HQY Institutional Ownership
HealthEquity, Inc.
1W: +11.5%
1M: +17.6%
3M: +2.5%
YTD: +13.9%
1Y: +7.7%
3Y: +36.3%
5Y: +63.0%
$101.33
-2.42 (-2.33%)
Weekly Expected Move ±3.5%
$97
$100
$104
$108
$111
Credit Risk of going bust: lower than 76% of companies Debt: 10.2% of company value Bonds: $84.1M held by 111 funds, 119 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.88 (down 99.2%), HealthEquity, Inc. would be worth roughly what it owes.
Total debt $971.0M against a stock market value of $8.58B.
Distance to default 8.75 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $475.5M (short-term plus half of long-term), stock volatility 35.3%; Altman Z'' 3.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.88 (down 99.2%), HealthEquity, Inc. would be worth roughly what it owes.
Total debt $971.0M against a stock market value of $8.58B.
Distance to default 8.75 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $475.5M (short-term plus half of long-term), stock volatility 35.3%; Altman Z'' 3.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HQY
557
Institutional Holders
-24 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
78
New Positions
209
Increased
213
Reduced
56
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (640 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,277,914 | $1.2B | +745,520 | +7.1% | 8Q | SEC ↗ |
| 2 | WASATCH ADVISORS LP | 7,960,735 | $826M | +757,801 | +10.5% | 48Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,547,219 | $472M | +2,061,306 | +82.9% | 48Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,057,643 | $421M | -105,950 | -2.5% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,640,776 | $378M | -183,028 | -4.8% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 3,241,046 | $336M | +141,149 | +4.6% | 46Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,374,467 | $246M | +114,821 | +5.1% | 48Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1,999,209 | $207M | -93,014 | -4.4% | 15Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,869,036 | $194M | +241,997 | +14.9% | 40Q | SEC ↗ |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 1,773,227 | $184M | +113,611 | +6.8% | 3Q | SEC ↗ |
| 11 | FMR LLC | 1,538,387 | $160M | +403,454 | +35.5% | 45Q | SEC ↗ |
| 12 | BROWN ADVISORY INC | 1,372,624 | $142M | -40,160 | -2.8% | 34Q | SEC ↗ |
| 13 | Clearbridge Investments, LLC | 1,296,765 | $135M | -13,207 | -1.0% | 40Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,188,902 | $123M | +13,563 | +1.2% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 1,188,902 | $123M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Greenhouse Funds LLLP | 1,183,024 | $123M | -74,830 | -5.9% | 10Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,158,837 | $120M | -24,574 | -2.1% | 48Q | SEC ↗ |
| 18 | GENEVA CAPITAL MANAGEMENT LLC | 1,149,680 | $119M | -24,390 | -2.1% | 9Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 1,146,735 | $119M | +284,727 | +33.0% | 15Q | SEC ↗ |
| 20 | DAVENPORT & Co LLC | 1,087,218 | $113M | +71,784 | +7.1% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 1,072,119 | $111M | +35,945 | +3.5% | 48Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 1,007,434 | $105M | +206,616 | +25.8% | 15Q | SEC ↗ |
| 23 | PRICE T ROWE ASSOCIATES INC /MD | 994,551 | $103M | +191,124 | +23.8% | 16Q | SEC ↗ |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 965,807 | $100M | +963,026 | +34628.8% | 5Q | SEC ↗ |
