HQY — HEALTHEQUITY INC
Public company
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
Why are billionaires buying HQY?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 2 tracked investors who changed their HQY position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.
- +2 tracked investors reported holding HQY at their latest filing
- +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
- +2 congressional purchases disclosed in the last 6 months
- −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.
About HEALTHEQUITY INC (HQY)
HEALTHEQUITY INC (HQY) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $158M. Across recent filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 5 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in HQY
How many top investors track HQY
Only 2 tracked investors report this position.
HQY Ownership Composition
How HEALTHEQUITY INC is held across tracked investor types, based on reported 13F positions.
- Multi-Strategy / Quant100.0%
Tracked investors currently reporting HQY
4 tracked investors have since exited this position — listed separately below.
- Izzy EnglanderJun 30, 2026Millennium ManagementShares250KValue$22.6M% Portfolio0.01%
- Ken GriffinJun 30, 2026Citadel AdvisorsShares697.6KValue$63M% Portfolio0.01%
Previously held HQY
These investors reported HQY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.
| Investor | Firm | Last reported shares | Value then | Last held |
|---|---|---|---|---|
| Steve Cohen | Point72 Asset Management | 182K | $16.7M | Dec 31, 2025 |
| Andreas Halvorsen | Viking Global Investors | 219.7K | $23M | Jun 30, 2025 |
| Ray Dalio | Bridgewater Associates | 20.8K | $1.9M | Dec 31, 2025 |
| Paul Tudor Jones | Tudor Investment Corp | 2.4K | $220.9K | Dec 31, 2025 |
Recent activity
- $23MAug 14, 2025
- $0(-100.00%)Nov 14, 2025
- New$604.5KNov 13, 2025
- Increased$1.9M(226.49%)Feb 13, 2026
- Sold$0(-100.00%)May 15, 2026
- Sold$0(-100.00%)Nov 14, 2024
- New$53.2MNov 14, 2025
- Sold$0(-100.00%)Feb 17, 2026
- $996.2KAug 14, 2025
- Increased$919.1K(1.99%)Dec 9, 2025
- Sold$0(-100.00%)May 15, 2026
- New$7.9MSep 16, 2024
Frequently asked questions
- How many institutional investors hold HQY?
- 2 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 $158M.
- Did institutional ownership of HQY increase or decrease?
- Across recent 13F filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 5 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.