HEALTHEQUITY INC

$HQY
Smart money positioned

13 of the Top-200 alpha managers hold $HQY as of the latest 13F snapshot.

13F holders
479
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$HQY is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.01%, with an average of 0.24% of portfolio. Largest holder: Summit Creek Advisors LLC at 2.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 479 · Source: 13F-HR
01
New York Life Insurance Co.
4.00% of portfolio
7,202,934 sh
02
Axa S.a.
0.01% of portfolio
3,099,897 sh
03
State Street
0.01% of portfolio
3,091,052 sh
04
Riverpark Capital Management LLC
5.10% of portfolio
2,515,708 sh
05
Janus Henderson Group PLC
0.07% of portfolio
2,238,858 sh
06
Immersion Capital LLP
0.46% of portfolio
1,659,616 sh
07
Equitable Holdings, Inc.
0.20% of portfolio
1,412,784 sh
08
Bank of Nova Scotia Trust Co.
0.10% of portfolio
1,309,972 sh
09
Panagora Asset Management Inc.
0.13% of portfolio
1,281,657 sh
10
Strs Ohio
0.02% of portfolio
1,175,339 sh
See all 479 13F holders · Pro →

Insider activity · last 90 days

29 transactions · 7 filers
19 Dec 2025
Ladd Delano
▼ SOLD
1,500
$94.72
S
18 Dec 2025
Rosner Elimelech
▼ SOLD
10,959
$95.45
S
12 Dec 2025
Wellborn Gayle Furgurson
▼ SOLD
4,339
$98.03
S
20 Nov 2025
Ladd Delano
▼ SOLD
1,500
$104.56
S
20 Oct 2025
Ladd Delano
▼ SOLD
1,500
$92.07
S
07 Oct 2025
Fiore Michael Henry
▼ SOLD
1,781
$88.21
S
19 Sep 2025
Ladd Delano
▼ SOLD
29
$95.70
S
19 Sep 2025
Ladd Delano
▼ SOLD
971
$95.06
S
19 Sep 2025
Ladd Delano
▼ SOLD
5,000
$93.91
S
05 Sep 2025
Dilsaver Evelyn S
▼ SOLD
3,461
$93.30
S
07 Jul 2025
Fiore Michael Henry
▼ SOLD
700
$102.09
S
07 Jul 2025
Fiore Michael Henry
▼ SOLD
1,094
$101.50
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

6 disclosures · STOCK Act
House · Michigan · Traded May 29
BOUGHT
$1K–$15K
Jun 5STOCK
House · Michigan · Traded Jun 17
SOLD
$1K–$15K
Aug 13STOCK
House · Michigan · Traded Jun 11
BOUGHT
$1K–$15K
Aug 13STOCK
House · California · Traded Jun 16
SOLD
$1K–$15K
Jul 10STOCK
House · Pennsylvania · Traded Jan 13
SOLD
$1K–$15K
Feb 13STOCK
House · New Jersey · Traded Nov 7
SOLD
$1K–$15K
Dec 5STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:38 UTC.