Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

HEALTHEQUITY, INC.

CIK 0001428336HQY· quarter ending 2026-06-30

Shares outstanding

82,715,296

as of 2026-08-20 · 10-Q cover page, filed 2026-08-27

Held by 13F filers

89,784,976

108.5% of shares outstanding

Holders

501

+13 vs 2026-03-31 · 77 new, 64 exited

Value

$8.1B

shares +4.0% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-27, as of 2026-08-20)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	HQY · NASDAQ	82,715,296	89,784,976	108.5%	501	42226A107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	42226A107	COM	501	89,784,976	82,715,296	108.5%	$8.1B	4 call / 4 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 501 · 42226A107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	11,277,914	13.63%	$1.0B	+745,520 (+7.1%)
2	WASATCH ADVISORS LP	7,960,735	9.62%	$719.0M	+757,801 (+10.5%)
3	MORGAN STANLEY	4,547,219	5.50%	$410.7M	+2,061,306 (+82.9%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	4,057,643	4.91%	$366.5M	-105,950 (-2.5%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,640,776	4.40%	$328.8M	-183,028 (-4.8%)
6	STATE STREET CORP	3,241,046	3.92%	$292.7M	+141,149 (+4.6%)
7	GEODE CAPITAL MANAGEMENT, LLC	2,374,467	2.87%	$214.5M	+114,821 (+5.1%)
8	AQR CAPITAL MANAGEMENT LLC	1,999,209	2.42%	$176.1M	-93,014 (-4.4%)
9	DIMENSIONAL FUND ADVISORS LP	1,869,036	2.26%	$168.8M	+241,997 (+14.9%)
10	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,773,227	2.14%	$160.2M	+113,611 (+6.8%)
11	FMR LLC	1,538,387	1.86%	$138.9M	+403,454 (+35.5%)
12	BROWN ADVISORY INC	1,372,624	1.66%	$124.0M	-40,160 (-2.8%)
13	Clearbridge Investments, LLC	1,296,765	1.57%	$117.1M	-13,207 (-1.0%)
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,188,902	1.44%	$107.4M	+13,563 (+1.2%)
15	Greenhouse Funds LLLP	1,183,024	1.43%	$106.9M	-74,830 (-5.9%)
16	JPMORGAN CHASE & CO	1,158,837	1.40%	$102.1M	-24,574 (-2.1%)
17	GENEVA CAPITAL MANAGEMENT LLC	1,149,680	1.39%	$103.8M	-24,390 (-2.1%)
18	BANK OF AMERICA CORP /DE/	1,146,735	1.39%	$103.6M	+284,727 (+33.0%)
19	DAVENPORT & Co LLC	1,087,218	1.31%	$98.2M	+71,784 (+7.1%)
20	NORTHERN TRUST CORP	1,072,119	1.30%	$96.8M	+35,945 (+3.5%)
21	GOLDMAN SACHS GROUP INC	1,007,434	1.22%	$91.0M	+206,616 (+25.8%)
22	PRICE T ROWE ASSOCIATES INC /MD/	994,551	1.20%	$89.8M	+191,124 (+23.8%)
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	965,807	1.17%	$87.2M	+963,026 (+34628.8%)
24	Atalan Capital Partners, LP	915,270	1.11%	$82.7M	+31,600 (+3.6%)
25	LOOMIS SAYLES & CO L P	908,554	1.10%	$82.1M	-23,352 (-2.5%)
26	Jupiter Topco LLC	872,972	1.06%	$78.8M	NEW
27	Swedbank AB	851,400	1.03%	$76.9M	+145,100 (+20.5%)
28	Park West Asset Management LLC	776,651	0.94%	$70.1M	+153,495 (+24.6%)
29	AMERICAN CENTURY COMPANIES INC	759,978	0.92%	$68.6M	+17,129 (+2.3%)
30	BAMCO INC /NY/	750,394	0.91%	$67.8M	+369 (+0.0%)
31	Nuveen, LLC	732,750	0.89%	$66.2M	+52,288 (+7.7%)
32	Stephens Investment Management Group LLC	729,080	0.88%	$65.9M	+44,461 (+6.5%)
33	WESTFIELD CAPITAL MANAGEMENT CO LP	703,313	0.85%	$63.5M	-9,535 (-1.3%)
34	SEI INVESTMENTS CO	683,320	0.83%	$61.7M	+80,599 (+13.4%)
35	CITADEL ADVISORS LLC	682,961	0.83%	$61.7M	+414,129 (+154.0%)
36	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	678,537	0.82%	$61.3M	+86,523 (+14.6%)
37	Bank of New York Mellon Corp	666,260	0.81%	$60.2M	+67,006 (+11.2%)
38	GW&K Investment Management, LLC	632,382	0.76%	$57.1M	+168,067 (+36.2%)
39	CADIAN CAPITAL MANAGEMENT, LP	626,700	0.76%	$56.6M	-206,000 (-24.7%)
40	VANGUARD FIDUCIARY TRUST CO	601,824	0.73%	$54.4M	+7,389 (+1.2%)
41	NORGES BANK	533,946	0.65%	$48.2M	NEW
42	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	456,922	0.55%	$41.3M	NEW
43	UBS Group AG	435,457	0.53%	$39.3M	-351,210 (-44.6%)
44	RAYMOND JAMES FINANCIAL INC	431,967	0.52%	$39.0M	+51,473 (+13.5%)
45	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	400,613	0.48%	$36.2M	-84,831 (-17.5%)
46	WELLINGTON MANAGEMENT GROUP LLP	387,894	0.47%	$35.0M	-109,626 (-22.0%)
47	Artisan Partners Limited Partnership	384,107	0.46%	$34.7M	+113,165 (+41.8%)
48	FRANKLIN RESOURCES INC	360,659	0.44%	$32.6M	+19,271 (+5.6%)
49	12th Street Asset Management Company, LLC	345,390	0.42%	$31.2M	+94,029 (+37.4%)
50	Aristotle Capital Boston, LLC	332,884	0.40%	$30.1M	-64,345 (-16.2%)
51	Ranger Investment Management, L.P.	319,253	0.39%	$28.8M	+48,030 (+17.7%)
52	PRINCIPAL FINANCIAL GROUP INC	318,565	0.39%	$28.8M	+14,516 (+4.8%)
53	CIBC Bancorp USA Inc.	311,395	0.38%	$28.1M	-10,833 (-3.4%)
54	LAZARD ASSET MANAGEMENT LLC	275,693	0.33%	$24.9M	-65,706 (-19.2%)
55	RHUMBLINE ADVISERS	254,403	0.31%	$23.0M	+5,488 (+2.2%)
56	ASHFORD CAPITAL MANAGEMENT INC	253,441	0.31%	$22.9M	-13,040 (-4.9%)
57	MILLENNIUM MANAGEMENT LLC	249,975	0.30%	$22.6M	-558,892 (-69.1%)
58	DF DENT & CO INC	247,132	0.30%	$22.3M	+113,350 (+84.7%)
59	SEGALL BRYANT & HAMILL, LLC	238,243	0.29%	$21.5M	+69,194 (+40.9%)
60	OPPENHEIMER ASSET MANAGEMENT INC.	233,378	0.28%	$21.1M	+59,524 (+34.2%)
61	OBERWEIS ASSET MANAGEMENT INC/	228,291	0.28%	$20.6M	+61,650 (+37.0%)
62	ALLIANCEBERNSTEIN L.P.	222,480	0.27%	$18.6M	+263 (+0.1%)
63	ROYAL BANK OF CANADA	212,264	0.26%	$19.2M	-86,743 (-29.0%)
64	Allspring Global Investments Holdings, LLC	202,691	0.25%	$18.7M	-63,924 (-24.0%)
65	Invesco Ltd.	198,095	0.24%	$17.9M	-254,648 (-56.2%)
66	Retirement Systems of Alabama	196,278	0.24%	$17.7M	-17,367 (-8.1%)
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	193,492	0.23%	$17.5M	-1,369 (-0.7%)
68	WELLS FARGO & COMPANY/MN	190,425	0.23%	$17.2M	+50,318 (+35.9%)
69	FRONTIER CAPITAL MANAGEMENT CO LLC	184,308	0.22%	$16.6M	-8,092 (-4.2%)
70	ENVESTNET ASSET MANAGEMENT INC	175,182	0.21%	$15.8M	+36,314 (+26.2%)
71	GLENMEDE TRUST CO NA	173,867	0.21%	$15.7M	-5,956 (-3.3%)
72	Swiss National Bank	169,500	0.20%	$15.3M	+300 (+0.2%)
73	Russell Investments Group, Ltd.	156,786	0.19%	$14.2M	+25,048 (+19.0%)
74	Qube Research & Technologies Ltd	156,551	0.19%	$14.1M	+115,973 (+285.8%)
75	California Public Employees Retirement System	155,319	0.19%	$14.0M	+1,749 (+1.1%)
76	NEW YORK STATE COMMON RETIREMENT FUND	150,273	0.18%	$13.6M	+43,452 (+40.7%)
77	Premier Fund Managers Ltd	145,243	0.18%	$12.8M	-142,604 (-49.5%)
78	Public Sector Pension Investment Board	140,952	0.17%	$12.7M	+83,633 (+145.9%)
79	NEUBERGER BERMAN GROUP LLC	137,365	0.17%	$12.4M	+132,011 (+2465.7%)
80	GDS Wealth Management	137,092	0.17%	$12.4M	+11,484 (+9.1%)
81	CANADA PENSION PLAN INVESTMENT BOARD	135,600	0.16%	$12.2M	-6,300 (-4.4%)
82	DEUTSCHE BANK AG\	132,705	0.16%	$12.0M	+12,337 (+10.2%)
83	PEREGRINE CAPITAL MANAGEMENT LLC	132,691	0.16%	$12.0M	+6,460 (+5.1%)
84	CASTLEARK MANAGEMENT LLC	127,770	0.15%	$11.5M	+79,260 (+163.4%)
85	AMERIPRISE FINANCIAL INC	125,882	0.15%	$11.4M	-512,152 (-80.3%)
86	AXIOM INVESTORS LLC /DE	120,911	0.15%	$10.9M	-32,733 (-21.3%)
87	CAPITAL FUND MANAGEMENT S.A.	119,832	0.14%	$10.8M	+67,522 (+129.1%)
88	Legal & General Group Plc	118,522	0.14%	$10.7M	+863 (+0.7%)
89	Ensign Peak Advisors, Inc	117,281	0.14%	$10.6M	-17,096 (-12.7%)
90	Wealthspire Advisors, LLC	111,986	0.14%	$10.1M	+74,011 (+194.9%)
91	B. Metzler seel. Sohn & Co. AG	111,108	0.13%	$10.0M	+25,418 (+29.7%)
92	Mariner, LLC	108,898	0.13%	$9.8M	+39,830 (+57.7%)
93	BESSEMER GROUP INC	108,688	0.13%	$9.8M	-279,734 (-72.0%)
94	STATE OF WISCONSIN INVESTMENT BOARD	102,875	0.12%	$9.3M	+1,363 (+1.3%)
95	TECTONIC ADVISORS LLC	100,323	0.12%	$9.1M	+17,492 (+21.1%)
96	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	97,794	0.12%	$8.8M	-2,810 (-2.8%)
97	Granahan Investment Management, LLC	97,318	0.12%	$8.8M	-24,781 (-20.3%)
98	RENAISSANCE GROUP LLC	96,839	0.12%	$8.7M	-1,475 (-1.5%)
99	VOYA INVESTMENT MANAGEMENT LLC	94,631	0.11%	$8.5M	-1,507 (-1.6%)
100	BEACON INVESTMENT ADVISORY SERVICES, INC.	94,237	0.11%	$8.5M	+36,571 (+63.4%)
101	Motley Fool Asset Management LLC	93,043	0.11%	$8.4M	-5,497 (-5.6%)
102	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	92,647	0.11%	$8.4M	-2,123 (-2.2%)
103	DIVERSIFY WEALTH MANAGEMENT, LLC	90,675	0.11%	$9.0M	+122 (+0.1%)
104	Diversify Advisory Services, LLC	90,675	0.11%	$9.0M	NEW
105	Amundi	90,327	0.11%	$8.2M	+22,735 (+33.6%)
106	VICTORY CAPITAL MANAGEMENT INC	89,467	0.11%	$8.1M	+22,660 (+33.9%)
107	Portolan Capital Management, LLC	89,274	0.11%	$8.1M	-12,372 (-12.2%)
108	MetLife Investment Management, LLC	88,645	0.11%	$8.0M	+2,172 (+2.5%)
109	Summit Creek Advisors LLC	84,157	0.10%	$7.6M	-76,966 (-47.8%)
110	EverSource Wealth Advisors, LLC	83,393	0.10%	$7.5M	+17,503 (+26.6%)
111	MARSHALL WACE, LLP	83,056	0.10%	$7.5M	+51,520 (+163.4%)
112	VANGUARD ASSET MANAGEMENT, Ltd	81,944	0.10%	$7.4M	+4,467 (+5.8%)
113	NORDEA INVESTMENT MANAGEMENT AB	81,684	0.10%	$7.2M	+24,255 (+42.2%)
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	80,893	0.10%	$7.3M	-273 (-0.3%)
115	KING LUTHER CAPITAL MANAGEMENT CORP	80,674	0.10%	$7.3M	-11,137 (-12.1%)
116	Creative Planning	79,363	0.10%	$7.2M	+14,274 (+21.9%)
117	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	78,409	0.09%	$7.1M	-5,489 (-6.5%)
118	Cambridge Investment Research Advisors, Inc.	76,596	0.09%	$6.9M	+44,327 (+137.4%)
119	ADAGE CAPITAL PARTNERS GP, L.L.C.	76,000	0.09%	$6.9M	-21,000 (-21.6%)
120	KORNITZER CAPITAL MANAGEMENT INC /KS	75,326	0.09%	$6.8M	—
121	Moran Wealth Management, LLC	74,194	0.09%	$6.7M	NEW
122	Waverly Advisors, LLC	73,569	0.09%	$6.6M	+12,514 (+20.5%)
123	Sumitomo Mitsui DS Asset Management Company, Ltd	72,502	0.09%	$6.5M	+25,772 (+55.2%)
124	BEACON INVESTMENT ADVISORS LLC	71,799	0.09%	$6.5M	+23,408 (+48.4%)
125	Man Group plc	67,560	0.08%	$6.1M	-355,722 (-84.0%)
126	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	67,512	0.08%	$6.1M	-3,100 (-4.4%)
127	INSPIRION WEALTH ADVISORS, LLC	65,000	0.08%	$6.0M	—
128	Hilton Capital Management, LLC	64,850	0.08%	$5.9M	+11,931 (+22.5%)
129	THOMPSON INVESTMENT MANAGEMENT, INC.	64,547	0.08%	$5.8M	+566 (+0.9%)
130	CITIGROUP INC	61,708	0.07%	$5.6M	-191,628 (-75.6%)
131	Madison Asset Management, LLC	60,491	0.07%	$5.5M	+86 (+0.1%)
132	Future Fund LLC	60,154	0.07%	$5.4M	+9,574 (+18.9%)
133	Elk River Wealth Management LLC	57,389	0.07%	$5.2M	-5,221 (-8.3%)
134	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	54,531	0.07%	$4.9M	+29,055 (+114.0%)
135	AlphaCore Capital LLC	53,246	0.06%	$4.8M	NEW
136	Pier Capital, LLC	53,230	0.06%	$4.8M	NEW
137	BRIDGER MANAGEMENT, LLC	51,616	0.06%	$4.7M	NEW
138	1492 Capital Management LLC	51,501	0.06%	$4.7M	-4,271 (-7.7%)
139	WINTON GROUP Ltd	51,336	0.06%	$4.6M	NEW
140	XTX Topco Ltd	49,328	0.06%	$4.5M	+42,974 (+676.3%)
141	CANADA LIFE ASSURANCE Co	49,079	0.06%	$4.4M	+1,258 (+2.6%)
142	Quantinno Capital Management LP	48,587	0.06%	$4.4M	+4,425 (+10.0%)
143	HighTower Advisors, LLC	47,414	0.06%	$4.3M	-1,421 (-2.9%)
144	Montanaro Asset Management Ltd	47,400	0.06%	$4.3M	-3,400 (-6.7%)
145	Physician Wealth Advisors, Inc.	47,045	0.06%	$4.2M	-4 (-0.0%)
146	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	45,813	0.06%	$4.1M	+642 (+1.4%)
147	Atria Investments, Inc	45,425	0.05%	$4.1M	+7,822 (+20.8%)
148	CAPTRUST FINANCIAL ADVISORS	45,312	0.05%	$4.1M	+15,025 (+49.6%)
149	HSBC HOLDINGS PLC	43,615	0.05%	$3.9M	+15,434 (+54.8%)
150	FIRST TRUST ADVISORS LP	43,609	0.05%	$3.9M	+5,523 (+14.5%)
151	BNP PARIBAS FINANCIAL MARKETS	43,383	0.05%	$3.9M	-17,335 (-28.6%)
152	Assenagon Asset Management S.A.	42,430	0.05%	$3.8M	NEW
153	Cerity Partners LLC	42,335	0.05%	$3.8M	+15,454 (+57.5%)
154	Tidal Investments LLC	42,235	0.05%	$3.8M	+3,988 (+10.4%)
155	EFG International AG	41,028	0.05%	$3.7M	-777 (-1.9%)
156	LEUTHOLD GROUP, LLC	41,018	0.05%	$3.7M	NEW
157	Ameritas Investment Partners, Inc.	40,504	0.05%	$3.7M	+4,336 (+12.0%)
158	Homestead Advisers Corp	40,200	0.05%	$3.6M	—
159	Covea Finance	39,200	0.05%	$3.5M	—
160	Apollon Wealth Management, LLC	38,780	0.05%	$3.5M	NEW
161	Oxbow Advisors, LLC	37,990	0.05%	$3.4M	+337 (+0.9%)
162	Faithward Advisors, LLC	37,045	0.04%	$3.3M	NEW
163	LOS ANGELES CAPITAL MANAGEMENT LLC	36,846	0.04%	$3.3M	+35,108 (+2020.0%)
164	Pathstone Holdings, LLC	36,497	0.04%	$3.3M	+9,070 (+33.1%)
165	NATIXIS ADVISORS, LLC	36,492	0.04%	$3.3M	+3,515 (+10.7%)
166	BARCLAYS PLC	36,443	0.04%	$3.3M	-13,679 (-27.3%)
167	Handelsbanken Fonder AB	36,316	0.04%	$3.3M	+6,100 (+20.2%)
168	Entropy Technologies, LP	36,184	0.04%	$3.3M	+29,273 (+423.6%)
169	AMALGAMATED BANK	35,876	0.04%	$3.2M	-1,057 (-2.9%)
170	State of Tennessee, Department of Treasury	35,571	0.04%	$3.2M	+6,937 (+24.2%)
171	ADVISORY RESEARCH INC	35,026	0.04%	$3.2M	-1,783 (-4.8%)
172	STRS OHIO	35,000	0.04%	$3.2M	+1,800 (+5.4%)
173	FORMULA GROWTH LTD	34,417	0.04%	$3.1M	-135 (-0.4%)
174	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	33,843	0.04%	$2.3M	+15,099 (+80.6%)
175	Vanguard Global Advisers, LLC	32,966	0.04%	$3.0M	-1,910 (-5.5%)
176	Aureus Asset Management, LLC	31,670	0.04%	$2.9M	—
177	IEQ CAPITAL, LLC	31,528	0.04%	$2.8M	+24,738 (+364.3%)
178	Cetera Investment Advisers	30,526	0.04%	$2.8M	+4,275 (+16.3%)
179	Zurcher Kantonalbank (Zurich Cantonalbank)	30,496	0.04%	$2.8M	+1,275 (+4.4%)
180	Maridea Wealth Management LLC	30,479	0.04%	$2.8M	+1,207 (+4.1%)
181	KLP KAPITALFORVALTNING AS	30,300	0.04%	$2.7M	+1,500 (+5.2%)
182	One Capital Management, LLC	29,923	0.04%	$2.5M	—
183	Corient Private Wealth LP	29,789	0.04%	$2.7M	+2,364 (+8.6%)
184	Universal- Beteiligungs- und Servicegesellschaft mbH	29,788	0.04%	$2.7M	+1,333 (+4.7%)
185	VIRGINIA RETIREMENT SYSTEMS ET Al	29,000	0.04%	$2.6M	+18,300 (+171.0%)
186	MERCER GLOBAL ADVISORS INC /ADV	28,886	0.03%	$2.6M	+19,830 (+219.0%)
187	Steward Partners Investment Advisory, LLC	28,761	0.03%	$2.6M	+19,166 (+199.7%)
188	Paralel Advisors LLC	27,661	0.03%	$2.5M	NEW
189	State of New Jersey Common Pension Fund D	26,565	0.03%	$2.4M	-1,946 (-6.8%)
190	Baird Financial Group, Inc.	26,198	0.03%	$2.4M	-1,371 (-5.0%)
191	PRIMORIS WEALTH ADVISORS, LLC	25,500	0.03%	$2.3M	NEW
192	INTECH INVESTMENT MANAGEMENT LLC	25,356	0.03%	$2.3M	-24,556 (-49.2%)
193	Chesley Taft & Associates LLC	25,255	0.03%	$2.3M	-2,545 (-9.2%)
194	Police & Firemen's Retirement System of New Jersey	25,032	0.03%	$2.3M	+2,259 (+9.9%)
195	Louisiana State Employees Retirement System	24,700	0.03%	$2.2M	-100 (-0.4%)
196	Expect Equity LLC	24,200	0.03%	$2.2M	+8,660 (+55.7%)
197	YOUSIF CAPITAL MANAGEMENT, LLC	24,127	0.03%	$2.2M	-1,598 (-6.2%)
198	ARIZONA STATE RETIREMENT SYSTEM	23,310	0.03%	$2.1M	-157 (-0.7%)
199	FIFTH THIRD BANCORP	23,173	0.03%	$2.1M	-2,027 (-8.0%)
200	Cache Advisors, LLC	23,000	0.03%	$2.1M	NEW
201	Moody Aldrich Partners LLC	22,590	0.03%	$2.0M	-7,914 (-25.9%)
202	Gotham Asset Management, LLC	22,545	0.03%	$2.0M	+5,673 (+33.6%)
203	JONES FINANCIAL COMPANIES LLLP	22,494	0.03%	$2.0M	+2,057 (+10.1%)
204	PRUDENTIAL FINANCIAL INC	22,390	0.03%	$2.0M	-19,685 (-46.8%)
205	DARK FOREST CAPITAL MANAGEMENT LP	22,192	0.03%	$2.0M	-1,704 (-7.1%)
206	LPL Financial LLC	21,918	0.03%	$2.0M	-98,155 (-81.7%)
207	Vanguard Investments Australia, Ltd.	21,864	0.03%	$2.0M	—
208	New Age Alpha Advisors, LLC	21,773	0.03%	$2.0M	-594 (-2.7%)
209	M&T Bank Corp	21,344	0.03%	$1.9M	-8,260 (-27.9%)
210	CHOREO, LLC	20,967	0.03%	$1.9M	+681 (+3.4%)
211	Campbell & CO Investment Adviser LLC	20,767	0.03%	$1.9M	-184 (-0.9%)
212	STIFEL FINANCIAL CORP	20,573	0.02%	$1.9M	-3,069 (-13.0%)
213	D. E. Shaw & Co., Inc.	20,431	0.02%	$1.8M	NEW
214	Connor, Clark & Lunn Investment Management Ltd.	20,332	0.02%	$1.8M	+11,716 (+136.0%)
215	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	20,224	0.02%	$1.8M	-1,182 (-5.5%)
216	TWINBEECH CAPITAL LP	20,182	0.02%	$1.8M	NEW
217	FIRST AMERICAN BANK	19,797	0.02%	$1.8M	+3,755 (+23.4%)
218	STATE OF MICHIGAN RETIREMENT SYSTEM	19,722	0.02%	$1.8M	-800 (-3.9%)
219	Henshaw Capital LLC	19,569	0.02%	$1.8M	NEW
220	OP Asset Management Ltd	19,105	0.02%	$1.7M	—
221	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	19,063	0.02%	$1.7M	—
222	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	19,003	0.02%	$1.7M	-137 (-0.7%)
223	Thrivent Financial for Lutherans	18,759	0.02%	$1.7M	-490 (-2.5%)
224	Gradient Investments LLC	18,357	0.02%	$1.7M	-414 (-2.2%)
225	SUSQUEHANNA INTERNATIONAL GROUP, LLP	18,350	0.02%	$1.7M	-11,009 (-37.5%)
226	Elo Mutual Pension Insurance Co	18,189	0.02%	$1.6M	+7,516 (+70.4%)
227	CAMBIAR INVESTORS LLC	18,046	0.02%	$1.6M	NEW
228	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	17,476	0.02%	$1.6M	-100 (-0.6%)
229	NewEdge Advisors, LLC	17,474	0.02%	$1.6M	+4,447 (+34.1%)
230	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	17,300	0.02%	$1.6M	—
231	TEACHER RETIREMENT SYSTEM OF TEXAS	17,258	0.02%	$1.6M	+3,974 (+29.9%)
232	SUMITOMO LIFE INSURANCE CO	17,142	0.02%	$1.5M	+6,274 (+57.7%)
233	Three Seasons Wealth, LLC	16,980	0.02%	$1.5M	+5,014 (+41.9%)
234	Rockefeller Capital Management L.P.	16,778	0.02%	$1.5M	-368 (-2.1%)
235	SG Americas Securities, LLC	16,750	0.02%	$1.5M	-604 (-3.5%)
236	ALLSTATE CORP	16,314	0.02%	$1.5M	-11,058 (-40.4%)
237	Shay Capital LLC	16,000	0.02%	$1.4M	+3,000 (+23.1%)
238	Y-Intercept (Hong Kong) Ltd	15,641	0.02%	$1.4M	NEW
239	BANK OF MONTREAL /CAN/	15,135	0.02%	$1.4M	+927 (+6.5%)
240	US BANCORP \DE\	15,131	0.02%	$1.4M	-2,642 (-14.9%)
241	Integrated Wealth Concepts LLC	14,949	0.02%	$1.4M	+554 (+3.8%)
242	MILESTONE ASSET MANAGEMENT, LLC	14,811	0.02%	$1.3M	-118 (-0.8%)
243	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	14,732	0.02%	$1.3M	-52 (-0.4%)
244	PNC Financial Services Group, Inc.	14,513	0.02%	$1.3M	+1,387 (+10.6%)
245	ProShare Advisors LLC	14,447	0.02%	$1.3M	-1,202 (-7.7%)
246	Coyle Financial Counsel LLC	14,260	0.02%	$1.3M	+3,534 (+32.9%)
247	BENJAMIN EDWARDS INC	14,233	0.02%	$1.3M	+87 (+0.6%)
248	HANCOCK WHITNEY CORP	13,984	0.02%	$1.3M	-52 (-0.4%)
249	Vontobel Holding Ltd.	13,983	0.02%	$1.3M	-540 (-3.7%)
250	Vanguard Personalized Indexing Management, LLC	13,933	0.02%	$1.3M	-307 (-2.2%)

Exited since 2026-03-31 (64 filers; largest 25 shown)

MACKENZIE FINANCIAL CORP	−1,281,657
JANUS HENDERSON GROUP PLC	−850,411
Balyasny Asset Management L.P.	−835,072
WCM INVESTMENT MANAGEMENT, LLC	−193,371
Trexquant Investment LP	−186,537
Squarepoint Ops LLC	−179,353
ArrowMark Colorado Holdings LLC	−145,827
GM Advisory Group, LLC	−75,402
Cornerstone Advisors, LLC	−72,024
Motley Fool Wealth Management, LLC	−64,752
ExodusPoint Capital Management, LP	−54,855
Eversept Partners, LP	−51,614
PEAK6 LLC	−28,909
CWA Asset Management Group, LLC	−21,565
Main Management ETF Advisors, LLC	−13,451
CWM, LLC	−12,988
Jump Financial, LLC	−12,500
FJ Capital Management LLC	−11,210
PINEBRIDGE INVESTMENTS LLC	−9,466
Havemeyer Place LP	−6,189
Diametric Capital, LP	−6,088
Bridgefront Capital, LLC	−5,539
Hodges Capital Management Inc.	−5,000
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	−4,859
Brooklyn Investment Group	−4,435

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-07-31	2026-06-30	4,137,941	4.94%
Wasatch Advisors LP	SCHEDULE 13G/A	2026-07-15	2026-06-30	7,960,735	9.5%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	4,479,170	5.3%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	3,489,781.26	4.1%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	3,489,781.26	4.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.