$HQY is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.01%, with an average of 0.24% of portfolio. Largest holder: Summit Creek Advisors LLC at 2.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
HEALTHEQUITY INC
13F holders
479
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 479 · Source: 13F-HR01
New York Life Insurance Co.
—
—
02
Axa S.a.
—
—
03
State Street
—
—
04
Riverpark Capital Management LLC
—
—
05
Janus Henderson Group PLC
—
—
06
Immersion Capital LLP
—
—
07
Equitable Holdings, Inc.
—
—
08
Bank of Nova Scotia Trust Co.
—
—
09
Panagora Asset Management Inc.
—
—
10
Strs Ohio
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
13 holders · Q1 202601
Summit Creek Advisors LLC
2.01% NEW
α +11.6pts
02
Motley Fool Wealth Management, LLC
0.61% NEW
α +15.3pts
03
GM Advisory Group, LLC
0.24% held
α +16.5pts
04
Narus Financial Partners, LLC
0.11% held
α +11.1pts
05
New Age Alpha Advisors, LLC
0.09% held
α +10.8pts
06
Fulton Bank, N.a.
0.02% held
α +23.8pts
07
Citigroup Inc.
0.01% held
α +26.3pts
08
Wellington Management Group LLP
0.01% held
α +10.5pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
10
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
11
Level Financial Advisors
0.00% held
α +30.9pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
13
Quarry LP
0.00% held
α +10.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
29 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $HQY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $HQY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:36 UTC.