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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 9,891 | $640.0K | 0.09% | −3,917−28.4% | Reduced |
| Truist Financial Corp | 9,907 | $642.0K | 0.00% | +193+2.0% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $670.0K | 0.00% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 10,770 | $697.0K | 0.00% | +1,891+21.3% | Added |
| Pallas Capital Advisors LLC | 10,280 | $713.0K | 0.08% | +4,262+70.8% | Added |
| Teachers Retirement System of the State of Kentucky | 11,100 | $719.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,143 | $722.0K | 0.02% | −37−0.3% | Reduced |
| Two Sigma Investments, LP | 11,199 | $725.0K | 0.00% | +11,199 | New |
| Prudential Financial Inc | 11,543 | $748.0K | 0.00% | +180+1.6% | Added |
| Pacer Advisors, Inc. | 11,574 | $750.0K | 0.01% | +2,839+32.5% | Added |
| BNP Paribas Arbitrage, SA | 11,856 | $767.8K | 0.00% | +868+7.9% | Added |
| PFS Investments Inc. | 11,219 | $775.0K | 0.02% | +2,758+32.6% | Added |
| Algert Global LLC | 12,272 | $795.0K | 0.11% | +12,272 | New |
| Zacks Investment Management | 12,372 | $801.0K | 0.01% | +2,799+29.2% | Added |
| Guggenheim Capital LLC | 12,717 | $824.0K | 0.00% | −965−7.1% | Reduced |
| State of Alaska, Department of Revenue | 12,797 | $828.0K | 0.01% | −151−1.2% | Reduced |
| Xponance, Inc. | 12,922 | $837.0K | 0.02% | −134−1.0% | Reduced |
| Teacher Retirement System of Texas | 13,238 | $857.0K | 0.00% | +3,122+30.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,775 | $892.0K | 0.02% | −111−0.8% | Reduced |
| STRS Ohio | 14,200 | $919.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 14,816 | $959.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 14,827 | $960.0K | 0.00% | +2,637+21.6% | Added |
| Citigroup Inc | 15,981 | $1.03M | 0.00% | +42+0.3% | Added |
| Federated Hermes, Inc. | 16,043 | $1.04M | 0.00% | +87+0.5% | Added |
| Occudo Quantitative Strategies LP | 16,686 | $1.08M | 0.13% | +10,654+176.6% | Added |
| Marshall Wace North America L.P. | 16,788 | $1.09M | 0.00% | +16,788 | New |
| New Mexico Educational Retirement Board | 17,200 | $1.11M | 0.04% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 17,433 | $1.13M | 0.03% | +17,433 | New |
| Allstate Corp | 17,934 | $1.16M | 0.05% | −18−0.1% | Reduced |
| ProShare Advisors LLC | 18,216 | $1.18M | 0.00% | −12,321−40.3% | Reduced |
| TownSquare Capital, LLC | 18,649 | $1.21M | 0.03% | +7,187+62.7% | Added |
| SG Americas Securities, LLC | 19,277 | $1.25M | 0.01% | +6,536+51.3% | Added |
| Renaissance Technologies LLC | 20,000 | $1.29M | 0.00% | +20,000 | New |
| Lazard Asset Management LLC | 20,370 | $1.32M | 0.00% | +20,370 | New |
| Schonfeld Strategic Advisors LLC | 20,400 | $1.32M | 0.02% | +400+2.0% | Added |
| State of Michigan Retirement System | 20,866 | $1.35M | 0.01% | −100−0.5% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $1.38M | 0.03% | −300−1.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 21,857 | $1.42M | 0.13% | +4,516+26.0% | Added |
| Arizona State Retirement System | 22,711 | $1.47M | 0.01% | +375+1.7% | Added |
| South Dakota Investment Council | 23,093 | $1.50M | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 23,851 | $1.54M | 0.06% | +23,851 | New |
| Paloma Partners Management Co | 25,096 | $1.63M | 0.07% | +25,096 | New |
| Stifel Financial Corp | 26,285 | $1.70M | 0.00% | −4,696−15.2% | Reduced |
| PEAK6 Investments LLC | 26,780 | $1.73M | 0.04% | +20,979+361.6% | Added |
| Pantheon Investment Group, LLC | 27,469 | $1.77M | 1.52% | +2,381+9.5% | Added |
| Holocene Advisors, LP | 27,513 | $1.78M | 0.01% | +11,401+70.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,549 | $1.78M | 0.02% | −227−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 27,902 | $1.81M | 0.02% | −556−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 28,504 | $1.85M | 0.07% | −534−1.8% | Reduced |
