Skip to main content

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
MetLife Investment Management72,792$4.95M0.05%––
Moody Aldrich Partners LLC72,038$4.90M0.71%––
Waddell & Reed Financial Inc71,023$4.83M0.01%––
New York State Teachers Retirement System68,700$4.67M0.01%––
Agf Investments Inc.65,000$4.42M0.04%––
UMA Financial Services, Inc.65,188$4.36M1.42%––
Texas Permanent School Fund61,947$4.21M0.05%––
Cubist Systematic Strategies, LLC60,229$4.10M0.05%––
Marshall Wace, LLP57,666$3.92M0.02%––
Thrivent Financial for Lutherans55,900$3.80M0.01%––
NBW Capital LLC51,056$3.47M0.96%––
Comerica Bank46,431$3.41M0.02%––
Eaton Vance Management48,401$3.29M0.00%––
Advantage Alpha Capital Partners LP47,029$3.20M0.67%––
State of New Jersey Common Pension Fund D46,721$3.18M0.01%––
Man Group plc44,476$3.02M0.01%––
M&T Bank Corp43,333$2.94M0.01%––
Rockefeller Capital Management L.P.42,323$2.88M0.02%––
UBS Group AG41,560$2.83M0.00%––
Price T Rowe Associates Inc40,610$2.76M0.00%––
B. Metzler seel. Sohn & Co. Holding AG40,093$2.73M0.04%––
Raymond James Financial Services Advisors, Inc.38,976$2.65M0.01%––
Oppenheimer Asset Management Inc.37,362$2.54M0.04%––
Metropolitan Life Insurance Co35,588$2.42M0.04%––
Voloridge Investment Management, LLC33,052$2.25M0.02%––
Great West Life Assurance Co31,598$2.15M0.01%––
Stifel Financial Corp31,238$2.13M0.00%––
State of Michigan Retirement System30,666$2.08M0.01%––
King Luther Capital Management Corp30,550$2.08M0.01%––
Banco Bilbao Vizcaya Argentaria, S.A.29,651$2.02M0.04%––
Envestnet Asset Management Inc29,485$2.00M0.00%––
ProShare Advisors LLC29,438$2.00M0.01%––
Ameritas Investment Partners, Inc.29,152$1.98M0.08%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,662$1.88M0.02%––
State Board of Administration of Florida Retirement System27,612$1.88M0.00%––
Oregon Public Employees Retirement Fund27,217$1.85M0.02%––
Pantheon Investment Group, LLC26,790$1.82M1.75%––
Engineers Gate Manager LP24,362$1.66M0.08%––
Foundry Partners, LLC24,117$1.64M0.05%––
Inspirion Wealth Advisors, LLC24,000$1.63M0.43%––
South Dakota Investment Council23,093$1.57M0.03%––
LPL Financial LLC23,033$1.57M0.00%––
Arizona State Retirement System22,375$1.52M0.01%––
Allstate Corp22,223$1.51M0.05%––
US Bancorp22,089$1.50M0.00%––
Louisiana State Employees Retirement System21,500$1.46M0.04%––
Susquehanna International Group, LLP19,795$1.35M0.00%––
Squarepoint Ops LLC19,751$1.34M0.01%––
Los Angeles Capital Management LLC19,595$1.33M0.01%––
BNP Paribas Arbitrage, SA19,545$1.33M0.00%––
Duality Advisers, LP17,689$1.20M0.10%––
Guggenheim Capital LLC17,648$1.20M0.01%––
Schaper Benz & Wise Investment Counsel Inc17,323$1.18M0.12%––
Dynamic Technology Lab Private Ltd17,090$1.16M0.13%––
Davenport & Co LLC17,043$1.16M0.01%––
Pinz Capital Management, LP16,650$1.13M0.30%––
Federated Hermes, Inc.16,581$1.13M0.00%––
Citigroup Inc16,117$1.10M0.00%––
ExodusPoint Capital Management, LP15,532$1.06M0.02%––
Prudential Financial Inc15,482$1.05M0.00%––
Handelsbanken Fonder AB15,216$1.03M0.01%––
Strategic Advisors LLC15,026$1.02M0.30%––
SG Americas Securities, LLC13,908$946.0K0.01%––
Mackay Shields LLC13,900$945.0K0.01%––
Northwestern Mutual Investment Management Company, LLC13,831$941.0K0.02%––
Twinbeech Capital LP13,781$937.0K0.14%––
New Mexico Educational Retirement Board13,400$911.0K0.04%––
Blair William & Co13,182$896.0K0.00%––
Paloma Partners Management Co13,074$889.0K0.03%––
State of Alaska, Department of Revenue12,991$883.0K0.01%––
O'Brien Greene & Co. Inc12,400$843.0K0.33%––
Quadrature Capital Ltd12,232$833.0K0.04%––
Amalgamated Bank12,142$826.0K0.03%––
Cna Financial Corp11,650$792.0K0.24%––
AlphaCrest Capital Management LLC11,615$790.0K0.04%––
Crossmark Global Holdings, Inc.11,400$775.0K0.02%––
ClariVest Asset Management LLC11,194$762.0K0.03%––
Teachers Retirement System of the State of Kentucky11,100$755.0K0.01%––
Tower Research Capital LLC (TRC)10,984$747.0K0.01%––
Magnetar Financial LLC10,798$734.0K0.01%––
Public Employees Retirement Association of Colorado10,345$703.0K0.00%––
Brookfield Asset Management Inc.10,000$680.0K0.00%––
Algert Global LLC9,922$675.0K0.22%––
STRS Ohio9,900$673.0K0.00%––
Blueshift Asset Management, LLC9,269$630.0K0.06%––
Pier 88 Investment Partners LLC9,235$628.0K0.21%––
FourThought Financial, LLC9,135$621.0K0.09%––
Xponance, Inc.9,094$618.0K0.01%––
CIBC World Markets Corp8,903$605.0K0.00%––
Pacer Advisors, Inc.8,840$601.0K0.01%––
Frontier Wealth Management LLC8,775$597.0K0.05%––
Teacher Retirement System of Texas8,612$586.0K0.00%––
Susquehanna Fundamental Investments, LLC8,440$574.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)8,267$562.0K0.00%––
Commerce Bank8,245$560.0K0.00%––
First Republic Investment Management, Inc.8,149$554.0K0.00%––
Profund Advisors LLC7,995$544.0K0.02%––
Securian Asset Management, Inc7,824$532.0K0.01%––
Bank of Montreal7,844$531.0K0.00%––
TownSquare Capital, LLC7,753$527.0K0.02%––