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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 111,281 | $7.21M | 0.75% | −12,473−10.1% | Reduced |
| California State Teachers Retirement System | 112,484 | $7.28M | 0.01% | −273−0.2% | Reduced |
| Eversept Partners, LP | 114,378 | $7.41M | 0.59% | −83,122−42.1% | Reduced |
| Macquarie Group Ltd | 114,459 | $7.41M | 0.01% | −40,846−26.3% | Reduced |
| Amussen Hunsaker Associates LLC | 114,828 | $7.50M | 2.07% | +9,736+9.3% | Added |
| Legal & General Group Plc | 121,007 | $7.84M | 0.00% | +14,879+14.0% | Added |
| Citadel Advisors LLC | 122,296 | $7.92M | 0.01% | −2,836−2.3% | Reduced |
| Tudor Investment Corp Et Al | 123,605 | $8.01M | 0.16% | +107,012+644.9% | Added |
| D. E. Shaw & Co., Inc. | 128,867 | $8.35M | 0.01% | +128,867 | New |
| Motley Fool Wealth Management, LLC | 129,007 | $8.35M | 0.36% | −2,529−1.9% | Reduced |
| Deutsche Bank AG | 133,990 | $8.68M | 0.00% | +44,465+49.7% | Added |
| CIBC Private Wealth Group, LLC | 135,172 | $8.75M | 0.02% | −19,594−12.7% | Reduced |
| Manufacturers Life Insurance Company, The | 136,075 | $8.81M | 0.01% | +873+0.6% | Added |
| Parametric Portfolio Associates LLC | 140,242 | $9.08M | 0.01% | −9,865−6.6% | Reduced |
| Tygh Capital Management, Inc. | 144,138 | $9.33M | 1.26% | +44,402+44.5% | Added |
| Man Group plc | 145,986 | $9.45M | 0.03% | +44,818+44.3% | Added |
| Scout Investments, Inc. | 148,210 | $9.60M | 0.14% | −4,259−2.8% | Reduced |
| Balyasny Asset Management LLC | 163,057 | $10.6M | 0.05% | +163,057 | New |
| American Capital Management Inc | 174,788 | $11.3M | 0.30% | +883+0.5% | Added |
| Voya Investment Management LLC | 178,378 | $11.6M | 0.02% | −8,849−4.7% | Reduced |
| California Public Employees Retirement System | 181,496 | $11.8M | 0.01% | +1,067+0.6% | Added |
| Next Century Growth Investors LLC | 182,910 | $11.8M | 1.03% | −23,299−11.3% | Reduced |
| Swiss National Bank | 184,200 | $11.9M | 0.01% | +3,100+1.7% | Added |
| Motley Fool Asset Management LLC | 184,218 | $11.9M | 0.78% | −1,461−0.8% | Reduced |
| American International Group, Inc. | 187,463 | $12.1M | 0.06% | −5,452−2.8% | Reduced |
| Putnam Investments LLC | 189,065 | $12.2M | 0.02% | +17,516+10.2% | Added |
| Alliancebernstein L.P. | 192,356 | $12.5M | 0.00% | −2,365−1.2% | Reduced |
| Invesco Ltd. | 192,792 | $12.5M | 0.00% | −115,841−37.5% | Reduced |
| Peregrine Capital Management LLC | 195,318 | $12.6M | 0.26% | +5,275+2.8% | Added |
| Jennison Associates LLC | 206,386 | $13.4M | 0.01% | −4,512−2.1% | Reduced |
| Pictet Asset Management SA | 207,650 | $13.4M | 0.01% | +207,650 | New |
| Summit Creek Advisors LLC | 215,074 | $13.9M | 1.47% | +17,541+8.9% | Added |
| DF Dent & Co Inc | 223,155 | $14.5M | 0.15% | +18,791+9.2% | Added |
| Rhumbline Advisers | 227,322 | $14.7M | 0.02% | −4,828−2.1% | Reduced |
| SEI Investments Co | 231,641 | $15.0M | 0.03% | −615,023−72.6% | Reduced |
| Glenmede Trust Co NA | 232,680 | $15.1M | 0.08% | −7,347−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 236,199 | $15.3M | 0.04% | −126,566−34.9% | Reduced |
| Clearbridge Investments, LLC | 270,960 | $17.5M | 0.01% | −24,706−8.4% | Reduced |
| Goldman Sachs Group Inc | 276,226 | $17.9M | 0.00% | −45,486−14.1% | Reduced |
| Principal Financial Group Inc | 298,931 | $19.4M | 0.01% | +2,570+0.9% | Added |
| Bank of America Corp | 302,861 | $19.6M | 0.00% | −77,378−20.3% | Reduced |
| Wellington Management Group LLP | 316,854 | $20.5M | 0.00% | +192,575+155.0% | Added |
| Aureus Asset Management, LLC | 322,555 | $20.9M | 1.37% | +39,160+13.8% | Added |
| Greenhouse Funds LLLP | 333,735 | $21.6M | 2.35% | −1,000−0.3% | Reduced |
| Ashford Capital Management Inc | 363,681 | $23.6M | 2.14% | +48,996+15.6% | Added |
| Morgan Stanley | 390,966 | $25.3M | 0.00% | −285,696−42.2% | Reduced |
| American Century Companies Inc | 394,365 | $25.5M | 0.02% | +6,309+1.6% | Added |
| State of Wisconsin Investment Board | 420,832 | $27.3M | 0.06% | +180,068+74.8% | Added |
| Millennium Management LLC | 469,189 | $30.4M | 0.04% | +415,250+769.9% | Added |
| Ensign Peak Advisors, Inc | 483,723 | $31.3M | 0.07% | +7,488+1.6% | Added |
| Dimensional Fund Advisors LP | 512,743 | $33.2M | 0.01% | +85,107+19.9% | Added |
| Nuveen Asset Management, LLC | 564,089 | $36.5M | 0.01% | +191,751+51.5% | Added |
| Aristotle Capital Boston, LLC | 602,252 | $39.0M | 0.91% | +93,146+18.3% | Added |
| Norges Bank | 648,522 | $42.0M | 0.01% | +269,868+71.3% | Added |
| GW&K Investment Management, LLC | 664,243 | $43.0M | 0.38% | −3,466−0.5% | Reduced |
| Kornitzer Capital Management Inc | 680,370 | $44.1M | 0.68% | +41,765+6.5% | Added |
| Massachusetts Financial Services Co | 682,439 | $44.2M | 0.01% | −387,635−36.2% | Reduced |
| Royal Bank of Canada | 698,479 | $45.2M | 0.01% | +10,610+1.5% | Added |
| Granahan Investment Management Inc | 769,606 | $49.8M | 0.95% | −65,099−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 797,763 | $51.7M | 0.02% | +14,262+1.8% | Added |
| Stephens Investment Management Group LLC | 812,358 | $52.6M | 0.72% | +116,589+16.8% | Added |
| Bamco Inc | 852,778 | $55.2M | 0.13% | −148,593−14.8% | Reduced |
| Franklin Resources Inc | 854,970 | $55.4M | 0.02% | −2,888−0.3% | Reduced |
| Loomis Sayles & Co L P | 876,575 | $56.8M | 0.07% | −13,613−1.5% | Reduced |
| Bank of New York Mellon Corp | 885,459 | $57.3M | 0.01% | −46,552−5.0% | Reduced |
| Geneva Capital Management LLC | 887,890 | $57.5M | 0.97% | −170,642−16.1% | Reduced |
| Ameriprise Financial Inc | 1,115,615 | $72.3M | 0.02% | −158,225−12.4% | Reduced |
| FMR LLC | 1,169,016 | $75.7M | 0.01% | −13,835−1.2% | Reduced |
| Northern Trust Corp | 1,193,168 | $77.3M | 0.01% | −17,353−1.4% | Reduced |
| Victory Capital Management Inc | 1,356,891 | $87.9M | 0.09% | +159,129+13.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,395,660 | $90.4M | 0.22% | +6,618+0.5% | Added |
| Geode Capital Management, LLC | 1,414,924 | $91.6M | 0.01% | −10,386−0.7% | Reduced |
| Credit Suisse AG | 1,493,007 | $96.7M | 0.08% | −50,651−3.3% | Reduced |
| Janus Henderson Group PLC | 1,548,756 | $100.3M | 0.04% | +5,128+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 1,583,308 | $102.5M | 0.80% | +130,767+9.0% | Added |
| Brown Advisory Inc | 1,594,193 | $103.2M | 0.15% | +60,692+4.0% | Added |
| Wells Fargo & Company | 1,738,810 | $112.6M | 0.03% | +202,873+13.2% | Added |
| Mackenzie Financial Corp | 1,845,414 | $119.5M | 0.17% | +95,456+5.5% | Added |
| Echo Street Capital Management LLC | 1,947,825 | $126.1M | 0.89% | −113,574−5.5% | Reduced |
| JPMorgan Chase & Co | 1,998,337 | $129.4M | 0.02% | +27,078+1.4% | Added |
| State Street Corp | 2,579,346 | $167.0M | 0.01% | +6,713+0.3% | Added |
| Fred Alger Management, LLC | 3,058,839 | $198.1M | 0.47% | −198,802−6.1% | Reduced |
| William Blair Investment Management, LLC | 3,769,799 | $244.1M | 0.69% | +42,186+1.1% | Added |
| Wasatch Advisors Inc | 6,196,260 | $401.3M | 1.63% | +364,908+6.3% | Added |
| Vanguard Group Inc | 8,017,461 | $519.2M | 0.01% | +10,503+0.1% | Added |
| BlackRock Inc. | 9,005,075 | $583.2M | 0.02% | −48,402−0.5% | Reduced |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −3,519,199−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −393,345−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −216,966−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −91,489−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −35,717−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,984−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,771−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,665−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −8,367−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −8,110−100.0% | Sold out |