| First Republic Investment Management, Inc. | 28,904 | $1.87M | 0.00% | +708+2.5% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.90M | 0.00% | +540+1.9% | Added |
| Davenport & Co LLC | 30,140 | $1.95M | 0.01% | +12,987+75.7% | Added |
| Cinctive Capital Management LP | 30,397 | $1.97M | 0.11% | +30,397 | New |
| Rockefeller Capital Management L.P. | 30,459 | $1.97M | 0.01% | +131+0.4% | Added |
| King Luther Capital Management Corp | 30,550 | $1.98M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $2.08M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 33,874 | $2.20M | 0.00% | +3,760+12.5% | Added |
| HRT Financial LP | 35,445 | $2.29M | 0.01% | +20,570+138.3% | Added |
| Metropolitan Life Insurance Co | 35,757 | $2.32M | 0.03% | −464−1.3% | Reduced |
| Price T Rowe Associates Inc | 35,924 | $2.33M | 0.00% | −655−1.8% | Reduced |
| M&G Investment Management Ltd | 37,375 | $2.43M | 0.01% | +7,060+23.3% | Added |
| Great West Life Assurance Co | 39,106 | $2.55M | 0.01% | +7,030+21.9% | Added |
| Comerica Bank | 37,991 | $2.57M | 0.02% | −7,871−17.2% | Reduced |
| Oppenheimer Asset Management Inc. | 40,680 | $2.63M | 0.04% | +2,455+6.4% | Added |
| Russell Investments Group, Ltd. | 42,465 | $2.75M | 0.00% | −5,304−11.1% | Reduced |
| Vontobel Holding Ltd. | 42,809 | $2.77M | 0.02% | +42,809 | New |
| UBS Group AG | 43,950 | $2.85M | 0.00% | +3,602+8.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 44,923 | $2.91M | 0.04% | +5,370+13.6% | Added |
| Envestnet Asset Management Inc | 45,600 | $2.95M | 0.00% | +5,611+14.0% | Added |
| M&T Bank Corp | 46,118 | $2.99M | 0.01% | +1,655+3.7% | Added |
| First Trust Advisors LP | 47,150 | $3.05M | 0.00% | −27,974−37.2% | Reduced |
| Eaton Vance Management | 48,029 | $3.09M | 0.00% | −53−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 49,816 | $3.23M | 0.01% | +999+2.0% | Added |
| Cubist Systematic Strategies, LLC | 50,389 | $3.26M | 0.04% | +21,727+75.8% | Added |
| Thrivent Financial for Lutherans | 55,456 | $3.59M | 0.01% | −534−1.0% | Reduced |
| Amalgamated Bank | 58,893 | $3.81M | 0.03% | −6,237−9.6% | Reduced |
| Texas Permanent School Fund | 61,686 | $4.00M | 0.05% | −449−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,701 | $4.00M | 0.01% | +27,466+80.2% | Added |
| Voloridge Investment Management, LLC | 62,981 | $4.08M | 0.03% | +62,981 | New |
| UMA Financial Services, Inc. | 65,188 | $4.12M | 1.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 65,748 | $4.26M | 0.02% | +65,748 | New |
| MetLife Investment Management | 68,455 | $4.43M | 0.04% | −3,168−4.4% | Reduced |
| NBW Capital LLC | 71,429 | $4.63M | 1.11% | +363+0.5% | Added |
| New York State Teachers Retirement System | 73,383 | $4.75M | 0.01% | +4,683+6.8% | Added |
| Sio Capital Management, LLC | 73,458 | $4.76M | 1.53% | +8,500+13.1% | Added |
| Mutual of America Capital Management LLC | 73,516 | $4.76M | 0.05% | +809+1.1% | Added |
| New York State Common Retirement Fund | 74,725 | $4.84M | 0.01% | −14,279−16.0% | Reduced |
| Agf Investments Inc. | 75,000 | $4.86M | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 75,999 | $4.92M | 0.01% | +61,996+442.7% | Added |
| Advantage Alpha Capital Partners LP | 78,899 | $5.11M | 0.93% | +29,432+59.5% | Added |
| HighTower Advisors, LLC | 84,666 | $5.48M | 0.01% | +726+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 84,874 | $5.50M | 0.10% | +78,334+1,197.8% | Added |
| Ziegler Capital Management, LLC | 89,091 | $5.77M | 0.21% | +52,530+143.7% | Added |
| Barclays PLC | 89,305 | $5.78M | 0.00% | +28,547+47.0% | Added |
| UBS Asset Management Americas Inc | 90,721 | $5.88M | 0.00% | +157+0.2% | Added |
| Inspirion Wealth Advisors, LLC | 91,485 | $5.92M | 1.36% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 92,801 | $6.01M | 0.02% | +7,593+8.9% | Added |
| DFPG Investments, LLC | 98,107 | $6.24M | 2.36% | +450.0% | Added |
| Retirement Systems of Alabama | 107,972 | $6.99M | 0.03% | −649−0.6% | Reduced |
| Raymond James & Associates | 110,422 | $7.15M | 0.01% | +4,920+4.7% | Added |