| 25 | Atalan Capital Partners, LP | 915,270 | $95M | +31,600 | +3.6% | 5Q | SEC ↗ |
| 26 | LOOMIS SAYLES & CO L P | 908,554 | $94M | -23,352 | -2.5% | 13Q | SEC ↗ |
| 27 | Jupiter Topco LLC NEW | 872,972 | $91M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Swedbank AB | 851,400 | $88M | +145,100 | +20.5% | 3Q | SEC ↗ |
| 29 | JANUS HENDERSON GROUP PLC | 850,411 | $88M | +30,178 | +3.7% | 37Q | SEC ↗ |
| 30 | Park West Asset Management LLC | 776,651 | $81M | +153,495 | +24.6% | 2Q | SEC ↗ |
| 31 | AMERICAN CENTURY COMPANIES INC | 759,978 | $79M | +17,129 | +2.3% | 15Q | SEC ↗ |
| 32 | BAMCO INC /NY | 750,394 | $78M | +369 | +0.0% | 48Q | SEC ↗ |
| 33 | Nuveen, LLC | 732,750 | $76M | +52,288 | +7.7% | 6Q | SEC ↗ |
| 34 | Stephens Investment Management Group L | 729,080 | $76M | +44,461 | +6.5% | 48Q | SEC ↗ |
| 35 | WESTFIELD CAPITAL MANAGEMENT CO LP | 703,313 | $73M | -9,535 | -1.3% | 6Q | SEC ↗ |
| 36 | SEI INVESTMENTS CO | 683,320 | $71M | +80,599 | +13.4% | 15Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 682,961 | $71M | +414,129 | +154.0% | 36Q | SEC ↗ |
| 38 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 678,537 | $70M | +86,523 | +14.6% | 3Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 666,260 | $69M | +67,006 | +11.2% | 48Q | SEC ↗ |
| 40 | GW&K Investment Management, LLC | 632,382 | $66M | +168,067 | +36.2% | 26Q | SEC ↗ |
| 41 | CADIAN CAPITAL MANAGEMENT, LP | 626,700 | $65M | -206,000 | -24.7% | 3Q | SEC ↗ |
| 42 | VANGUARD FIDUCIARY TRUST CO | 601,824 | $62M | +7,389 | +1.2% | 2Q | SEC ↗ |
| 43 | NORGES BANK NEW | 533,946 | $55M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Nationale-Nederlanden Powszechne Towar NEW | 456,922 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 45 | UBS Group AG | 435,457 | $45M | -351,210 | -44.6% | 47Q | SEC ↗ |
| 46 | RAYMOND JAMES FINANCIAL INC | 431,967 | $45M | +51,473 | +13.5% | 7Q | SEC ↗ |
| 47 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 400,613 | $42M | -84,831 | -17.5% | 42Q | SEC ↗ |
| 48 | WELLINGTON MANAGEMENT GROUP LLP | 387,894 | $40M | -109,626 | -22.0% | 17Q | SEC ↗ |
| 49 | Artisan Partners Limited Partnership | 384,107 | $40M | +113,165 | +41.8% | 7Q | SEC ↗ |
| 50 | FRANKLIN RESOURCES INC | 360,659 | $37M | +19,271 | +5.6% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,188,902 | $123M |
| Jupiter Topco LLC | 872,972 | $91M |
| NORGES BANK | 533,946 | $55M |
| Nationale-Nederlanden Powszechne To | 456,922 | $47M |
| Diversify Advisory Services, LLC | 90,675 | $9M |
| Moran Wealth Management, LLC | 74,194 | $8M |
| AlphaCore Capital LLC | 53,246 | $6M |
| Pier Capital, LLC | 53,230 | $6M |
| BRIDGER MANAGEMENT, LLC | 51,616 | $5M |
| WINTON GROUP Ltd | 51,336 | $5M |
| LEUTHOLD GROUP, LLC | 41,018 | $4M |
| Apollon Wealth Management, LLC | 38,780 | $4M |
| Faithward Advisors, LLC | 37,045 | $4M |
| Paralel Advisors LLC | 27,661 | $3M |
| PRIMORIS WEALTH ADVISORS, LLC | 25,500 | $3M |
| Cache Advisors, LLC | 23,000 | $2M |
| Assenagon Asset Management S.A. | 21,215 | $2M |
| D. E. Shaw & Co., Inc. | 20,431 | $2M |
| TWINBEECH CAPITAL LP | 20,182 | $2M |
| Henshaw Capital LLC | 19,569 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACKENZIE FINANCIAL CORP | 1,281,657 | $133M |
| Balyasny Asset Management L.P. | 835,072 | $87M |
