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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
Blueshift Asset Management, LLC9,269$630.0K0.06%––
STRS Ohio9,900$673.0K0.00%––
Algert Global LLC9,922$675.0K0.22%––
Brookfield Asset Management Inc.10,000$680.0K0.00%––
Public Employees Retirement Association of Colorado10,345$703.0K0.00%––
Magnetar Financial LLC10,798$734.0K0.01%––
Tower Research Capital LLC (TRC)10,984$747.0K0.01%––
Teachers Retirement System of the State of Kentucky11,100$755.0K0.01%––
ClariVest Asset Management LLC11,194$762.0K0.03%––
Crossmark Global Holdings, Inc.11,400$775.0K0.02%––
AlphaCrest Capital Management LLC11,615$790.0K0.04%––
Cna Financial Corp11,650$792.0K0.24%––
Amalgamated Bank12,142$826.0K0.03%––
Quadrature Capital Ltd12,232$833.0K0.04%––
O'Brien Greene & Co. Inc12,400$843.0K0.33%––
State of Alaska, Department of Revenue12,991$883.0K0.01%––
Paloma Partners Management Co13,074$889.0K0.03%––
Blair William & Co13,182$896.0K0.00%––
New Mexico Educational Retirement Board13,400$911.0K0.04%––
Twinbeech Capital LP13,781$937.0K0.14%––
Northwestern Mutual Investment Management Company, LLC13,831$941.0K0.02%––
Mackay Shields LLC13,900$945.0K0.01%––
SG Americas Securities, LLC13,908$946.0K0.01%––
Strategic Advisors LLC15,026$1.02M0.30%––
Handelsbanken Fonder AB15,216$1.03M0.01%––
Prudential Financial Inc15,482$1.05M0.00%––
ExodusPoint Capital Management, LP15,532$1.06M0.02%––
Citigroup Inc16,117$1.10M0.00%––
Federated Hermes, Inc.16,581$1.13M0.00%––
Pinz Capital Management, LP16,650$1.13M0.30%––
Davenport & Co LLC17,043$1.16M0.01%––
Dynamic Technology Lab Private Ltd17,090$1.16M0.13%––
Schaper Benz & Wise Investment Counsel Inc17,323$1.18M0.12%––
Guggenheim Capital LLC17,648$1.20M0.01%––
Duality Advisers, LP17,689$1.20M0.10%––
BNP Paribas Arbitrage, SA19,545$1.33M0.00%––
Los Angeles Capital Management LLC19,595$1.33M0.01%––
Squarepoint Ops LLC19,751$1.34M0.01%––
Susquehanna International Group, LLP19,795$1.35M0.00%––
Louisiana State Employees Retirement System21,500$1.46M0.04%––
US Bancorp22,089$1.50M0.00%––
Allstate Corp22,223$1.51M0.05%––
Arizona State Retirement System22,375$1.52M0.01%––
LPL Financial LLC23,033$1.57M0.00%––
South Dakota Investment Council23,093$1.57M0.03%––
Inspirion Wealth Advisors, LLC24,000$1.63M0.43%––
Foundry Partners, LLC24,117$1.64M0.05%––
Engineers Gate Manager LP24,362$1.66M0.08%––
Pantheon Investment Group, LLC26,790$1.82M1.75%––
Oregon Public Employees Retirement Fund27,217$1.85M0.02%––
State Board of Administration of Florida Retirement System27,612$1.88M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,662$1.88M0.02%––
Ameritas Investment Partners, Inc.29,152$1.98M0.08%––
ProShare Advisors LLC29,438$2.00M0.01%––
Envestnet Asset Management Inc29,485$2.00M0.00%––
Banco Bilbao Vizcaya Argentaria, S.A.29,651$2.02M0.04%––
King Luther Capital Management Corp30,550$2.08M0.01%––
State of Michigan Retirement System30,666$2.08M0.01%––
Stifel Financial Corp31,238$2.13M0.00%––
Great West Life Assurance Co31,598$2.15M0.01%––
Voloridge Investment Management, LLC33,052$2.25M0.02%––
Metropolitan Life Insurance Co35,588$2.42M0.04%––
Oppenheimer Asset Management Inc.37,362$2.54M0.04%––
Raymond James Financial Services Advisors, Inc.38,976$2.65M0.01%––
B. Metzler seel. Sohn & Co. Holding AG40,093$2.73M0.04%––
Price T Rowe Associates Inc40,610$2.76M0.00%––
UBS Group AG41,560$2.83M0.00%––
Rockefeller Capital Management L.P.42,323$2.88M0.02%––
M&T Bank Corp43,333$2.94M0.01%––
Man Group plc44,476$3.02M0.01%––
State of New Jersey Common Pension Fund D46,721$3.18M0.01%––
Advantage Alpha Capital Partners LP47,029$3.20M0.67%––
Eaton Vance Management48,401$3.29M0.00%––
Comerica Bank46,431$3.41M0.02%––
NBW Capital LLC51,056$3.47M0.96%––
Thrivent Financial for Lutherans55,900$3.80M0.01%––
Marshall Wace, LLP57,666$3.92M0.02%––
Cubist Systematic Strategies, LLC60,229$4.10M0.05%––
Texas Permanent School Fund61,947$4.21M0.05%––
UMA Financial Services, Inc.65,188$4.36M1.42%––
Agf Investments Inc.65,000$4.42M0.04%––
New York State Teachers Retirement System68,700$4.67M0.01%––
Waddell & Reed Financial Inc71,023$4.83M0.01%––
Moody Aldrich Partners LLC72,038$4.90M0.71%––
MetLife Investment Management72,792$4.95M0.05%––
Barclays PLC78,144$5.31M0.01%––
Two Sigma Investments, LP78,197$5.32M0.02%––
HighTower Advisors, LLC83,397$5.67M0.02%––
UBS Asset Management Americas Inc84,799$5.77M0.00%––
Public Employees Retirement System of Ohio87,097$5.92M0.02%––
Macquarie Group Ltd92,383$6.28M0.01%––
Raymond James & Associates93,333$6.35M0.01%––
Ziegler Capital Management, LLC93,660$6.37M0.20%––
New York State Common Retirement Fund94,994$6.46M0.01%––
DFPG Investments, LLC99,050$6.62M2.83%––
Monashee Investment Management LLC100,000$6.80M1.05%––
Putnam Investments LLC107,268$7.29M0.01%––
Retirement Systems of Alabama108,228$7.36M0.03%––
First Trust Advisors LP112,465$7.65M0.01%––
California State Teachers Retirement System121,071$8.23M0.01%––