Healthequity, Inc.
HQY- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001428336
In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 3 sales; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Healthequity, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 500
- +21 vs. Q1 2026
- Shares held
- 89.8M
- +4.43M (+5.2%) vs. Q1 2026
- Total value
- $8.10B
- +$973.7M (+13.7%) vs. Q1 2026
- New holders
- 77
- 209 more added
- Sold out
- 56
- 158 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 500 | $8.10B |
| Q1 2026 | 488 | $7.21B |
| Q4 2025 | 513 | $8.17B |
| Q3 2025 | 495 | $8.50B |
| Q2 2025 | 487 | $9.61B |
| Q1 2025 | 464 | $8.22B |
| Q4 2024 | 441 | $9.02B |
| Q3 2024 | 404 | $7.35B |
| Q2 2024 | 386 | $7.71B |
| Q1 2024 | 367 | $7.30B |
| Q4 2023 | 352 | $5.85B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $5.26B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.85B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.65B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,277,914 | $1.02B | 0.02% | +745,520+7.1% | Added |
| Wasatch Advisors Inc | 7,960,735 | $719.0M | 4.71% | +757,801+10.5% | Added |
| Morgan Stanley | 4,547,219 | $410.7M | 0.02% | +2,061,306+82.9% | Added |
| Vanguard Portfolio Management LLC | 4,057,643 | $366.5M | 0.02% | −105,950−2.5% | Reduced |
| Vanguard Capital Management LLC | 3,640,776 | $328.8M | 0.01% | −183,028−4.8% | Reduced |
| State Street Corp | 3,241,046 | $292.7M | 0.01% | +141,149+4.6% | Added |
| Geode Capital Management, LLC | 2,374,467 | $214.5M | 0.01% | +114,821+5.1% | Added |
| AQR Capital Management LLC | 1,999,209 | $176.1M | 0.06% | −93,014−4.4% | Reduced |
| Dimensional Fund Advisors LP | 1,869,036 | $168.8M | 0.03% | +241,997+14.9% | Added |
| William Blair Investment Management, LLC | 1,773,227 | $160.2M | 0.48% | +113,611+6.8% | Added |
| FMR LLC | 1,538,387 | $138.9M | 0.01% | +403,454+35.5% | Added |
| Brown Advisory Inc | 1,372,624 | $124.0M | 0.19% | −40,160−2.8% | Reduced |
| Clearbridge Investments, LLC | 1,296,765 | $117.1M | 0.10% | −13,207−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,188,902 | $107.4M | 0.01% | +13,563+1.2% | Added |
| Greenhouse Funds LLLP | 1,183,024 | $106.9M | 5.63% | −74,830−5.9% | Reduced |
| Geneva Capital Management LLC | 1,149,680 | $103.8M | 2.38% | −24,390−2.1% | Reduced |
| Bank of America Corp | 1,146,735 | $103.6M | 0.01% | +284,727+33.0% | Added |
| JPMorgan Chase & Co | 1,158,837 | $102.1M | 0.01% | −24,574−2.1% | Reduced |
| Davenport & Co LLC | 1,087,218 | $98.2M | 0.50% | +71,784+7.1% | Added |
| Northern Trust Corp | 1,072,119 | $96.8M | 0.01% | +35,945+3.5% | Added |
| Goldman Sachs Group Inc | 1,007,434 | $91.0M | 0.01% | +206,616+25.8% | Added |
| Price T Rowe Associates Inc | 994,551 | $89.8M | 0.01% | +191,124+23.8% | Added |
| Arrowstreet Capital, Limited Partnership | 965,807 | $87.2M | 0.04% | +963,026+34,628.8% | Added |
| Atalan Capital Partners, LP | 915,270 | $82.7M | 5.07% | +31,600+3.6% | Added |
| Loomis Sayles & Co L P | 908,554 | $82.1M | 0.10% | −23,352−2.5% | Reduced |
| Jupiter Topco LLC | 872,972 | $78.8M | 0.03% | +872,972 | New |
| Swedbank AB | 851,400 | $76.9M | 0.07% | +145,100+20.5% | Added |
| Park West Asset Management LLC | 776,651 | $70.1M | 4.79% | +153,495+24.6% | Added |
| American Century Companies Inc | 759,978 | $68.6M | 0.03% | +17,129+2.3% | Added |
| Bamco Inc | 750,394 | $67.8M | 0.10% | +3690.0% | Added |
| Nuveen, LLC | 732,750 | $66.2M | 0.02% | +52,288+7.7% | Added |
| Stephens Investment Management Group LLC | 729,080 | $65.9M | 0.71% | +44,461+6.5% | Added |
| Westfield Capital Management Co LP | 703,313 | $63.5M | 0.21% | −9,535−1.3% | Reduced |
| SEI Investments Co | 683,320 | $61.7M | 0.05% | +80,599+13.4% | Added |
| Citadel Advisors LLC | 682,961 | $61.7M | 0.04% | +414,129+154.0% | Added |
| Nomura Asset Management International Inc. | 678,537 | $61.3M | 0.09% | +86,523+14.6% | Added |
| Bank of New York Mellon Corp | 666,260 | $60.2M | 0.01% | +67,006+11.2% | Added |
| GW&K Investment Management, LLC | 632,382 | $57.1M | 0.45% | +168,067+36.2% | Added |
| Cadian Capital Management, LP | 626,700 | $56.6M | 4.28% | −206,000−24.7% | Reduced |
| Vanguard Fiduciary Trust Co | 601,824 | $54.4M | 0.01% | +7,389+1.2% | Added |
| Norges Bank | 533,946 | $48.2M | 0.00% | +533,946 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 456,922 | $41.3M | 2.26% | +456,922 | New |
| UBS Group AG | 435,457 | $39.3M | 0.01% | −351,210−44.6% | Reduced |
| Raymond James Financial Inc | 431,967 | $39.0M | 0.01% | +51,473+13.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 400,613 | $36.2M | 0.11% | −84,831−17.5% | Reduced |
| Wellington Management Group LLP | 387,894 | $35.0M | 0.01% | −109,626−22.0% | Reduced |
| Artisan Partners Limited Partnership | 384,107 | $34.7M | 0.06% | +113,165+41.8% | Added |
| Franklin Resources Inc | 360,659 | $32.6M | 0.01% | +19,271+5.6% | Added |
| 12th Street Asset Management Company, LLC | 345,390 | $31.2M | 4.44% | +94,029+37.4% | Added |
| Aristotle Capital Boston, LLC | 332,884 | $30.1M | 2.02% | −64,345−16.2% | Reduced |
| Ranger Investment Management, L.P. | 319,253 | $28.8M | 1.82% | +48,030+17.7% | Added |
| Principal Financial Group Inc | 318,565 | $28.8M | 0.01% | +14,516+4.8% | Added |
| CIBC Bancorp USA Inc. | 311,395 | $28.1M | 0.03% | −10,833−3.4% | Reduced |
| Lazard Asset Management LLC | 275,693 | $24.9M | 0.04% | −65,706−19.2% | Reduced |
| Rhumbline Advisers | 254,403 | $23.0M | 0.02% | +5,488+2.2% | Added |
| Ashford Capital Management Inc | 253,441 | $22.9M | 2.45% | −13,040−4.9% | Reduced |
| Millennium Management LLC | 249,975 | $22.6M | 0.02% | −558,892−69.1% | Reduced |
| DF Dent & Co Inc | 247,132 | $22.3M | 0.42% | +113,350+84.7% | Added |
| Segall Bryant & Hamill, LLC | 238,243 | $21.5M | 0.26% | +69,194+40.9% | Added |
| Oppenheimer Asset Management Inc. | 233,378 | $21.1M | 0.22% | +59,524+34.2% | Added |
| Oberweis Asset Management Inc | 228,291 | $20.6M | 0.43% | +61,650+37.0% | Added |
| Royal Bank of Canada | 212,264 | $19.2M | 0.00% | −86,743−29.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 202,691 | $18.7M | 0.03% | −63,924−24.0% | Reduced |
| Alliancebernstein L.P. | 222,480 | $18.6M | 0.01% | +263+0.1% | Added |
| Invesco Ltd. | 198,095 | $17.9M | 0.00% | −254,648−56.2% | Reduced |
| Retirement Systems of Alabama | 196,278 | $17.7M | 0.05% | −17,367−8.1% | Reduced |
| UBS Asset Management Americas Inc | 193,492 | $17.5M | 0.00% | −1,369−0.7% | Reduced |
| Wells Fargo & Company | 190,425 | $17.2M | 0.00% | +50,318+35.9% | Added |
| Frontier Capital Management Co LLC | 184,308 | $16.6M | 0.16% | −8,092−4.2% | Reduced |
| Envestnet Asset Management Inc | 175,182 | $15.8M | 0.00% | +36,314+26.2% | Added |
| Glenmede Trust Co NA | 173,867 | $15.7M | 0.07% | −5,956−3.3% | Reduced |
| Swiss National Bank | 169,500 | $15.3M | 0.01% | +300+0.2% | Added |
| Russell Investments Group, Ltd. | 156,786 | $14.2M | 0.01% | +25,048+19.0% | Added |
| Qube Research & Technologies Ltd | 156,551 | $14.1M | 0.02% | +115,973+285.8% | Added |
| California Public Employees Retirement System | 155,319 | $14.0M | 0.01% | +1,749+1.1% | Added |
| New York State Common Retirement Fund | 150,273 | $13.6M | 0.02% | +43,452+40.7% | Added |
| Premier Fund Managers Ltd | 145,243 | $12.8M | 1.16% | −142,604−49.5% | Reduced |
| Public Sector Pension Investment Board | 140,952 | $12.7M | 0.03% | +83,633+145.9% | Added |
| Neuberger Berman Group LLC | 137,365 | $12.4M | 0.01% | +132,011+2,465.7% | Added |
| GDS Wealth Management | 137,092 | $12.4M | 0.59% | +11,484+9.1% | Added |
| Canada Pension Plan Investment Board | 135,600 | $12.2M | 0.01% | −6,300−4.4% | Reduced |
| Deutsche Bank AG | 132,705 | $12.0M | 0.00% | +12,337+10.2% | Added |
| Peregrine Capital Management LLC | 132,691 | $12.0M | 0.39% | +6,460+5.1% | Added |
| Castleark Management LLC | 127,770 | $11.5M | 0.31% | +79,260+163.4% | Added |
| Ameriprise Financial Inc | 125,882 | $11.4M | 0.00% | −512,152−80.3% | Reduced |
| Axiom Investors LLC | 120,911 | $10.9M | 0.09% | −32,733−21.3% | Reduced |
| Capital Fund Management S.A. | 119,832 | $10.8M | 0.08% | +67,522+129.1% | Added |
| Legal & General Group Plc | 118,522 | $10.7M | 0.00% | +863+0.7% | Added |
| Ensign Peak Advisors, Inc | 117,281 | $10.6M | 0.02% | −17,096−12.7% | Reduced |
| Wealthspire Advisors, LLC | 111,986 | $10.1M | 0.06% | +74,011+194.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 111,108 | $10.0M | 0.09% | +25,418+29.7% | Added |
| Mariner, LLC | 108,898 | $9.83M | 0.01% | +39,830+57.7% | Added |
| Bessemer Group Inc | 108,688 | $9.82M | 0.01% | −279,734−72.0% | Reduced |
| State of Wisconsin Investment Board | 102,875 | $9.29M | 0.02% | +1,363+1.3% | Added |
| Tectonic Advisors LLC | 100,323 | $9.06M | 0.44% | +17,492+21.1% | Added |
| Diversify Wealth Management, LLC | 90,675 | $8.98M | 0.15% | +122+0.1% | Added |
| Diversify Advisory Services, LLC | 90,675 | $8.98M | 0.15% | +90,675 | New |
| California State Teachers Retirement System | 97,794 | $8.83M | 0.01% | −2,810−2.8% | Reduced |
| Granahan Investment Management Inc | 97,318 | $8.79M | 0.31% | −24,781−20.3% | Reduced |
| Renaissance Group LLC | 96,839 | $8.75M | 0.36% | −1,475−1.5% | Reduced |