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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 71,623 | $5.76M | 0.05% | −1,169−1.6% | Reduced |
| NBW Capital LLC | 71,066 | $5.72M | 1.39% | +20,010+39.2% | Added |
| New York State Teachers Retirement System | 68,700 | $5.53M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 65,130 | $5.24M | 0.04% | +52,988+436.4% | Added |
| Sio Capital Management, LLC | 64,958 | $5.23M | 1.42% | +64,958 | New |
| Texas Permanent School Fund | 62,135 | $5.00M | 0.06% | +188+0.3% | Added |
| Barclays PLC | 60,758 | $4.89M | 0.00% | −17,386−22.2% | Reduced |
| UMA Financial Services, Inc. | 65,188 | $4.85M | 1.39% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 55,990 | $4.51M | 0.01% | +90+0.2% | Added |
| Millennium Management LLC | 53,939 | $4.34M | 0.01% | −148,070−73.3% | Reduced |
| Advantage Alpha Capital Partners LP | 49,467 | $3.98M | 0.77% | +2,438+5.2% | Added |
| State of New Jersey Common Pension Fund D | 48,817 | $3.93M | 0.01% | +2,096+4.5% | Added |
| Eaton Vance Management | 48,082 | $3.87M | 0.01% | −319−0.7% | Reduced |
| Russell Investments Group, Ltd. | 47,769 | $3.84M | 0.01% | −98,453−67.3% | Reduced |
| M&T Bank Corp | 44,463 | $3.58M | 0.02% | +1,130+2.6% | Added |
| UBS Group AG | 40,348 | $3.25M | 0.00% | −1,212−2.9% | Reduced |
| Intrinsic Edge Capital Management LLC | 40,000 | $3.22M | 0.19% | +40,000 | New |
| Envestnet Asset Management Inc | 39,989 | $3.22M | 0.00% | +10,504+35.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 39,553 | $3.18M | 0.05% | −540−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 38,225 | $3.08M | 0.04% | +863+2.3% | Added |
| Price T Rowe Associates Inc | 36,579 | $2.94M | 0.00% | −4,031−9.9% | Reduced |
| Metropolitan Life Insurance Co | 36,221 | $2.92M | 0.04% | +633+1.8% | Added |
| Moody Aldrich Partners LLC | 35,717 | $2.88M | 0.40% | −36,321−50.4% | Reduced |
| Comerica Bank | 45,862 | $2.87M | 0.02% | −569−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,235 | $2.75M | 0.01% | −4,741−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $2.58M | 0.05% | +2,393+8.1% | Added |
| Great West Life Assurance Co | 32,076 | $2.58M | 0.01% | +478+1.5% | Added |
| Stifel Financial Corp | 30,981 | $2.49M | 0.00% | −257−0.8% | Reduced |
| King Luther Capital Management Corp | 30,550 | $2.46M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 30,537 | $2.46M | 0.01% | +1,099+3.7% | Added |
| Rockefeller Capital Management L.P. | 30,328 | $2.44M | 0.01% | −11,995−28.3% | Reduced |
| M&G Investment Management Ltd | 30,315 | $2.42M | 0.01% | +30,315 | New |
| LPL Financial LLC | 30,114 | $2.42M | 0.00% | +7,081+30.7% | Added |
| Ameritas Investment Partners, Inc. | 29,038 | $2.34M | 0.08% | −114−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 28,753 | $2.31M | 0.00% | +1,141+4.1% | Added |
| Cubist Systematic Strategies, LLC | 28,662 | $2.31M | 0.03% | −31,567−52.4% | Reduced |
| Oregon Public Employees Retirement Fund | 28,458 | $2.29M | 0.03% | +1,241+4.6% | Added |
| First Republic Investment Management, Inc. | 28,196 | $2.27M | 0.01% | +20,047+246.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,776 | $2.23M | 0.02% | +114+0.4% | Added |
| Pantheon Investment Group, LLC | 25,088 | $2.02M | 1.69% | −1,702−6.4% | Reduced |
| South Dakota Investment Council | 23,093 | $1.86M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,336 | $1.80M | 0.01% | −39−0.2% | Reduced |
| Louisiana State Employees Retirement System | 21,600 | $1.74M | 0.04% | +100+0.5% | Added |
| State of Michigan Retirement System | 20,966 | $1.69M | 0.01% | −9,700−31.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,000 | $1.61M | 0.02% | +20,000 | New |
| Allstate Corp | 17,952 | $1.44M | 0.05% | −4,271−19.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 17,341 | $1.40M | 0.13% | +18+0.1% | Added |
| New Mexico Educational Retirement Board | 17,200 | $1.38M | 0.05% | +3,800+28.4% | Added |
| Davenport & Co LLC | 17,153 | $1.38M | 0.01% | +110+0.6% | Added |
| Tudor Investment Corp Et Al | 16,593 | $1.33M | 0.03% | −164,711−90.8% | Reduced |
| US Bancorp | 16,285 | $1.31M | 0.00% | −5,804−26.3% | Reduced |
| Holocene Advisors, LP | 16,112 | $1.30M | 0.01% | +16,112 | New |
| Squarepoint Ops LLC | 15,984 | $1.29M | 0.01% | −3,767−19.1% | Reduced |
| Federated Hermes, Inc. | 15,956 | $1.28M | 0.00% | −625−3.8% | Reduced |
| Citigroup Inc | 15,939 | $1.28M | 0.00% | −178−1.1% | Reduced |
| HRT Financial LP | 14,875 | $1.20M | 0.01% | +14,875 | New |
| Handelsbanken Fonder AB | 14,816 | $1.19M | 0.01% | −400−2.6% | Reduced |
| Morse Asset Management, Inc | 14,510 | $1.17M | 0.28% | +14,510 | New |
| STRS Ohio | 14,200 | $1.14M | 0.00% | +4,300+43.4% | Added |
| Jane Street Group, LLC | 14,003 | $1.13M | 0.00% | −303,695−95.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,886 | $1.12M | 0.02% | +55+0.4% | Added |
| FourThought Financial, LLC | 13,808 | $1.11M | 0.15% | +4,673+51.2% | Added |
| Guggenheim Capital LLC | 13,682 | $1.10M | 0.01% | −3,966−22.5% | Reduced |
| Xponance, Inc. | 13,056 | $1.05M | 0.02% | +3,962+43.6% | Added |
| State of Alaska, Department of Revenue | 12,948 | $1.04M | 0.01% | −43−0.3% | Reduced |
| SG Americas Securities, LLC | 12,741 | $1.02M | 0.01% | −1,167−8.4% | Reduced |
| Blair William & Co | 12,190 | $981.0K | 0.00% | −992−7.5% | Reduced |
| Cna Financial Corp | 11,650 | $938.0K | 0.27% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,462 | $926.0K | 0.03% | +3,709+47.8% | Added |
| Prudential Financial Inc | 11,363 | $914.0K | 0.00% | −4,119−26.6% | Reduced |
| Crossmark Global Holdings, Inc. | 11,180 | $900.0K | 0.02% | −220−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,100 | $893.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,988 | $884.3K | 0.00% | −8,557−43.8% | Reduced |
| Susquehanna International Group, LLP | 10,934 | $880.0K | 0.00% | −8,861−44.8% | Reduced |
| Ergoteles LLC | 10,838 | $872.0K | 0.02% | +10,838 | New |
| HSBC Holdings PLC | 10,771 | $854.0K | 0.00% | +5,454+102.6% | Added |
| New York Life Investments Alternatives | 10,487 | $844.0K | 0.57% | +6,456+160.2% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $833.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,116 | $814.0K | 0.00% | +1,504+17.5% | Added |
| Truist Financial Corp | 9,714 | $782.0K | 0.00% | +5,267+118.4% | Added |
| Zacks Investment Management | 9,573 | $770.0K | 0.01% | +9,573 | New |
| Pier 88 Investment Partners LLC | 9,235 | $743.0K | 0.21% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 8,879 | $715.0K | 0.00% | +3,198+56.3% | Added |
| Tower Research Capital LLC (TRC) | 8,788 | $707.0K | 0.02% | −2,196−20.0% | Reduced |
| Pacer Advisors, Inc. | 8,735 | $703.0K | 0.01% | −105−1.2% | Reduced |
| Qube Research & Technologies Ltd | 8,665 | $697.0K | 0.01% | +1,385+19.0% | Added |
| Frontier Wealth Management LLC | 8,625 | $694.0K | 0.05% | −150−1.7% | Reduced |
| ClariVest Asset Management LLC | 8,367 | $673.0K | 0.02% | −2,827−25.3% | Reduced |
| PFS Investments Inc. | 8,461 | $670.0K | 0.02% | +8,461 | New |
| Commerce Bank | 8,267 | $666.0K | 0.00% | +22+0.3% | Added |
| Walleye Trading LLC | 8,119 | $653.0K | 0.02% | +3,126+62.6% | Added |
| FNY Investment Advisers, LLC | 8,110 | $652.0K | 0.26% | +8,110 | New |
| Duality Advisers, LP | 7,912 | $637.0K | 0.06% | −9,777−55.3% | Reduced |
| Profund Advisors LLC | 7,874 | $633.0K | 0.02% | −121−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,815 | $629.0K | 0.00% | −452−5.5% | Reduced |
| Securian Asset Management, Inc | 7,662 | $617.0K | 0.01% | −162−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,207 | $580.0K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,978 | $562.0K | 0.19% | +6,978 | New |
| Susquehanna Fundamental Investments, LLC | 6,540 | $526.0K | 0.01% | −1,900−22.5% | Reduced |
| Brookfield Asset Management Inc. | 6,497 | $523.0K | 0.00% | −3,503−35.0% | Reduced |