Follow-The-Filings

Security · featured owners

HQY Healthequity Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.1%
  • $68M
  • 1 add 1 exit

HQY (Healthequity Inc.) is held in 1 featured 13F book as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.10%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Ron Baron - Bamco Inc. (Baron Capital)) · not free-float ownership

  1. Ron Baron Add 0.10%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.10% Add 0.0% 750,394 $68M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 2,800 $234K History

1 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 17, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Jul 10, 2026 Filing Doc
4 Period Jul 9, 2026 Filing Doc
4 Period Jul 8, 2026 · 5 forms Filing Doc
4 Period Jul 2, 2026 Filing Doc
4 Period Jun 25, 2026 · 8 forms Filing Doc
4 Period May 29, 2026 Filing Doc
4 Period May 28, 2026 · 2 forms Filing Doc
4 Period Apr 6, 2026 · 4 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $0.862B $1B $1.2B $1.31B
Gross profit $490.09M $622.64M $777.26M $913.12M
Gross margin * 56.9% 62.3% 64.8% 69.5%
Net income -$26.14M $55.71M $96.7M $215.2M
Net margin * -3.0% 5.6% 8.1% 16.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $382.89M $557.44M $477.75M $512.28M
Total non-current assets * $2.71B $2.61B $2.97B $2.87B
Total assets $3.09B $3.16B $3.45B $3.38B
Total current liabilities $131.06M $117.09M $156.32M $156.85M
Total non-current liabilities $1.06B $1.01B $1.18B $1.12B
Total equity $1.9B $2.04B $2.11B $2.11B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $150.65M $242.83M $339.86M $457.09M
Cash from investing -$119.13M -$46.07M -$505.45M -$47.14M
Cash from financing -$2.67M -$47.04M $57.57M -$386.98M
Net change in cash $28.85M $149.71M -$108.03M $22.98M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders