How many institutions own HQY stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own HQY shares is 644, representing 108.47% of the company's common stock.

Who are the major shareholders selling HealthEquity, Inc. stock?

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in HQY by -2.08% restricting it's holding to 645.84 thousand shares of worth nearly $61.21M. RANGER INVESTMENT MANAGEMENT, L.P. also lessened -2.96% of the HQY shares from its portfolio, reducing its holding to 274.13 thousand shares of worth $25.98M. BROWN ADVISORY INC also shunned HQY shares holding by -1.34% last quarter which brought its holding to 1.61 million shares worth $152.13M.

Investors who are buying HQY stock?

As per its latest 13F filing, OPPENHEIMER ASSET MANAGEMENT INC. increased its stake in HQY by 45.47% in the last quarter. The institutional holder raised its holding to 155.54 thousand shares having worth more than $14.74M. GREENHOUSE FUNDS LLLP also added 17.23% more shares of HQY to its portfolio, raising its holding to 1.07 million shares of worth $101.30M. MACQUARIE GROUP LTD also increased its HQY shares holding by 258.48% which brought its holding to 633.14 thousand shares worth $60.00M.

HQY's major insiders: who are they?

The insider with the most stakes in HQY is Sacks Ian , at the company. Additionally, HQY stock is highly held by MOTT DARCY G and FOUNDER AND VICE CHAIRMAN Neeleman Stephen among others.

Did an insider recently sell HQY stock?

Company executives, directors, and other insiders own 2.19% percent of HealthEquity, Inc.'s stock. Within the last six months, there have been 8 transaction(s) in which HQY insiders have sold stock, totaling 24.27K shares. Insiders that have sold shares include ROSNER ELIMELECH, WELLBORN GAYLE FURGURSON, and LADD DELANO.

Which insider recently purchased HQY stock?

There have been 0 transaction(s) during the past 6-months in which HealthEquity, Inc. insiders have bought stock, totalling 0 shares

How much of HQY does insiders own?

Around 448.62K HealthEquity, Inc. shares are held by insiders, which represents about 2.19% of HQY stock.

Who is the insider with the largest stake?

HQY , Sacks Ian holds the largest portfolio of the company's shares. HQY shares owned by Sacks total nearly 109.63 thousand.

Which institution holds the most shares in HQY?

BANK OF NEW YORK MELLON CORP is the largest institutional owner in HQY which holds 645.84 thousand shares worth $61.21M or 0.75% of the total HQY shares outstanding followed by RANGER INVESTMENT MANAGEMENT, L.P. with ownership of 274.13 thousand shares representing 0.32% of the HQY ownership. BROWN ADVISORY INC is the third largest stakeholder with 1.61 million shares or 1.85% of the ownership worth more than $152.13M.

Is HealthEquity, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HQY is concerned, it is a stock which is optionable.

Is there a short position on HQY's shares?

Number of HQY shares short is 5.09M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding HQY shares are there?

As of today, 86.48M shares of HQY are outstanding.

Is there many float in HQY stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, HQY has 84.86M shares in float.

HQY short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for HQY is 5.87.

HealthEquity (HQY) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.89

Short Percent Of Float6.81

Shares Outstanding86.48M

Shares Float84.86M

Shares Short5.09M

Short Ratio5.87

6.81%

Short % of Float

5.89%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.19% Percentage of Shares held by All Insiders

