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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,232−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,615−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −8,903−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,585−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −5,009−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,936−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Narus Financial Partners, LLC | – | – | – | – | Not filed |