Guru Ownership Trend
Guru Analysis for HealthEquity, Inc. (HQY)
HealthEquity, Inc. (HQY), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $204.14 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.68 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 33.6%. Conversely, Cliff Asness reduced exposure by 4.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for HealthEquity, Inc. (HQY)
Major holders include Cliff Asness ($176.05 M), Joel Greenblatt ($2.04 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 2.02 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.68 M, with 1 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited HQY. The total reported sell value was $8.19 M.
Yes, 0 managers opened new positions in HQY, and 1 increased their existing holdings. The total reported buy value was $512,385.26.