108.47% Percentage of Shares held by All Institutions

110.9% Percentage of Float held by Institutions

644

Number of Institutions Holding Shares

Institutional Ownership

About 108.47% of HQY shares are held by financial institutions. BANK OF NEW YORK MELLON CORP is the top corporate investor, holding 645.84K shares valued at $61.21M. A 0.75% stake in HealthEquity, Inc. is owned by the company. RANGER INVESTMENT MANAGEMENT, L.P. owns 274.13K shares valued at $25.98M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.75%	645.84K	61.21M	-13.72K	-2.08%
Sep 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.32%	274.13K	25.98M	-8.35K	-2.96%
Sep 30, 2025	BROWN ADVISORY INC	1.85%	1.61M	152.13M	-21.75K	-1.34%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.75%	652.25K	61.81M	-34.43K	-5.01%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.18%	155.54K	14.74M	48.62K	+45.47%
Sep 30, 2025	NORTHERN TRUST CORP	1.25%	1.08M	102.36M	-7.2K	-0.66%
Sep 30, 2025	GREENHOUSE FUNDS LLLP	1.24%	1.07M	101.3M	157.11K	+17.23%
Sep 30, 2025	FMR LLC	4.03%	3.49M	330.73M	-1.55M	-30.76%
Sep 30, 2025	MACQUARIE GROUP LTD	0.73%	633.14K	60M	456.53K	+258.48%
Sep 30, 2025	ATALAN CAPITAL PARTNERS, LP	1.05%	911.6K	86.39M	211.6K	+30.23%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.77%	1.53M	145.35M	833.36K	+118.99%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	413.16K	39.16M	-11.84K	-2.79%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.78%	675.53K	64.02M	-33.2K	-4.68%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	771.21K	73.09M	81.46K	+11.81%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.97%	839.49K	79.56M	-13.1K	-1.54%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.84%	724.24K	68.64M	-292.09K	-28.74%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.92%	796.25K	75.46M	-128.67K	-13.91%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.88%	764.19K	69.32M	-32.29K	-4.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.01%	875.44K	82.97M	-41.85K	-4.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.97%	840.25K	79.63M	6.3K	+0.76%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.98%	1.72M	162.69M	451.45K	+35.68%
Sep 30, 2025	VANGUARD GROUP INC	10.11%	8.75M	828.88M	243.55K	+2.86%
Sep 30, 2025	BLACKROCK, INC.	12.9%	11.17M	1.06B	441.88K	+4.12%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.18%	157.67K	14.94M	-5.58K	-3.42%
Sep 30, 2025	STATE STREET CORP	3.64%	3.15M	298.54M	-34.02K	-1.07%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	167.6K	15.88M	2.4K	+1.45%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.2%	169.85K	16.1M	4.11K	+2.48%
Sep 30, 2025	LOOMIS SAYLES & CO L P	1.14%	985.11K	93.36M	-46.22K	-4.48%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	170.43K	16.15M	-22.75K	-11.78%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.2%	176.58K	16.73M	-154.63K	-46.69%
Sep 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.27%	1.1M	104.02M	-10.63K	-0.96%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	1.14M	108.23M	12.87K	+1.14%
Sep 30, 2025	BAMCO INC /NY/	0.88%	759.53K	71.98M	-20.48K	-2.63%
Sep 30, 2025	JPMORGAN CHASE & CO	1.39%	1.21M	114.21M	124.28K	+11.50%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	1.46%	1.27M	120.14M	584	+0.05%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	1.57%	1.36M	128.87M	38.45K	+2.91%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.8%	1.56M	147.75M	38.15K	+2.51%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	2.04%	1.76M	167.2M	656.82K	+59.31%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.2%	177.09K	16.78M	-17.95K	-9.20%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	2.2M	208.1M	48.38K	+2.25%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.8%	690.57K	65.45M	-41.87K	-5.72%
Sep 30, 2025	MORGAN STANLEY	1.5%	1.3M	123.43M	-101.76K	-7.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	178.31K	16.9M	-12.13K	-6.37%
Sep 30, 2025	SUMMIT CREEK ADVISORS LLC	0.22%	192.53K	18.25M	-15.67K	-7.53%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.25%	213.46K	20.23M	-1.33K	-0.62%
Sep 30, 2025	BARCLAYS PLC	0.25%	214.29K	20.31M	13.92K	+6.95%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.25%	214.99K	20.37M	-13.83K	-6.04%
Sep 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	0.29%	248.38K	23.68M	-568	-0.23%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.29%	253.78K	24.05M	5.03K	+2.02%
Sep 30, 2025	12TH STREET ASSET MANAGEMENT COMPANY, LLC	0.31%	272.07K	25.78M	145.15K	+114.37%
Sep 30, 2025	INVESCO LTD.	2.46%	2.13M	201.78M	-236.71K	-10.01%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	287.28K	27.23M	4.84K	+1.71%
Sep 30, 2025	MARSHALL WACE, LLP	0.34%	293.18K	27.78M	240.85K	+460.20%
Sep 30, 2025	MAN GROUP PLC	0.35%	307.28K	29.12M	52.63K	+20.67%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.36%	315.33K	29.88M	-64.69K	-17.02%
Sep 30, 2025		0.37%	317.29K	30.07M	317.29K	+100.00%
Sep 30, 2025	COMERICA BANK	0.4%	343.27K	32.53M	105.6K	+44.43%
Sep 30, 2025	WASATCH ADVISORS LP	7.29%	6.31M	597.78M	206.61K	+3.39%
Sep 30, 2025	BESSEMER GROUP INC	0.4%	349.34K	33.11M	61.32K	+21.29%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	351.1K	33.27M	-123.49K	-26.02%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.43%	370.92K	35.15M	-16.88K	-4.35%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.44%	378.28K	35.85M	-97.11K	-20.43%
Sep 30, 2025	DAVENPORT & CO LLC	0.45%	386.39K	36.77M	74.43K	+23.86%
Sep 30, 2025	CITADEL ADVISORS LLC	0.49%	426.81K	40.45M	-783.57K	-64.74%
Sep 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.5%	436.03K	41.32M	-7.29K	-1.64%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.52%	446.99K	42.36M	-51.91K	-10.40%
Sep 30, 2025	UBS GROUP AG	0.63%	549.22K	52.05M	-81.66K	-12.94%
Sep 30, 2025	NUVEEN, LLC	0.64%	549.98K	52.12M	4.48K	+0.82%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.65%	561.03K	53.17M	561.03K	+100.00%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.69%	597.45K	56.62M	-24.2K	-3.89%
Sep 30, 2025	PREMIER FUND MANAGERS LTD	0.7%	610.13K	58.16M	-2.8K	-0.46%
Sep 30, 2025	SEI INVESTMENTS CO	0.72%	624.27K	59.16M	-17.74K	-2.76%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	272.33K	25.81M	-5.58K	-2.01%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.07%	924.92K	96.89M	75.98K	+8.95%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.8%	689.74K	72.26M	-85.41K	-11.02%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.76%	659.56K	69.1M	-4.3K	-0.65%
Jun 30, 2025	UBS GROUP AG	0.73%	630.88K	66.09M	-20.18K	-3.10%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.16%	141.78K	14.85M	128.79K	+991.53%
Jun 30, 2025	EVERSEPT PARTNERS, LP	0.18%	155.87K	16.33M	-196.11K	-55.72%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.26%	228.82K	23.97M	228.82K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.27%	230.65K	24.16B	13.24K	+6.09%
Jun 30, 2025	THEMATICS ASSET MANAGEMENT	0.12%	102.01K	10.69M	-9.83K	-8.79%
Jun 30, 2025	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.12%	100.42K	10.52M	40.88K	+68.66%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.12%	100.37K	10.51M	-4.07K	-3.89%
Jun 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.11%	96.82K	10.14M	2.51K	+2.66%
Jun 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.11%	95.78K	10.03M	2.45K	+2.62%
Jun 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	0.11%	92K	9.64M	14K	+17.95%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	90.52K	8.42M	169	+0.19%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.1%	83.76K	8.77M	0	0
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.1%	83.58K	8.76M	-11.57K	-12.16%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	75.2K	7.88M	75.2K	+100.00%
Jun 30, 2025	RENAISSANCE GROUP LLC	0.09%	73.96K	7.75M	17.14K	+30.18%
Jun 30, 2025	MOODY ALDRICH PARTNERS LLC	0.08%	71.22K	7.46M	3.34K	+4.91%
Jun 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	0.29%	248.95K	26.11M	16.31K	+7.01%
Jun 30, 2025	NORGES BANK	0.83%	716.61K	75.07M	716.61K	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.62%	1.4M	147.1B	-3.13K	-0.22%
Jun 30, 2025	LOOMIS SAYLES & CO L P	1.19%	1.03M	108.04M	-81.62K	-7.33%
Jun 30, 2025		0.63%	545.49K	57.15M	-55.11K	-9.18%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	474.59K	49.72M	68.35K	+16.83%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.44%	382.71K	40.09M	-271.56K	-41.51%
Jun 30, 2025	AUREUS ASSET MANAGEMENT, LLC	0.34%	297.46K	31.16M	-59.63K	-16.70%
Jun 30, 2025	BESSEMER GROUP INC	0.33%	288.03K	30.18M	-112.37K	-28.06%
Jun 30, 2025	DF DENT & CO INC	0.33%	284.67K	29.82M	4.7K	+1.68%
Jun 30, 2025	ASHFORD CAPITAL MANAGEMENT INC	0.32%	279.4K	29.27M	4.41K	+1.60%
Jun 30, 2025	VIKING GLOBAL INVESTORS LP	0.25%	219.75K	23.02M	219.75K	+100.00%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.25%	214.79K	22.5M	403	+0.19%
Jun 30, 2025	SUMMIT CREEK ADVISORS LLC	0.24%	208.2K	21.81M	-36.67K	-14.97%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.21%	179.4K	18.79M	13K	+7.81%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.19%	165.74K	17.36M	65.15K	+64.77%
Jun 30, 2025	FMR LLC	5.82%	5.04M	527.99M	54.8K	+1.10%
Jun 30, 2025	BROWN ADVISORY INC	1.88%	1.63M	170.45M	-305.91K	-15.83%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	1.46%	1.27M	132.75M	-399.41K	-23.97%
Jun 30, 2025	SEI INVESTMENTS CO	0.74%	642.01K	67.26M	-27.26K	-4.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.3%	1.13M	118.29M	28.15K	+2.56%
Jun 30, 2025	NORTHERN TRUST CORP	1.25%	1.09M	113.91M	-39.64K	-3.52%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.72%	621.65K	65.12M	192.25K	+44.77%
Jun 30, 2025	PREMIER FUND MANAGERS LTD	0.71%	612.93K	64.33M	202.94K	+49.50%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.44%	380.01K	39.81M	-98.09K	-20.52%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.38%	331.21K	34.7M	-19.11K	-5.46%
Jun 30, 2025	BLACKROCK, INC.	12.38%	10.72M	1.12B	-144.12K	-1.33%
Jun 30, 2025	WASATCH ADVISORS LP	7.04%	6.1M	639.15M	-1.13M	-15.66%
Jun 30, 2025	GRANDEUR PEAK GLOBAL ADVISORS, LLC	0.13%	113.58K	11.9M	-4.97K	-4.19%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.13%	113.56K	11.9M	-11.91K	-9.49%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.13%	112.6K	11.8M	22.44K	+24.89%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.12%	106.92K	11.2M	31.72K	+42.17%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.28%	1.11M	116.02B	661.8K	+148.50%
Jun 30, 2025	FARALLON CAPITAL MANAGEMENT LLC	0.37%	319.8K	33.5M	-102K	-24.18%
Jun 30, 2025	DAVENPORT & CO LLC	0.36%	311.96K	32.7M	-32.22K	-9.36%
Jun 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.33%	282.48K	29.59M	-131.19K	-31.71%
Jun 30, 2025	MAN GROUP PLC	0.29%	254.65K	26.68M	236.87K	+1,331.84%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.79%	686.67K	71.94M	-38.88K	-5.36%
Jun 30, 2025	ATALAN CAPITAL PARTNERS, LP	0.81%	700K	73.33M	700K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.92%	796.47K	81.95M	-88.36K	-9.99%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.46%	1.27M	132.54M	701.82K	+124.57%
Jun 30, 2025	NUVEEN, LLC	0.63%	545.49K	57.15M	-55.11K	-9.18%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.06%	917.28K	96.09B	-215.88K	-19.05%
Jun 30, 2025	CITADEL ADVISORS LLC	1.4%	1.21M	126.8B	777.15K	+179.38%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.76%	1.52M	159.33M	-12.52K	-0.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.48%	2.15M	224.97M	4.39K	+0.20%
Jun 30, 2025	INVESCO LTD.	2.73%	2.37M	247.85M	-80.34K	-3.28%
Jun 30, 2025	STATE STREET CORP	3.67%	3.18M	333.58M	-95.85K	-2.92%
Jun 30, 2025	VANGUARD GROUP INC	9.81%	8.5M	890.74M	-319.13K	-3.62%
Jun 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.13%	113.82K	11.92M	7.92K	+7.48%
Jun 30, 2025	MOTLEY FOOL ASSET MANAGEMENT LLC	0.13%	114.57K	12M	-3.84K	-3.24%
Jun 30, 2025	AXIOM INVESTORS LLC /DE	0.14%	124.27K	13.02M	30.62K	+32.69%
Jun 30, 2025	12TH STREET ASSET MANAGEMENT COMPANY, LLC	0.15%	126.92K	13.3M	126.92K	+100.00%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	1.52%	1.32M	138.43M	-531.71K	-28.69%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.69%	601.82K	63.05M	-92.9K	-13.37%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.81%	700.37K	73.37M	61.02K	+9.54%
Jun 30, 2025	BAMCO INC /NY/	0.9%	780K	81.71M	-5K	-0.64%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.96%	833.95K	87.36M	-560.72K	-40.20%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.98%	852.6K	89.32M	7.56K	+0.89%
Jun 30, 2025	GREENHOUSE FUNDS LLLP	1.05%	911.82K	95.52M	146.63K	+19.16%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.45%	387.8K	40.63M	2.43K	+0.63%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.48%	417.73K	43.76M	44.98K	+12.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.49%	425.01K	44.52M	-8.62K	-1.99%
Jun 30, 2025	VAN BERKOM & ASSOCIATES INC.	0.51%	442.83K	46.39M	-207.23K	-31.88%
Jun 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.51%	443.33K	46.44M	-34.32K	-7.18%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	475.39K	49.8M	-113.3K	-19.25%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.58%	498.9K	52.27M	-89.65K	-15.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.82%	708.73K	74.25M	12.18K	+1.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.85%	732.43K	76.73M	62.5K	+9.33%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.17%	1.02M	106.47M	-53.11K	-4.97%
Jun 30, 2025	JPMORGAN CHASE & CO	1.25%	1.08M	113.22M	176.44K	+19.51%
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.28%	1.11M	116.1M	64.49K	+6.18%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.3%	1.13M	118.07M	148.74K	+15.20%
Jun 30, 2025	NEXT CENTURY GROWTH INVESTORS LLC	0.15%	129.47K	13.56M	31.2K	+31.75%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.68%	588.55K	52.01M	-15.92K	-2.63%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.3%	1.13M	100.14M	15.46K	+1.38%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	1.1M	97.29M	14.16K	+1.30%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.23%	1.07M	94.51M	19.01K	+1.81%
Mar 31, 2025	BLACKROCK, INC.	12.51%	10.87M	960.41M	-111.39K	-1.01%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.61%	1.39M	123.25M	37.23K	+2.74%
Mar 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.96%	835.41K	73.83M	76.95K	+10.15%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.84%	725.55K	64.12M	-47.23K	-6.11%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.55%	478.1K	42.25M	39.76K	+9.07%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.51%	445.65K	38.54M	210.97K	+89.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	433.63K	38.32M	-42.95K	-9.01%
Mar 31, 2025	CITADEL ADVISORS LLC	0.5%	433.24K	38.29M	100.83K	+30.33%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.49%	429.4K	37.95M	173.34K	+67.70%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.02%	884.83K	77.02M	-66.41K	-6.98%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.98%	848.94K	75.02M	169.34K	+24.92%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.97%	845.04K	73.48M	11.12K	+1.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	663.86K	58.67M	-82.02K	-11.00%
Mar 31, 2025	VAN BERKOM & ASSOCIATES INC.	0.75%	650.06K	57.45M	-188.26K	-22.46%
Mar 31, 2025		0.69%	600.61K	53.08M	600.61K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.68%	588.69K	52.02M	-912.7K	-60.79%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.65%	563.39K	49.79M	563.39K	+100.00%
Mar 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.55%	477.64K	42.21M	-95.8K	-16.71%
Mar 31, 2025	FMR LLC	5.74%	4.99M	440.54M	-430.59K	-7.95%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	2.14M	189.4M	53.39K	+2.56%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	2.13%	1.85M	163.76M	-206.93K	-10.05%
Mar 31, 2025	NORTHERN TRUST CORP	1.3%	1.13M	99.59M	-28.06K	-2.43%
Mar 31, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.2%	1.04M	92.24M	-5.15K	-0.49%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.13%	978.31K	75.11M	914.46K	+1,432.13%
Mar 31, 2025	JPMORGAN CHASE & CO	1.04%	904.36K	79.92M	-167.91K	-15.66%
Mar 31, 2025	BAMCO INC /NY/	0.91%	785K	69.37M	5K	+0.64%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	775.15K	68.5M	204.2K	+35.76%
Mar 31, 2025	GREENHOUSE FUNDS LLLP	0.88%	765.19K	67.62M	-119.22K	-13.48%
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.75%	654.27K	57.82M	-217.5K	-24.95%
Mar 31, 2025	UBS GROUP AG	0.75%	651.06K	57.53M	174.23K	+36.54%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.74%	639.35K	56.5M	580.99K	+995.58%
Mar 31, 2025	FARALLON CAPITAL MANAGEMENT LLC	0.49%	421.8K	37.27M	419K	+14,964.29%
Mar 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.48%	413.67K	36.56M	107.79K	+35.24%
Mar 31, 2025	VANGUARD GROUP INC	10.16%	8.82M	779.59M	-154.25K	-1.72%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	1.92%	1.67M	147.28M	-268.58K	-13.88%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.77%	1.53M	135.5M	-49.45K	-3.12%
Mar 31, 2025	MORGAN STANLEY	1.62%	1.41M	124.36M	610.65K	+76.65%
Mar 31, 2025	SEI INVESTMENTS CO	0.77%	669.27K	59.14M	4.59K	+0.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.8%	696.55K	61.55M	90.36K	+14.91%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.8%	694.72K	61.39M	-119.31K	-14.66%
Mar 31, 2025	STATE STREET CORP	3.78%	3.28M	289.86M	17.72K	+0.54%
Mar 31, 2025	INVESCO LTD.	2.82%	2.45M	216.17M	821.43K	+50.56%
Mar 31, 2025	BROWN ADVISORY INC	2.23%	1.93M	170.81M	-153.1K	-7.34%
Mar 31, 2025	LOOMIS SAYLES & CO L P	1.28%	1.11M	98.35M	5.42K	+0.49%
Mar 31, 2025	WASATCH ADVISORS LP	8.33%	7.23M	639.27M	-279.71K	-3.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.77%	669.94K	59.2M	399.9K	+148.09%
Mar 31, 2024	ROYAL BANK OF CANADA	0.39%	330.69K	26.99M	-21.77K	-6.18%
Mar 31, 2024	VANGUARD GROUP INC	10.25%	8.77M	715.78M	149.13K	+1.73%
Mar 31, 2024	BLACKROCK INC.	12.77%	10.93M	891.91M	334.29K	+3.16%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	0.68%	582.66K	47.56M	-16.73K	-2.79%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.3%	1.11M	90.85M	-95.69K	-7.92%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.32%	1.13M	91.91M	-3.68K	-0.33%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.17%	147.15K	12.01M	1.25K	+0.85%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.17%	147.23K	12.02M	-425.92K	-74.31%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.18%	150.53K	12.29M	-9.58K	-5.98%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.18%	150.8K	8.67M	13.22K	+9.61%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.18%	154.81K	12.64M	-1.95K	-1.24%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	169.3K	13.82M	600	+0.36%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.22%	185.52K	15.14M	-305	-0.16%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.22%	185.85K	15.17M	-1.13K	-0.61%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.22%	191.66K	15.65M	-8.4K	-4.20%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.25%	211.46K	17.26M	-9.02K	-4.09%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.3%	256.33K	20.92M	1.54K	+0.60%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.3%	259.23K	21.16M	-44.85K	-14.75%
Mar 31, 2024	RHUMBLINE ADVISERS	0.32%	272.53K	22.25M	1.3K	+0.48%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.37%	317.42K	25.91M	90.17K	+39.68%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	4.4%	3.76M	307.1M	3.64M	+3,001.05%
Mar 31, 2024	STATE STREET CORP	3.57%	3.05M	249.24M	96.92K	+3.28%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.93%	794.74K	64.88M	-14.49K	-1.79%
Mar 31, 2024	BAMCO INC /NY/	0.94%	800K	65.3M	0	0
Mar 31, 2024	LOOMIS SAYLES & CO L P	1.09%	930.87K	75.99M	50.21K	+5.70%
Mar 31, 2024	NORTHERN TRUST CORP	1.19%	1.02M	83.16M	-82.44K	-7.49%
Mar 31, 2024	BROWN ADVISORY INC	2.18%	1.87M	152.36M	52.09K	+2.87%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.31%	1.98M	161.3M	82.77K	+4.37%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.4%	340.59K	27.8M	62.75K	+22.59%
Mar 31, 2024	ASHFORD CAPITAL MANAGEMENT INC	0.4%	341.51K	27.88M	-67.17K	-16.44%
Mar 31, 2024	OPHIR ASSET MANAGEMENT PTY LTD	0.41%	347.74K	28.39M	30.07K	+9.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.42%	359.69K	29.36M	-54.04K	-13.06%
Mar 31, 2024	MACQUARIE GROUP LTD	0.42%	363.52K	29.67M	19.01K	+5.52%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.43%	364.05K	29.72M	13.39K	+3.82%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.44%	373.57K	30.49M	-53.71K	-12.57%
Mar 31, 2024	UBS GROUP AG	0.44%	374.36K	30.56M	344.84K	+1,168.40%
Mar 31, 2024	AUREUS ASSET MANAGEMENT, LLC	0.48%	411.13K	33.56M	-5.44K	-1.31%
Mar 31, 2024	EVERSEPT PARTNERS, LP	0.49%	421.35K	34.39M	-73.57K	-14.87%
Mar 31, 2024	DAVENPORT & CO LLC	0.51%	433.38K	35.38M	-73.75K	-14.54%
Mar 31, 2024	GREENHOUSE FUNDS LLLP	0.59%	506.47K	41.34M	506.47K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.65%	553.65K	45.19M	38.86K	+7.55%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.67%	569.08K	46.44M	-3.42K	-0.60%
Mar 31, 2024	SEI INVESTMENTS CO	0.67%	570.05K	46.53M	12.96K	+2.33%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.67%	572.94K	46.77M	-8.41K	-1.45%
Mar 31, 2024	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.71%	605.71K	49.44M	605.71K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.75%	641.06K	52.33M	-151.78K	-19.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.75%	643.08K	52.49M	161.4K	+33.51%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.77%	659.85K	53.86M	-7.44K	-1.12%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.94%	802.18K	65.48M	-28.32K	-3.41%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	1.01%	865.57K	70.66M	-5.17K	-0.59%
Mar 31, 2024	VAN BERKOM & ASSOCIATES INC.	1.07%	913.36K	74.56M	-67.99K	-6.93%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.22%	1.04M	85.26M	-738.49K	-41.42%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.24%	1.06M	86.58M	58.38K	+5.83%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	1.29%	1.1M	89.85M	12.45K	+1.14%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	1.3%	1.11M	90.83M	-96.94K	-8.01%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.38%	1.18M	96.68M	-2.13K	-0.18%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.64%	1.4M	114.66M	509.46K	+56.91%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.67%	1.43M	116.86M	21.82K	+1.55%
Mar 31, 2024	INVESCO LTD.	1.69%	1.44M	117.95M	829.75K	+134.89%
Mar 31, 2024	JPMORGAN CHASE & CO	1.8%	1.54M	125.42M	-555.49K	-26.55%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.82%	1.56M	127.29M	78.73K	+5.32%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	2.38%	2.04M	166.41M	231.21K	+12.79%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	2.73%	2.33M	190.5M	-23.86K	-1.01%
Mar 31, 2024	FMR LLC	5.8%	4.96M	404.98M	-251.83K	-4.83%
Mar 31, 2024	WASATCH ADVISORS LP	8.66%	7.41M	604.8M	569.25K	+8.32%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.38%	1.19M	78.66M	52.38K	+4.62%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	1.41%	1.21M	80.2M	-369.26K	-23.39%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.65%	1.41M	93.47M	108.11K	+8.31%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.73%	1.48M	98.17M	96.58K	+6.98%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.08%	1.78M	118.21M	-862.33K	-32.60%
Dec 31, 2023	MACKENZIE FINANCIAL CORP	2.11%	1.81M	119.83M	664.98K	+58.21%
Dec 31, 2023	BROWN ADVISORY INC	2.12%	1.81M	120.29M	-255.6K	-12.35%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.21%	1.89M	125.51M	84.86K	+4.69%
Dec 31, 2023	JPMORGAN CHASE & CO	2.44%	2.09M	138.7M	-239.16K	-10.26%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	2.75%	2.36M	156.31M	152.9K	+6.94%
Dec 31, 2023	STATE STREET CORP	3.45%	2.96M	196.01M	133.55K	+4.73%
Dec 31, 2023	FMR LLC	6.08%	5.21M	345.62M	-435.98K	-7.72%
Dec 31, 2023	WASATCH ADVISORS LP	7.98%	6.84M	453.48M	-427.94K	-5.89%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.41%	1.21M	80.13M	-135.73K	-10.10%
Dec 31, 2023	VANGUARD GROUP INC	10.06%	8.62M	571.47M	104.08K	+1.22%
Dec 31, 2023	BLACKROCK INC.	12.36%	10.59M	702.24M	560.49K	+5.59%
Dec 31, 2023	OPHIR ASSET MANAGEMENT PTY LTD	0.37%	317.68K	21.06M	-12.31K	-3.73%
Dec 31, 2023	MACQUARIE GROUP LTD	0.4%	344.51K	22.84M	127.56K	+58.80%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.41%	350.67K	23.25M	9.93K	+2.91%
Dec 31, 2023	ROYAL BANK OF CANADA	0.41%	352.46K	23.37M	7.21K	+2.09%
Dec 31, 2023	ASHFORD CAPITAL MANAGEMENT INC	0.48%	408.68K	27.1M	4.4K	+1.09%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.48%	413.73K	27.43M	168.82K	+68.93%
Dec 31, 2023	AUREUS ASSET MANAGEMENT, LLC	0.49%	416.57K	27.62B	-1.35K	-0.32%
Dec 31, 2023	MAN GROUP PLC	0.49%	418.99K	27.78M	371.11K	+775.17%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.5%	427.28K	28.33M	-312.9K	-42.27%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.56%	477.38K	31.65M	-175.64K	-26.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.56%	481.68K	31.94M	-148.33K	-23.54%
Dec 31, 2023	EVERSEPT PARTNERS, LP	0.58%	494.92K	32.81M	156.4K	+46.20%
Dec 31, 2023	DAVENPORT & CO LLC	0.59%	507.14K	33.64M	120.99K	+31.33%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.6%	514.8K	34.13M	-385.61K	-42.83%
Dec 31, 2023	SEI INVESTMENTS CO	0.65%	557.09K	36.94M	-94.08K	-14.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.67%	572.5K	37.96M	2.94K	+0.52%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.67%	573.14K	38M	142.23K	+33.01%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.68%	581.34K	38.54M	19.68K	+3.50%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	0.7%	599.39K	39.74M	-21.64K	-3.48%
Dec 31, 2023	INVESCO LTD.	0.72%	615.15K	40.78M	131.11K	+27.09%
Dec 31, 2023	NORGES BANK	0.77%	655.84K	43.48M	655.84K	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.78%	667.29K	44.24M	667.29K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.93%	792.83K	52.57M	91.82K	+13.10%
Dec 31, 2023	BAMCO INC /NY/	0.93%	800K	53.04M	0	0
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.94%	809.24K	53.65M	-44.96K	-5.26%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.97%	830.5K	55.06M	-22.3K	-2.62%
Dec 31, 2023	GENEVA CAPITAL MANAGEMENT LLC	1.02%	870.74K	57.73M	-5.61K	-0.64%
Dec 31, 2023	LOOMIS SAYLES & CO L P	1.03%	880.65K	58.39M	480.97K	+120.34%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.04%	895.2K	59.35M	-971.45K	-52.04%
Dec 31, 2023	VAN BERKOM & ASSOCIATES INC.	1.15%	981.35K	65.06M	-61.12K	-5.86%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.17%	1M	66.45M	21.77K	+2.22%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	1.27%	1.09M	72.15M	899	+0.08%
Dec 31, 2023	NORTHERN TRUST CORP	1.28%	1.1M	73.01M	-19.57K	-1.75%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.32%	1.13M	74.89M	223.43K	+24.66%

Insiders

Among the HQY insiders holding of 2.19% of the stake in company, SACKS IAN, , holds the largest shares of 109.63K. MOTT DARCY G, , is the second largest HQY insider with ownership of 91.05K shares. NEELEMAN STEPHEN, FOUNDER AND VICE CHAIRMAN, stands third with possession of 89.77K shares of that stake.

Insiders	Designation	Shares Held
SACKS IAN		109.63K
MOTT DARCY G		91.05K
NEELEMAN STEPHEN	FOUNDER AND VICE CHAIRMAN	89.77K
SELANDER ROBERT W	director	84.97K
LADD DELANO	EVP, General Counsel	75.48K
KESSLER JON	Former Director	75K
MURDOCK TYSON D.		68.82K
BLOOMBERG EDWARD	CHIEF OPERATING OFFICER	59.85K
FIORE MICHAEL HENRY	EVP, CHIEF COMMERCIAL OFFICER	49.8K
DILSAVER EVELYN S	director	48.21K
TRITTSCHUH LARRY L		46.21K
MEDICI FRANK	director	45.99K
ROSNER ELIMELECH	EVP, CHIEF TECHNOLOGY OFFICER	45.74K
DILLON ADRIAN T	director	44.08K
DREIER ASHLEY		42.44K
OTTEN WILLIAM ROBERT		30.57K
HILL ANGELIQUE CHRISTINE	Exec VP, Operations	23.71K
WELLBORN GAYLE FURGURSON	director	19.73K
PARKER STUART B.	director	19.06K
MCCOWAN DEBRA CHARLOTTE	director	7.78K
CORVINO FRANK	Former Director	3.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 18, 2025	ROSNER ELIMELECH	SALE	95.45	10.96K	1.05M	45.74K
Dec 12, 2025	WELLBORN GAYLE FURGURSON	SALE	98.03	4.34K	425.33K	19.73K
Nov 20, 2025	LADD DELANO	SALE	104.56	1.5K	156.84K	75.48K
Oct 20, 2025	LADD DELANO	SALE	92.07	1.5K	138.11K	76.98K
Oct 07, 2025	FIORE MICHAEL HENRY	SALE	88.21	1.78K	157.1K	49.8K
Sep 19, 2025	LADD DELANO	SALE	95.70	29	2.78K	79.46K
Sep 05, 2025	DILSAVER EVELYN S	SALE	93.30	3.46K	322.92K	48.21K
Jul 07, 2025	FIORE MICHAEL HENRY	SALE	102.09	700	71.46K	53.23K
Jun 09, 2025	ROSNER ELIMELECH	SALE	111.37	13K	1.45M	62.69K
Jun 06, 2025	KESSLER JON	SALE	113.35	60	6.8K	75K
Jun 06, 2025	ROSNER ELIMELECH	SALE	112.56	58K	6.53M	75.69K
Apr 09, 2025	SELANDER ROBERT W	SALE	78.81	400	31.52K	84.97K
Apr 04, 2025	FIORE MICHAEL HENRY	SALE	78.26	8.88K	695.05K	56.66K
Feb 10, 2025	SELANDER ROBERT W	SALE	111.87	2K	223.52K	78.22K
Dec 12, 2024	MCCOWAN DEBRA CHARLOTTE	SALE	95.56	5K	477.8K	7.78K
Dec 12, 2024	ROSNER ELIMELECH	SALE	97.12	2.87K	278.64K	57.2K
Dec 12, 2024	PARKER STUART B.	SALE	97.30	728	70.83K	19.06K
Dec 09, 2024	SELANDER ROBERT W	SALE	101.56	5.75K	583.94K	66.47K
Nov 06, 2024	CORVINO FRANK	SALE	96.10	1.04K	99.85K	3.78K
Oct 09, 2024	SELANDER ROBERT W	SALE	83.77	75	6.28K	54.72K
Oct 01, 2024	CORVINO FRANK	SALE	80.26	1.25K	100.09K	4.82K
Sep 16, 2024	KESSLER JON	SALE	78.93	1.51K	119.27K	101.24K
Sep 06, 2024	ROSNER ELIMELECH	SALE	77.02	12.3K	947.09K	62.52K
Jul 25, 2024	NEELEMAN STEPHEN	SALE	79.73	24.19K	1.93M	89.77K
Jul 09, 2024	WELLBORN GAYLE FURGURSON	SALE	81.34	5.3K	430.86K	17.73K
Jul 08, 2024	CORVINO FRANK	SALE	81.89	6.48K	530.83K	6.07K
Jun 25, 2024	KESSLER JON	SALE	83.08	2.78K	231.04K	109.99K
Jun 24, 2024	KESSLER JON	SALE	83.65	2.2K	183.95K	112.77K
Jun 07, 2024	NEELEMAN STEPHEN	SALE	85.01	2.08K	176.82K	90.52K
Jun 06, 2024	NEELEMAN STEPHEN	SALE	85.05	7.48K	636.48K	90.52K
Jun 05, 2024	NEELEMAN STEPHEN	SALE	85.06	25.04K	2.13M	90.52K
Jun 04, 2024	NEELEMAN STEPHEN	SALE	85.00	400	34K	90.52K
Mar 26, 2024	DILSAVER EVELYN S	SALE	79.29	32.5K	2.58M	32.12K
Mar 22, 2024	KESSLER JON	SALE	79.81	33.77K	2.69M	126.64K
Mar 01, 2024	LADD DELANO	SALE	82.59	2.56K	211.27K	47.44K
Feb 09, 2024	LADD DELANO	SALE	80.00	2.5K	199.92K	50K
Jan 08, 2024	LADD DELANO	SALE	70.00	2.59K	181.02K	52.5K
Dec 19, 2023	SACKS IAN	SALE	63.50	45K	2.86M	109.63K
Dec 11, 2023	ROSNER ELIMELECH	SALE	70.09	2.02K	141.36K	62.9K
Dec 08, 2023	NEELEMAN STEPHEN	SALE	70.01	300	21K	72.89K
Oct 13, 2023	MURDOCK TYSON D.	SALE	76.55	1K	76.55K	68.82K
Sep 27, 2023	KESSLER JON	SALE	75.72	9.04K	684.11K	0
Sep 22, 2023	ROSNER ELIMELECH	SALE	71.92	2K	143.7K	66.62K
Sep 22, 2023	CORVINO FRANK	SALE	72.23	1.46K	105.09K	7.29K
Sep 21, 2023	TRITTSCHUH LARRY L	SALE	72.42	6.42K	464.9K	46.21K
Sep 07, 2023	MURDOCK TYSON D.	SALE	71.35	2.84K	202.92K	70.39K
Jun 27, 2023	KESSLER JON	SALE	61.10	938	57.31K	3.88K
Jun 26, 2023	KESSLER JON	SALE	60.12	1.62K	97.46K	6.13K
Jun 12, 2023	ROSNER ELIMELECH	SALE	64.29	10.16K	652.93K	70.33K
Dec 14, 2022	WELLBORN GAYLE FURGURSON	SALE	62.00	5.24K	324.69K	12.02K
Oct 21, 2022	LADD DELANO	SALE	75.00	5.9K	442.28K	37.47K
Oct 13, 2022	TRITTSCHUH LARRY L	SALE	70.00	5.11K	357.49K	27.96K
Sep 27, 2022	MCCOWAN DEBRA CHARLOTTE	SALE	70.91	4.23K	299.6K	7.07K
Sep 20, 2022	SACKS IAN	SALE	72.28	25K	1.81M	126.57K
Aug 01, 2022	BLOOMBERG EDWARD	SALE	57.63	1K	57.63K	59.85K
Jun 09, 2022	BLOOMBERG EDWARD	SALE	63.31	1.5K	94.96K	60.85K
Dec 15, 2021	DILSAVER EVELYN S	PURCHASE	39.79	5.02K	199.67K	24.51K
Dec 14, 2021	DILLON ADRIAN T	PURCHASE	40.47	12.38K	500.81K	44.08K
Dec 10, 2021	HILL ANGELIQUE CHRISTINE	SALE	41.10	6.3K	258.78K	23.71K
Dec 09, 2021	PARKER STUART B.	PURCHASE	42.82	25K	1.07M	30.53K
Nov 01, 2021	OTTEN WILLIAM ROBERT	SALE	66.42	1.85K	122.88K	30.57K
Oct 05, 2021	MCCOWAN DEBRA CHARLOTTE	SALE	65.99	8.13K	536.64K	5.45K
Oct 01, 2021	OTTEN WILLIAM ROBERT	SALE	65.19	1.85K	120.59K	32.42K
Sep 20, 2021	MOTT DARCY G	SALE	62.97	335	21.09K	91.05K
Sep 01, 2021	OTTEN WILLIAM ROBERT	SALE	65.00	1.85K	120.25K	34.27K
Aug 20, 2021	MOTT DARCY G	SALE	63.33	369	23.37K	87.05K
Aug 02, 2021	OTTEN WILLIAM ROBERT	SALE	74.47	1.85K	137.77K	36.12K
Jul 26, 2021	BLOOMBERG EDWARD	SALE	75.00	1K	75K	39.2K
Jul 20, 2021	MOTT DARCY G	SALE	74.34	1.69K	125.27K	83.05K
Jul 15, 2021	SACKS IAN	SALE	77.04	3.61K	278.12K	146.05K
Jun 28, 2021	CORVINO FRANK	SALE	82.23	1.13K	93.17K	1.13K
Jun 23, 2021	CORVINO FRANK	SALE	83.74	150	12.56K	2.27K
Jun 21, 2021	MOTT DARCY G	SALE	77.68	3.2K	248.87K	79.05K
May 20, 2021	MOTT DARCY G	SALE	77.25	6K	463.53K	75.05K
Apr 20, 2021	MOTT DARCY G	SALE	70.31	6K	421.84K	71.05K
Mar 22, 2021	MOTT DARCY G	SALE	71.94	2.32K	166.91K	67.88K
Feb 22, 2021	MOTT DARCY G	SALE	78.88	2.6K	205.08K	63.88K
Jan 25, 2021	LADD DELANO	SALE	85.77	36.24K	3.11M	30.21K
Jan 25, 2021	KESSLER JON	SALE	87.13	17.55K	1.53M	255.72K
Jan 08, 2021	CORVINO FRANK	SALE	75.82	4.13K	313.12K	4.17K
Jan 06, 2021	TRITTSCHUH LARRY L	SALE	73.00	1.86K	136K	14.85K
Dec 22, 2020	TRITTSCHUH LARRY L	SALE	70.00	6.42K	449.4K	16.71K
Dec 10, 2020	OTTEN WILLIAM ROBERT	SALE	65.00	1.93K	125.13K	34.31K
Nov 18, 2020	MEDICI FRANK	SALE	70.54	300	21.16K	45.99K
Sep 02, 2020	DREIER ASHLEY	SALE	60.00	16.25K	975K	42.44K
Jun 05, 2020	HILL ANGELIQUE CHRISTINE	SALE	66.04	5K	330.18K	16.36K
May 27, 2020	KESSLER JON	SALE	63.09	16.85K	1.06M	0
Jan 27, 2020	TRITTSCHUH LARRY L	SALE	68.65	6.42K	440.73K	9.72K
Jan 24, 2020	DREIER ASHLEY	SALE	70.83	4.96K	351.61K	32.52K
Jan 21, 2020	MOTT DARCY G	SALE	72.54	2.2K	159.52K	31.8K
Dec 20, 2019	MOTT DARCY G	SALE	76.53	4K	306.12K	34K
Nov 20, 2019	MOTT DARCY G	SALE	60.39	4K	241.57K	38K
Oct 21, 2019	MOTT DARCY G	SALE	56.90	4K	227.59K	42K
Sep 20, 2019	MOTT DARCY G	SALE	61.61	4K	246.44K	46K
Aug 20, 2019	MOTT DARCY G	SALE	60.81	3.9K	237.16K	50.1K
Jul 22, 2019	MOTT DARCY G	SALE	79.56	4K	318.24K	54K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES24.27K8

NET SHARES-24.27K8

SHARES HELD448.62K8

% NET SHARES-105.41%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.89

Short Percent Of Float6.81

Shares Outstanding86.48M

Shares Float84.86M

Shares Short5.09M

Short Ratio5.87

6.81%

Short % of Float

5.89%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.19% Percentage of Shares held by All Insiders

108.47% Percentage of Shares held by All Institutions

110.9% Percentage of Float held by Institutions

644

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.75%	645.84K	61.21M	-13.72K	-2.08%
Sep 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.32%	274.13K	25.98M	-8.35K	-2.96%
Sep 30, 2025	BROWN ADVISORY INC	1.85%	1.61M	152.13M	-21.75K	-1.34%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.75%	652.25K	61.81M	-34.43K	-5.01%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.18%	155.54K	14.74M	48.62K	+45.47%
Sep 30, 2025	NORTHERN TRUST CORP	1.25%	1.08M	102.36M	-7.2K	-0.66%
Sep 30, 2025	GREENHOUSE FUNDS LLLP	1.24%	1.07M	101.3M	157.11K	+17.23%
Sep 30, 2025	FMR LLC	4.03%	3.49M	330.73M	-1.55M	-30.76%
Sep 30, 2025	MACQUARIE GROUP LTD	0.73%	633.14K	60M	456.53K	+258.48%
Sep 30, 2025	ATALAN CAPITAL PARTNERS, LP	1.05%	911.6K	86.39M	211.6K	+30.23%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.77%	1.53M	145.35M	833.36K	+118.99%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	413.16K	39.16M	-11.84K	-2.79%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.78%	675.53K	64.02M	-33.2K	-4.68%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	771.21K	73.09M	81.46K	+11.81%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.97%	839.49K	79.56M	-13.1K	-1.54%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.84%	724.24K	68.64M	-292.09K	-28.74%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.92%	796.25K	75.46M	-128.67K	-13.91%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.88%	764.19K	69.32M	-32.29K	-4.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.01%	875.44K	82.97M	-41.85K	-4.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.97%	840.25K	79.63M	6.3K	+0.76%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.98%	1.72M	162.69M	451.45K	+35.68%
Sep 30, 2025	VANGUARD GROUP INC	10.11%	8.75M	828.88M	243.55K	+2.86%
Sep 30, 2025	BLACKROCK, INC.	12.9%	11.17M	1.06B	441.88K	+4.12%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.18%	157.67K	14.94M	-5.58K	-3.42%
Sep 30, 2025	STATE STREET CORP	3.64%	3.15M	298.54M	-34.02K	-1.07%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	167.6K	15.88M	2.4K	+1.45%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.2%	169.85K	16.1M	4.11K	+2.48%
Sep 30, 2025	LOOMIS SAYLES & CO L P	1.14%	985.11K	93.36M	-46.22K	-4.48%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	170.43K	16.15M	-22.75K	-11.78%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.2%	176.58K	16.73M	-154.63K	-46.69%
Sep 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.27%	1.1M	104.02M	-10.63K	-0.96%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	1.14M	108.23M	12.87K	+1.14%
Sep 30, 2025	BAMCO INC /NY/	0.88%	759.53K	71.98M	-20.48K	-2.63%
Sep 30, 2025	JPMORGAN CHASE & CO	1.39%	1.21M	114.21M	124.28K	+11.50%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	1.46%	1.27M	120.14M	584	+0.05%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	1.57%	1.36M	128.87M	38.45K	+2.91%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.8%	1.56M	147.75M	38.15K	+2.51%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	2.04%	1.76M	167.2M	656.82K	+59.31%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.2%	177.09K	16.78M	-17.95K	-9.20%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	2.2M	208.1M	48.38K	+2.25%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.8%	690.57K	65.45M	-41.87K	-5.72%
Sep 30, 2025	MORGAN STANLEY	1.5%	1.3M	123.43M	-101.76K	-7.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	178.31K	16.9M	-12.13K	-6.37%
Sep 30, 2025	SUMMIT CREEK ADVISORS LLC	0.22%	192.53K	18.25M	-15.67K	-7.53%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.25%	213.46K	20.23M	-1.33K	-0.62%
Sep 30, 2025	BARCLAYS PLC	0.25%	214.29K	20.31M	13.92K	+6.95%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.25%	214.99K	20.37M	-13.83K	-6.04%
Sep 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	0.29%	248.38K	23.68M	-568	-0.23%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.29%	253.78K	24.05M	5.03K	+2.02%
Sep 30, 2025	12TH STREET ASSET MANAGEMENT COMPANY, LLC	0.31%	272.07K	25.78M	145.15K	+114.37%
Sep 30, 2025	INVESCO LTD.	2.46%	2.13M	201.78M	-236.71K	-10.01%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	287.28K	27.23M	4.84K	+1.71%
Sep 30, 2025	MARSHALL WACE, LLP	0.34%	293.18K	27.78M	240.85K	+460.20%
Sep 30, 2025	MAN GROUP PLC	0.35%	307.28K	29.12M	52.63K	+20.67%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.36%	315.33K	29.88M	-64.69K	-17.02%
Sep 30, 2025		0.37%	317.29K	30.07M	317.29K	+100.00%
Sep 30, 2025	COMERICA BANK	0.4%	343.27K	32.53M	105.6K	+44.43%
Sep 30, 2025	WASATCH ADVISORS LP	7.29%	6.31M	597.78M	206.61K	+3.39%
Sep 30, 2025	BESSEMER GROUP INC	0.4%	349.34K	33.11M	61.32K	+21.29%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	351.1K	33.27M	-123.49K	-26.02%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.43%	370.92K	35.15M	-16.88K	-4.35%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.44%	378.28K	35.85M	-97.11K	-20.43%
Sep 30, 2025	DAVENPORT & CO LLC	0.45%	386.39K	36.77M	74.43K	+23.86%
Sep 30, 2025	CITADEL ADVISORS LLC	0.49%	426.81K	40.45M	-783.57K	-64.74%
Sep 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.5%	436.03K	41.32M	-7.29K	-1.64%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.52%	446.99K	42.36M	-51.91K	-10.40%
Sep 30, 2025	UBS GROUP AG	0.63%	549.22K	52.05M	-81.66K	-12.94%
Sep 30, 2025	NUVEEN, LLC	0.64%	549.98K	52.12M	4.48K	+0.82%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.65%	561.03K	53.17M	561.03K	+100.00%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.69%	597.45K	56.62M	-24.2K	-3.89%
Sep 30, 2025	PREMIER FUND MANAGERS LTD	0.7%	610.13K	58.16M	-2.8K	-0.46%
Sep 30, 2025	SEI INVESTMENTS CO	0.72%	624.27K	59.16M	-17.74K	-2.76%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	272.33K	25.81M	-5.58K	-2.01%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.07%	924.92K	96.89M	75.98K	+8.95%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.8%	689.74K	72.26M	-85.41K	-11.02%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.76%	659.56K	69.1M	-4.3K	-0.65%
Jun 30, 2025	UBS GROUP AG	0.73%	630.88K	66.09M	-20.18K	-3.10%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.16%	141.78K	14.85M	128.79K	+991.53%
Jun 30, 2025	EVERSEPT PARTNERS, LP	0.18%	155.87K	16.33M	-196.11K	-55.72%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.26%	228.82K	23.97M	228.82K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.27%	230.65K	24.16B	13.24K	+6.09%
Jun 30, 2025	THEMATICS ASSET MANAGEMENT	0.12%	102.01K	10.69M	-9.83K	-8.79%
Jun 30, 2025	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.12%	100.42K	10.52M	40.88K	+68.66%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.12%	100.37K	10.51M	-4.07K	-3.89%
Jun 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.11%	96.82K	10.14M	2.51K	+2.66%
Jun 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.11%	95.78K	10.03M	2.45K	+2.62%
Jun 30, 2025	AVIDITY PARTNERS MANAGEMENT LP	0.11%	92K	9.64M	14K	+17.95%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	90.52K	8.42M	169	+0.19%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.1%	83.76K	8.77M	0	0
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.1%	83.58K	8.76M	-11.57K	-12.16%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	75.2K	7.88M	75.2K	+100.00%
Jun 30, 2025	RENAISSANCE GROUP LLC	0.09%	73.96K	7.75M	17.14K	+30.18%
Jun 30, 2025	MOODY ALDRICH PARTNERS LLC	0.08%	71.22K	7.46M	3.34K	+4.91%
Jun 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	0.29%	248.95K	26.11M	16.31K	+7.01%
Jun 30, 2025	NORGES BANK	0.83%	716.61K	75.07M	716.61K	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.62%	1.4M	147.1B	-3.13K	-0.22%
Jun 30, 2025	LOOMIS SAYLES & CO L P	1.19%	1.03M	108.04M	-81.62K	-7.33%
Jun 30, 2025		0.63%	545.49K	57.15M	-55.11K	-9.18%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	474.59K	49.72M	68.35K	+16.83%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.44%	382.71K	40.09M	-271.56K	-41.51%
Jun 30, 2025	AUREUS ASSET MANAGEMENT, LLC	0.34%	297.46K	31.16M	-59.63K	-16.70%
Jun 30, 2025	BESSEMER GROUP INC	0.33%	288.03K	30.18M	-112.37K	-28.06%
Jun 30, 2025	DF DENT & CO INC	0.33%	284.67K	29.82M	4.7K	+1.68%
Jun 30, 2025	ASHFORD CAPITAL MANAGEMENT INC	0.32%	279.4K	29.27M	4.41K	+1.60%
Jun 30, 2025	VIKING GLOBAL INVESTORS LP	0.25%	219.75K	23.02M	219.75K	+100.00%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.25%	214.79K	22.5M	403	+0.19%