| BOONE CAPITAL MANAGEMENT LLC | 212,856 | $22M |
| WCM INVESTMENT MANAGEMENT, LLC | 193,371 | $20M |
| Trexquant Investment LP | 186,537 | $19M |
| Point72 Asset Management, L.P. | 182,017 | $19M |
| Squarepoint Ops LLC | 179,353 | $19M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 149,122 | $15M |
| ArrowMark Colorado Holdings LLC | 145,827 | $15M |
| CONGRESS ASSET MANAGEMENT CO | 101,816 | $11M |
| Parkwood LLC | 79,018 | $8M |
| Capricorn Fund Managers Ltd | 75,602 | $8M |
| Woodline Partners LP | 75,461 | $8M |
| Cornerstone Advisors, LLC | 72,024 | $7M |
| Motley Fool Wealth Management, LLC | 64,752 | $7M |
| ExodusPoint Capital Management, LP | 54,855 | $6M |
| Eversept Partners, LP | 51,614 | $5M |
| Sequoia Financial Advisors, LLC | 36,141 | $4M |
| ZACKS INVESTMENT MANAGEMENT | 33,382 | $3M |
| Magnetar Financial LLC | 33,020 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +2,061,306 | +82.9% | 4,547,219 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +963,026 | +34628.8% | 965,807 |
| WASATCH ADVISORS LP | +757,801 | +10.5% | 7,960,735 |
| BlackRock, Inc. | +745,520 | +7.1% | 11,277,914 |
| CITADEL ADVISORS LLC | +414,129 | +154.0% | 682,961 |
| FMR LLC | +403,454 | +35.5% | 1,538,387 |
| BANK OF AMERICA CORP /DE | +284,727 | +33.0% | 1,146,735 |
| DIMENSIONAL FUND ADVISORS LP | +241,997 | +14.9% | 1,869,036 |
| GOLDMAN SACHS GROUP INC | +206,616 | +25.8% | 1,007,434 |
| PRICE T ROWE ASSOCIATES INC /MD | +191,124 | +23.8% | 994,551 |
| GW&K Investment Management, LLC | +168,067 | +36.2% | 632,382 |
| Park West Asset Management LLC | +153,495 | +24.6% | 776,651 |
| Swedbank AB | +145,100 | +20.5% | 851,400 |
| STATE STREET CORP | +141,149 | +4.6% | 3,241,046 |
| NEUBERGER BERMAN GROUP LLC | +132,011 | +2465.7% | 137,365 |
| Qube Research & Technologies Ltd | +115,973 | +285.8% | 156,551 |
| GEODE CAPITAL MANAGEMENT, LLC | +114,821 | +5.1% | 2,374,467 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | +113,611 | +6.8% | 1,773,227 |
| Artisan Partners Limited Partnershi | +113,165 | +41.8% | 384,107 |
| 12th Street Asset Management Compan | +94,029 | +37.4% | 345,390 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -558,892 | -69.1% | 249,975 |
| AMERIPRISE FINANCIAL INC | -512,152 | -80.3% | 125,882 |
| Man Group plc | -355,722 | -84.0% | 67,560 |
| UBS Group AG | -351,210 | -44.6% | 435,457 |
| BESSEMER GROUP INC | -279,734 | -72.0% | 108,688 |
| Invesco Ltd. | -254,648 | -56.2% | 198,095 |
| CADIAN CAPITAL MANAGEMENT, LP | -206,000 | -24.7% | 626,700 |
| CITIGROUP INC | -191,628 | -75.6% | 61,708 |
| JANE STREET GROUP, LLC | -187,379 | -97.1% | 5,614 |
| VANGUARD CAPITAL MANAGEMENT LLC | -183,028 | -4.8% | 3,640,776 |
| Premier Fund Managers Ltd | -142,604 | -49.5% | 145,243 |
| Private Advisory Group LLC | -124,562 | -98.0% | 2,594 |
| WELLINGTON MANAGEMENT GROUP LLP | -109,626 | -22.0% | 387,894 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -105,950 | -2.5% | 4,057,643 |
| LPL Financial LLC | -98,155 | -81.7% | 21,918 |
| AQR CAPITAL MANAGEMENT LLC | -93,014 | -4.4% | 1,999,209 |
| ROYAL BANK OF CANADA | -86,743 | -29.0% | 212,264 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -84,831 | -17.5% | 400,613 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | -77,484 | -99.4% | 430 |
| Greenhouse Funds LLLP | -74,830 | -5.9% | 1,183,024 |