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 Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $185.83 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $9.38 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 219.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for HealthEquity, Inc. (HQY)
Major holders include Cliff Asness ($172.59 M), Joel Greenblatt ($1.41 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 2.11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.38 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited HQY. The total reported sell value was $18.8 M.
Yes, 0 managers opened new positions in HQY, and 2 increased their existing holdings. The total reported buy value was $28.18 M.