Who holds HQYticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HEALTHEQUITY INC · COM · quarter ended 2026-03-31 · 6 members disclosed HQY ↗

390

holders13F filers reporting this class for the quarter ended 2026-03-31

$6.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

206

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of HQY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$880M	10,532,394	−683,435	trim
2	WASATCH ADVISORS LP	$602M	7,202,934	+613,288	add
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$348M	4,163,593	—	no prior
4	VANGUARD CAPITAL MANAGEMENT LLC	$320M	3,823,804	—	no prior
5	STATE STREET CORP	$259M	3,099,897	+8,845	add
6	MORGAN STANLEY	$208M	2,485,913	+999,856	add
7	GEODE CAPITAL MANAGEMENT, LLC	$189M	2,259,646	+58,414	add
8	AQR CAPITAL MANAGEMENT LLC	$173M	2,092,223	+329,888	add
9	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$139M	1,659,616	−195,592	trim
10	DIMENSIONAL FUND ADVISORS LP	$136M	1,627,039	+45,287	add
11	BROWN ADVISORY INC	$118M	1,412,784	−102,475	trim
12	Clearbridge Investments, LLC	$109M	1,309,972	−48,961	trim
13	MACKENZIE FINANCIAL CORP	$107M	1,281,657	+109,851	add
14	Greenhouse Funds LLLP	$105M	1,257,854	+178,150	add
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$98.2M	1,175,339	+42,595	add
16	FMR LLC	$94.8M	1,134,933	−917,638	trim
17	NORTHERN TRUST CORP	$86.6M	1,036,174	+17,966	add
18	DAVENPORT & Co LLC	$84.9M	1,015,434	+621,019	add
19	Atalan Capital Partners, LP	$73.8M	883,670	−31,480	trim
20	BANK OF AMERICA CORP /DE/	$72.0M	862,008	+261,150	add
21	Janus Henderson Group Ltd.	$71.1M	850,411	+30,178	add
22	BALYASNY ASSET MANAGEMENT L.P.	$69.8M	835,072	+553,441	add
23	CADIAN CAPITAL MANAGEMENT, LP	$69.6M	832,700	+266,000	add
24	MILLENNIUM MANAGEMENT LLC	$67.6M	808,867	−142,696	trim
25	UBS Group AG	$65.7M	786,667	+168,926	add
26	BAMCO INC /NY/	$62.7M	750,025	−6,000	trim
27	AMERICAN CENTURY COMPANIES INC	$62.1M	742,849	−4,549	trim
28	WESTFIELD CAPITAL MANAGEMENT CO LP	$59.6M	712,848	−1,239,604	trim
29	Swedbank AB	$59.0M	706,300	+269,000	add
30	Stephens Investment Management Group LLC	$57.2M	684,619	−41,566	trim
31	Nuveen, LLC	$56.9M	680,462	+6,396	add
32	AMERIPRISE FINANCIAL INC	$53.3M	638,034	−35,157	trim
33	Park West Asset Management LLC	$52.1M	623,156	+623,156	new
34	SEI INVESTMENTS CO	$50.4M	602,721	−66,224	trim
35	Bank of New York Mellon Corp	$50.1M	599,254	−22,625	trim
36	VANGUARD FIDUCIARY TRUST CO	$49.7M	594,435	—	no prior
37	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$49.5M	592,014	+592,014	new
38	WELLINGTON MANAGEMENT GROUP LLP	$41.6M	497,520	−269,871	trim
39	Invesco Ltd.	$37.8M	452,743	−419,059	trim
40	Man Group plc	$35.4M	423,282	+146,838	add
41	Aristotle Capital Boston, LLC	$33.2M	397,229	−35,710	trim
42	RAYMOND JAMES FINANCIAL INC	$31.6M	380,494	−30,317	trim
43	LAZARD ASSET MANAGEMENT LLC	$28.5M	341,399	−9,893	trim
44	FRANKLIN RESOURCES INC	$28.5M	341,388	−312	trim
45	CIBC Bancorp USA Inc.	$26.9M	322,228	—	no prior
46	PRINCIPAL FINANCIAL GROUP INC	$25.4M	304,049	+26,632	add
47	ROYAL BANK OF CANADA	$25.0M	299,007	−39,458	trim
48	Ranger Investment Management, L.P.	$22.7M	271,223	−2,065	trim
49	Artisan Partners Limited Partnership	$22.6M	270,942	−271,274	trim
50	CITADEL ADVISORS LLC	$22.5M	268,832	+53,565	add
51	ASHFORD CAPITAL MANAGEMENT INC	$22.3M	266,481	−5,242	trim
52	Allspring Global Investments Holdings, LLC	$22.2M	266,615	−462,895	trim
