This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HQY/capital-change-brief"
Use Arkolith's capital_change_brief for HQY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $880.2M | 10.5M | ▼−6.1% Reduced · −683K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $719.0M | 8.0M | ▲+11% Added · +758K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $348.0M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $319.6M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $259.1M | 3.1M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $207.7M | 2.5M | ▲+67% Added · +1000K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $188.9M | 2.3M | ▲+2.6% Added · +58K sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $172.6M | 2.1M | ▲+19% Added · +330K sh | Q1 2026 | |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $138.7M | 1.7M | ▼−11% Reduced · −196K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $136.0M | 1.6M | ▲+2.9% Added · +45K sh | Q1 2026 | |
| 11 | BROWN ADVISORY INC | $118.1M | 1.4M | ▼−6.8% Reduced · −102K sh | Q1 2026 | |
| 12 | Clearbridge Investments, LLC | $109.5M | 1.3M | ▼−3.6% Reduced · −49K sh | Q1 2026 | |
| 13 | Greenhouse Funds LLLP | $105.1M | 1.3M | ▲+16% Added · +178K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $96.4M | 1.2M | ▲+1.6% Added · +18K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.2M | 1.2M | ▲+3.8% Added · +43K sh | Q1 2026 | |
| 16 | GENEVA CAPITAL MANAGEMENT LLC | $98.1M | 1.2M | ▲+5.0% Added · +55K sh | Q1 2026 | |
| 17 | FMR LLC | $94.8M | 1.1M | ▼−45% Reduced · −918K sh | Q1 2026 | |
| 18 | DAVENPORT & Co LLC | $98.2M | 1.1M | ▲+7.1% Added · +72K sh | Q2 2026 | |
| 19 | NORTHERN TRUST CORP | $86.6M | 1.0M | ▲+1.8% Added · +18K sh | Q1 2026 | |
| 20 | LOOMIS SAYLES & CO L P | $77.9M | 932K | ▼−2.2% Reduced · −21K sh | Q1 2026 | |
| 21 | Atalan Capital Partners, LP | $73.8M | 884K | ▼−3.4% Reduced · −31K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $72.0M | 862K | ▲+43% Added · +261K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $71.1M | 850K | ▲+3.7% Added · +30K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $69.8M | 835K | ▲+197% Added · +553K sh | Q1 2026 | |
| 25 | CADIAN CAPITAL MANAGEMENT, LP | $69.6M | 833K | ▲+47% Added · +266K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 10, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sell (S) | 2K | $224K |
| Jul 9, 2026 | Gathright Michael | Chief Customer Officer | Tax withholding (F) | 2K | $211K |
| Jul 8, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Tax withholding (F) | 2K | $194K |
| Jul 8, 2026 | Ladd Delano | EVP, General Counsel | Tax withholding (F) | 1K | $103K |
| Jul 8, 2026 | Cutler Scott | President and CEO, Director | Tax withholding (F) | 1K | $118K |
| Jul 8, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN, Director | Tax withholding (F) | 1K | $105K |
| Jul 8, 2026 | Lucania James M | EVP & CFO | Tax withholding (F) | 3K | $270K |
| Jul 2, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sell (S) | 2K | $235K |
| Jun 25, 2026 | McCowan Debra Charlotte | Director | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Natarajan Rajesh | Director | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Parker Stuart B. | Director | Grant (A) | 3K | $0 |
| Jun 25, 2026 | Dilsaver Evelyn S | Director | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 171 funds | $65.9B |
| NVIDIA CORPNVDA | 166 funds | $90.1B |
| ALPHABET INC-CL AGOOGL | 166 funds | $43.3B |
| AMAZON.COM INCAMZN | 165 funds | $50.4B |
| META PLATFORMS INC-CLASS AMETA | 165 funds | $29.1B |
| ELI LILLY & COLLY | 165 funds | $17.4B |
| VISA INC-CLASS A SHARESV | 165 funds | $14.4B |
| MASTERCARD INC - AMA | 165 funds | $13.0B |
| SERVICENOW INCNOW | 165 funds | $5.4B |
| BROADCOM INCAVGO | 164 funds | $35.1B |
| APPLE INCAAPL | 163 funds | $75.1B |
| WALMART INCWMT | 162 funds | $11.6B |
Ranked by how many of HQY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HQY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.