Who owns HEALTHEQUITY, INC. (HQY)? Elite investor 13F holders
2 tracked elite investors reported holding HEALTHEQUITY, INC as of 2026-06-30, including Gotham Asset Management, D.E. Shaw. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
2 tracked investors currently reported holding · Latest report period: 2026-06-30 · Industrials · Commercial & Professional Services
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management | HEALTHEQUITY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2036264.00 USD | 22545.000000 | Shares | add | Original filing |
| D.E. Shaw | HEALTHEQUITY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1845328.00 USD | 20431.000000 | Shares | buy | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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