53	CITIGROUP INC	$21.2M	253,336	+173,659	add
54	ALLIANCEBERNSTEIN L.P.	$20.4M	222,217	−3,962	trim
55	Retirement Systems of Alabama	$17.9M	213,645	+1,339	add
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$16.3M	194,861	+4,655	add
57	JANE STREET GROUP, LLC	$16.1M	192,993	+114,155	add
58	FRONTIER CAPITAL MANAGEMENT CO LLC	$16.1M	192,400	+64,754	add
59	WCM INVESTMENT MANAGEMENT, LLC	$15.8M	193,371	−40,589	trim
60	Trexquant Investment LP	$15.6M	186,537	−11,337	trim
61	Squarepoint Ops LLC	$15.0M	179,353	+179,353	new
62	OPPENHEIMER ASSET MANAGEMENT INC.	$14.5M	173,854	+12,152	add
63	GLENMEDE TRUST CO NA	$14.3M	170,903	−27,981	trim
64	Swiss National Bank	$14.1M	169,200	−800	trim
65	SEGALL BRYANT & HAMILL, LLC	$14.1M	169,049	−8,759	trim
66	OBERWEIS ASSET MANAGEMENT INC/	$13.9M	166,641	+25,061	add
67	Summit Creek Advisors LLC	$13.5M	161,123	−23,718	trim
68	AXIOM INVESTORS LLC /DE	$12.8M	153,644	−14,572	trim
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.8M	153,570	+805	add
70	ArrowMark Colorado Holdings LLC	$12.2M	145,827	−23,933	trim
71	CANADA PENSION PLAN INVESTMENT BOARD	$11.9M	141,900	+39,900	add
72	WELLS FARGO & COMPANY/MN	$11.7M	140,107	−75,927	trim
73	ENVESTNET ASSET MANAGEMENT INC	$11.6M	138,868	+31,107	add
74	Ensign Peak Advisors, Inc	$11.2M	134,377	−20,628	trim
75	DF DENT & CO INC	$11.2M	133,782	−6,387	trim
76	Private Advisory Group LLC	$10.6M	127,156	+25,774	add
77	PEREGRINE CAPITAL MANAGEMENT LLC	$10.5M	126,231	+17,478	add
78	GDS Wealth Management	$10.5M	125,608	+15,486	add
79	Granahan Investment Management, LLC	$10.2M	122,099	+31,079	add
80	DEUTSCHE BANK AG\	$10.1M	120,368	+8,067	add
81	LPL Financial LLC	$10.0M	120,073	−23,775	trim
82	Legal & General Group Plc	$9.8M	117,659	−17,697	trim
83	NEW YORK STATE COMMON RETIREMENT FUND	$8.9M	106,821	−71,990	trim
84	Portolan Capital Management, LLC	$8.5M	101,646	+101,646	new
85	STATE OF WISCONSIN INVESTMENT BOARD	$8.5M	101,512	−16,631	trim
86	RENAISSANCE GROUP LLC	$8.2M	98,314	+18,837	add
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.1M	97,000	+97,000	new
88	VOYA INVESTMENT MANAGEMENT LLC	$8.0M	96,138	−11,993	trim
89	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.9M	94,770	−3,309	trim
90	KING LUTHER CAPITAL MANAGEMENT CORP	$7.7M	91,811	−3,953	trim
91	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.4M	90,553	+116	add
92	MetLife Investment Management, LLC	$7.2M	86,473	−1,204	trim
93	B. Metzler seel. Sohn & Co. AG	$7.2M	85,690	−18,388	trim
94	TECTONIC ADVISORS LLC	$6.9M	82,831	+5,306	add
95	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.8M	81,166	−4,105	trim
96	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.5M	77,914	+14,777	add
97	VANGUARD ASSET MANAGEMENT, Ltd	$6.5M	77,477	—	no prior
98	KORNITZER CAPITAL MANAGEMENT INC /KS	$6.3M	75,326	0	no change
99	Cornerstone Advisors, LLC	$6.0M	72,024	+72,024	new
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.9M	70,612	−18,791	trim
101	Mariner, LLC	$5.8M	69,068	+19,464	add
102	Amundi	$5.6M	67,592	+64,562	add
103	VICTORY CAPITAL MANAGEMENT INC	$5.6M	66,807	−3,131	trim
104	Creative Planning	$5.4M	65,089	+5,444	add
105	INSPIRION WEALTH ADVISORS, LLC	$5.4M	65,000	0	no change
106	Elk River Wealth Management LLC	$5.2M	62,610	−1,479	trim
107	Waverly Advisors, LLC	$5.1M	61,055	−1,706	trim
108	Madison Asset Management, LLC	$5.0M	60,405	−533	trim
