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 2021
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 286
- +4 vs. Q1 2021
- Shares held
- 84.2M
- +1.79M (+2.2%) vs. Q1 2021
- Total value
- $6.78B
- +$1.17B (+20.9%) vs. Q1 2021
- New holders
- 42
- 101 more added
- Sold out
- 38
- 115 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $8.16B |
| Q3 2025 | 495 | $8.38B |
| Q2 2025 | 487 | $9.56B |
| Q1 2025 | 464 | $8.20B |
| Q4 2024 | 441 | $8.66B |
| Q3 2024 | 404 | $7.25B |
| Q2 2024 | 386 | $7.59B |
| Q1 2024 | 367 | $7.07B |
| Q4 2023 | 352 | $5.66B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $4.99B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.76B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.64B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,053,477 | $728.6M | 0.02% | −380,882−4.0% | Reduced |
| Vanguard Group Inc | 8,006,958 | $644.4M | 0.02% | +109,140+1.4% | Added |
| Wasatch Advisors Inc | 5,831,352 | $469.3M | 1.91% | +197,412+3.5% | Added |
| William Blair Investment Management, LLC | 3,727,613 | $300.0M | 0.94% | −65,028−1.7% | Reduced |
| Jackson Square Partners, LLC | 3,519,199 | $283.2M | 1.62% | −105,419−2.9% | Reduced |
| Fred Alger Management, LLC | 3,257,641 | $262.2M | 0.62% | +1,485,264+83.8% | Added |
| State Street Corp | 2,572,633 | $207.0M | 0.01% | +124,254+5.1% | Added |
| Echo Street Capital Management LLC | 2,061,399 | $165.9M | 1.28% | +365,133+21.5% | Added |
| JPMorgan Chase & Co | 1,971,259 | $158.6M | 0.02% | −44,744−2.2% | Reduced |
| Mackenzie Financial Corp | 1,749,958 | $140.8M | 0.20% | +101,186+6.1% | Added |
| Credit Suisse AG | 1,543,658 | $124.2M | 0.10% | −15,301−1.0% | Reduced |
| Janus Henderson Group PLC | 1,543,628 | $124.2M | 0.05% | −61,435−3.8% | Reduced |
| Wells Fargo & Company | 1,535,937 | $123.6M | 0.03% | −58,807−3.7% | Reduced |
| Brown Advisory Inc | 1,533,501 | $123.4M | 0.19% | +82,253+5.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,452,541 | $116.9M | 0.88% | −522,008−26.4% | Reduced |
| Geode Capital Management, LLC | 1,425,310 | $114.7M | 0.02% | +62,468+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,389,042 | $111.8M | 0.28% | +163,762+13.4% | Added |
| Ameriprise Financial Inc | 1,273,840 | $102.5M | 0.03% | −102,687−7.5% | Reduced |
| Northern Trust Corp | 1,210,521 | $97.4M | 0.02% | −9,211−0.8% | Reduced |
| Victory Capital Management Inc | 1,197,762 | $96.4M | 0.09% | +301,030+33.6% | Added |
| FMR LLC | 1,182,851 | $95.2M | 0.01% | −27,017−2.2% | Reduced |
| Massachusetts Financial Services Co | 1,070,074 | $86.1M | 0.03% | +88,543+9.0% | Added |
| Geneva Capital Management LLC | 1,058,532 | $85.2M | 1.39% | −25,675−2.4% | Reduced |
| Bamco Inc | 1,001,371 | $80.6M | 0.19% | +10,000+1.0% | Added |
| Bank of New York Mellon Corp | 932,011 | $75.0M | 0.01% | +3,226+0.3% | Added |
| Loomis Sayles & Co L P | 890,188 | $71.6M | 0.09% | +116,088+15.0% | Added |
| Franklin Resources Inc | 857,858 | $69.0M | 0.03% | −693−0.1% | Reduced |
| SEI Investments Co | 846,664 | $68.1M | 0.15% | +19,596+2.4% | Added |
| Granahan Investment Management Inc | 834,705 | $67.2M | 1.25% | +46,887+6.0% | Added |
| Charles Schwab Investment Management Inc | 783,501 | $63.1M | 0.02% | +19,954+2.6% | Added |
| Stephens Investment Management Group LLC | 695,769 | $56.0M | 0.77% | +177,467+34.2% | Added |
| Royal Bank of Canada | 687,869 | $55.4M | 0.02% | −3,902−0.6% | Reduced |
| Morgan Stanley | 676,662 | $54.5M | 0.01% | +386,663+133.3% | Added |
| GW&K Investment Management, LLC | 667,709 | $53.7M | 0.47% | +1,381+0.2% | Added |
| Kornitzer Capital Management Inc | 638,605 | $51.4M | 0.77% | +152,250+31.3% | Added |
| Aristotle Capital Boston, LLC | 509,106 | $41.0M | 0.94% | −27,887−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 476,235 | $38.3M | 0.08% | −24,416−4.9% | Reduced |
| Dimensional Fund Advisors LP | 427,636 | $34.4M | 0.01% | +172,492+67.6% | Added |
| Hood River Capital Management LLC | 393,345 | $31.7M | 0.94% | −48,684−11.0% | Reduced |
| American Century Companies Inc | 388,056 | $31.2M | 0.02% | +65,378+20.3% | Added |
| Bank of America Corp | 380,239 | $30.6M | 0.00% | +128,272+50.9% | Added |
| Norges Bank | 378,654 | $30.5M | 0.01% | −356,065−48.5% | Reduced |
| Nuveen Asset Management, LLC | 372,338 | $30.0M | 0.01% | +57,544+18.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 362,765 | $29.2M | 0.08% | +14,784+4.2% | Added |
| Greenhouse Funds LLLP | 334,735 | $26.9M | 2.86% | +197,256+143.5% | Added |
| Goldman Sachs Group Inc | 321,712 | $25.9M | 0.01% | +4,657+1.5% | Added |
| Ashford Capital Management Inc | 314,685 | $25.3M | 2.28% | −645−0.2% | Reduced |
| Invesco Ltd. | 308,633 | $24.8M | 0.01% | +20,352+7.1% | Added |
| Principal Financial Group Inc | 296,361 | $23.9M | 0.02% | −17,555−5.6% | Reduced |
| Clearbridge Investments, LLC | 295,666 | $23.8M | 0.02% | −1,423−0.5% | Reduced |
| Aureus Asset Management, LLC | 283,395 | $22.8M | 1.47% | +13,485+5.0% | Added |
| State of Wisconsin Investment Board | 240,764 | $19.4M | 0.04% | +34,564+16.8% | Added |
| Glenmede Trust Co NA | 240,027 | $19.3M | 0.10% | −5,505−2.2% | Reduced |
| Rhumbline Advisers | 232,150 | $18.7M | 0.02% | +791+0.3% | Added |
| Point72 Asset Management, L.P. | 216,966 | $17.5M | 0.09% | +216,966 | New |
| Jennison Associates LLC | 210,898 | $17.0M | 0.01% | −5,273−2.4% | Reduced |
| Pictet Asset Management Ltd | 206,404 | $16.6M | 0.02% | −9,643−4.5% | Reduced |
| Next Century Growth Investors LLC | 206,209 | $16.6M | 1.29% | −28,239−12.0% | Reduced |
| DF Dent & Co Inc | 204,364 | $16.4M | 0.17% | +12,827+6.7% | Added |
| Summit Creek Advisors LLC | 197,533 | $15.9M | 1.90% | −7,030−3.4% | Reduced |
| Eversept Partners, LP | 197,500 | $15.9M | 1.47% | +197,500 | New |
| Alliancebernstein L.P. | 194,721 | $15.7M | 0.01% | −6,440−3.2% | Reduced |
| American International Group, Inc. | 192,915 | $15.5M | 0.06% | −8,510−4.2% | Reduced |
| Peregrine Capital Management LLC | 190,043 | $15.3M | 0.27% | −32,392−14.6% | Reduced |
| Voya Investment Management LLC | 187,227 | $15.1M | 0.03% | +17,781+10.5% | Added |
| Motley Fool Asset Management LLC | 185,679 | $14.9M | 0.99% | −4,870−2.6% | Reduced |
| Swiss National Bank | 181,100 | $14.6M | 0.01% | +5,500+3.1% | Added |
| California Public Employees Retirement System | 180,429 | $14.5M | 0.01% | +5,120+2.9% | Added |
| American Capital Management Inc | 173,905 | $14.0M | 0.39% | +2,942+1.7% | Added |
| Putnam Investments LLC | 171,549 | $13.8M | 0.02% | +64,281+59.9% | Added |
| Macquarie Group Ltd | 155,305 | $12.5M | 0.01% | +62,922+68.1% | Added |
| CIBC Private Wealth Group, LLC | 154,766 | $12.5M | 0.03% | −8,885−5.4% | Reduced |
| CWM, LLC | 154,376 | $12.4M | 0.10% | 00.0% | Unchanged |
| Scout Investments, Inc. | 152,469 | $12.3M | 0.18% | −12,785−7.7% | Reduced |
| Parametric Portfolio Associates LLC | 150,107 | $12.1M | 0.01% | +14,941+11.1% | Added |
| Manufacturers Life Insurance Company, The | 135,202 | $10.9M | 0.01% | −887−0.7% | Reduced |
| Motley Fool Wealth Management, LLC | 131,536 | $10.6M | 0.45% | −1,172−0.9% | Reduced |
| Citadel Advisors LLC | 125,132 | $10.1M | 0.01% | −247,760−66.4% | Reduced |
| Syquant Capital SAS | 125,000 | $10.1M | 12.06% | 00.0% | Unchanged |
| Wellington Management Group LLP | 124,279 | $10.0M | 0.00% | +124,279 | New |
| Pier Capital, LLC | 123,754 | $9.96M | 1.00% | −17,293−12.3% | Reduced |
| California State Teachers Retirement System | 112,757 | $9.07M | 0.01% | −8,314−6.9% | Reduced |
| Retirement Systems of Alabama | 108,621 | $8.74M | 0.03% | +393+0.4% | Added |
| Legal & General Group Plc | 106,128 | $8.54M | 0.00% | −19,705−15.7% | Reduced |
| Raymond James & Associates | 105,502 | $8.49M | 0.01% | +12,169+13.0% | Added |
| Amussen Hunsaker Associates LLC | 105,092 | $8.46M | 2.42% | −68,148−39.3% | Reduced |
| Man Group plc | 101,168 | $8.14M | 0.03% | +56,692+127.5% | Added |
| Tygh Capital Management, Inc. | 99,736 | $8.03M | 1.09% | +99,736 | New |
| DFPG Investments, LLC | 98,062 | $7.68M | 2.90% | −988−1.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,485 | $7.36M | 1.81% | +67,485+281.2% | Added |
| SG Capital Management LLC | 91,489 | $7.36M | 2.06% | +91,489 | New |
| Ziegler Capital Management, LLC | 36,561 | $7.35M | 0.25% | −57,099−61.0% | Reduced |
| UBS Asset Management Americas Inc | 90,564 | $7.29M | 0.00% | +5,765+6.8% | Added |
| Deutsche Bank AG | 89,525 | $7.21M | 0.00% | −164,721−64.8% | Reduced |
| New York State Common Retirement Fund | 89,004 | $7.16M | 0.01% | −5,990−6.3% | Reduced |
| Public Employees Retirement System of Ohio | 85,208 | $6.86M | 0.02% | −1,889−2.2% | Reduced |
| HighTower Advisors, LLC | 83,940 | $6.76M | 0.02% | +543+0.7% | Added |
| First Trust Advisors LP | 75,124 | $6.05M | 0.01% | −37,341−33.2% | Reduced |
| Agf Investments Inc. | 75,000 | $6.04M | 0.05% | +10,000+15.4% | Added |
| Mutual of America Capital Management LLC | 72,707 | $5.85M | 0.06% | −63,902−46.8% | Reduced |