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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 73,516 | $4.76M | 0.05% | +809+1.1% | Added |
| Sio Capital Management, LLC | 73,458 | $4.76M | 1.53% | +8,500+13.1% | Added |
| New York State Teachers Retirement System | 73,383 | $4.75M | 0.01% | +4,683+6.8% | Added |
| NBW Capital LLC | 71,429 | $4.63M | 1.11% | +363+0.5% | Added |
| MetLife Investment Management | 68,455 | $4.43M | 0.04% | −3,168−4.4% | Reduced |
| Marshall Wace, LLP | 65,748 | $4.26M | 0.02% | +65,748 | New |
| UMA Financial Services, Inc. | 65,188 | $4.12M | 1.13% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 62,981 | $4.08M | 0.03% | +62,981 | New |
| Raymond James Financial Services Advisors, Inc. | 61,701 | $4.00M | 0.01% | +27,466+80.2% | Added |
| Texas Permanent School Fund | 61,686 | $4.00M | 0.05% | −449−0.7% | Reduced |
| Amalgamated Bank | 58,893 | $3.81M | 0.03% | −6,237−9.6% | Reduced |
| Thrivent Financial for Lutherans | 55,456 | $3.59M | 0.01% | −534−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 50,389 | $3.26M | 0.04% | +21,727+75.8% | Added |
| State of New Jersey Common Pension Fund D | 49,816 | $3.23M | 0.01% | +999+2.0% | Added |
| Eaton Vance Management | 48,029 | $3.09M | 0.00% | −53−0.1% | Reduced |
| First Trust Advisors LP | 47,150 | $3.05M | 0.00% | −27,974−37.2% | Reduced |
| M&T Bank Corp | 46,118 | $2.99M | 0.01% | +1,655+3.7% | Added |
| Envestnet Asset Management Inc | 45,600 | $2.95M | 0.00% | +5,611+14.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 44,923 | $2.91M | 0.04% | +5,370+13.6% | Added |
| UBS Group AG | 43,950 | $2.85M | 0.00% | +3,602+8.9% | Added |
| Vontobel Holding Ltd. | 42,809 | $2.77M | 0.02% | +42,809 | New |
| Russell Investments Group, Ltd. | 42,465 | $2.75M | 0.00% | −5,304−11.1% | Reduced |
| Oppenheimer Asset Management Inc. | 40,680 | $2.63M | 0.04% | +2,455+6.4% | Added |
| Comerica Bank | 37,991 | $2.57M | 0.02% | −7,871−17.2% | Reduced |
| Great West Life Assurance Co | 39,106 | $2.55M | 0.01% | +7,030+21.9% | Added |
| M&G Investment Management Ltd | 37,375 | $2.43M | 0.01% | +7,060+23.3% | Added |
| Price T Rowe Associates Inc | 35,924 | $2.33M | 0.00% | −655−1.8% | Reduced |
| Metropolitan Life Insurance Co | 35,757 | $2.32M | 0.03% | −464−1.3% | Reduced |
| HRT Financial LP | 35,445 | $2.29M | 0.01% | +20,570+138.3% | Added |
| LPL Financial LLC | 33,874 | $2.20M | 0.00% | +3,760+12.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $2.08M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 30,550 | $1.98M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,459 | $1.97M | 0.01% | +131+0.4% | Added |
| Cinctive Capital Management LP | 30,397 | $1.97M | 0.11% | +30,397 | New |
| Davenport & Co LLC | 30,140 | $1.95M | 0.01% | +12,987+75.7% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.90M | 0.00% | +540+1.9% | Added |
| First Republic Investment Management, Inc. | 28,904 | $1.87M | 0.00% | +708+2.5% | Added |
| Ameritas Investment Partners, Inc. | 28,504 | $1.85M | 0.07% | −534−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 27,902 | $1.81M | 0.02% | −556−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,549 | $1.78M | 0.02% | −227−0.8% | Reduced |
| Holocene Advisors, LP | 27,513 | $1.78M | 0.01% | +11,401+70.8% | Added |
| Pantheon Investment Group, LLC | 27,469 | $1.77M | 1.52% | +2,381+9.5% | Added |
| PEAK6 Investments LLC | 26,780 | $1.73M | 0.04% | +20,979+361.6% | Added |
| Stifel Financial Corp | 26,285 | $1.70M | 0.00% | −4,696−15.2% | Reduced |
| Paloma Partners Management Co | 25,096 | $1.63M | 0.07% | +25,096 | New |
| Quadrature Capital Ltd | 23,851 | $1.54M | 0.06% | +23,851 | New |
| South Dakota Investment Council | 23,093 | $1.50M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,711 | $1.47M | 0.01% | +375+1.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 21,857 | $1.42M | 0.13% | +4,516+26.0% | Added |
| Louisiana State Employees Retirement System | 21,300 | $1.38M | 0.03% | −300−1.4% | Reduced |
| State of Michigan Retirement System | 20,866 | $1.35M | 0.01% | −100−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,400 | $1.32M | 0.02% | +400+2.0% | Added |
| Lazard Asset Management LLC | 20,370 | $1.32M | 0.00% | +20,370 | New |
| Renaissance Technologies LLC | 20,000 | $1.29M | 0.00% | +20,000 | New |
| SG Americas Securities, LLC | 19,277 | $1.25M | 0.01% | +6,536+51.3% | Added |
| TownSquare Capital, LLC | 18,649 | $1.21M | 0.03% | +7,187+62.7% | Added |
| ProShare Advisors LLC | 18,216 | $1.18M | 0.00% | −12,321−40.3% | Reduced |
| Allstate Corp | 17,934 | $1.16M | 0.05% | −18−0.1% | Reduced |
| Capital Fund Management S.A. | 17,433 | $1.13M | 0.03% | +17,433 | New |
| New Mexico Educational Retirement Board | 17,200 | $1.11M | 0.04% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 16,788 | $1.09M | 0.00% | +16,788 | New |
| Occudo Quantitative Strategies LP | 16,686 | $1.08M | 0.13% | +10,654+176.6% | Added |
| Federated Hermes, Inc. | 16,043 | $1.04M | 0.00% | +87+0.5% | Added |
| Citigroup Inc | 15,981 | $1.03M | 0.00% | +42+0.3% | Added |
| Blair William & Co | 14,827 | $960.0K | 0.00% | +2,637+21.6% | Added |
| Handelsbanken Fonder AB | 14,816 | $959.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 14,200 | $919.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 13,775 | $892.0K | 0.02% | −111−0.8% | Reduced |
| Teacher Retirement System of Texas | 13,238 | $857.0K | 0.00% | +3,122+30.9% | Added |
| Xponance, Inc. | 12,922 | $837.0K | 0.02% | −134−1.0% | Reduced |
| State of Alaska, Department of Revenue | 12,797 | $828.0K | 0.01% | −151−1.2% | Reduced |
| Guggenheim Capital LLC | 12,717 | $824.0K | 0.00% | −965−7.1% | Reduced |
| Zacks Investment Management | 12,372 | $801.0K | 0.01% | +2,799+29.2% | Added |
| Algert Global LLC | 12,272 | $795.0K | 0.11% | +12,272 | New |
| PFS Investments Inc. | 11,219 | $775.0K | 0.02% | +2,758+32.6% | Added |
| BNP Paribas Arbitrage, SA | 11,856 | $767.8K | 0.00% | +868+7.9% | Added |
| Pacer Advisors, Inc. | 11,574 | $750.0K | 0.01% | +2,839+32.5% | Added |
| Prudential Financial Inc | 11,543 | $748.0K | 0.00% | +180+1.6% | Added |
| Two Sigma Investments, LP | 11,199 | $725.0K | 0.00% | +11,199 | New |
| Crossmark Global Holdings, Inc. | 11,143 | $722.0K | 0.02% | −37−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,100 | $719.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,280 | $713.0K | 0.08% | +4,262+70.8% | Added |
| Polar Capital Holdings Plc | 10,770 | $697.0K | 0.00% | +1,891+21.3% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $670.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 9,907 | $642.0K | 0.00% | +193+2.0% | Added |
| FourThought Financial, LLC | 9,891 | $640.0K | 0.09% | −3,917−28.4% | Reduced |
| Partners Group Holding AG | 9,682 | $627.0K | 0.04% | +9,682 | New |
| AQR Capital Management LLC | 9,634 | $624.0K | 0.00% | +3,210+50.0% | Added |
| Cna Financial Corp | 9,592 | $621.0K | 0.17% | −2,058−17.7% | Reduced |
| New York Life Investments Alternatives | 9,487 | $614.0K | 0.40% | −1,000−9.5% | Reduced |
| US Bancorp | 9,428 | $611.0K | 0.00% | −6,857−42.1% | Reduced |
| Duality Advisers, LP | 8,774 | $568.0K | 0.04% | +862+10.9% | Added |
| Frontier Wealth Management LLC | 8,600 | $557.0K | 0.04% | −25−0.3% | Reduced |
| EP Wealth Advisors, LLC | 7,982 | $517.0K | 0.01% | +3,636+83.7% | Added |
| Commerce Bank | 7,942 | $515.0K | 0.00% | −325−3.9% | Reduced |
| 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 |
| Quantbot Technologies LP | 7,753 | $502.0K | 0.04% | +7,753 | New |
| Profund Advisors LLC | 7,498 | $486.0K | 0.02% | −376−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,477 | $485.0K | 0.01% | +1,545+26.0% | Added |