109	BEACON INVESTMENT ADVISORY SERVICES, INC.	$4.8M	57,666	+57,666	new
110	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.8M	57,319	+57,319	new
111	NORDEA INVESTMENT MANAGEMENT AB	$4.7M	57,429	−2,823	trim
112	1492 Capital Management LLC	$4.7M	55,772	−155	trim
113	ExodusPoint Capital Management, LP	$4.6M	54,855	+54,855	new
114	Hilton Capital Management, LLC	$4.4M	52,919	+19,470	add
115	Eversept Partners, LP	$4.3M	51,614	−134,125	trim
116	Montanaro Asset Management Ltd	$4.2M	50,800	+13,600	add
117	Future Fund LLC	$4.2M	50,580	+6,263	add
118	BARCLAYS PLC	$4.2M	50,122	−134,982	trim
119	INTECH INVESTMENT MANAGEMENT LLC	$4.2M	49,912	+3,032	add
120	HighTower Advisors, LLC	$4.1M	48,835	−40,213	trim
121	CASTLEARK MANAGEMENT LLC	$4.1M	48,510	+48,510	new
122	BEACON INVESTMENT ADVISORS LLC	$4.0M	48,391	+16,865	add
123	Physician Wealth Advisors, Inc.	$3.9M	47,049	+5	add
124	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.9M	46,730	−1,087	trim
125	BNP Paribas Asset Management Holding S.A.	$3.8M	45,171	+8,282	add
126	Quantinno Capital Management LP	$3.7M	44,162	+30,797	add
127	PRUDENTIAL FINANCIAL INC	$3.5M	42,075	+4,110	add
128	EFG International AG	$3.5M	41,805	−2,220	trim
129	Qube Research & Technologies Ltd	$3.4M	40,578	−161,835	trim
130	HOMESTEAD ADVISERS CORP	$3.4M	40,200	+7,400	add
131	Covea Finance	$3.3M	39,200	0	no change
132	Tidal Investments LLC	$3.2M	38,247	+13,291	add
133	FIRST TRUST ADVISORS LP	$3.2M	38,086	+7,439	add
134	Wealthspire Advisors, LLC	$3.2M	37,975	−364	trim
135	Oxbow Advisors, LLC	$3.1M	37,653	+37,653	new
136	Atria Investments, Inc	$3.1M	37,603	−682	trim
137	ADVISORY RESEARCH INC	$3.1M	36,809	+15,740	add
138	Grandeur Peak Global Advisors, LLC	$3.0M	36,445	−25,361	trim
139	Ameritas Investment Partners, Inc.	$3.0M	36,168	+6,994	add
140	Vanguard Global Advisers, LLC	$2.9M	34,876	—	no prior
141	FORMULA GROWTH LTD	$2.9M	34,552	−4,848	trim
142	MOODY ALDRICH PARTNERS LLC	$2.5M	30,504	−17,474	trim
143	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.5M	29,359	+15,195	add
144	Maridea Wealth Management LLC	$2.4M	29,272	+8,379	add
145	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.4M	29,221	+29,221	new
146	PEAK6 LLC	$2.4M	28,909	+18,827	add
147	KLP KAPITALFORVALTNING AS	$2.4M	28,800	+2,800	add
148	State of New Jersey Common Pension Fund D	$2.4M	28,511	+376	add
149	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.4M	28,455	+3,292	add
150	HSBC HOLDINGS PLC	$2.4M	28,181	+16,279	add
151	Chesley Taft & Associates LLC	$2.3M	27,800	+1,401	add
152	Baird Financial Group, Inc.	$2.3M	27,569	+27,569	new
153	Pathstone Holdings, LLC	$2.3M	27,427	−1,882	trim
154	Corient Private Wealth LLC	$2.3M	27,425	+22,476	add
155	M&T BANK CORP	$2.3M	27,124	−3,083	trim
156	Cerity Partners LLC	$2.2M	26,881	−3,289	trim
157	Cetera Investment Advisers	$2.2M	26,251	+308	add
158	YOUSIF CAPITAL MANAGEMENT, LLC	$2.1M	25,725	−1,822	trim
159	FIFTH THIRD BANCORP	$2.1M	25,200	+24,180	add
160	STIFEL FINANCIAL CORP	$2.0M	23,642	−236	trim
161	Arizona State Retirement System	$2.0M	23,467	−432	trim
162	New Age Alpha Advisors, LLC	$1.9M	22,367	−497	trim
163	Vanguard Investments Australia, Ltd.	$1.8M	21,864	—	no prior
164	CWA Asset Management Group, LLC	$1.8M	21,565	+21,565	new
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.8M	21,406	−154	trim
166	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.7M	20,522	+200	add
167	CHOREO, LLC	$1.7M	20,286	+140	add
168	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	19,140	−137	trim
169	OP Asset Management Ltd	$1.6M	19,105	—	no prior
170	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$1.6M	19,063	0	no change
171	Gradient Investments LLC	$1.6M	18,771	−446	trim
172	US BANCORP \DE\	$1.5M	17,773	+414	add
173	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.5M	17,576	+400	add
174	Rockefeller Capital Management L.P.	$1.4M	17,146	+2,655	add
175	Gotham Asset Management, LLC	$1.4M	16,872	+11,587	add
176	GUGGENHEIM CAPITAL LLC	$1.3M	15,774	+3,081	add
177	ProShare Advisors LLC	$1.3M	15,649	−3,409	trim
178	Expect Equity LLC	$1.3M	15,540	+15,540	new
179	MILESTONE ASSET MANAGEMENT, LLC	$1.2M	14,929	+3,151	add
180	Vontobel Holding Ltd.	$1.2M	14,523	+3,471	add
181	Vanguard Personalized Indexing Management, LLC	$1.2M	14,240	+2,658	add
182	BANK OF MONTREAL /CAN/	$1.2M	14,208	+2,263	add
183	BENJAMIN EDWARDS INC	$1.2M	14,146	+1,948	add
184	HANCOCK WHITNEY CORP	$1.2M	14,036	+14,036	new
185	Pictet Asset Management Holding SA	$1.1M	13,440	+1,100	add
186	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.1M	13,284	−3,638	trim
187	NewEdge Advisors, LLC	$1.1M	13,027	+13,027	new
188	Shay Capital LLC	$1.1M	13,000	+13,000	new
189	CWM, LLC	$1.1M	12,988	+5,583	add
190	Overbrook Management Corp	$1.1M	12,676	−27,795	trim
191	XPONANCE LLC	$1.0M	12,161	+1,580	add
192	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.0M	18,744	+9,734	add
193	Three Seasons Wealth, LLC	$1000K	11,966	+6,445	add
194	FJ Capital Management LLC	$937K	11,210	−2,346	trim
195	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$917K	10,974	−6,426	trim
196	Ashton Thomas Private Wealth, LLC	$915K	10,948	+731	add
197	Coyle Financial Counsel LLC	$896K	10,726	−2,069	trim
198	Elo Mutual Pension Insurance Co	$892K	10,673	−4,087	trim
199	Institute for Wealth Management, LLC.	$878K	10,507	−109	trim
200	State of Wyoming	$866K	10,367	+10,367	new
201	Freestone Grove Partners LP	$809K	9,683	+9,683	new
202	Steward Partners Investment Advisory, LLC	$802K	9,595	+1,548	add
203	OSAIC HOLDINGS, INC.	$790K	9,459	−15,643	trim
204	Suncoast Equity Management	$773K	9,250	−2,240	trim
205	ALPS ADVISORS INC	$766K	9,165	+454	add
206	MERCER GLOBAL ADVISORS INC /ADV	$757K	9,056	+3,225	add
207	MANGROVE PARTNERS IM, LLC	$735K	8,798	+8,798	new
208	Prospera Financial Services Inc	$732K	8,762	+8,762	new
209	HC Advisors, LLC	$726K	8,690	−190	trim
210	Connor, Clark & Lunn Investment Management Ltd.	$720K	8,616	+8,616	new
211	CSS LLC/IL	$720K	8,610	+4,000	add
212	SHEETS SMITH WEALTH MANAGEMENT	$712K	8,525	0	no change
213	STANSBERRY ASSET MANAGEMENT, LLC	$700K	8,376	−573	trim
214	FEDERATED HERMES, INC.	$698K	8,352	+1,423	add
215	Radnor Capital Management, LLC	$698K	8,866	−5,500	trim
216	Tower Research Capital LLC (TRC)	$694K	8,304	+2,262	add
217	Graham Capital Management, L.P.	$671K	8,032	−6,524	trim
218	Inspire Investing, LLC	$662K	7,922	+4,299	add
219	Concurrent Investment Advisors, LLC	$656K	7,846	−1,150	trim
220	QUADRANT CAPITAL GROUP LLC	$656K	7,844	−178	trim
221	Peterson Wealth Services	$645K	7,723	+506	add
222	Numerai GP LLC	$640K	7,658	+7,658	new
223	&PARTNERS	$615K	7,359	−2,119	trim
224	Steadtrust LLC	$587K	7,020	+3,950	add
225	BTC Capital Management, Inc.	$577K	6,907	+1,789	add
226	NorthCrest Asset Manangement, LLC	$574K	6,783	+127	add
227	IEQ CAPITAL, LLC	$567K	6,790	+6,790	new
228	NICOLET BANKSHARES INC	$559K	6,700	+6,700	new
229	FULTON BANK, N.A.	$545K	6,526	+1,389	add
230	STEPHENS INC /AR/	$532K	6,361	−1,137	trim
231	XTX Topco Ltd	$531K	6,354	+3,194	add
232	WASHINGTON CAPITAL MANAGEMENT, INC	$531K	6,350	+6,350	new
233	Sanctuary Advisors, LLC	$529K	6,325	+1,351	add
234	SECURIAN ASSET MANAGEMENT, INC	$524K	6,266	0	no change
235	Havemeyer Place LP	$517K	6,189	+6,189	new
236	Swiss Life Asset Management Ltd	$516K	6,170	+2,178	add
237	Diametric Capital, LP	$509K	6,088	+6,088	new
238	LEVEL FOUR ADVISORY SERVICES, LLC	$494K	5,914	+707	add
239	Crossmark Global Holdings, Inc.	$493K	5,902	—	no prior
240	Brevan Howard Capital Management LP	$491K	5,881	+1,124	add
241	ELEVATION POINT WEALTH PARTNERS, LLC	$488K	5,836	+5,836	new
242	Abel Hall, LLC	$476K	5,694	+5,694	new
243	Bridgefront Capital, LLC	$463K	5,539	+5,539	new
244	Focus Partners Wealth	$460K	5,509	+2,100	add
245	Iron Gate Global Advisors LLC	$452K	5,413	−1,536	trim
246	Keebeck Wealth Management	$449K	5,373	+627	add
247	EP Wealth Advisors, LLC	$435K	5,200	+49	add
248	Fieldview Capital Management, LLC	$426K	5,094	−1,392	trim
249	Federation des caisses Desjardins du Quebec	$423K	5,056	−1,564	trim
250	Mutual Advisors, LLC	$422K	5,055	−50	trim
251	Hodges Capital Management Inc.	$418K	5,000	−5,000	trim
252	Van Hulzen Asset Management, LLC	$418K	5,000	0	no change
253	Narus Financial Partners, LLC	$418K	4,998	+57	add
254	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$400K	4,859	−1,134	trim
255	COMMERCE BANK	$380K	4,553	−325	trim
256	CITIZENS FINANCIAL GROUP INC/RI	$374K	4,471	+4,471	new
257	Brooklyn Investment Group	$371K	4,435	+645	add
258	SUMMITRY LLC	$365K	4,371	+408	add
259	Mattson Financial Services, LLC	$355K	4,247	+566	add
260	Curated Wealth Partners LLC	$344K	4,113	+846	add
261	Keating Financial Advisory Services, Inc.	$324K	3,872	−16,540	trim
262	CIM INVESTMENT MANAGEMENT INC	$319K	3,816	0	no change
263	EVERGREEN CAPITAL MANAGEMENT LLC	$317K	3,795	+3,795	new
264	DnB Asset Management AS	$311K	3,720	+3,720	new
265	NISA INVESTMENT ADVISORS, LLC	$308K	3,687	+36	add
266	FIDUCIARY TRUST CO	$308K	3,684	+25	add
267	PROFUND ADVISORS LLC	$304K	3,642	+62	add
268	City Center Advisors, LLC	$293K	3,502	+179	add
269	GREENLEAF TRUST	$292K	3,494	+1,234	add
270	Avanza Fonder AB	$290K	3,469	+391	add
271	Equitable Holdings, Inc.	$282K	3,077	+3,077	new
272	Hennion & Walsh Asset Management, Inc.	$280K	3,354	−25	trim
273	RITHOLTZ WEALTH MANAGEMENT	$265K	3,170	+738	add
274	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$262K	3,140	−4,702	trim
275	Cresset Asset Management, LLC	$259K	3,101	−123	trim
276	COMMONWEALTH EQUITY SERVICES, LLC	$242K	2,896	+2,896	new
277	SHELTON CAPITAL MANAGEMENT	$241K	2,885	0	no change
278	Orion Porfolio Solutions, LLC	$241K	2,880	−581	trim
279	Fifth Third Wealth Advisors LLC	$240K	2,872	+116	add
280	Merit Financial Group, LLC	$237K	2,839	−18	trim
281	Engineers Gate Manager LP	$237K	2,835	−191,557	trim
282	FARALLON CAPITAL MANAGEMENT, L.L.C.	$234K	2,800	—	no prior
283	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$232K	2,781	−21,876	trim
284	FOX RUN MANAGEMENT, L.L.C.	$231K	2,839	+2,839	new
285	HB Wealth Management, LLC	$229K	2,744	+2,744	new
286	MML INVESTORS SERVICES, LLC	$229K	2,741	−2,607	trim
287	CIBC Asset Management Inc	$226K	2,700	0	no change
288	Holocene Advisors, LP	$224K	2,680	+2,680	new
289	Sowell Financial Services LLC	$215K	2,578	+179	add
290	Vident Advisory, LLC	$209K	2,505	+2,505	new
291	Ethic Inc.	$207K	2,479	−1,388	trim
292	AE Wealth Management LLC	$206K	2,459	+63	add
293	Mitsubishi UFJ Asset Management Co., Ltd.	$202K	2,416	−40	trim
294	Advisors Asset Management, Inc.	$196K	2,341	−87	trim
295	Aviso Financial Inc.	$135K	1,615	−59	trim
296	Daiwa Securities Group Inc.	$130K	1,550	−100	trim
297	Eurizon Capital SGR S.p.A.	$112K	1,368	+112	add
298	SIGNATUREFD, LLC	$109K	1,299	+229	add
299	MAI Capital Management	$106K	1,269	+1,042	add
300	Allworth Financial LP	$86.5K	1,035	+329	add
301	WESTPAC BANKING CORP	$82.4K	986	+986	new
302	UMB Bank, n.a.	$80.1K	958	−27	trim
303	ASSETMARK, INC	$75.3K	901	−550	trim
304	VEGA INVESTMENT SOLUTIONS	$65.1K	779	0	no change
305	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$51.0K	610	+6	add
306	SBI Securities Co., Ltd.	$48.3K	578	−294	trim
307	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$46.1K	553	+550	add
308	Sterling Capital Management LLC	$46.0K	550	−8	trim
309	Sellwood Investment Partners LLC	$46.0K	550	0	no change
310	Kemnay Advisory Services Inc.	$41.5K	497	−527	trim
311	Pinnacle Wealth Planning Services, Inc.	$38.8K	464	+10	add
312	Arax Advisory Partners	$37.3K	453	+313	add
313	Smartleaf Asset Management LLC	$35.1K	430	−363	trim
314	Optiver Holding B.V.	$34.3K	410	−192	trim
315	Axiom Investment Management LLC	$33.1K	396	—	no prior
316	Leonteq Securities AG	$31.9K	382	+235	add
317	WPG Advisers, LLC	$31.7K	379	+23	add
318	Acumen Wealth Advisors, LLC	$26.8K	321	+26	add
319	Wilmington Savings Fund Society, FSB	$25.1K	300	−967	trim
320	SMA Capital LLC	$24.7K	295	+295	new
321	Larson Financial Group LLC	$23.7K	283	+21	add
322	Premier Fund Managers Ltd	$23.5K	287,847	−21,390	trim
323	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$22.3K	267	0	no change
324	Parkside Financial Bank & Trust	$21.6K	259	−71	trim
325	True Wealth Design, LLC	$20.1K	241	+30	add
326	Annis Gardner Whiting Capital Advisors, LLC	$19.6K	234	+233	add
327	Mirae Asset Global Investments Co., Ltd.	$18.5K	221	−98	trim
328	NOMURA ASSET MANAGEMENT CO LTD	$18.4K	220	0	no change
329	PRIVATE TRUST CO NA	$16.5K	198	0	no change
330	MATHER GROUP, LLC.	$15.0K	180	+180	new
331	Asset Dedication, LLC	$14.3K	171	0	no change
332	JNBA Financial Advisors	$11.3K	135	+135	new
333	Signature Equity Partners, LLC	$10.8K	129	+129	new
334	VISION FINANCIAL MARKETS LLC	$9.6K	115	0	no change
335	CHILTON CAPITAL MANAGEMENT LLC	$8.9K	107	+95	add
336	Anfield Capital Management, LLC	$8.4K	100	+100	new
337	Financial Network Wealth Advisors LLC	$8.4K	100	—	no prior
338	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$7.0K	83,898	+5,095	add
339	Accent Capital Management, LLC	$6.7K	80	0	no change
340	CENTRAL TRUST Co	$6.5K	78	+15	add
341	CVA Family Office, LLC	$6.4K	76	+76	new
342	FARMERS & MERCHANTS INVESTMENTS INC	$6.2K	74	0	no change
343	Richardson Capital Management LLC	$6.2K	74	+74	new
344	Clearstead Advisors, LLC	$5.9K	70	−2,540	trim
345	JFS WEALTH ADVISORS, LLC	$5.3K	64	+2	add
346	Bell Investment Advisors, Inc	$4.4K	53	−39	trim
347	Sachetta, LLC	$4.3K	51	+39	add
348	Clearstead Trust, LLC	$4.0K	48	+37	add
349	CANADA LIFE ASSURANCE Co	$4.0K	47,821	−1,794	trim
350	Hilton Head Capital Partners, LLC	$3.8K	45	−2	trim
351	SJS Investment Consulting Inc.	$3.5K	42	−51	trim
352	AMALGAMATED BANK	$3.1K	36,933	+679	add
353	NATIXIS ADVISORS, LLC	$2.8K	32,977	+6,684	add
354	Marquette Asset Management, LLC	$2.0K	24	+19	add
355	Quarry LP	$2.0K	24	−74	trim
356	Manchester Capital Management LLC	$1.9K	23	0	no change
357	BROWN, LISLE/CUMMINGS, INC.	$1.8K	22	+22	new
358	THRIVENT FINANCIAL FOR LUTHERANS	$1.6K	19,249	−258,093	trim
359	Kingdom Financial Group LLC.	$1.5K	18	0	no change
360	Main Management ETF Advisors, LLC	$1.1K	13,451	+13,451	new
361	SHP Wealth Management	$1.0K	12	+12	new
362	DiNuzzo Private Wealth, Inc.	$1.0K	12	−1	trim
363	AMICA MUTUAL INSURANCE CO	$987	11,805	0	no change
364	TFC Financial Management, Inc.	$920	11	+11	new
365	Abound Wealth Management	$836	10	0	no change
366	State of Alaska, Department of Revenue	$696	8,336	−200	trim
367	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$688	8,231	0	no change
368	Intentional Wealth Strategies, LLC	$669	8	—	no prior
369	SouthState Bank Corp	$585	7	0	no change
370	Crewe Advisors LLC	$502	6	+6	new
371	Rialto Wealth Management, LLC	$502	6	−15	trim
372	Rakuten Securities, Inc.	$501	6	−2	trim
373	ACADIAN ASSET MANAGEMENT LLC	$449	5,375	−3,400	trim
374	HFM Investment Advisors, LLC	$334	4	+1	add
375	Investors Portfolio Services LLC	$327	4	+4	new
376	Vestcor Inc	$282	3,377	−4,328	trim
377	Quaker Wealth Management, LLC	$251	3	+1	add
378	KBC Group NV	$201	2,411	0	no change
379	Atlantic Union Bankshares Corp	$168	2	0	no change
380	Cassaday & Co Wealth Management LLC	$168	2	+2	new
381	Vermillion Wealth Management, Inc.	$167	2	+2	new
382	GHP Investment Advisors, Inc.	$84	1	+1	new
383	Tradewinds Capital Management, LLC	$84	1	0	no change
384	EVOLUTION WEALTH MANAGEMENT INC.	$84	1	0	no change
385	DekaBank Deutsche Girozentrale	$46	549	0	no change
386	iA Global Asset Management Inc.	$17	200	−68,630	trim
387	HARBOR CAPITAL ADVISORS, INC.	$11	131	−17,613	trim
388	Capital Advisors, Ltd. LLC	$6	73	+73	new
389	Avion Wealth	$0	7	0	no change
390	Activest Wealth Management	$0	0	0	new
391	TRUIST FINANCIAL CORP	—	—	−2,537	exit
392	VANGUARD GROUP INC	—	—	−8,668,534	exit
393	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	—	—	−12,030	exit
394	DANSKE BANK A/S	—	—	−700	exit
395	MEEDER ASSET MANAGEMENT INC	—	—	−36	exit
396	HARBOUR INVESTMENTS, INC.	—	—	−2	exit
397	JOHNSON INVESTMENT COUNSEL INC	—	—	−2,311	exit
398	TOTH FINANCIAL ADVISORY CORP	—	—	−290	exit
399	CONGRESS ASSET MANAGEMENT CO	—	—	−101,816	exit
400	COMERICA BANK	—	—	−26,332	exit
401	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	—	—	−149,122	exit
402	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−6,200	exit
403	DEERFIELD MANAGEMENT COMPANY, L.P.	—	—	−16,231	exit
404	POLEN CAPITAL MANAGEMENT LLC	—	—	−4,980	exit
405	CIBC WORLD MARKETS CORP	—	—	−5,648	exit
406	GREAT LAKES ADVISORS, LLC	—	—	−2,407	exit
407	CHESAPEAKE ASSET MANAGEMENT LLC	—	—	−78	exit
408	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−2,221	exit
409	ZACKS INVESTMENT MANAGEMENT	—	—	−33,382	exit
410	Penn Capital Management Company, LLC	—	—	−15,944	exit
411	BRIDGER MANAGEMENT, LLC	—	—	−60,484	exit
412	CREDIT AGRICOLE S A	—	—	−16,684	exit
413	JUPITER ASSET MANAGEMENT LTD	—	—	−11,705	exit
414	CIBC Private Wealth Group LLC	—	—	−276,723	exit
415	Yorktown Management & Research Co Inc	—	—	−4,125	exit
416	Forest Hill Capital, LLC	—	—	−29,576	exit
417	Bridgewater Associates, LP	—	—	−20,827	exit
418	Magnetar Financial LLC	—	—	−33,020	exit
419	NORGES BANK	—	—	−730,567	exit
420	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−3,490	exit
421	Walleye Trading LLC	—	—	−4,072	exit
422	OXFORD ASSET MANAGEMENT LLP	—	—	−8,606	exit
423	TWO SIGMA SECURITIES, LLC	—	—	−8,692	exit
424	Verition Fund Management LLC	—	—	−28,023	exit
425	EXCHANGE TRADED CONCEPTS, LLC	—	—	−1,030	exit
426	B. Riley Wealth Advisors, Inc.	—	—	−2,606	exit
427	HRT FINANCIAL LP	—	—	−12,806	exit
428	Quantbot Technologies LP	—	—	−20,723	exit
429	Dynamic Technology Lab Private Ltd	—	—	−10,750	exit
430	MIRABELLA FINANCIAL SERVICES LLP	—	—	−3,687	exit
431	Assenagon Asset Management S.A.	—	—	−10,710	exit
432	Avior Wealth Management, LLC	—	—	−5,309	exit
433	Sequoia Financial Advisors, LLC	—	—	−36,141	exit
434	Lighthouse Investment Partners, LLC	—	—	−5,532	exit
435	Point72 Asset Management, L.P.	—	—	−182,017	exit
436	MV CAPITAL MANAGEMENT, INC.	—	—	−1	exit
437	Versor Investments LP	—	—	−12,920	exit
438	Econ Financial Services Corp	—	—	−27,249	exit
439	Faithward Advisors, LLC	—	—	−36,374	exit
440	CROWN ADVISORS MANAGEMENT, INC.	—	—	−20,000	exit
441	Global Retirement Partners, LLC	—	—	−2,879	exit
442	Silphium Asset Management Ltd	—	—	−13,478	exit
443	Geneos Wealth Management Inc.	—	—	−205	exit
444	Qsemble Capital Management, LP	—	—	−4,096	exit
445	TWINBEECH CAPITAL LP	—	—	−21,100	exit
446	Prestige Wealth Management Group LLC	—	—	−5	exit
447	Y-Intercept (Hong Kong) Ltd	—	—	−42,019	exit
448	NICOLET ADVISORY SERVICES, LLC	—	—	−6,021	exit
449	Woodline Partners LP	—	—	−75,461	exit
450	Olympiad Research LP	—	—	−3,490	exit
451	Cinctive Capital Management LP	—	—	−9,746	exit
452	Avidity Partners Management LP	—	—	−16,900	exit
453	BELLEVUE ASSET MANAGEMENT, LLC	—	—	−36	exit
454	Kestra Advisory Services, LLC	—	—	−713	exit
455	Simplify Asset Management Inc.	—	—	−27,329	exit
456	NewEdge Wealth, LLC	—	—	−2,570	exit
457	Vermillion & White Wealth Management Group, LLC	—	—	−41	exit
458	BOONE CAPITAL MANAGEMENT LLC	—	—	−212,856	exit
459	AlphaQuest LLC	—	—	−5,363	exit
460	Capricorn Fund Managers Ltd	—	—	−75,602	exit
461	Forum Financial Management, LP	—	—	−2,642	exit
462	SageView Advisory Group, LLC	—	—	−271	exit
463	AXQ CAPITAL, LP	—	—	−3,201	exit
464	iSAM Funds (UK) Ltd	—	—	−2,239	exit
465	Callan Family Office, LLC	—	—	−2,484	exit
466	Dunhill Financial, LLC	—	—	−2	exit
467	UNIQUE WEALTH, LLC	—	—	−3,029	exit
468	Caitong International Asset Management Co., Ltd	—	—	−438	exit
469	Compound Planning, Inc.	—	—	−3,793	exit
470	Marex Group Ltd	—	—	−13,781	exit
471	Private Wealth Management Group, LLC	—	—	−52	exit
472	Scientech Research LLC	—	—	−3,329	exit
473	Sivia Capital Partners, LLC	—	—	−5,447	exit
474	Optimize Financial Inc	—	—	−4,708	exit
475	Aster Capital Management (DIFC) Ltd	—	—	−301	exit
476	Integrated Quantitative Investments LLC	—	—	−21,800	exit
477	SummitTX Capital, L.P.	—	—	−24,187	exit
478	Grant Private Wealth Management Inc	—	—	−2,306	exit
479	111 Capital	—	—	−3,528	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HQY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $1.4M held
Trimming: 1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HEALTHEQUITY INC

Merged timeline of congressional filings and notable-manager moves on HQY
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+11,587 sh
2026-05-15	Bridgewater Associates 13F	exit	−20,827 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed HQY — the congressional view ↗