Who holds ticker 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 · common stock · Q1 2026 · 6 members disclosed HQY ↗

13F filers reporting this class for the quarter ended 2026-03-31: 390
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.5B
holders whose share count rose or who opened the position (new + add), by shares: 206
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 81

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of HQY ranked by reported value, 1–25 of 479 holders
#	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

Show all 479 holders

13F holders of HQY ranked by reported value, 26–479 of 479 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	VANGUARD GROUP INC	—	—	—	n/c
392	COMERICA BANK	—	—	—	n/c
393	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
394	CIBC WORLD MARKETS CORP	—	—	—	n/c
395	CIBC Private Wealth Group LLC	—	—	—	n/c
396	Global Retirement Partners, LLC	—	—	—	n/c
397	NICOLET ADVISORY SERVICES, LLC	—	—	—	n/c
398	SageView Advisory Group, LLC	—	—	—	n/c
399	TRUIST FINANCIAL CORP	—	—	−2,537	EXIT
400	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	—	—	−12,030	EXIT
401	DANSKE BANK A/S	—	—	−700	EXIT
402	MEEDER ASSET MANAGEMENT INC	—	—	−36	EXIT
403	HARBOUR INVESTMENTS, INC.	—	—	−2	EXIT
404	JOHNSON INVESTMENT COUNSEL INC	—	—	−2,311	EXIT
405	TOTH FINANCIAL ADVISORY CORP	—	—	−290	EXIT
406	CONGRESS ASSET MANAGEMENT CO	—	—	−101,816	EXIT
407	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	—	—	−149,122	EXIT
408	DEERFIELD MANAGEMENT COMPANY, L.P.	—	—	−16,231	EXIT
409	POLEN CAPITAL MANAGEMENT LLC	—	—	−4,980	EXIT
410	GREAT LAKES ADVISORS, LLC	—	—	−2,407	EXIT
411	CHESAPEAKE ASSET MANAGEMENT LLC	—	—	−78	EXIT
412	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−2,221	EXIT
413	ZACKS INVESTMENT MANAGEMENT	—	—	−33,382	EXIT
414	Penn Capital Management Company, LLC	—	—	−15,944	EXIT
415	BRIDGER MANAGEMENT, LLC	—	—	−60,484	EXIT
416	CREDIT AGRICOLE S A	—	—	−16,684	EXIT
417	JUPITER ASSET MANAGEMENT LTD	—	—	−11,705	EXIT
418	Yorktown Management & Research Co Inc	—	—	−4,125	EXIT
419	Forest Hill Capital, LLC	—	—	−29,576	EXIT
420	Bridgewater Associates, LP	—	—	−20,827	EXIT
421	Magnetar Financial LLC	—	—	−33,020	EXIT
422	NORGES BANK	—	—	−730,567	EXIT
423	PRELUDE CAPITAL MANAGEMENT, LLC	—	—	−3,490	EXIT
424	Walleye Trading LLC	—	—	−4,072	EXIT
425	OXFORD ASSET MANAGEMENT LLP	—	—	−8,606	EXIT
426	TWO SIGMA SECURITIES, LLC	—	—	−8,692	EXIT
427	Verition Fund Management LLC	—	—	−28,023	EXIT
428	EXCHANGE TRADED CONCEPTS, LLC	—	—	−1,030	EXIT
429	B. Riley Wealth Advisors, Inc.	—	—	−2,606	EXIT
430	HRT FINANCIAL LP	—	—	−12,806	EXIT
431	Quantbot Technologies LP	—	—	−20,723	EXIT
432	Dynamic Technology Lab Private Ltd	—	—	−10,750	EXIT
433	MIRABELLA FINANCIAL SERVICES LLP	—	—	−3,687	EXIT
434	Assenagon Asset Management S.A.	—	—	−10,710	EXIT
435	Avior Wealth Management, LLC	—	—	−5,309	EXIT
436	Sequoia Financial Advisors, LLC	—	—	−36,141	EXIT
437	Lighthouse Investment Partners, LLC	—	—	−5,532	EXIT
438	Point72 Asset Management, L.P.	—	—	−182,017	EXIT
439	MV CAPITAL MANAGEMENT, INC.	—	—	−1	EXIT
440	Versor Investments LP	—	—	−12,920	EXIT
441	Econ Financial Services Corp	—	—	−27,249	EXIT
442	Faithward Advisors, LLC	—	—	−36,374	EXIT
443	CROWN ADVISORS MANAGEMENT, INC.	—	—	−20,000	EXIT
444	Silphium Asset Management Ltd	—	—	−13,478	EXIT
445	Geneos Wealth Management Inc.	—	—	−205	EXIT
446	Qsemble Capital Management, LP	—	—	−4,096	EXIT
447	TWINBEECH CAPITAL LP	—	—	−21,100	EXIT
448	Prestige Wealth Management Group LLC	—	—	−5	EXIT
449	Y-Intercept (Hong Kong) Ltd	—	—	−42,019	EXIT
450	Woodline Partners LP	—	—	−75,461	EXIT
451	Olympiad Research LP	—	—	−3,490	EXIT
452	Cinctive Capital Management LP	—	—	−9,746	EXIT
453	Avidity Partners Management LP	—	—	−16,900	EXIT
454	BELLEVUE ASSET MANAGEMENT, LLC	—	—	−36	EXIT
455	Kestra Advisory Services, LLC	—	—	−713	EXIT
456	Simplify Asset Management Inc.	—	—	−27,329	EXIT
457	NewEdge Wealth, LLC	—	—	−2,570	EXIT
458	Vermillion & White Wealth Management Group, LLC	—	—	−41	EXIT
459	BOONE CAPITAL MANAGEMENT LLC	—	—	−212,856	EXIT
460	AlphaQuest LLC	—	—	−5,363	EXIT
461	Capricorn Fund Managers Ltd	—	—	−75,602	EXIT
462	Forum Financial Management, LP	—	—	−2,642	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

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

Congress ↔ notable managers · HQY

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+11,587 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−20,827 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.