Healthequity, Inc. (HQY)
- Sector
- Healthcare
- Industry
- Health Information Services
- Last price
- $101.34
- As of
Kresmion compiles this page from HQY's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
HEALTHEQUITY, INC. (HQY): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-09.
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Preview the HQY dossierActive events for HQY
- high13F: large increase
CITADEL ADVISORS LLC added +190% to HQY (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +16161% to HQY (2026Q2)
- high13F: large reduction
MILLENNIUM MANAGEMENT LLC cut 69% of HQY (2026Q2)
- medium13F: new position
D. E. Shaw & Co., Inc. new position in HQY
- mediumEarnings above estimates
Q2-2026: Beat consensus by 16.2% - EPS $1.08 vs $0.9295 estimate
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Every event on HQY, as it fires
You are seeing 5 of 7 events recorded on HQY since 2026-06-04.
The five above landed across 2 days. The other 2 were recorded on those same days. 4 of the 7 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in HQY (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| CITADEL ADVISORS LLCCUSIP 42226A107 · 2026Q2 | $61.7M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 42226A107 · 2026Q2 | $22.6M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 42226A107 · 2026Q2 | $1.8M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, HQY
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
HQY against its peers
HQY's operating margin of 24.6% ranks in the 97th percentile of 17 Health Information Services sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-01-31.
| Metric | HQY | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.3B USD | 157M USD | 97 | 16 |
| Gross margin | 69.5% | 64.3% | 65 | 12 |
| Operating margin | 24.6% | -18.8% | 97 | 17 |
| Net margin | 16.4% | -15.9% | 97 | 17 |
| Return on equity | 10.2% | -29.2% | 82 | 18 |
| P / E | 41.2x | 23.4x | 79 | 6 |
Peers (19): HTFL, SDGR, PHR, SOPH, WEAV, NRC, CARL, TBRG.D, AMWL, SY, OPRX, HCAT, LFMD, RVRC, CCLD, VASO, DRIO, ONMD, BEAT. Left out: PMDIY (no annual filing), HYDTF (no annual filing), RNLXY (period gap), VRHI (no annual filing), DGNOF (no annual filing), RMHI (no annual filing). Fiscal periods ending between 2025-12-31 and 2026-01-31. Every figure is one full fiscal year read from one annual filing (HQY: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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