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 |
|---|---|---|---|---|---|
| Amussen Hunsaker Associates LLC | 105,092 | $8.46M | 2.42% | −68,148−39.3% | Reduced |
| Raymond James & Associates | 105,502 | $8.49M | 0.01% | +12,169+13.0% | Added |
| Legal & General Group Plc | 106,128 | $8.54M | 0.00% | −19,705−15.7% | Reduced |
| Retirement Systems of Alabama | 108,621 | $8.74M | 0.03% | +393+0.4% | Added |
| California State Teachers Retirement System | 112,757 | $9.07M | 0.01% | −8,314−6.9% | Reduced |
| Pier Capital, LLC | 123,754 | $9.96M | 1.00% | −17,293−12.3% | Reduced |
| Wellington Management Group LLP | 124,279 | $10.0M | 0.00% | +124,279 | New |
| Syquant Capital SAS | 125,000 | $10.1M | 12.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 125,132 | $10.1M | 0.01% | −247,760−66.4% | Reduced |
| Motley Fool Wealth Management, LLC | 131,536 | $10.6M | 0.45% | −1,172−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 135,202 | $10.9M | 0.01% | −887−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 150,107 | $12.1M | 0.01% | +14,941+11.1% | Added |
| Scout Investments, Inc. | 152,469 | $12.3M | 0.18% | −12,785−7.7% | Reduced |
| CWM, LLC | 154,376 | $12.4M | 0.10% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 154,766 | $12.5M | 0.03% | −8,885−5.4% | Reduced |
| Macquarie Group Ltd | 155,305 | $12.5M | 0.01% | +62,922+68.1% | Added |
| Putnam Investments LLC | 171,549 | $13.8M | 0.02% | +64,281+59.9% | Added |
| American Capital Management Inc | 173,905 | $14.0M | 0.39% | +2,942+1.7% | Added |
| California Public Employees Retirement System | 180,429 | $14.5M | 0.01% | +5,120+2.9% | Added |
| Swiss National Bank | 181,100 | $14.6M | 0.01% | +5,500+3.1% | Added |
| Motley Fool Asset Management LLC | 185,679 | $14.9M | 0.99% | −4,870−2.6% | Reduced |
| Voya Investment Management LLC | 187,227 | $15.1M | 0.03% | +17,781+10.5% | Added |
| Peregrine Capital Management LLC | 190,043 | $15.3M | 0.27% | −32,392−14.6% | Reduced |
| American International Group, Inc. | 192,915 | $15.5M | 0.06% | −8,510−4.2% | Reduced |
| Alliancebernstein L.P. | 194,721 | $15.7M | 0.01% | −6,440−3.2% | Reduced |
| Eversept Partners, LP | 197,500 | $15.9M | 1.47% | +197,500 | New |
| Summit Creek Advisors LLC | 197,533 | $15.9M | 1.90% | −7,030−3.4% | Reduced |
| DF Dent & Co Inc | 204,364 | $16.4M | 0.17% | +12,827+6.7% | Added |
| Next Century Growth Investors LLC | 206,209 | $16.6M | 1.29% | −28,239−12.0% | Reduced |
| Pictet Asset Management Ltd | 206,404 | $16.6M | 0.02% | −9,643−4.5% | Reduced |
| Jennison Associates LLC | 210,898 | $17.0M | 0.01% | −5,273−2.4% | Reduced |
| Point72 Asset Management, L.P. | 216,966 | $17.5M | 0.09% | +216,966 | New |
| Rhumbline Advisers | 232,150 | $18.7M | 0.02% | +791+0.3% | Added |
| Glenmede Trust Co NA | 240,027 | $19.3M | 0.10% | −5,505−2.2% | Reduced |
| State of Wisconsin Investment Board | 240,764 | $19.4M | 0.04% | +34,564+16.8% | Added |
| Aureus Asset Management, LLC | 283,395 | $22.8M | 1.47% | +13,485+5.0% | Added |
| Clearbridge Investments, LLC | 295,666 | $23.8M | 0.02% | −1,423−0.5% | Reduced |
| Principal Financial Group Inc | 296,361 | $23.9M | 0.02% | −17,555−5.6% | Reduced |
| Invesco Ltd. | 308,633 | $24.8M | 0.01% | +20,352+7.1% | Added |
| Ashford Capital Management Inc | 314,685 | $25.3M | 2.28% | −645−0.2% | Reduced |
| Goldman Sachs Group Inc | 321,712 | $25.9M | 0.01% | +4,657+1.5% | Added |
| Greenhouse Funds LLLP | 334,735 | $26.9M | 2.86% | +197,256+143.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 362,765 | $29.2M | 0.08% | +14,784+4.2% | Added |
| Nuveen Asset Management, LLC | 372,338 | $30.0M | 0.01% | +57,544+18.3% | Added |
| Norges Bank | 378,654 | $30.5M | 0.01% | −356,065−48.5% | Reduced |
| Bank of America Corp | 380,239 | $30.6M | 0.00% | +128,272+50.9% | Added |
| American Century Companies Inc | 388,056 | $31.2M | 0.02% | +65,378+20.3% | Added |
| Hood River Capital Management LLC | 393,345 | $31.7M | 0.94% | −48,684−11.0% | Reduced |
| Dimensional Fund Advisors LP | 427,636 | $34.4M | 0.01% | +172,492+67.6% | Added |
| Ensign Peak Advisors, Inc | 476,235 | $38.3M | 0.08% | −24,416−4.9% | Reduced |
| Aristotle Capital Boston, LLC | 509,106 | $41.0M | 0.94% | −27,887−5.2% | Reduced |
| Kornitzer Capital Management Inc | 638,605 | $51.4M | 0.77% | +152,250+31.3% | Added |
| GW&K Investment Management, LLC | 667,709 | $53.7M | 0.47% | +1,381+0.2% | Added |
| Morgan Stanley | 676,662 | $54.5M | 0.01% | +386,663+133.3% | Added |
| Royal Bank of Canada | 687,869 | $55.4M | 0.02% | −3,902−0.6% | Reduced |
| Stephens Investment Management Group LLC | 695,769 | $56.0M | 0.77% | +177,467+34.2% | Added |
| Charles Schwab Investment Management Inc | 783,501 | $63.1M | 0.02% | +19,954+2.6% | Added |
| Granahan Investment Management Inc | 834,705 | $67.2M | 1.25% | +46,887+6.0% | Added |
| SEI Investments Co | 846,664 | $68.1M | 0.15% | +19,596+2.4% | Added |
| Franklin Resources Inc | 857,858 | $69.0M | 0.03% | −693−0.1% | Reduced |
| Loomis Sayles & Co L P | 890,188 | $71.6M | 0.09% | +116,088+15.0% | Added |
| Bank of New York Mellon Corp | 932,011 | $75.0M | 0.01% | +3,226+0.3% | Added |
| Bamco Inc | 1,001,371 | $80.6M | 0.19% | +10,000+1.0% | Added |
| Geneva Capital Management LLC | 1,058,532 | $85.2M | 1.39% | −25,675−2.4% | Reduced |
| Massachusetts Financial Services Co | 1,070,074 | $86.1M | 0.03% | +88,543+9.0% | Added |
| FMR LLC | 1,182,851 | $95.2M | 0.01% | −27,017−2.2% | Reduced |
| Victory Capital Management Inc | 1,197,762 | $96.4M | 0.09% | +301,030+33.6% | Added |
| Northern Trust Corp | 1,210,521 | $97.4M | 0.02% | −9,211−0.8% | Reduced |
| Ameriprise Financial Inc | 1,273,840 | $102.5M | 0.03% | −102,687−7.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,389,042 | $111.8M | 0.28% | +163,762+13.4% | Added |
| Geode Capital Management, LLC | 1,425,310 | $114.7M | 0.02% | +62,468+4.6% | Added |
| ArrowMark Colorado Holdings LLC | 1,452,541 | $116.9M | 0.88% | −522,008−26.4% | Reduced |
| Brown Advisory Inc | 1,533,501 | $123.4M | 0.19% | +82,253+5.7% | Added |
| Wells Fargo & Company | 1,535,937 | $123.6M | 0.03% | −58,807−3.7% | Reduced |
| Janus Henderson Group PLC | 1,543,628 | $124.2M | 0.05% | −61,435−3.8% | Reduced |
| Credit Suisse AG | 1,543,658 | $124.2M | 0.10% | −15,301−1.0% | Reduced |
| Mackenzie Financial Corp | 1,749,958 | $140.8M | 0.20% | +101,186+6.1% | Added |
| JPMorgan Chase & Co | 1,971,259 | $158.6M | 0.02% | −44,744−2.2% | Reduced |
| Echo Street Capital Management LLC | 2,061,399 | $165.9M | 1.28% | +365,133+21.5% | Added |
| State Street Corp | 2,572,633 | $207.0M | 0.01% | +124,254+5.1% | Added |
| Fred Alger Management, LLC | 3,257,641 | $262.2M | 0.62% | +1,485,264+83.8% | Added |
| Jackson Square Partners, LLC | 3,519,199 | $283.2M | 1.62% | −105,419−2.9% | Reduced |
| William Blair Investment Management, LLC | 3,727,613 | $300.0M | 0.94% | −65,028−1.7% | Reduced |
| Wasatch Advisors Inc | 5,831,352 | $469.3M | 1.91% | +197,412+3.5% | Added |
| Vanguard Group Inc | 8,006,958 | $644.4M | 0.02% | +109,140+1.4% | Added |
| BlackRock Inc. | 9,053,477 | $728.6M | 0.02% | −380,882−4.0% | Reduced |
| Caas Capital Management LP | 0 | $0 | 0.00% | −303,286−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −78,197−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −57,666−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −33,052−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,362−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −24,117−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,090−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,532−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −15,026−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,781−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,074−100.0% | Sold out |