Who Owns Healthequity Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Healthequity Inc.
Who crossed 5% of HQY →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| INSPIRION WEALTH ADVISORS, LLCCOM65K shheld | $5.7M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock14.7K shheld | $1.3M |
| Gradient Investments LLCCOM12.7K shtrimmed | $1.1M |
| Overbrook Management CorpCOM5.8K shtrimmed | $516.6K |
| JUNCTURE WEALTH STRATEGIES, LLCCOM4.1K shadded | $366.4K |
| GAMMA Investing LLCCommon Stock1.5K shadded | $130.8K |
| Farther Finance Advisors, LLCStock1.3K shadded | $116.4K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock318 shtrimmed | $28.1K |
| CoreCap Advisors, LLCStock314 shtrimmed | $27.8K |
| GK Wealth Management LLCCOM31 sh— | $2.7K |
| Marquette Asset Management, LLCCOM24 shheld | $2.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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