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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 8,665 | $697.0K | 0.01% | +1,385+19.0% | Added |
| Pacer Advisors, Inc. | 8,735 | $703.0K | 0.01% | −105−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,788 | $707.0K | 0.02% | −2,196−20.0% | Reduced |
| Polar Capital Holdings Plc | 8,879 | $715.0K | 0.00% | +3,198+56.3% | Added |
| Pier 88 Investment Partners LLC | 9,235 | $743.0K | 0.21% | 00.0% | Unchanged |
| Zacks Investment Management | 9,573 | $770.0K | 0.01% | +9,573 | New |
| Truist Financial Corp | 9,714 | $782.0K | 0.00% | +5,267+118.4% | Added |
| Teacher Retirement System of Texas | 10,116 | $814.0K | 0.00% | +1,504+17.5% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $833.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 10,487 | $844.0K | 0.57% | +6,456+160.2% | Added |
| HSBC Holdings PLC | 10,771 | $854.0K | 0.00% | +5,454+102.6% | Added |
| Ergoteles LLC | 10,838 | $872.0K | 0.02% | +10,838 | New |
| Susquehanna International Group, LLP | 10,934 | $880.0K | 0.00% | −8,861−44.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,988 | $884.3K | 0.00% | −8,557−43.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,100 | $893.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,180 | $900.0K | 0.02% | −220−1.9% | Reduced |
| Prudential Financial Inc | 11,363 | $914.0K | 0.00% | −4,119−26.6% | Reduced |
| TownSquare Capital, LLC | 11,462 | $926.0K | 0.03% | +3,709+47.8% | Added |
| Cna Financial Corp | 11,650 | $938.0K | 0.27% | 00.0% | Unchanged |
| Blair William & Co | 12,190 | $981.0K | 0.00% | −992−7.5% | Reduced |
| SG Americas Securities, LLC | 12,741 | $1.02M | 0.01% | −1,167−8.4% | Reduced |
| State of Alaska, Department of Revenue | 12,948 | $1.04M | 0.01% | −43−0.3% | Reduced |
| Xponance, Inc. | 13,056 | $1.05M | 0.02% | +3,962+43.6% | Added |
| Guggenheim Capital LLC | 13,682 | $1.10M | 0.01% | −3,966−22.5% | Reduced |
| FourThought Financial, LLC | 13,808 | $1.11M | 0.15% | +4,673+51.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,886 | $1.12M | 0.02% | +55+0.4% | Added |
| Jane Street Group, LLC | 14,003 | $1.13M | 0.00% | −303,695−95.6% | Reduced |
| STRS Ohio | 14,200 | $1.14M | 0.00% | +4,300+43.4% | Added |
| Morse Asset Management, Inc | 14,510 | $1.17M | 0.28% | +14,510 | New |
| Handelsbanken Fonder AB | 14,816 | $1.19M | 0.01% | −400−2.6% | Reduced |
| HRT Financial LP | 14,875 | $1.20M | 0.01% | +14,875 | New |
| Citigroup Inc | 15,939 | $1.28M | 0.00% | −178−1.1% | Reduced |
| Federated Hermes, Inc. | 15,956 | $1.28M | 0.00% | −625−3.8% | Reduced |
| Squarepoint Ops LLC | 15,984 | $1.29M | 0.01% | −3,767−19.1% | Reduced |
| Holocene Advisors, LP | 16,112 | $1.30M | 0.01% | +16,112 | New |
| US Bancorp | 16,285 | $1.31M | 0.00% | −5,804−26.3% | Reduced |
| Tudor Investment Corp Et Al | 16,593 | $1.33M | 0.03% | −164,711−90.8% | Reduced |
| Davenport & Co LLC | 17,153 | $1.38M | 0.01% | +110+0.6% | Added |
| New Mexico Educational Retirement Board | 17,200 | $1.38M | 0.05% | +3,800+28.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 17,341 | $1.40M | 0.13% | +18+0.1% | Added |
| Allstate Corp | 17,952 | $1.44M | 0.05% | −4,271−19.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,000 | $1.61M | 0.02% | +20,000 | New |
| State of Michigan Retirement System | 20,966 | $1.69M | 0.01% | −9,700−31.6% | Reduced |
| Louisiana State Employees Retirement System | 21,600 | $1.74M | 0.04% | +100+0.5% | Added |
| Arizona State Retirement System | 22,336 | $1.80M | 0.01% | −39−0.2% | Reduced |
| South Dakota Investment Council | 23,093 | $1.86M | 0.03% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 25,088 | $2.02M | 1.69% | −1,702−6.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,776 | $2.23M | 0.02% | +114+0.4% | Added |
| First Republic Investment Management, Inc. | 28,196 | $2.27M | 0.01% | +20,047+246.0% | Added |
| Oregon Public Employees Retirement Fund | 28,458 | $2.29M | 0.03% | +1,241+4.6% | Added |
| Cubist Systematic Strategies, LLC | 28,662 | $2.31M | 0.03% | −31,567−52.4% | Reduced |
| State Board of Administration of Florida Retirement System | 28,753 | $2.31M | 0.00% | +1,141+4.1% | Added |
| Ameritas Investment Partners, Inc. | 29,038 | $2.34M | 0.08% | −114−0.4% | Reduced |
| LPL Financial LLC | 30,114 | $2.42M | 0.00% | +7,081+30.7% | Added |
| M&G Investment Management Ltd | 30,315 | $2.42M | 0.01% | +30,315 | New |
| Rockefeller Capital Management L.P. | 30,328 | $2.44M | 0.01% | −11,995−28.3% | Reduced |
| ProShare Advisors LLC | 30,537 | $2.46M | 0.01% | +1,099+3.7% | Added |
| King Luther Capital Management Corp | 30,550 | $2.46M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,981 | $2.49M | 0.00% | −257−0.8% | Reduced |
| Great West Life Assurance Co | 32,076 | $2.58M | 0.01% | +478+1.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $2.58M | 0.05% | +2,393+8.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,235 | $2.75M | 0.01% | −4,741−12.2% | Reduced |
| Comerica Bank | 45,862 | $2.87M | 0.02% | −569−1.2% | Reduced |
| Moody Aldrich Partners LLC | 35,717 | $2.88M | 0.40% | −36,321−50.4% | Reduced |
| Metropolitan Life Insurance Co | 36,221 | $2.92M | 0.04% | +633+1.8% | Added |
| Price T Rowe Associates Inc | 36,579 | $2.94M | 0.00% | −4,031−9.9% | Reduced |
| Oppenheimer Asset Management Inc. | 38,225 | $3.08M | 0.04% | +863+2.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 39,553 | $3.18M | 0.05% | −540−1.3% | Reduced |
| Envestnet Asset Management Inc | 39,989 | $3.22M | 0.00% | +10,504+35.6% | Added |
| Intrinsic Edge Capital Management LLC | 40,000 | $3.22M | 0.19% | +40,000 | New |
| UBS Group AG | 40,348 | $3.25M | 0.00% | −1,212−2.9% | Reduced |
| M&T Bank Corp | 44,463 | $3.58M | 0.02% | +1,130+2.6% | Added |
| Russell Investments Group, Ltd. | 47,769 | $3.84M | 0.01% | −98,453−67.3% | Reduced |
| Eaton Vance Management | 48,082 | $3.87M | 0.01% | −319−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 48,817 | $3.93M | 0.01% | +2,096+4.5% | Added |
| Advantage Alpha Capital Partners LP | 49,467 | $3.98M | 0.77% | +2,438+5.2% | Added |
| Millennium Management LLC | 53,939 | $4.34M | 0.01% | −148,070−73.3% | Reduced |
| Thrivent Financial for Lutherans | 55,990 | $4.51M | 0.01% | +90+0.2% | Added |
| UMA Financial Services, Inc. | 65,188 | $4.85M | 1.39% | 00.0% | Unchanged |
| Barclays PLC | 60,758 | $4.89M | 0.00% | −17,386−22.2% | Reduced |
| Texas Permanent School Fund | 62,135 | $5.00M | 0.06% | +188+0.3% | Added |
| Sio Capital Management, LLC | 64,958 | $5.23M | 1.42% | +64,958 | New |
| Amalgamated Bank | 65,130 | $5.24M | 0.04% | +52,988+436.4% | Added |
| New York State Teachers Retirement System | 68,700 | $5.53M | 0.01% | 00.0% | Unchanged |
| NBW Capital LLC | 71,066 | $5.72M | 1.39% | +20,010+39.2% | Added |
| MetLife Investment Management | 71,623 | $5.76M | 0.05% | −1,169−1.6% | Reduced |
| Mutual of America Capital Management LLC | 72,707 | $5.85M | 0.06% | −63,902−46.8% | Reduced |
| Agf Investments Inc. | 75,000 | $6.04M | 0.05% | +10,000+15.4% | Added |
| First Trust Advisors LP | 75,124 | $6.05M | 0.01% | −37,341−33.2% | Reduced |
| HighTower Advisors, LLC | 83,940 | $6.76M | 0.02% | +543+0.7% | Added |
| Public Employees Retirement System of Ohio | 85,208 | $6.86M | 0.02% | −1,889−2.2% | Reduced |
| New York State Common Retirement Fund | 89,004 | $7.16M | 0.01% | −5,990−6.3% | Reduced |
| Deutsche Bank AG | 89,525 | $7.21M | 0.00% | −164,721−64.8% | Reduced |
| UBS Asset Management Americas Inc | 90,564 | $7.29M | 0.00% | +5,765+6.8% | Added |
| Ziegler Capital Management, LLC | 36,561 | $7.35M | 0.25% | −57,099−61.0% | 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 |
| DFPG Investments, LLC | 98,062 | $7.68M | 2.90% | −988−1.0% | Reduced |
| Tygh Capital Management, Inc. | 99,736 | $8.03M | 1.09% | +99,736 | New |
| Man Group plc | 101,168 | $8.14M | 0.03% | +56,692+127.5% | Added |