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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 6,472 | $521.0K | 0.04% | +6,111+1,692.8% | Added |
| AQR Capital Management LLC | 6,424 | $517.0K | 0.00% | +6,424 | New |
| Bank of Montreal | 5,850 | $489.0K | 0.00% | −1,994−25.4% | Reduced |
| Occudo Quantitative Strategies LP | 6,032 | $485.0K | 0.07% | +6,032 | New |
| O'Shaughnessy Asset Management, LLC | 5,932 | $477.0K | 0.01% | +296+5.3% | Added |
| Los Angeles Capital Management LLC | 5,860 | $472.0K | 0.00% | −13,735−70.1% | Reduced |
| PEAK6 Investments LLC | 5,801 | $467.0K | 0.01% | +5,801 | New |
| The PNC Financial Services Group, Inc. | 5,631 | $454.0K | 0.00% | −31−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,559 | $447.0K | 0.00% | +1,263+29.4% | Added |
| O'Brien Greene & Co. Inc | 5,400 | $435.0K | 0.16% | −7,000−56.5% | Reduced |
| Pallas Capital Advisors LLC | 6,018 | $433.0K | 0.06% | +1,041+20.9% | Added |
| Appleton Group, LLC | 5,354 | $431.0K | 0.33% | +1,349+33.7% | Added |
| BBVA USA | 5,321 | $428.0K | 0.02% | +5,321 | New |
| Radnor Capital Management, LLC | 5,255 | $423.0K | 0.14% | −1,765−25.1% | Reduced |
| Sheets Smith Wealth Management | 5,035 | $405.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Sciencast Management LP | 5,066 | $401.0K | 0.08% | −22−0.4% | Reduced |
| Zions Bancorporation, N.A. | 4,873 | $392.0K | 0.04% | +693+16.6% | Added |
| FORA Capital, LLC | 4,624 | $372.0K | 0.07% | +3,779+447.2% | Added |
| Shelton Capital Management | 4,363 | $351.0K | 0.01% | +234+5.7% | Added |
| EP Wealth Advisors, LLC | 4,346 | $350.0K | 0.01% | +126+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,138 | $333.0K | 0.02% | −3,052−42.4% | Reduced |
| Natixis Investment Managers International | 4,101 | $330.0K | 0.02% | +539+15.1% | Added |
| Bridgefront Capital, LLC | 3,989 | $321.0K | 0.12% | −563−12.4% | Reduced |
| Virtu Financial LLC | 3,896 | $314.0K | 0.03% | +3,896 | New |
| Cim Investment Mangement Inc | 3,611 | $291.0K | 0.09% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,490 | $281.0K | 0.01% | +3,490 | New |
| Weld Capital Management LLC | 3,437 | $277.0K | 0.28% | +3,437 | New |
| Taylor Wealth Management Partners | 3,359 | $270.0K | 0.10% | +3,359 | New |
| Benjamin F. Edwards & Company, Inc. | 3,347 | $269.0K | 0.01% | −697−17.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,053 | $246.0K | 0.00% | −242−7.3% | Reduced |
| JustInvest LLC | 2,977 | $240.0K | 0.03% | +2,977 | New |
| Nisa Investment Advisors, LLC | 2,945 | $237.0K | 0.00% | −100−3.3% | Reduced |
| 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 |
| Milestone Advisory Partners | 2,835 | $228.0K | 0.12% | +2,835 | New |
| CIBC Asset Management Inc | 2,810 | $226.0K | 0.00% | +2,810 | New |
| Concorde Asset Management, LLC | 2,770 | $223.0K | 0.13% | −504−15.4% | Reduced |
| Neo Ivy Capital Management | 2,763 | $222.0K | 0.22% | −2,419−46.7% | Reduced |
| Coldstream Capital Management Inc | 2,584 | $208.0K | 0.01% | +2,584 | New |
| Cigna Investments Inc | 2,574 | $207.0K | 0.01% | −370−12.6% | Reduced |
| Stephens Inc | 2,200 | $177.0K | 0.00% | +222+11.2% | Added |
| Canada Pension Plan Investment Board | 1,822 | $147.0K | 0.00% | +1,822 | New |
| State of Wyoming | 1,716 | $138.0K | 0.09% | +1,716 | New |
| Steward Partners Investment Advisory, LLC | 1,299 | $105.0K | 0.00% | −638−32.9% | Reduced |
| First Horizon Advisors, Inc. | 836 | $67.0K | 0.00% | −106−11.3% | Reduced |
| Exane Derivatives | 782 | $61.2K | 0.01% | +778+19,450.0% | Added |
| Assetmark, Inc | 745 | $60.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 668 | $54.0K | 0.00% | +45+7.2% | Added |
| Harbor Investment Advisory, LLC | 600 | $48.0K | 0.01% | +400+200.0% | Added |
| Eagle Bay Advisors LLC | 524 | $45.0K | 0.04% | +524 | New |
| Global Retirement Partners, LLC | 532 | $43.0K | 0.00% | −38−6.7% | Reduced |
| Kings Point Capital Management | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 441 | $35.0K | 0.00% | −923−67.7% | Reduced |
| American Portfolios Advisors | 400 | $32.2K | 0.00% | −27−6.3% | Reduced |
| Arkadios Wealth Advisors | 395 | $31.0K | 0.00% | +395 | New |
| Cullen/Frost Bankers, Inc. | 357 | $29.0K | 0.00% | +357 | New |
| Sageworth Trust Co | 220 | $18.0K | 0.00% | +220 | New |
| GoalVest Advisory LLC | 208 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 209 | $17.0K | 0.00% | +33+18.8% | Added |
| Trustcore Financial Services, LLC | 200 | $16.0K | 0.00% | −70−25.9% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 140 | $11.0K | 0.00% | +20+16.7% | Added |
| Quadrant Capital Group LLC | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 88 | $7.00K | 0.00% | −43−32.8% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $6.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $6.00K | 0.00% | −31−27.9% | Reduced |
| Fifth Third Bancorp | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 38 | $3.06K | 0.00% | +38 | 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |