Public record / Tickers / HQY

HQY — HEALTHEQUITY, INC.†

Both disclosure regimes on one name: who in Congress filed about HQY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
24
all PTR rows naming HQY
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
479
top-479 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-04-10 → filed 2023-05-19. Ranked over every HQY row by the provable lower bound, never a point estimate.

1 member · 3 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HQY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HQY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-10 LATE·56d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-30 +2d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-29 +10d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in HQY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing HQY in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HQY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $1.4M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HEALTHEQUITY INC

Merged timeline of congressional filings and notable-manager moves on HQY
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+11,587 sh
2026-05-15Bridgewater Associates 13FEXIT−20,827 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HQY for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$880M1
2WASATCH ADVISORS LP$602M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$348M1
4VANGUARD CAPITAL MANAGEMENT LLC$320M1
5STATE STREET CORP$259M1
6MORGAN STANLEY$208M1
7GEODE CAPITAL MANAGEMENT, LLC$189M1
8AQR CAPITAL MANAGEMENT LLC$173M1
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$139M1
10DIMENSIONAL FUND ADVISORS LP$136M1
11BROWN ADVISORY INC$118M1
12Clearbridge Investments, LLC$109M1
13MACKENZIE FINANCIAL CORP$107M1
14Greenhouse Funds LLLP$105M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$98.2M1
16FMR LLC$94.8M1
17NORTHERN TRUST CORP$86.6M1
18DAVENPORT & Co LLC$84.9M1
19Atalan Capital Partners, LP$73.8M1
20BANK OF AMERICA CORP /DE/$72.0M1
21Janus Henderson Group Ltd.$71.1M1
22BALYASNY ASSET MANAGEMENT L.P.$69.8M1
23CADIAN CAPITAL MANAGEMENT, LP$69.6M1
24MILLENNIUM MANAGEMENT LLC$67.6M1
25UBS Group AG$65.7M1
26BAMCO INC /NY/$62.7M1
27AMERICAN CENTURY COMPANIES INC$62.1M1
28WESTFIELD CAPITAL MANAGEMENT CO LP$59.6M1
29Swedbank AB$59.0M1
30Stephens Investment Management Group LLC$57.2M1
31Nuveen, LLC$56.9M1
32AMERIPRISE FINANCIAL INC$53.3M1
33Park West Asset Management LLC$52.1M1
34SEI INVESTMENTS CO$50.4M1
35Bank of New York Mellon Corp$50.1M1
36VANGUARD FIDUCIARY TRUST CO$49.7M1
37NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$49.5M1
38WELLINGTON MANAGEMENT GROUP LLP$41.6M1
39Invesco Ltd.$37.8M1
40Man Group plc$35.4M1
41Aristotle Capital Boston, LLC$33.2M1
42RAYMOND JAMES FINANCIAL INC$31.6M1
43LAZARD ASSET MANAGEMENT LLC$28.5M1
44FRANKLIN RESOURCES INC$28.5M1
45CIBC Bancorp USA Inc.$26.9M1
46PRINCIPAL FINANCIAL GROUP INC$25.4M1
47ROYAL BANK OF CANADA$25.0M1
48Ranger Investment Management, L.P.$22.7M1
49Artisan Partners Limited Partnership$22.6M1
50CITADEL ADVISORS LLC$22.5M1
51ASHFORD CAPITAL MANAGEMENT INC$22.3M1
52Allspring Global Investments Holdings, LLC$22.2M1
53CITIGROUP INC$21.2M1
54ALLIANCEBERNSTEIN L.P.$20.4M1
55Retirement Systems of Alabama$17.9M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.3M1
57JANE STREET GROUP, LLC$16.1M1
58FRONTIER CAPITAL MANAGEMENT CO LLC$16.1M1
59WCM INVESTMENT MANAGEMENT, LLC$15.8M1
60Trexquant Investment LP$15.6M1
61Squarepoint Ops LLC$15.0M1
62OPPENHEIMER ASSET MANAGEMENT INC.$14.5M1
63GLENMEDE TRUST CO NA$14.3M1
64Swiss National Bank$14.1M1
65SEGALL BRYANT & HAMILL, LLC$14.1M1
66OBERWEIS ASSET MANAGEMENT INC/$13.9M1
67Summit Creek Advisors LLC$13.5M1
68AXIOM INVESTORS LLC /DE$12.8M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.8M1
70ArrowMark Colorado Holdings LLC$12.2M1
71CANADA PENSION PLAN INVESTMENT BOARD$11.9M1
72WELLS FARGO & COMPANY/MN$11.7M1
73ENVESTNET ASSET MANAGEMENT INC$11.6M1
74Ensign Peak Advisors, Inc$11.2M1
75DF DENT & CO INC$11.2M1
76Private Advisory Group LLC$10.6M1
77PEREGRINE CAPITAL MANAGEMENT LLC$10.5M1
78GDS Wealth Management$10.5M1
79Granahan Investment Management, LLC$10.2M1
80DEUTSCHE BANK AG\$10.1M1
81LPL Financial LLC$10.0M1
82Legal & General Group Plc$9.8M1
83NEW YORK STATE COMMON RETIREMENT FUND$8.9M1
84Portolan Capital Management, LLC$8.5M1
85STATE OF WISCONSIN INVESTMENT BOARD$8.5M1
86RENAISSANCE GROUP LLC$8.2M1
87ADAGE CAPITAL PARTNERS GP, L.L.C.$8.1M1
88VOYA INVESTMENT MANAGEMENT LLC$8.0M1
89MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
90KING LUTHER CAPITAL MANAGEMENT CORP$7.7M1
91DIVERSIFY WEALTH MANAGEMENT, LLC$7.4M1
92MetLife Investment Management, LLC$7.2M1
93B. Metzler seel. Sohn & Co. AG$7.2M1
94TECTONIC ADVISORS LLC$6.9M1
95MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
96PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.5M1
97VANGUARD ASSET MANAGEMENT, Ltd$6.5M1
98KORNITZER CAPITAL MANAGEMENT INC /KS$6.3M1
99Cornerstone Advisors, LLC$6.0M1
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
101Mariner, LLC$5.8M1
102Amundi$5.6M1
103VICTORY CAPITAL MANAGEMENT INC$5.6M1
104Creative Planning$5.4M1
105INSPIRION WEALTH ADVISORS, LLC$5.4M1
106Elk River Wealth Management LLC$5.2M1
107Waverly Advisors, LLC$5.1M1
108Madison Asset Management, LLC$5.0M1
109BEACON INVESTMENT ADVISORY SERVICES, INC.$4.8M1
110PUBLIC SECTOR PENSION INVESTMENT BOARD$4.8M1
111NORDEA INVESTMENT MANAGEMENT AB$4.7M1
1121492 Capital Management LLC$4.7M1
113ExodusPoint Capital Management, LP$4.6M1
114Hilton Capital Management, LLC$4.4M1
115Eversept Partners, LP$4.3M1
116Montanaro Asset Management Ltd$4.2M1
117Future Fund LLC$4.2M1
118BARCLAYS PLC$4.2M1
119INTECH INVESTMENT MANAGEMENT LLC$4.2M1
120HighTower Advisors, LLC$4.1M1
121CASTLEARK MANAGEMENT LLC$4.1M1
122BEACON INVESTMENT ADVISORS LLC$4.0M1
123Physician Wealth Advisors, Inc.$3.9M1
124Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
125BNP Paribas Asset Management Holding S.A.$3.8M1
126Quantinno Capital Management LP$3.7M1
127PRUDENTIAL FINANCIAL INC$3.5M1
128EFG International AG$3.5M1
129Qube Research & Technologies Ltd$3.4M1
130HOMESTEAD ADVISERS CORP$3.4M1
131Covea Finance$3.3M1
132Tidal Investments LLC$3.2M1
133FIRST TRUST ADVISORS LP$3.2M1
134Wealthspire Advisors, LLC$3.2M1
135Oxbow Advisors, LLC$3.1M1
136Atria Investments, Inc$3.1M1
137ADVISORY RESEARCH INC$3.1M1
138Grandeur Peak Global Advisors, LLC$3.0M1
139Ameritas Investment Partners, Inc.$3.0M1
140Vanguard Global Advisers, LLC$2.9M1
141FORMULA GROWTH LTD$2.9M1
142MOODY ALDRICH PARTNERS LLC$2.5M1
143SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
144Maridea Wealth Management LLC$2.4M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
146PEAK6 LLC$2.4M1
147KLP KAPITALFORVALTNING AS$2.4M1
148State of New Jersey Common Pension Fund D$2.4M1
149Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
150HSBC HOLDINGS PLC$2.4M1
151Chesley Taft & Associates LLC$2.3M1
152Baird Financial Group, Inc.$2.3M1
153Pathstone Holdings, LLC$2.3M1
154Corient Private Wealth LLC$2.3M1
155M&T BANK CORP$2.3M1
156Cerity Partners LLC$2.2M1
157Cetera Investment Advisers$2.2M1
158YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
159FIFTH THIRD BANCORP$2.1M1
160STIFEL FINANCIAL CORP$2.0M1
161Arizona State Retirement System$2.0M1
162New Age Alpha Advisors, LLC$1.9M1
163Vanguard Investments Australia, Ltd.$1.8M1
164CWA Asset Management Group, LLC$1.8M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
166STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
167CHOREO, LLC$1.7M1
168NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
169OP Asset Management Ltd$1.6M1
170STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
171Gradient Investments LLC$1.6M1
172US BANCORP \DE\$1.5M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
174Rockefeller Capital Management L.P.$1.4M1
175Gotham Asset Management, LLC$1.4M1
176GUGGENHEIM CAPITAL LLC$1.3M1
177ProShare Advisors LLC$1.3M1
178Expect Equity LLC$1.3M1
179MILESTONE ASSET MANAGEMENT, LLC$1.2M1
180Vontobel Holding Ltd.$1.2M1
181Vanguard Personalized Indexing Management, LLC$1.2M1
182BANK OF MONTREAL /CAN/$1.2M1
183BENJAMIN EDWARDS INC$1.2M1
184HANCOCK WHITNEY CORP$1.2M1
185Pictet Asset Management Holding SA$1.1M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
187NewEdge Advisors, LLC$1.1M1
188Shay Capital LLC$1.1M1
189CWM, LLC$1.1M1
190Overbrook Management Corp$1.1M1
191XPONANCE LLC$1.0M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
193Three Seasons Wealth, LLC$1000K1
194FJ Capital Management LLC$937K1
195ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$917K1
196Ashton Thomas Private Wealth, LLC$915K1
197Coyle Financial Counsel LLC$896K1
198Elo Mutual Pension Insurance Co$892K1
199Institute for Wealth Management, LLC.$878K1
200State of Wyoming$866K1
201Freestone Grove Partners LP$809K1
202Steward Partners Investment Advisory, LLC$802K1
203OSAIC HOLDINGS, INC.$790K1
204Suncoast Equity Management$773K1
205ALPS ADVISORS INC$766K1
206MERCER GLOBAL ADVISORS INC /ADV$757K1
207MANGROVE PARTNERS IM, LLC$735K1
208Prospera Financial Services Inc$732K1
209HC Advisors, LLC$726K1
210Connor, Clark & Lunn Investment Management Ltd.$720K1
211CSS LLC/IL$720K1
212SHEETS SMITH WEALTH MANAGEMENT$712K1
213STANSBERRY ASSET MANAGEMENT, LLC$700K1
214FEDERATED HERMES, INC.$698K1
215Radnor Capital Management, LLC$698K1
216Tower Research Capital LLC (TRC)$694K1
217Graham Capital Management, L.P.$671K1
218Inspire Investing, LLC$662K1
219Concurrent Investment Advisors, LLC$656K1
220QUADRANT CAPITAL GROUP LLC$656K1
221Peterson Wealth Services$645K1
222Numerai GP LLC$640K1
223&PARTNERS$615K1
224Steadtrust LLC$587K1
225BTC Capital Management, Inc.$577K1
226NorthCrest Asset Manangement, LLC$574K1
227IEQ CAPITAL, LLC$567K1
228NICOLET BANKSHARES INC$559K1
229FULTON BANK, N.A.$545K1
230STEPHENS INC /AR/$532K1
231XTX Topco Ltd$531K1
232WASHINGTON CAPITAL MANAGEMENT, INC$531K1
233Sanctuary Advisors, LLC$529K1
234SECURIAN ASSET MANAGEMENT, INC$524K1
235Havemeyer Place LP$517K1
236Swiss Life Asset Management Ltd$516K1
237Diametric Capital, LP$509K1
238LEVEL FOUR ADVISORY SERVICES, LLC$494K1
239Crossmark Global Holdings, Inc.$493K1
240Brevan Howard Capital Management LP$491K1
241ELEVATION POINT WEALTH PARTNERS, LLC$488K1
242Abel Hall, LLC$476K1
243Bridgefront Capital, LLC$463K1
244Focus Partners Wealth$460K1
245Iron Gate Global Advisors LLC$452K1
246Keebeck Wealth Management$449K1
247EP Wealth Advisors, LLC$435K1
248Fieldview Capital Management, LLC$426K1
249Federation des caisses Desjardins du Quebec$423K1
250Mutual Advisors, LLC$422K1
251Hodges Capital Management Inc.$418K1
252Van Hulzen Asset Management, LLC$418K1
253Narus Financial Partners, LLC$418K1
254BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$400K1
255COMMERCE BANK$380K1
256CITIZENS FINANCIAL GROUP INC/RI$374K1
257Brooklyn Investment Group$371K1
258SUMMITRY LLC$365K1
259Mattson Financial Services, LLC$355K1
260Curated Wealth Partners LLC$344K1
261Keating Financial Advisory Services, Inc.$324K1
262CIM INVESTMENT MANAGEMENT INC$319K1
263EVERGREEN CAPITAL MANAGEMENT LLC$317K1
264DnB Asset Management AS$311K1
265NISA INVESTMENT ADVISORS, LLC$308K1
266FIDUCIARY TRUST CO$308K1
267PROFUND ADVISORS LLC$304K1
268City Center Advisors, LLC$293K1
269GREENLEAF TRUST$292K1
270Avanza Fonder AB$290K1
271Equitable Holdings, Inc.$282K1
272Hennion & Walsh Asset Management, Inc.$280K1
273RITHOLTZ WEALTH MANAGEMENT$265K1
274O'SHAUGHNESSY ASSET MANAGEMENT, LLC$262K1
275Cresset Asset Management, LLC$259K1
276COMMONWEALTH EQUITY SERVICES, LLC$242K1
277SHELTON CAPITAL MANAGEMENT$241K1
278Orion Porfolio Solutions, LLC$241K1
279Fifth Third Wealth Advisors LLC$240K1
280Merit Financial Group, LLC$237K1
281Engineers Gate Manager LP$237K1
282FARALLON CAPITAL MANAGEMENT, L.L.C.$234K1
283ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$232K1
284FOX RUN MANAGEMENT, L.L.C.$231K1
285HB Wealth Management, LLC$229K1
286MML INVESTORS SERVICES, LLC$229K1
287CIBC Asset Management Inc$226K1
288Holocene Advisors, LP$224K1
289Sowell Financial Services LLC$215K1
290Vident Advisory, LLC$209K1
291Ethic Inc.$207K1
292AE Wealth Management LLC$206K1
293Mitsubishi UFJ Asset Management Co., Ltd.$202K1
294Advisors Asset Management, Inc.$196K1
295Aviso Financial Inc.$135K1
296Daiwa Securities Group Inc.$130K1
297Eurizon Capital SGR S.p.A.$112K1
298SIGNATUREFD, LLC$109K1
299MAI Capital Management$106K1
300Allworth Financial LP$86.5K1
301WESTPAC BANKING CORP$82.4K1
302UMB Bank, n.a.$80.1K1
303ASSETMARK, INC$75.3K1
304VEGA INVESTMENT SOLUTIONS$65.1K1
305NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.0K1
306SBI Securities Co., Ltd.$48.3K1
307INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$46.1K1
308Sterling Capital Management LLC$46.0K1
309Sellwood Investment Partners LLC$46.0K1
310Kemnay Advisory Services Inc.$41.5K1
311Pinnacle Wealth Planning Services, Inc.$38.8K1
312Arax Advisory Partners$37.3K1
313Smartleaf Asset Management LLC$35.1K1
314Optiver Holding B.V.$34.3K1
315Axiom Investment Management LLC$33.1K1
316Leonteq Securities AG$31.9K1
317WPG Advisers, LLC$31.7K1
318Acumen Wealth Advisors, LLC$26.8K1
319Wilmington Savings Fund Society, FSB$25.1K1
320SMA Capital LLC$24.7K1
321Larson Financial Group LLC$23.7K1
322Premier Fund Managers Ltd$23.5K1
323ARCADIA INVESTMENT MANAGEMENT CORP/MI$22.3K1
324Parkside Financial Bank & Trust$21.6K1
325True Wealth Design, LLC$20.1K1
326Annis Gardner Whiting Capital Advisors, LLC$19.6K1
327Mirae Asset Global Investments Co., Ltd.$18.5K1
328NOMURA ASSET MANAGEMENT CO LTD$18.4K1
329PRIVATE TRUST CO NA$16.5K1
330MATHER GROUP, LLC.$15.0K1
331Asset Dedication, LLC$14.3K1
332JNBA Financial Advisors$11.3K1
333Signature Equity Partners, LLC$10.8K1
334VISION FINANCIAL MARKETS LLC$9.6K1
335CHILTON CAPITAL MANAGEMENT LLC$8.9K1
336Anfield Capital Management, LLC$8.4K1
337Financial Network Wealth Advisors LLC$8.4K1
338NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.0K1
339Accent Capital Management, LLC$6.7K1
340CENTRAL TRUST Co$6.5K1
341CVA Family Office, LLC$6.4K1
342FARMERS & MERCHANTS INVESTMENTS INC$6.2K1
343Richardson Capital Management LLC$6.2K1
344Clearstead Advisors, LLC$5.9K1
345JFS WEALTH ADVISORS, LLC$5.3K1
346Bell Investment Advisors, Inc$4.4K1
347Sachetta, LLC$4.3K1
348Clearstead Trust, LLC$4.0K1
349CANADA LIFE ASSURANCE Co$4.0K1
350Hilton Head Capital Partners, LLC$3.8K1
351SJS Investment Consulting Inc.$3.5K1
352AMALGAMATED BANK$3.1K1
353NATIXIS ADVISORS, LLC$2.8K1
354Marquette Asset Management, LLC$2.0K1
355Quarry LP$2.0K1
356Manchester Capital Management LLC$1.9K1
357BROWN, LISLE/CUMMINGS, INC.$1.8K1
358THRIVENT FINANCIAL FOR LUTHERANS$1.6K1
359Kingdom Financial Group LLC.$1.5K1
360Main Management ETF Advisors, LLC$1.1K1
361SHP Wealth Management$1.0K1
362DiNuzzo Private Wealth, Inc.$1.0K1
363AMICA MUTUAL INSURANCE CO$9871
364TFC Financial Management, Inc.$9201
365Abound Wealth Management$8361
366State of Alaska, Department of Revenue$6961
367PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6881
368Intentional Wealth Strategies, LLC$6691
369SouthState Bank Corp$5851
370Crewe Advisors LLC$5021
371Rialto Wealth Management, LLC$5021
372Rakuten Securities, Inc.$5011
373ACADIAN ASSET MANAGEMENT LLC$4491
374HFM Investment Advisors, LLC$3341
375Investors Portfolio Services LLC$3271
376Vestcor Inc$2821
377Quaker Wealth Management, LLC$2511
378KBC Group NV$2011
379Atlantic Union Bankshares Corp$1681
380Cassaday & Co Wealth Management LLC$1681
381Vermillion Wealth Management, Inc.$1671
382GHP Investment Advisors, Inc.$841
383Tradewinds Capital Management, LLC$841
384EVOLUTION WEALTH MANAGEMENT INC.$841
385DekaBank Deutsche Girozentrale$461
386iA Global Asset Management Inc.$171
387HARBOR CAPITAL ADVISORS, INC.$111
388Capital Advisors, Ltd. LLC$61
389Avion Wealth$01
390Activest Wealth Management$01
391TRUIST FINANCIAL CORP— value not disclosed1
392VANGUARD GROUP INC— value not disclosed1
393TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY— value not disclosed1
394DANSKE BANK A/S— value not disclosed1
395MEEDER ASSET MANAGEMENT INC— value not disclosed1
396HARBOUR INVESTMENTS, INC.— value not disclosed1
397JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
398TOTH FINANCIAL ADVISORY CORP— value not disclosed1
399CONGRESS ASSET MANAGEMENT CO— value not disclosed1
400COMERICA BANK— value not disclosed1
401MASSACHUSETTS FINANCIAL SERVICES CO /MA/— value not disclosed1
402VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
403DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
404POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
405CIBC WORLD MARKETS CORP— value not disclosed1
406GREAT LAKES ADVISORS, LLC— value not disclosed1
407CHESAPEAKE ASSET MANAGEMENT LLC— value not disclosed1
408COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
409ZACKS INVESTMENT MANAGEMENT— value not disclosed1
410Penn Capital Management Company, LLC— value not disclosed1
411BRIDGER MANAGEMENT, LLC— value not disclosed1
412CREDIT AGRICOLE S A— value not disclosed1
413JUPITER ASSET MANAGEMENT LTD— value not disclosed1
414CIBC Private Wealth Group LLC— value not disclosed1
415Yorktown Management & Research Co Inc— value not disclosed1
416Forest Hill Capital, LLC— value not disclosed1
417Bridgewater Associates, LP— value not disclosed1
418Magnetar Financial LLC— value not disclosed1
419NORGES BANK— value not disclosed1
420PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
421Walleye Trading LLC— value not disclosed1
422OXFORD ASSET MANAGEMENT LLP— value not disclosed1
423TWO SIGMA SECURITIES, LLC— value not disclosed1
424Verition Fund Management LLC— value not disclosed1
425EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
426B. Riley Wealth Advisors, Inc.— value not disclosed1
427HRT FINANCIAL LP— value not disclosed1
428Quantbot Technologies LP— value not disclosed1
429Dynamic Technology Lab Private Ltd— value not disclosed1
430MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
431Assenagon Asset Management S.A.— value not disclosed1
432Avior Wealth Management, LLC— value not disclosed1
433Sequoia Financial Advisors, LLC— value not disclosed1
434Lighthouse Investment Partners, LLC— value not disclosed1
435Point72 Asset Management, L.P.— value not disclosed1
436MV CAPITAL MANAGEMENT, INC.— value not disclosed1
437Versor Investments LP— value not disclosed1
438Econ Financial Services Corp— value not disclosed1
439Faithward Advisors, LLC— value not disclosed1
440CROWN ADVISORS MANAGEMENT, INC.— value not disclosed1
441Global Retirement Partners, LLC— value not disclosed1
442Silphium Asset Management Ltd— value not disclosed1
443Geneos Wealth Management Inc.— value not disclosed1
444Qsemble Capital Management, LP— value not disclosed1
445TWINBEECH CAPITAL LP— value not disclosed1
446Prestige Wealth Management Group LLC— value not disclosed1
447Y-Intercept (Hong Kong) Ltd— value not disclosed1
448NICOLET ADVISORY SERVICES, LLC— value not disclosed1
449Woodline Partners LP— value not disclosed1
450Olympiad Research LP— value not disclosed1
451Cinctive Capital Management LP— value not disclosed1
452Avidity Partners Management LP— value not disclosed1
453BELLEVUE ASSET MANAGEMENT, LLC— value not disclosed1
454Kestra Advisory Services, LLC— value not disclosed1
455Simplify Asset Management Inc.— value not disclosed1
456NewEdge Wealth, LLC— value not disclosed1
457Vermillion & White Wealth Management Group, LLC— value not disclosed1
458BOONE CAPITAL MANAGEMENT LLC— value not disclosed1
459AlphaQuest LLC— value not disclosed1
460Capricorn Fund Managers Ltd— value not disclosed1
461Forum Financial Management, LP— value not disclosed1
462SageView Advisory Group, LLC— value not disclosed1
463AXQ CAPITAL, LP— value not disclosed1
464iSAM Funds (UK) Ltd— value not disclosed1
465Callan Family Office, LLC— value not disclosed1
466Dunhill Financial, LLC— value not disclosed1
467UNIQUE WEALTH, LLC— value not disclosed1
468Caitong International Asset Management Co., Ltd— value not disclosed1
469Compound Planning, Inc.— value not disclosed1
470Marex Group Ltd— value not disclosed1
471Private Wealth Management Group, LLC— value not disclosed1
472Scientech Research LLC— value not disclosed1
473Sivia Capital Partners, LLC— value not disclosed1
474Optimize Financial Inc— value not disclosed1
475Aster Capital Management (DIFC) Ltd— value not disclosed1
476Integrated Quantitative Investments LLC— value not disclosed1
477SummitTX Capital, L.P.— value not disclosed1
478Grant Private Wealth Management Inc— value not disclosed1
479111 Capital— value not disclosed1
Truncated by Public Filings. Every one of the 390 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HQY

RETAINED WINDOW · ACTIVE HITS

Zero hits on HQY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HQY · financials and macro

Financials — as filed PLANNED

HQY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HQY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing