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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −6,497−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| World Asset Management Inc | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| GoalVest Advisory LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |