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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; 501 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: 501 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 2026501$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
First Horizon Corp3$00.00%––
Ellevest, Inc.2$00.00%––
Exane Derivatives4$2720.00%––
Tarbox Family Office, Inc.13$1.00K0.00%––
Institutional & Family Asset Management, LLC15$1.00K0.00%––
Fieldpoint Private Securities, LLC15$1.00K0.00%––
Savior LLC9$1.00K0.00%––
Meeder Asset Management Inc28$2.00K0.00%––
Lindbrook Capital, LLC24$2.00K0.00%––
Allred Capital Management, LLC30$2.04K0.00%––
Gradient Investments LLC48$3.00K0.00%––
Gemmer Asset Management LLC43$3.00K0.00%––
Bellevue Asset Management, LLC45$3.00K0.00%––
Sowell Financial Services LLC60$4.00K0.00%––
Fifth Third Bancorp80$5.00K0.00%––
Glen Eagle Advisors, LLC75$5.10K0.00%––
Sound Income Strategies, LLC80$5.44K0.00%––
Quadrant Capital Group LLC104$7.00K0.00%––
TCI Wealth Advisors, Inc.120$8.00K0.00%––
Berman Capital Advisors, LLC131$8.00K0.00%––
Geneos Wealth Management Inc.111$8.00K0.00%––
Harbour Investments, Inc.168$11.0K0.00%––
FinTrust Capital Advisors, LLC176$12.0K0.00%––
Prestige Wealth Management Group LLC180$12.0K0.00%––
Sage Private Wealth Group, LLC175$12.0K0.02%––
Harbor Investment Advisory, LLC200$14.0K0.00%––
Wealthcare Advisory Partners LLC200$14.0K0.00%––
GoalVest Advisory LLC208$14.0K0.01%––
Trustcore Financial Services, LLC270$18.0K0.00%––
Point72 Hong Kong Ltd361$25.0K0.00%––
WealthShield Partners, LLC433$29.0K0.01%––
American Portfolios Advisors427$29.0K0.00%––
Eudaimonia Partners, LLC450$31.0K0.01%––
Kings Point Capital Management500$34.0K0.00%––
Global Retirement Partners, LLC570$39.0K0.00%––
Signaturefd, LLC623$42.0K0.00%––
Assetmark, Inc745$51.0K0.00%––
FORA Capital, LLC845$57.0K0.02%––
First Horizon Advisors, Inc.942$64.0K0.00%––
Twin Tree Management, LP1,082$74.0K0.00%––
Captrust Financial Advisors1,364$93.0K0.00%––
Steward Partners Investment Advisory, LLC1,937$131.7K0.00%––
Stephens Inc1,978$135.0K0.00%––
Cigna Investments Inc2,944$201.0K0.01%––
Nisa Investment Advisors, LLC3,045$207.0K0.00%––
Concorde Asset Management, LLC3,274$223.0K0.13%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.3,295$224.0K0.00%––
World Asset Management Inc2,998$228.0K0.02%––
Creative Planning3,546$241.0K0.00%––
Natixis Investment Managers International3,562$242.0K0.02%––
Cim Investment Mangement Inc3,611$246.0K0.08%––
Narus Financial Partners, LLC3,911$265.9K0.16%––
Wolverine Trading, LLC4,002$268.0K0.01%––
Brinker Capital Investments, LLC3,936$268.0K0.00%––
Appleton Group, LLC4,005$272.0K0.36%––
New York Life Investments Alternatives4,031$274.0K0.19%––
Benjamin F. Edwards & Company, Inc.4,044$275.0K0.01%––
Shelton Capital Management4,129$281.0K0.01%––
Zions Bancorporation, N.A.4,180$284.0K0.03%––
EP Wealth Advisors, LLC4,220$287.0K0.01%––
Advisor Group Holdings, Inc.4,296$292.0K0.00%––
Truist Financial Corp4,447$303.0K0.00%––
Bridgefront Capital, LLC4,552$310.0K0.10%––
Janney Montgomery Scott LLC4,573$311.0K0.00%––
Shaker Investments LLC4,807$327.0K0.16%––
Sciencast Management LP5,088$338.0K0.07%––
Walleye Trading LLC4,993$340.0K0.01%––
NJ State Employees Deferred Compensation Plan5,000$340.0K0.05%––
LS Investment Advisors, LLC5,009$341.0K0.02%––
Sheets Smith Wealth Management5,035$342.0K0.05%––
Neo Ivy Capital Management5,182$352.0K0.39%––
Pallas Capital Advisors LLC4,977$357.0K0.08%––
HSBC Holdings PLC5,317$360.0K0.00%––
BBVA USA Bancshares, Inc.5,321$362.0K0.02%––
Simplex Trading, LLC5,585$379.0K0.02%––
O'Shaughnessy Asset Management, LLC5,636$383.0K0.01%––
The PNC Financial Services Group, Inc.5,662$386.0K0.00%––
Polar Capital Holdings Plc5,681$386.0K0.00%––
Verition Fund Management LLC6,196$421.0K0.01%––
V Wealth Advisors LLC6,188$421.0K0.08%––
Cipher Capital LP6,287$428.0K0.05%––
Radnor Capital Management, LLC7,020$477.0K0.15%––
Hennion & Walsh Asset Management, Inc.7,190$489.0K0.03%––
Institute for Wealth Management, LLC.7,207$490.0K0.09%––
Qube Research & Technologies Ltd7,280$495.0K0.01%––
TownSquare Capital, LLC7,753$527.0K0.02%––
Bank of Montreal7,844$531.0K0.00%––
Securian Asset Management, Inc7,824$532.0K0.01%––
Profund Advisors LLC7,995$544.0K0.02%––
First Republic Investment Management, Inc.8,149$554.0K0.00%––
Commerce Bank8,245$560.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)8,267$562.0K0.00%––
Susquehanna Fundamental Investments, LLC8,440$574.0K0.01%––
Teacher Retirement System of Texas8,612$586.0K0.00%––
Frontier Wealth Management LLC8,775$597.0K0.05%––
Pacer Advisors, Inc.8,840$601.0K0.01%––
CIBC World Markets Corp8,903$605.0K0.00%––
Xponance, Inc.9,094$618.0K0.01%––
FourThought Financial, LLC9,135$621.0K0.09%––
Pier 88 Investment Partners LLC9,235$628.0K0.21%––