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, 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 | 501 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Gradient Investments LLC | 26 | $2.00K | 0.00% | −22−45.8% | Reduced |
| Meeder Asset Management Inc | 29 | $2.00K | 0.00% | +1+3.6% | Added |
| Lindbrook Capital, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $2.00K | 0.00% | +20 | New |
| Gemmer Asset Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 41 | $3.00K | 0.00% | −4−8.9% | Reduced |
| First Horizon Corp | 42 | $3.00K | 0.00% | +39+1,300.0% | Added |
| Financial Management Professionals, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 38 | $3.06K | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 80 | $6.00K | 0.00% | −31−27.9% | Reduced |
| Fifth Third Bancorp | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $6.04K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 88 | $7.00K | 0.00% | −43−32.8% | Reduced |
| Quadrant Capital Group LLC | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $11.0K | 0.00% | +20+16.7% | Added |
| Prestige Wealth Management Group LLC | 180 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 175 | $14.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $14.0K | 0.00% | +2+1.2% | Added |
| Trustcore Financial Services, LLC | 200 | $16.0K | 0.00% | −70−25.9% | Reduced |
| GoalVest Advisory LLC | 208 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 209 | $17.0K | 0.00% | +33+18.8% | Added |
| Sageworth Trust Co | 220 | $18.0K | 0.00% | +220 | New |
| Cullen/Frost Bankers, Inc. | 357 | $29.0K | 0.00% | +357 | New |
| Arkadios Wealth Advisors | 395 | $31.0K | 0.00% | +395 | New |
| American Portfolios Advisors | 400 | $32.2K | 0.00% | −27−6.3% | Reduced |
| Captrust Financial Advisors | 441 | $35.0K | 0.00% | −923−67.7% | Reduced |
| Kings Point Capital Management | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 532 | $43.0K | 0.00% | −38−6.7% | Reduced |
| Eagle Bay Advisors LLC | 524 | $45.0K | 0.04% | +524 | New |
| Harbor Investment Advisory, LLC | 600 | $48.0K | 0.01% | +400+200.0% | Added |
| Signaturefd, LLC | 668 | $54.0K | 0.00% | +45+7.2% | Added |
| Assetmark, Inc | 745 | $60.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 782 | $61.2K | 0.01% | +778+19,450.0% | Added |
| First Horizon Advisors, Inc. | 836 | $67.0K | 0.00% | −106−11.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,299 | $105.0K | 0.00% | −638−32.9% | Reduced |
| State of Wyoming | 1,716 | $138.0K | 0.09% | +1,716 | New |
| Canada Pension Plan Investment Board | 1,822 | $147.0K | 0.00% | +1,822 | New |
| Stephens Inc | 2,200 | $177.0K | 0.00% | +222+11.2% | Added |
| Cigna Investments Inc | 2,574 | $207.0K | 0.01% | −370−12.6% | Reduced |
| Coldstream Capital Management Inc | 2,584 | $208.0K | 0.01% | +2,584 | New |
| Neo Ivy Capital Management | 2,763 | $222.0K | 0.22% | −2,419−46.7% | Reduced |
| Concorde Asset Management, LLC | 2,770 | $223.0K | 0.13% | −504−15.4% | Reduced |
| CIBC Asset Management Inc | 2,810 | $226.0K | 0.00% | +2,810 | New |
| Milestone Advisory Partners | 2,835 | $228.0K | 0.12% | +2,835 | New |
| World Asset Management Inc | 2,897 | $233.0K | 0.02% | −101−3.4% | Reduced |
| Advisory Services Network, LLC | 2,901 | $233.0K | 0.01% | +2,901 | New |
| Nisa Investment Advisors, LLC | 2,945 | $237.0K | 0.00% | −100−3.3% | Reduced |
| JustInvest LLC | 2,977 | $240.0K | 0.03% | +2,977 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,053 | $246.0K | 0.00% | −242−7.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,347 | $269.0K | 0.01% | −697−17.2% | Reduced |
| Taylor Wealth Management Partners | 3,359 | $270.0K | 0.10% | +3,359 | New |
| Weld Capital Management LLC | 3,437 | $277.0K | 0.28% | +3,437 | New |
| Pathstone Family Office, LLC | 3,490 | $281.0K | 0.01% | +3,490 | New |
| Cim Investment Mangement Inc | 3,611 | $291.0K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,896 | $314.0K | 0.03% | +3,896 | New |
| Bridgefront Capital, LLC | 3,989 | $321.0K | 0.12% | −563−12.4% | Reduced |
| Natixis Investment Managers International | 4,101 | $330.0K | 0.02% | +539+15.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,138 | $333.0K | 0.02% | −3,052−42.4% | Reduced |
| EP Wealth Advisors, LLC | 4,346 | $350.0K | 0.01% | +126+3.0% | Added |
| Shelton Capital Management | 4,363 | $351.0K | 0.01% | +234+5.7% | Added |
| FORA Capital, LLC | 4,624 | $372.0K | 0.07% | +3,779+447.2% | Added |
| Zions Bancorporation, N.A. | 4,873 | $392.0K | 0.04% | +693+16.6% | Added |
| Sciencast Management LP | 5,066 | $401.0K | 0.08% | −22−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $402.0K | 0.05% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $402.0K | 0.10% | +5,000 | New |
| Sheets Smith Wealth Management | 5,035 | $405.0K | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,255 | $423.0K | 0.14% | −1,765−25.1% | Reduced |
| BBVA USA | 5,321 | $428.0K | 0.02% | +5,321 | New |
| Appleton Group, LLC | 5,354 | $431.0K | 0.33% | +1,349+33.7% | Added |
| Pallas Capital Advisors LLC | 6,018 | $433.0K | 0.06% | +1,041+20.9% | Added |
| O'Brien Greene & Co. Inc | 5,400 | $435.0K | 0.16% | −7,000−56.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,559 | $447.0K | 0.00% | +1,263+29.4% | Added |
| The PNC Financial Services Group, Inc. | 5,631 | $454.0K | 0.00% | −31−0.5% | Reduced |
| PEAK6 Investments LLC | 5,801 | $467.0K | 0.01% | +5,801 | New |
| Los Angeles Capital Management LLC | 5,860 | $472.0K | 0.00% | −13,735−70.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,932 | $477.0K | 0.01% | +296+5.3% | Added |
| Occudo Quantitative Strategies LP | 6,032 | $485.0K | 0.07% | +6,032 | New |
| Bank of Montreal | 5,850 | $489.0K | 0.00% | −1,994−25.4% | Reduced |
| AQR Capital Management LLC | 6,424 | $517.0K | 0.00% | +6,424 | New |
| Point72 Hong Kong Ltd | 6,472 | $521.0K | 0.04% | +6,111+1,692.8% | Added |
| Brookfield Asset Management Inc. | 6,497 | $523.0K | 0.00% | −3,503−35.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,540 | $526.0K | 0.01% | −1,900−22.5% | Reduced |
| XTX Topco Ltd | 6,978 | $562.0K | 0.19% | +6,978 | New |
| Institute for Wealth Management, LLC. | 7,207 | $580.0K | 0.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,662 | $617.0K | 0.01% | −162−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,815 | $629.0K | 0.00% | −452−5.5% | Reduced |
| Profund Advisors LLC | 7,874 | $633.0K | 0.02% | −121−1.5% | Reduced |
| Duality Advisers, LP | 7,912 | $637.0K | 0.06% | −9,777−55.3% | Reduced |
| FNY Investment Advisers, LLC | 8,110 | $652.0K | 0.26% | +8,110 | New |
| Walleye Trading LLC | 8,119 | $653.0K | 0.02% | +3,126+62.6% | Added |
| Commerce Bank | 8,267 | $666.0K | 0.00% | +22+0.3% | Added |
| PFS Investments Inc. | 8,461 | $670.0K | 0.02% | +8,461 | New |
| ClariVest Asset Management LLC | 8,367 | $673.0K | 0.02% | −2,827−25.3% | Reduced |
| Frontier Wealth Management LLC | 8,625 | $694.0K | 0.05% | −150−1.7% | Reduced |