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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 7,478 | $484.0K | 0.01% | −184−2.4% | Reduced |
| Bank of Montreal | 7,197 | $482.0K | 0.00% | +1,347+23.0% | Added |
| Magnetar Financial LLC | 7,204 | $467.0K | 0.00% | +7,204 | New |
| Institute for Wealth Management, LLC. | 7,189 | $466.0K | 0.08% | −18−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,758 | $440.0K | 0.00% | +1,199+21.6% | Added |
| Zions Bancorporation, N.A. | 6,320 | $409.0K | 0.04% | +1,447+29.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,030 | $391.0K | 0.05% | +6,030 | New |
| Los Angeles Capital Management LLC | 5,860 | $379.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,688 | $368.0K | 0.04% | +5,688 | New |
| BBVA USA | 5,618 | $363.0K | 0.02% | +297+5.6% | Added |
| Appleton Group, LLC | 5,566 | $360.0K | 0.31% | +212+4.0% | Added |
| 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 |
| Walleye Trading LLC | 5,252 | $340.0K | 0.01% | −2,867−35.3% | Reduced |
| Sheets Smith Wealth Management | 5,035 | $326.0K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 5,000 | $324.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 4,696 | $304.0K | 0.01% | −4,092−46.6% | Reduced |
| AlphaCrest Capital Management LLC | 4,425 | $287.0K | 0.01% | +4,425 | New |
| Shelton Capital Management | 4,363 | $283.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,264 | $276.0K | 0.01% | +4,264 | New |
| Hennion & Walsh Asset Management, Inc. | 4,081 | $264.0K | 0.01% | −57−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 3,990 | $258.0K | 0.00% | +3,990 | New |
| Natixis Investment Managers International | 3,869 | $250.0K | 0.01% | −232−5.7% | Reduced |
| Cim Investment Mangement Inc | 3,611 | $234.0K | 0.07% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,577 | $232.0K | 0.00% | +3,577 | New |
| CWM Advisors, LLC | 3,550 | $230.0K | 0.03% | +3,550 | New |
| O'Brien Greene & Co. Inc | 3,400 | $220.0K | 0.08% | −2,000−37.0% | Reduced |
| Taylor Wealth Management Partners | 3,359 | $218.0K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,327 | $215.0K | 0.01% | −20−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,288 | $213.0K | 0.02% | +3,288 | New |
| CIBC Asset Management Inc | 3,256 | $211.0K | 0.00% | +446+15.9% | Added |
| Ergoteles LLC | 3,238 | $210.0K | 0.01% | −7,600−70.1% | Reduced |
| Veritable, L.P. | 3,160 | $205.0K | 0.00% | +3,160 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,053 | $198.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,945 | $191.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,856 | $185.0K | 0.00% | +656+29.8% | 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 |
| Harbor Investment Advisory, LLC | 1,915 | $124.0K | 0.02% | +1,315+219.2% | Added |
| Dark Forest Capital Management LP | 1,465 | $95.0K | 0.03% | +1,465 | New |
| Steward Partners Investment Advisory, LLC | 1,329 | $86.0K | 0.00% | +30+2.3% | Added |
| Assetmark, Inc | 745 | $48.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 661 | $43.0K | 0.00% | −7−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 660 | $43.0K | 0.00% | +660 | New |
| First Horizon Advisors, Inc. | 633 | $40.0K | 0.00% | −203−24.3% | Reduced |
| 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 |
| Global Retirement Partners, LLC | 532 | $34.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 500 | $32.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 400 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 357 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 272 | $18.0K | 0.00% | +272 | New |
| Sageworth Trust Co | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 209 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sage Private Wealth Group, LLC | 175 | $11.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 154 | $9.00K | 0.00% | +66+75.0% | Added |
| Quadrant Capital Group LLC | 116 | $8.00K | 0.00% | +12+11.5% | Added |
| Manchester Capital Management LLC | 98 | $6.00K | 0.00% | +98 | New |
| Hudock, Inc. | 97 | $6.00K | 0.00% | +97 | New |
| Geneos Wealth Management Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 73 | $5.00K | 0.00% | +73 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |