.05M | Jun 30, 2026 |
| 13 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.87M | 168.79M | Jun 30, 2026 |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 1.77M | 160.16M | Jun 30, 2026 |
| 15 | FMR LLC | 315066 | 1.54M | 138.95M | Jun 30, 2026 |
| 16 | BROWN ADVISORY INC | 1345929 | 1.37M | 123.98M | Jun 30, 2026 |
| 17 | CLEARBRIDGE INVESTMENTS, LLC | 1348883 | 1.30M | 117.12M | Jun 30, 2026 |
| 18 | MACKENZIE FINANCIAL CORP | 919859 | 1.28M | 107.11M | Mar 31, 2026 |
| 19 | SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1812095 | 1.19M | 107.38M | Jun 30, 2026 |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 1.19M | 107.38M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.