Canonical: https://ownershiptrace.com/13f/companies/1526

# 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](https://ownershiptrace.com/13f/investors/94672) | HEALTHEQUITY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2036264.00 USD | 22545.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | HEALTHEQUITY INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1845328.00 USD | 20431.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)