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, Q3 2021
Institutional positions in Healthequity, Inc. as of Sep 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. Q2 2021
- Shares held
- 80.8M
- −3.08M (−3.7%) vs. Q2 2021
- Total value
- $5.23B
- −$1.52B (−22.5%) vs. Q2 2021
- New holders
- 39
- 119 more added
- Sold out
- 35
- 92 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 3 | $0 | 0.00% | −23−88.5% | Reduced |
| Ellevest, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $0 | 0.00% | +13 | New |
| Ci Investments Inc. | 5 | $0 | 0.00% | +5 | New |
| Arkadios Wealth Advisors | 25 | $1.00K | 0.00% | −370−93.7% | Reduced |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | −5−15.2% | Reduced |
| Meeder Asset Management Inc | 27 | $2.00K | 0.00% | −2−6.9% | Reduced |
| Lindbrook Capital, LLC | 29 | $2.00K | 0.00% | +5+20.8% | Added |
| Bell Investment Advisors, Inc | 32 | $2.00K | 0.00% | +32 | New |
| Gemmer Asset Management LLC | 49 | $3.00K | 0.00% | +6+14.0% | Added |
| Bellevue Asset Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $4.00K | 0.00% | −113−66.5% | Reduced |
| Parallel Advisors, LLC | 69 | $4.00K | 0.00% | +62+885.7% | Added |
| Bessemer Group Inc | 62 | $4.00K | 0.00% | +62 | New |
| Macroview Investment Management LLC | 65 | $4.00K | 0.01% | +65 | New |
| Geneos Wealth Management Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 73 | $5.00K | 0.00% | +73 | New |
| Manchester Capital Management LLC | 98 | $6.00K | 0.00% | +98 | New |
| Hudock, Inc. | 97 | $6.00K | 0.00% | +97 | New |
| Quadrant Capital Group LLC | 116 | $8.00K | 0.00% | +12+11.5% | Added |
| Berman Capital Advisors, LLC | 154 | $9.00K | 0.00% | +66+75.0% | Added |
| Sage Private Wealth Group, LLC | 175 | $11.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 178 | $12.0K | 0.00% | +98+122.5% | Added |
| Trustcore Financial Services, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 207 | $13.0K | 0.00% | +67+47.9% | Added |
| Sageworth Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 209 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 272 | $18.0K | 0.00% | +272 | New |
| Cullen/Frost Bankers, Inc. | 357 | $23.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 400 | $25.9K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 532 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 564 | $36.0K | 0.02% | +40+7.6% | Added |
| Captrust Financial Advisors | 561 | $36.0K | 0.00% | +120+27.2% | Added |
| First Horizon Advisors, Inc. | 633 | $40.0K | 0.00% | −203−24.3% | Reduced |
| Signaturefd, LLC | 661 | $43.0K | 0.00% | −7−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 660 | $43.0K | 0.00% | +660 | New |
| Assetmark, Inc | 745 | $48.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,329 | $86.0K | 0.00% | +30+2.3% | Added |
| Dark Forest Capital Management LP | 1,465 | $95.0K | 0.03% | +1,465 | New |
| Harbor Investment Advisory, LLC | 1,915 | $124.0K | 0.02% | +1,315+219.2% | Added |
| Pier 88 Investment Partners LLC | 2,555 | $165.0K | 0.05% | −6,680−72.3% | Reduced |
| State of Wyoming | 2,551 | $165.0K | 0.11% | +835+48.7% | Added |
| Stephens Inc | 2,856 | $185.0K | 0.00% | +656+29.8% | Added |
| Nisa Investment Advisors, LLC | 2,945 | $191.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,053 | $198.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 3,160 | $205.0K | 0.00% | +3,160 | New |
| Ergoteles LLC | 3,238 | $210.0K | 0.01% | −7,600−70.1% | Reduced |
| CIBC Asset Management Inc | 3,256 | $211.0K | 0.00% | +446+15.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,288 | $213.0K | 0.02% | +3,288 | New |
| Benjamin F. Edwards & Company, Inc. | 3,327 | $215.0K | 0.01% | −20−0.6% | Reduced |
| Taylor Wealth Management Partners | 3,359 | $218.0K | 0.08% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,400 | $220.0K | 0.08% | −2,000−37.0% | Reduced |
| CWM Advisors, LLC | 3,550 | $230.0K | 0.03% | +3,550 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,577 | $232.0K | 0.00% | +3,577 | New |
| Cim Investment Mangement Inc | 3,611 | $234.0K | 0.07% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,869 | $250.0K | 0.01% | −232−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 3,990 | $258.0K | 0.00% | +3,990 | New |
| Hennion & Walsh Asset Management, Inc. | 4,081 | $264.0K | 0.01% | −57−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,264 | $276.0K | 0.01% | +4,264 | New |
| Shelton Capital Management | 4,363 | $283.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,425 | $287.0K | 0.01% | +4,425 | New |
| Tower Research Capital LLC (TRC) | 4,696 | $304.0K | 0.01% | −4,092−46.6% | Reduced |
| Point72 Hong Kong Ltd | 4,845 | $314.0K | 0.02% | −1,627−25.1% | Reduced |
| PDT Partners, LLC | 4,850 | $314.0K | 0.02% | +4,850 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $324.0K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,035 | $326.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,252 | $340.0K | 0.01% | −2,867−35.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,327 | $345.0K | 0.00% | −304−5.4% | Reduced |
| Radnor Capital Management, LLC | 5,330 | $345.0K | 0.20% | +75+1.4% | Added |
| Pathstone Family Office, LLC | 5,322 | $345.0K | 0.01% | +1,832+52.5% | Added |
| Appleton Group, LLC | 5,566 | $360.0K | 0.31% | +212+4.0% | Added |
| BBVA USA | 5,618 | $363.0K | 0.02% | +297+5.6% | Added |
| Gsa Capital Partners LLP | 5,688 | $368.0K | 0.04% | +5,688 | New |
| Los Angeles Capital Management LLC | 5,860 | $379.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,030 | $391.0K | 0.05% | +6,030 | New |
| Zions Bancorporation, N.A. | 6,320 | $409.0K | 0.04% | +1,447+29.7% | Added |
| Advisor Group Holdings, Inc. | 6,758 | $440.0K | 0.00% | +1,199+21.6% | Added |
| Institute for Wealth Management, LLC. | 7,189 | $466.0K | 0.08% | −18−0.2% | Reduced |
| Magnetar Financial LLC | 7,204 | $467.0K | 0.00% | +7,204 | New |
| Bank of Montreal | 7,197 | $482.0K | 0.00% | +1,347+23.0% | Added |
| Securian Asset Management, Inc | 7,478 | $484.0K | 0.01% | −184−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,477 | $485.0K | 0.01% | +1,545+26.0% | Added |
| Profund Advisors LLC | 7,498 | $486.0K | 0.02% | −376−4.8% | Reduced |
| Quantbot Technologies LP | 7,753 | $502.0K | 0.04% | +7,753 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,815 | $506.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,813 | $506.0K | 0.17% | +835+12.0% | Added |
| Commerce Bank | 7,942 | $515.0K | 0.00% | −325−3.9% | Reduced |
| EP Wealth Advisors, LLC | 7,982 | $517.0K | 0.01% | +3,636+83.7% | Added |
| Frontier Wealth Management LLC | 8,600 | $557.0K | 0.04% | −25−0.3% | Reduced |
| Duality Advisers, LP | 8,774 | $568.0K | 0.04% | +862+10.9% | Added |
| US Bancorp | 9,428 | $611.0K | 0.00% | −6,857−42.1% | Reduced |
| New York Life Investments Alternatives | 9,487 | $614.0K | 0.40% | −1,000−9.5% | Reduced |
| Cna Financial Corp | 9,592 | $621.0K | 0.17% | −2,058−17.7% | Reduced |
| AQR Capital Management LLC | 9,634 | $624.0K | 0.00% | +3,210+50.0% | Added |
| Partners Group Holding AG | 9,682 | $627.0K | 0.04% | +9,682 | New |