Healthequity Inc (HQY) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Healthequity Inc (HQY) following the 2026 Q3 hedge fund 13F filings?

As of today, HQY has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), HQY gained +16.0% vs +9.7% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Healthequity Inc (HQY)

490 + Investors. Track Smart Money conviction in HQY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HQY

Based on 497 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added HQY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

497 hedge funds hold HQY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding HQY is almost the same as a year ago (+16 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 57% buying

293 buying218 selling

Last quarter: 293 funds bought or added vs 218 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~79 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 78 → 93 → 82 → 79. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 22% new

271 out of 497 hedge funds have held HQY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~79 new funds/quarter

78 → 78 → 93 → 82 → 79 new funds/Q

New funds entering each quarter: 78 → 93 → 82 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 26% new

Entry-cohort mix of 504 holders: 300 (60%) are 2+ year veterans, 75 entered 1–2 years ago, and 129 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

59 of 496 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HQY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	490	484	1.24%
13F Shares	90M	86M	4.79%
Total Value	$7.94B	$7.00B	13.54%
New Positions	77	82	-5
Increased Positions	209	176	+33
Closed Positions	70	103	-33
Reduced Positions	150	181	-31
Total Calls	4	5	-20.0%
Total Puts	4	3	33.33%
PUT/CALL Ratio	1.0	0.6	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

490

484

1.24%

13F Shares

90M

86M

4.79%

Total Value

$7.94B

$7.00B

13.54%

New Positions

-5

Increased Positions

209

176

+33

Closed Positions

103

-33

Reduced Positions

150

181

-31

Total Calls

-20.0%

Total Puts

33.33%

PUT/CALL Ratio

1.0

0.6

Neutral

Institutional Holders (2026 Q2)

490 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HQY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HQY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Greenhouse Funds LLLP	5.46%	1,183,024	$106.9M
2	Atalan Capital Partners, LP	5.07%	915,270	$82.7M
3	Park West Asset Management LLC	4.78%	776,651	$70.1M
4	Wasatch Advisors LP	4.71%	7,960,735	$719.0M
5	12th Street Asset Management Company, LLC	4.44%	345,390	$31.2M
6	Cadian Capital Management, LP	4.28%	626,700	$56.6M
7	Bridger Management, LLC	3.11%	51,616	$4.7M
8	Summit Creek Advisors LLC	2.59%	84,157	$7.6M
9	Ashford Capital Management Inc	2.45%	253,441	$22.9M
10	Geneva Capital Management LLC	2.38%	1,149,680	$103.8M
11	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	2.26%	456,922	$41.3M
12	Beacon Investment Advisors LLC	2.04%	71,799	$6.5M
13	Aristotle Capital Boston, LLC	2.02%	332,884	$30.1M
14	Ranger Investment Management, L.P.	1.82%	319,253	$28.8M
15	Future Fund LLC	1.56%	60,154	$5.4M
16	Expect Equity LLC	1.41%	24,200	$2.2M
17	1492 Capital Management LLC	1.37%	51,501	$4.7M
18	Montanaro Asset Management Ltd	1.35%	47,400	$4.3M
19	Formula Growth Ltd	1.09%	34,417	$3.1M
20	Primoris Wealth Advisors, LLC	1.05%	25,500	$2.3M
21	Elk River Wealth Management LLC	0.83%	57,389	$5.2M
22	Stephens Investment Management Group LLC	0.71%	729,080	$65.9M
23	Inspirion Wealth Advisors, LLC	0.69%	65,000	$6.0M
24	Thompson Investment Management, INC.	0.67%	64,547	$5.8M
25	Pier Capital, LLC	0.64%	53,230	$4.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Healthequity Inc (HQY)

What does the Smart Money Trend signal show for HQY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HQY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HQY?

Slight buying edge — 57% buying: Last quarter: 293 funds bought or added vs 218 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HQY holders?

Elite ownership — 48% AUM from top-100 funds: 59 of 496 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HQY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HQY?

55% of holders stayed for 2+ years: 271 out of 497 hedge funds have held HQY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Healthequity Inc (HQY) following the 2026 Q3 hedge fund 13F filings?

As of today, HQY has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), HQY has gained +16.0% vs +9.7% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Healthequity Inc (HQY)

Smart Money Signals — HQY

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 57% buying

Steady new buyers — ~79 new funds per quarter

55% of holders stayed for 2+ years

Steady discovery — ~79 new funds/quarter

Veteran-anchored — 60% veterans vs 26% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — HQY

Hedge Fund Ownership: HQY

Market Analysis: HQY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HQY

Is It Too Late to Buy Healthequity Inc (HQY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HQY

Statistics: HQY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Healthequity Inc (HQY)

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