Jun 30, 2025	SUMMIT CREEK ADVISORS LLC	0.24%	208.2K	21.81M	-36.67K	-14.97%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.21%	179.4K	18.79M	13K	+7.81%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.19%	165.74K	17.36M	65.15K	+64.77%
Jun 30, 2025	FMR LLC	5.82%	5.04M	527.99M	54.8K	+1.10%
Jun 30, 2025	BROWN ADVISORY INC	1.88%	1.63M	170.45M	-305.91K	-15.83%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	1.46%	1.27M	132.75M	-399.41K	-23.97%
Jun 30, 2025	SEI INVESTMENTS CO	0.74%	642.01K	67.26M	-27.26K	-4.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.3%	1.13M	118.29M	28.15K	+2.56%
Jun 30, 2025	NORTHERN TRUST CORP	1.25%	1.09M	113.91M	-39.64K	-3.52%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.72%	621.65K	65.12M	192.25K	+44.77%
Jun 30, 2025	PREMIER FUND MANAGERS LTD	0.71%	612.93K	64.33M	202.94K	+49.50%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.44%	380.01K	39.81M	-98.09K	-20.52%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.38%	331.21K	34.7M	-19.11K	-5.46%
Jun 30, 2025	BLACKROCK, INC.	12.38%	10.72M	1.12B	-144.12K	-1.33%
Jun 30, 2025	WASATCH ADVISORS LP	7.04%	6.1M	639.15M	-1.13M	-15.66%
Jun 30, 2025	GRANDEUR PEAK GLOBAL ADVISORS, LLC	0.13%	113.58K	11.9M	-4.97K	-4.19%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.13%	113.56K	11.9M	-11.91K	-9.49%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.13%	112.6K	11.8M	22.44K	+24.89%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.12%	106.92K	11.2M	31.72K	+42.17%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.28%	1.11M	116.02B	661.8K	+148.50%
Jun 30, 2025	FARALLON CAPITAL MANAGEMENT LLC	0.37%	319.8K	33.5M	-102K	-24.18%
Jun 30, 2025	DAVENPORT & CO LLC	0.36%	311.96K	32.7M	-32.22K	-9.36%
Jun 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.33%	282.48K	29.59M	-131.19K	-31.71%
Jun 30, 2025	MAN GROUP PLC	0.29%	254.65K	26.68M	236.87K	+1,331.84%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.79%	686.67K	71.94M	-38.88K	-5.36%
Jun 30, 2025	ATALAN CAPITAL PARTNERS, LP	0.81%	700K	73.33M	700K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.92%	796.47K	81.95M	-88.36K	-9.99%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.46%	1.27M	132.54M	701.82K	+124.57%
Jun 30, 2025	NUVEEN, LLC	0.63%	545.49K	57.15M	-55.11K	-9.18%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.06%	917.28K	96.09B	-215.88K	-19.05%
Jun 30, 2025	CITADEL ADVISORS LLC	1.4%	1.21M	126.8B	777.15K	+179.38%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.76%	1.52M	159.33M	-12.52K	-0.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.48%	2.15M	224.97M	4.39K	+0.20%
Jun 30, 2025	INVESCO LTD.	2.73%	2.37M	247.85M	-80.34K	-3.28%
Jun 30, 2025	STATE STREET CORP	3.67%	3.18M	333.58M	-95.85K	-2.92%
Jun 30, 2025	VANGUARD GROUP INC	9.81%	8.5M	890.74M	-319.13K	-3.62%
Jun 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.13%	113.82K	11.92M	7.92K	+7.48%
Jun 30, 2025	MOTLEY FOOL ASSET MANAGEMENT LLC	0.13%	114.57K	12M	-3.84K	-3.24%
Jun 30, 2025	AXIOM INVESTORS LLC /DE	0.14%	124.27K	13.02M	30.62K	+32.69%
Jun 30, 2025	12TH STREET ASSET MANAGEMENT COMPANY, LLC	0.15%	126.92K	13.3M	126.92K	+100.00%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	1.52%	1.32M	138.43M	-531.71K	-28.69%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.69%	601.82K	63.05M	-92.9K	-13.37%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.81%	700.37K	73.37M	61.02K	+9.54%
Jun 30, 2025	BAMCO INC /NY/	0.9%	780K	81.71M	-5K	-0.64%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.96%	833.95K	87.36M	-560.72K	-40.20%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.98%	852.6K	89.32M	7.56K	+0.89%
Jun 30, 2025	GREENHOUSE FUNDS LLLP	1.05%	911.82K	95.52M	146.63K	+19.16%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.45%	387.8K	40.63M	2.43K	+0.63%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.48%	417.73K	43.76M	44.98K	+12.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.49%	425.01K	44.52M	-8.62K	-1.99%
Jun 30, 2025	VAN BERKOM & ASSOCIATES INC.	0.51%	442.83K	46.39M	-207.23K	-31.88%
Jun 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.51%	443.33K	46.44M	-34.32K	-7.18%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	475.39K	49.8M	-113.3K	-19.25%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.58%	498.9K	52.27M	-89.65K	-15.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.82%	708.73K	74.25M	12.18K	+1.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.85%	732.43K	76.73M	62.5K	+9.33%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.17%	1.02M	106.47M	-53.11K	-4.97%
Jun 30, 2025	JPMORGAN CHASE & CO	1.25%	1.08M	113.22M	176.44K	+19.51%
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.28%	1.11M	116.1M	64.49K	+6.18%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.3%	1.13M	118.07M	148.74K	+15.20%
Jun 30, 2025	NEXT CENTURY GROWTH INVESTORS LLC	0.15%	129.47K	13.56M	31.2K	+31.75%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.68%	588.55K	52.01M	-15.92K	-2.63%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.3%	1.13M	100.14M	15.46K	+1.38%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	1.1M	97.29M	14.16K	+1.30%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.23%	1.07M	94.51M	19.01K	+1.81%
Mar 31, 2025	BLACKROCK, INC.	12.51%	10.87M	960.41M	-111.39K	-1.01%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.61%	1.39M	123.25M	37.23K	+2.74%
Mar 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.96%	835.41K	73.83M	76.95K	+10.15%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.84%	725.55K	64.12M	-47.23K	-6.11%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.55%	478.1K	42.25M	39.76K	+9.07%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.51%	445.65K	38.54M	210.97K	+89.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	433.63K	38.32M	-42.95K	-9.01%
Mar 31, 2025	CITADEL ADVISORS LLC	0.5%	433.24K	38.29M	100.83K	+30.33%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.49%	429.4K	37.95M	173.34K	+67.70%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.02%	884.83K	77.02M	-66.41K	-6.98%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.98%	848.94K	75.02M	169.34K	+24.92%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.97%	845.04K	73.48M	11.12K	+1.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	663.86K	58.67M	-82.02K	-11.00%
Mar 31, 2025	VAN BERKOM & ASSOCIATES INC.	0.75%	650.06K	57.45M	-188.26K	-22.46%
Mar 31, 2025		0.69%	600.61K	53.08M	600.61K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.68%	588.69K	52.02M	-912.7K	-60.79%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.65%	563.39K	49.79M	563.39K	+100.00%
Mar 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.55%	477.64K	42.21M	-95.8K	-16.71%
Mar 31, 2025	FMR LLC	5.74%	4.99M	440.54M	-430.59K	-7.95%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	2.14M	189.4M	53.39K	+2.56%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	2.13%	1.85M	163.76M	-206.93K	-10.05%
Mar 31, 2025	NORTHERN TRUST CORP	1.3%	1.13M	99.59M	-28.06K	-2.43%
Mar 31, 2025	GENEVA CAPITAL MANAGEMENT LLC	1.2%	1.04M	92.24M	-5.15K	-0.49%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.13%	978.31K	75.11M	914.46K	+1,432.13%
Mar 31, 2025	JPMORGAN CHASE & CO	1.04%	904.36K	79.92M	-167.91K	-15.66%
Mar 31, 2025	BAMCO INC /NY/	0.91%	785K	69.37M	5K	+0.64%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	775.15K	68.5M	204.2K	+35.76%
Mar 31, 2025	GREENHOUSE FUNDS LLLP	0.88%	765.19K	67.62M	-119.22K	-13.48%
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.75%	654.27K	57.82M	-217.5K	-24.95%
Mar 31, 2025	UBS GROUP AG	0.75%	651.06K	57.53M	174.23K	+36.54%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.74%	639.35K	56.5M	580.99K	+995.58%
Mar 31, 2025	FARALLON CAPITAL MANAGEMENT LLC	0.49%	421.8K	37.27M	419K	+14,964.29%
Mar 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.48%	413.67K	36.56M	107.79K	+35.24%
Mar 31, 2025	VANGUARD GROUP INC	10.16%	8.82M	779.59M	-154.25K	-1.72%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	1.92%	1.67M	147.28M	-268.58K	-13.88%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.77%	1.53M	135.5M	-49.45K	-3.12%
Mar 31, 2025	MORGAN STANLEY	1.62%	1.41M	124.36M	610.65K	+76.65%
Mar 31, 2025	SEI INVESTMENTS CO	0.77%	669.27K	59.14M	4.59K	+0.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.8%	696.55K	61.55M	90.36K	+14.91%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.8%	694.72K	61.39M	-119.31K	-14.66%
Mar 31, 2025	STATE STREET CORP	3.78%	3.28M	289.86M	17.72K	+0.54%
Mar 31, 2025	INVESCO LTD.	2.82%	2.45M	216.17M	821.43K	+50.56%
Mar 31, 2025	BROWN ADVISORY INC	2.23%	1.93M	170.81M	-153.1K	-7.34%
Mar 31, 2025	LOOMIS SAYLES & CO L P	1.28%	1.11M	98.35M	5.42K	+0.49%
Mar 31, 2025	WASATCH ADVISORS LP	8.33%	7.23M	639.27M	-279.71K	-3.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.77%	669.94K	59.2M	399.9K	+148.09%
Mar 31, 2024	ROYAL BANK OF CANADA	0.39%	330.69K	26.99M	-21.77K	-6.18%
Mar 31, 2024	VANGUARD GROUP INC	10.25%	8.77M	715.78M	149.13K	+1.73%
Mar 31, 2024	BLACKROCK INC.	12.77%	10.93M	891.91M	334.29K	+3.16%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	0.68%	582.66K	47.56M	-16.73K	-2.79%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.3%	1.11M	90.85M	-95.69K	-7.92%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.32%	1.13M	91.91M	-3.68K	-0.33%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.17%	147.15K	12.01M	1.25K	+0.85%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.17%	147.23K	12.02M	-425.92K	-74.31%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.18%	150.53K	12.29M	-9.58K	-5.98%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.18%	150.8K	8.67M	13.22K	+9.61%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.18%	154.81K	12.64M	-1.95K	-1.24%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	169.3K	13.82M	600	+0.36%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.22%	185.52K	15.14M	-305	-0.16%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.22%	185.85K	15.17M	-1.13K	-0.61%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.22%	191.66K	15.65M	-8.4K	-4.20%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.25%	211.46K	17.26M	-9.02K	-4.09%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.3%	256.33K	20.92M	1.54K	+0.60%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.3%	259.23K	21.16M	-44.85K	-14.75%
Mar 31, 2024	RHUMBLINE ADVISERS	0.32%	272.53K	22.25M	1.3K	+0.48%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.37%	317.42K	25.91M	90.17K	+39.68%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	4.4%	3.76M	307.1M	3.64M	+3,001.05%
Mar 31, 2024	STATE STREET CORP	3.57%	3.05M	249.24M	96.92K	+3.28%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.93%	794.74K	64.88M	-14.49K	-1.79%
Mar 31, 2024	BAMCO INC /NY/	0.94%	800K	65.3M	0	0
Mar 31, 2024	LOOMIS SAYLES & CO L P	1.09%	930.87K	75.99M	50.21K	+5.70%
Mar 31, 2024	NORTHERN TRUST CORP	1.19%	1.02M	83.16M	-82.44K	-7.49%
Mar 31, 2024	BROWN ADVISORY INC	2.18%	1.87M	152.36M	52.09K	+2.87%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.31%	1.98M	161.3M	82.77K	+4.37%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.4%	340.59K	27.8M	62.75K	+22.59%
Mar 31, 2024	ASHFORD CAPITAL MANAGEMENT INC	0.4%	341.51K	27.88M	-67.17K	-16.44%
Mar 31, 2024	OPHIR ASSET MANAGEMENT PTY LTD	0.41%	347.74K	28.39M	30.07K	+9.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.42%	359.69K	29.36M	-54.04K	-13.06%
Mar 31, 2024	MACQUARIE GROUP LTD	0.42%	363.52K	29.67M	19.01K	+5.52%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.43%	364.05K	29.72M	13.39K	+3.82%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.44%	373.57K	30.49M	-53.71K	-12.57%
Mar 31, 2024	UBS GROUP AG	0.44%	374.36K	30.56M	344.84K	+1,168.40%
Mar 31, 2024	AUREUS ASSET MANAGEMENT, LLC	0.48%	411.13K	33.56M	-5.44K	-1.31%
Mar 31, 2024	EVERSEPT PARTNERS, LP	0.49%	421.35K	34.39M	-73.57K	-14.87%
Mar 31, 2024	DAVENPORT & CO LLC	0.51%	433.38K	35.38M	-73.75K	-14.54%
Mar 31, 2024	GREENHOUSE FUNDS LLLP	0.59%	506.47K	41.34M	506.47K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.65%	553.65K	45.19M	38.86K	+7.55%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.67%	569.08K	46.44M	-3.42K	-0.60%
Mar 31, 2024	SEI INVESTMENTS CO	0.67%	570.05K	46.53M	12.96K	+2.33%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.67%	572.94K	46.77M	-8.41K	-1.45%
Mar 31, 2024	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.71%	605.71K	49.44M	605.71K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.75%	641.06K	52.33M	-151.78K	-19.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.75%	643.08K	52.49M	161.4K	+33.51%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.77%	659.85K	53.86M	-7.44K	-1.12%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.94%	802.18K	65.48M	-28.32K	-3.41%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	1.01%	865.57K	70.66M	-5.17K	-0.59%
Mar 31, 2024	VAN BERKOM & ASSOCIATES INC.	1.07%	913.36K	74.56M	-67.99K	-6.93%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.22%	1.04M	85.26M	-738.49K	-41.42%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.24%	1.06M	86.58M	58.38K	+5.83%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	1.29%	1.1M	89.85M	12.45K	+1.14%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	1.3%	1.11M	90.83M	-96.94K	-8.01%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.38%	1.18M	96.68M	-2.13K	-0.18%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.64%	1.4M	114.66M	509.46K	+56.91%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.67%	1.43M	116.86M	21.82K	+1.55%
Mar 31, 2024	INVESCO LTD.	1.69%	1.44M	117.95M	829.75K	+134.89%
Mar 31, 2024	JPMORGAN CHASE & CO	1.8%	1.54M	125.42M	-555.49K	-26.55%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.82%	1.56M	127.29M	78.73K	+5.32%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	2.38%	2.04M	166.41M	231.21K	+12.79%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	2.73%	2.33M	190.5M	-23.86K	-1.01%
Mar 31, 2024	FMR LLC	5.8%	4.96M	404.98M	-251.83K	-4.83%
Mar 31, 2024	WASATCH ADVISORS LP	8.66%	7.41M	604.8M	569.25K	+8.32%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.38%	1.19M	78.66M	52.38K	+4.62%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	1.41%	1.21M	80.2M	-369.26K	-23.39%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.65%	1.41M	93.47M	108.11K	+8.31%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.73%	1.48M	98.17M	96.58K	+6.98%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.08%	1.78M	118.21M	-862.33K	-32.60%
Dec 31, 2023	MACKENZIE FINANCIAL CORP	2.11%	1.81M	119.83M	664.98K	+58.21%
Dec 31, 2023	BROWN ADVISORY INC	2.12%	1.81M	120.29M	-255.6K	-12.35%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.21%	1.89M	125.51M	84.86K	+4.69%
Dec 31, 2023	JPMORGAN CHASE & CO	2.44%	2.09M	138.7M	-239.16K	-10.26%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	2.75%	2.36M	156.31M	152.9K	+6.94%
Dec 31, 2023	STATE STREET CORP	3.45%	2.96M	196.01M	133.55K	+4.73%
Dec 31, 2023	FMR LLC	6.08%	5.21M	345.62M	-435.98K	-7.72%
Dec 31, 2023	WASATCH ADVISORS LP	7.98%	6.84M	453.48M	-427.94K	-5.89%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.41%	1.21M	80.13M	-135.73K	-10.10%
Dec 31, 2023	VANGUARD GROUP INC	10.06%	8.62M	571.47M	104.08K	+1.22%
Dec 31, 2023	BLACKROCK INC.	12.36%	10.59M	702.24M	560.49K	+5.59%
Dec 31, 2023	OPHIR ASSET MANAGEMENT PTY LTD	0.37%	317.68K	21.06M	-12.31K	-3.73%
Dec 31, 2023	MACQUARIE GROUP LTD	0.4%	344.51K	22.84M	127.56K	+58.80%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.41%	350.67K	23.25M	9.93K	+2.91%
Dec 31, 2023	ROYAL BANK OF CANADA	0.41%	352.46K	23.37M	7.21K	+2.09%
Dec 31, 2023	ASHFORD CAPITAL MANAGEMENT INC	0.48%	408.68K	27.1M	4.4K	+1.09%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.48%	413.73K	27.43M	168.82K	+68.93%
Dec 31, 2023	AUREUS ASSET MANAGEMENT, LLC	0.49%	416.57K	27.62B	-1.35K	-0.32%
Dec 31, 2023	MAN GROUP PLC	0.49%	418.99K	27.78M	371.11K	+775.17%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.5%	427.28K	28.33M	-312.9K	-42.27%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.56%	477.38K	31.65M	-175.64K	-26.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.56%	481.68K	31.94M	-148.33K	-23.54%
Dec 31, 2023	EVERSEPT PARTNERS, LP	0.58%	494.92K	32.81M	156.4K	+46.20%
Dec 31, 2023	DAVENPORT & CO LLC	0.59%	507.14K	33.64M	120.99K	+31.33%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.6%	514.8K	34.13M	-385.61K	-42.83%
Dec 31, 2023	SEI INVESTMENTS CO	0.65%	557.09K	36.94M	-94.08K	-14.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.67%	572.5K	37.96M	2.94K	+0.52%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.67%	573.14K	38M	142.23K	+33.01%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.68%	581.34K	38.54M	19.68K	+3.50%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	0.7%	599.39K	39.74M	-21.64K	-3.48%
Dec 31, 2023	INVESCO LTD.	0.72%	615.15K	40.78M	131.11K	+27.09%
Dec 31, 2023	NORGES BANK	0.77%	655.84K	43.48M	655.84K	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.78%	667.29K	44.24M	667.29K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.93%	792.83K	52.57M	91.82K	+13.10%
Dec 31, 2023	BAMCO INC /NY/	0.93%	800K	53.04M	0	0
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.94%	809.24K	53.65M	-44.96K	-5.26%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.97%	830.5K	55.06M	-22.3K	-2.62%
Dec 31, 2023	GENEVA CAPITAL MANAGEMENT LLC	1.02%	870.74K	57.73M	-5.61K	-0.64%
Dec 31, 2023	LOOMIS SAYLES & CO L P	1.03%	880.65K	58.39M	480.97K	+120.34%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.04%	895.2K	59.35M	-971.45K	-52.04%
Dec 31, 2023	VAN BERKOM & ASSOCIATES INC.	1.15%	981.35K	65.06M	-61.12K	-5.86%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.17%	1M	66.45M	21.77K	+2.22%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	1.27%	1.09M	72.15M	899	+0.08%
Dec 31, 2023	NORTHERN TRUST CORP	1.28%	1.1M	73.01M	-19.57K	-1.75%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.32%	1.13M	74.89M	223.43K	+24.66%

Insiders

Insiders	Designation	Shares Held
SACKS IAN		109.63K
MOTT DARCY G		91.05K
NEELEMAN STEPHEN	FOUNDER AND VICE CHAIRMAN	89.77K
SELANDER ROBERT W	director	84.97K
LADD DELANO	EVP, General Counsel	75.48K
KESSLER JON	Former Director	75K
MURDOCK TYSON D.		68.82K
BLOOMBERG EDWARD	CHIEF OPERATING OFFICER	59.85K
FIORE MICHAEL HENRY	EVP, CHIEF COMMERCIAL OFFICER	49.8K
DILSAVER EVELYN S	director	48.21K
TRITTSCHUH LARRY L		46.21K
MEDICI FRANK	director	45.99K
ROSNER ELIMELECH	EVP, CHIEF TECHNOLOGY OFFICER	45.74K
DILLON ADRIAN T	director	44.08K
DREIER ASHLEY		42.44K
OTTEN WILLIAM ROBERT		30.57K
HILL ANGELIQUE CHRISTINE	Exec VP, Operations	23.71K
WELLBORN GAYLE FURGURSON	director	19.73K
PARKER STUART B.	director	19.06K
MCCOWAN DEBRA CHARLOTTE	director	7.78K
CORVINO FRANK	Former Director	3.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 18, 2025	ROSNER ELIMELECH	SALE	95.45	10.96K	1.05M	45.74K
Dec 12, 2025	WELLBORN GAYLE FURGURSON	SALE	98.03	4.34K	425.33K	19.73K
Nov 20, 2025	LADD DELANO	SALE	104.56	1.5K	156.84K	75.48K
Oct 20, 2025	LADD DELANO	SALE	92.07	1.5K	138.11K	76.98K
Oct 07, 2025	FIORE MICHAEL HENRY	SALE	88.21	1.78K	157.1K	49.8K
Sep 19, 2025	LADD DELANO	SALE	95.70	29	2.78K	79.46K
Sep 05, 2025	DILSAVER EVELYN S	SALE	93.30	3.46K	322.92K	48.21K
Jul 07, 2025	FIORE MICHAEL HENRY	SALE	102.09	700	71.46K	53.23K
Jun 09, 2025	ROSNER ELIMELECH	SALE	111.37	13K	1.45M	62.69K
Jun 06, 2025	KESSLER JON	SALE	113.35	60	6.8K	75K
Jun 06, 2025	ROSNER ELIMELECH	SALE	112.56	58K	6.53M	75.69K
Apr 09, 2025	SELANDER ROBERT W	SALE	78.81	400	31.52K	84.97K
Apr 04, 2025	FIORE MICHAEL HENRY	SALE	78.26	8.88K	695.05K	56.66K
Feb 10, 2025	SELANDER ROBERT W	SALE	111.87	2K	223.52K	78.22K
Dec 12, 2024	MCCOWAN DEBRA CHARLOTTE	SALE	95.56	5K	477.8K	7.78K
Dec 12, 2024	ROSNER ELIMELECH	SALE	97.12	2.87K	278.64K	57.2K
Dec 12, 2024	PARKER STUART B.	SALE	97.30	728	70.83K	19.06K
Dec 09, 2024	SELANDER ROBERT W	SALE	101.56	5.75K	583.94K	66.47K
Nov 06, 2024	CORVINO FRANK	SALE	96.10	1.04K	99.85K	3.78K
Oct 09, 2024	SELANDER ROBERT W	SALE	83.77	75	6.28K	54.72K
Oct 01, 2024	CORVINO FRANK	SALE	80.26	1.25K	100.09K	4.82K
Sep 16, 2024	KESSLER JON	SALE	78.93	1.51K	119.27K	101.24K
Sep 06, 2024	ROSNER ELIMELECH	SALE	77.02	12.3K	947.09K	62.52K
Jul 25, 2024	NEELEMAN STEPHEN	SALE	79.73	24.19K	1.93M	89.77K
Jul 09, 2024	WELLBORN GAYLE FURGURSON	SALE	81.34	5.3K	430.86K	17.73K
Jul 08, 2024	CORVINO FRANK	SALE	81.89	6.48K	530.83K	6.07K
Jun 25, 2024	KESSLER JON	SALE	83.08	2.78K	231.04K	109.99K
Jun 24, 2024	KESSLER JON	SALE	83.65	2.2K	183.95K	112.77K
Jun 07, 2024	NEELEMAN STEPHEN	SALE	85.01	2.08K	176.82K	90.52K
Jun 06, 2024	NEELEMAN STEPHEN	SALE	85.05	7.48K	636.48K	90.52K
Jun 05, 2024	NEELEMAN STEPHEN	SALE	85.06	25.04K	2.13M	90.52K
Jun 04, 2024	NEELEMAN STEPHEN	SALE	85.00	400	34K	90.52K
Mar 26, 2024	DILSAVER EVELYN S	SALE	79.29	32.5K	2.58M	32.12K
Mar 22, 2024	KESSLER JON	SALE	79.81	33.77K	2.69M	126.64K
Mar 01, 2024	LADD DELANO	SALE	82.59	2.56K	211.27K	47.44K
Feb 09, 2024	LADD DELANO	SALE	80.00	2.5K	199.92K	50K
Jan 08, 2024	LADD DELANO	SALE	70.00	2.59K	181.02K	52.5K
Dec 19, 2023	SACKS IAN	SALE	63.50	45K	2.86M	109.63K
Dec 11, 2023	ROSNER ELIMELECH	SALE	70.09	2.02K	141.36K	62.9K
Dec 08, 2023	NEELEMAN STEPHEN	SALE	70.01	300	21K	72.89K
Oct 13, 2023	MURDOCK TYSON D.	SALE	76.55	1K	76.55K	68.82K
Sep 27, 2023	KESSLER JON	SALE	75.72	9.04K	684.11K	0
Sep 22, 2023	ROSNER ELIMELECH	SALE	71.92	2K	143.7K	66.62K
Sep 22, 2023	CORVINO FRANK	SALE	72.23	1.46K	105.09K	7.29K
Sep 21, 2023	TRITTSCHUH LARRY L	SALE	72.42	6.42K	464.9K	46.21K
Sep 07, 2023	MURDOCK TYSON D.	SALE	71.35	2.84K	202.92K	70.39K
Jun 27, 2023	KESSLER JON	SALE	61.10	938	57.31K	3.88K
Jun 26, 2023	KESSLER JON	SALE	60.12	1.62K	97.46K	6.13K
Jun 12, 2023	ROSNER ELIMELECH	SALE	64.29	10.16K	652.93K	70.33K
Dec 14, 2022	WELLBORN GAYLE FURGURSON	SALE	62.00	5.24K	324.69K	12.02K
Oct 21, 2022	LADD DELANO	SALE	75.00	5.9K	442.28K	37.47K
Oct 13, 2022	TRITTSCHUH LARRY L	SALE	70.00	5.11K	357.49K	27.96K
Sep 27, 2022	MCCOWAN DEBRA CHARLOTTE	SALE	70.91	4.23K	299.6K	7.07K
Sep 20, 2022	SACKS IAN	SALE	72.28	25K	1.81M	126.57K
Aug 01, 2022	BLOOMBERG EDWARD	SALE	57.63	1K	57.63K	59.85K
Jun 09, 2022	BLOOMBERG EDWARD	SALE	63.31	1.5K	94.96K	60.85K
Dec 15, 2021	DILSAVER EVELYN S	PURCHASE	39.79	5.02K	199.67K	24.51K
Dec 14, 2021	DILLON ADRIAN T	PURCHASE	40.47	12.38K	500.81K	44.08K
Dec 10, 2021	HILL ANGELIQUE CHRISTINE	SALE	41.10	6.3K	258.78K	23.71K
Dec 09, 2021	PARKER STUART B.	PURCHASE	42.82	25K	1.07M	30.53K
Nov 01, 2021	OTTEN WILLIAM ROBERT	SALE	66.42	1.85K	122.88K	30.57K
Oct 05, 2021	MCCOWAN DEBRA CHARLOTTE	SALE	65.99	8.13K	536.64K	5.45K
Oct 01, 2021	OTTEN WILLIAM ROBERT	SALE	65.19	1.85K	120.59K	32.42K
Sep 20, 2021	MOTT DARCY G	SALE	62.97	335	21.09K	91.05K
Sep 01, 2021	OTTEN WILLIAM ROBERT	SALE	65.00	1.85K	120.25K	34.27K
Aug 20, 2021	MOTT DARCY G	SALE	63.33	369	23.37K	87.05K
Aug 02, 2021	OTTEN WILLIAM ROBERT	SALE	74.47	1.85K	137.77K	36.12K
Jul 26, 2021	BLOOMBERG EDWARD	SALE	75.00	1K	75K	39.2K
Jul 20, 2021	MOTT DARCY G	SALE	74.34	1.69K	125.27K	83.05K
Jul 15, 2021	SACKS IAN	SALE	77.04	3.61K	278.12K	146.05K
Jun 28, 2021	CORVINO FRANK	SALE	82.23	1.13K	93.17K	1.13K
Jun 23, 2021	CORVINO FRANK	SALE	83.74	150	12.56K	2.27K
Jun 21, 2021	MOTT DARCY G	SALE	77.68	3.2K	248.87K	79.05K
May 20, 2021	MOTT DARCY G	SALE	77.25	6K	463.53K	75.05K
Apr 20, 2021	MOTT DARCY G	SALE	70.31	6K	421.84K	71.05K
Mar 22, 2021	MOTT DARCY G	SALE	71.94	2.32K	166.91K	67.88K
Feb 22, 2021	MOTT DARCY G	SALE	78.88	2.6K	205.08K	63.88K
Jan 25, 2021	LADD DELANO	SALE	85.77	36.24K	3.11M	30.21K
Jan 25, 2021	KESSLER JON	SALE	87.13	17.55K	1.53M	255.72K
Jan 08, 2021	CORVINO FRANK	SALE	75.82	4.13K	313.12K	4.17K
Jan 06, 2021	TRITTSCHUH LARRY L	SALE	73.00	1.86K	136K	14.85K
Dec 22, 2020	TRITTSCHUH LARRY L	SALE	70.00	6.42K	449.4K	16.71K
Dec 10, 2020	OTTEN WILLIAM ROBERT	SALE	65.00	1.93K	125.13K	34.31K
Nov 18, 2020	MEDICI FRANK	SALE	70.54	300	21.16K	45.99K
Sep 02, 2020	DREIER ASHLEY	SALE	60.00	16.25K	975K	42.44K
Jun 05, 2020	HILL ANGELIQUE CHRISTINE	SALE	66.04	5K	330.18K	16.36K
May 27, 2020	KESSLER JON	SALE	63.09	16.85K	1.06M	0
Jan 27, 2020	TRITTSCHUH LARRY L	SALE	68.65	6.42K	440.73K	9.72K
Jan 24, 2020	DREIER ASHLEY	SALE	70.83	4.96K	351.61K	32.52K
Jan 21, 2020	MOTT DARCY G	SALE	72.54	2.2K	159.52K	31.8K
Dec 20, 2019	MOTT DARCY G	SALE	76.53	4K	306.12K	34K
Nov 20, 2019	MOTT DARCY G	SALE	60.39	4K	241.57K	38K
Oct 21, 2019	MOTT DARCY G	SALE	56.90	4K	227.59K	42K
Sep 20, 2019	MOTT DARCY G	SALE	61.61	4K	246.44K	46K
Aug 20, 2019	MOTT DARCY G	SALE	60.81	3.9K	237.16K	50.1K
Jul 22, 2019	MOTT DARCY G	SALE	79.56	4K	318.24K	54K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES24.27K8

NET SHARES-24.27K8

SHARES HELD448.62K8

% NET SHARES-105.41%0%

HQY Stock Ownership Breakdown

HealthEquity

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions