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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, Q1 2021

Institutional positions in Healthequity, Inc. as of Mar 31, 2021. 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
285
No complete 13F data for Q4 2020
Shares held
82.5M
No complete 13F data for Q4 2020
Total value
$5.61B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 285 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 500 institutions
Value heldQ1 2021: $5.61B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026500$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Healthequity, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HQY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.9,434,359$641.5M0.02%––
Vanguard Group Inc7,897,818$537.1M0.01%––
Wasatch Advisors Inc5,633,940$383.1M1.72%––
William Blair Investment Management, LLC3,792,641$257.9M0.84%––
Jackson Square Partners, LLC3,624,618$246.5M1.40%––
State Street Corp2,448,379$166.5M0.01%––
JPMorgan Chase & Co2,016,003$137.1M0.02%––
ArrowMark Colorado Holdings LLC1,974,549$134.3M1.00%––
Fred Alger Management, LLC1,772,377$120.5M0.32%––
Echo Street Capital Management LLC1,696,266$115.3M1.03%––
Mackenzie Financial Corp1,648,772$112.1M0.17%––
Janus Henderson Group PLC1,605,063$109.1M0.05%––
Wells Fargo & Company1,594,744$108.4M0.03%––
Credit Suisse AG1,558,959$106.0M0.08%––
Brown Advisory Inc1,451,248$98.7M0.17%––
Ameriprise Financial Inc1,376,527$93.6M0.03%––
Geode Capital Management, LLC1,362,842$92.7M0.01%––
Kayne Anderson Rudnick Investment Management LLC1,225,280$83.3M0.22%––
Northern Trust Corp1,219,732$82.9M0.02%––
FMR LLC1,209,868$82.3M0.01%––
Geneva Capital Management LLC1,084,207$73.7M1.26%––
Bamco Inc991,371$67.4M0.17%––
Massachusetts Financial Services Co981,531$66.7M0.02%––
Bank of New York Mellon Corp928,785$63.2M0.01%––
Victory Capital Management Inc896,732$61.0M0.06%––
Franklin Resources Inc858,551$58.4M0.02%––
SEI Investments Co827,068$56.2M0.14%––
Granahan Investment Management Inc787,818$53.6M1.14%––
Loomis Sayles & Co L P774,100$52.6M0.07%––
Charles Schwab Investment Management Inc763,547$51.9M0.02%––
Norges Bank734,719$50.0M0.01%––
Royal Bank of Canada691,771$47.0M0.01%––
GW&K Investment Management, LLC666,328$45.3M0.42%––
Aristotle Capital Boston, LLC536,993$36.5M0.81%––
Stephens Investment Management Group LLC518,302$35.2M0.51%––
Ensign Peak Advisors, Inc500,651$34.0M0.07%––
Kornitzer Capital Management Inc486,355$33.1M0.53%––
Hood River Capital Management LLC442,029$30.1M0.97%––
Citadel Advisors LLC372,892$25.4M0.03%––
Mirae Asset Global Investments Co., Ltd.347,981$23.7M0.08%––
American Century Companies Inc322,678$21.9M0.02%––
Jane Street Group, LLC317,698$21.6M0.06%––
Goldman Sachs Group Inc317,055$21.6M0.01%––
Ashford Capital Management Inc315,330$21.4M2.00%––
Nuveen Asset Management, LLC314,794$21.4M0.01%––
Principal Financial Group Inc313,916$21.3M0.02%––
Caas Capital Management LP303,286$20.6M0.62%––
Clearbridge Investments, LLC297,089$20.2M0.02%––
Morgan Stanley289,999$19.7M0.00%––
Invesco Ltd.288,281$19.6M0.01%––
Aureus Asset Management, LLC269,910$18.4M1.42%––
Dimensional Fund Advisors LP255,144$17.3M0.01%––
Deutsche Bank AG254,246$17.3M0.01%––
Bank of America Corp251,967$17.1M0.00%––
Glenmede Trust Co NA245,532$16.7M0.09%––
Next Century Growth Investors LLC234,448$15.9M1.21%––
Rhumbline Advisers231,359$15.7M0.02%––
Peregrine Capital Management LLC222,435$15.1M0.28%––
Jennison Associates LLC216,171$14.7M0.01%––
Pictet Asset Management Ltd216,047$14.7M0.02%––
State of Wisconsin Investment Board206,200$14.0M0.03%––
Summit Creek Advisors LLC204,563$13.9M1.66%––
Millennium Management LLC202,009$13.7M0.02%––
American International Group, Inc.201,425$13.7M0.06%––
Alliancebernstein L.P.201,161$13.7M0.01%––
DF Dent & Co Inc191,537$13.0M0.15%––
Motley Fool Asset Management LLC190,549$13.0M0.93%––
CWM, LLC154,376$12.4M0.10%––
Tudor Investment Corp Et Al181,304$12.3M0.26%––
Swiss National Bank175,600$11.9M0.01%––
California Public Employees Retirement System175,309$11.9M0.01%––
Amussen Hunsaker Associates LLC173,240$11.8M3.79%––
American Capital Management Inc170,963$11.6M0.35%––
Voya Investment Management LLC169,446$11.5M0.02%––
Scout Investments, Inc.165,254$11.2M0.17%––
CIBC Private Wealth Group, LLC163,651$11.1M0.03%––
Russell Investments Group, Ltd.146,222$9.94M0.02%––
Pier Capital, LLC141,047$9.59M0.91%––
Greenhouse Funds LLLP137,479$9.35M1.15%––
Mutual of America Capital Management LLC136,609$9.29M0.10%––
Manufacturers Life Insurance Company, The136,089$9.25M0.01%––
Parametric Portfolio Associates LLC135,166$9.19M0.01%––
Motley Fool Wealth Management, LLC132,708$9.02M0.41%––
Legal & General Group Plc125,833$8.56M0.00%––
Syquant Capital SAS125,000$8.50M2.20%––
California State Teachers Retirement System121,071$8.23M0.01%––
First Trust Advisors LP112,465$7.65M0.01%––
Retirement Systems of Alabama108,228$7.36M0.03%––
Putnam Investments LLC107,268$7.29M0.01%––
Monashee Investment Management LLC100,000$6.80M1.05%––
DFPG Investments, LLC99,050$6.62M2.83%––
New York State Common Retirement Fund94,994$6.46M0.01%––
Ziegler Capital Management, LLC93,660$6.37M0.20%––
Raymond James & Associates93,333$6.35M0.01%––
Macquarie Group Ltd92,383$6.28M0.01%––
Public Employees Retirement System of Ohio87,097$5.92M0.02%––
UBS Asset Management Americas Inc84,799$5.77M0.00%––
HighTower Advisors, LLC83,397$5.67M0.02%––
Two Sigma Investments, LP78,197$5.32M0.02%––
Barclays PLC78,144$5.31M0.01%––