How many institutional investors hold HQY?

4 tracked institutional investors disclosed a position in HQY (HEALTHEQUITY INC) in their most recent 13F filing.

Who is the largest institutional holder of HQY?

Izzy Englander, Millennium Management, holds the largest disclosed position in HQY, valued at $87M.

Where does this HQY ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

HQY — HEALTHEQUITY INC

Name: HEALTHEQUITY INC (HQY) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About HEALTHEQUITY INC (HQY)

HEALTHEQUITY INC (HQY) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $87M. Across recent filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in HQY

/100

Institutional Accumulation

Added / Increased2

Reduced0

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track HQY

/100

Emerging Interest

4investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

HQY Ownership Composition

How HEALTHEQUITY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

86% of tracked value

Institutions

tracked investors

Total Reported

$115.2M

combined 13F value

Other85.5%
Hedge Funds14.5%

Other(3)

85.5%

Hedge Funds(1)

14.5%

Tracked investors reporting HQY

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	808.9K	$67.6M	0.03%	Mar 31, 2026
Ken Griffin	Citadel Advisors	347.1K	$29M	0.00%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	182K	$16.7M	0.02%	Dec 31, 2025
Ray Dalio	Bridgewater Associates	20.8K	$1.9M	0.03%	Dec 31, 2025

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
808.9K
Value
$67.6M
% Portfolio
0.03%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
347.1K
Value
$29M
% Portfolio
0.00%
Steve CohenDec 31, 2025
Point72 Asset Management
Shares
182K
Value
$16.7M
% Portfolio
0.02%
Ray DalioDec 31, 2025
Bridgewater Associates
Shares
20.8K
Value
$1.9M
% Portfolio
0.03%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	Sold	-100.00%	$0	May 15, 2026
Ray Dalio	Increased	226.49%	$1.9M	Feb 13, 2026
Ray Dalio	New	—	$604.5K	Nov 13, 2025

Ray Dalio
Sold
$0(-100.00%)May 15, 2026
Ray Dalio
Increased
$1.9M(226.49%)Feb 13, 2026
Ray Dalio
New
$604.5KNov 13, 2025

Frequently asked questions

How many institutional investors hold HQY?: 4 tracked institutional investors disclosed a position in HQY (HEALTHEQUITY INC) in their most recent 13F filing.
Who is the largest institutional holder of HQY?: Izzy Englander, Millennium Management, holds the largest disclosed position in HQY, valued at $87M.
Did institutional ownership of HQY increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 1 fully exited HQY.
Where does this HQY ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.