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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 282
- 0 vs. Q3 2021
- Shares held
- 81.5M
- +787.5K (+1.0%) vs. Q3 2021
- Total value
- $3.61B
- −$1.62B (−31.0%) vs. Q3 2021
- New holders
- 54
- 115 more added
- Sold out
- 54
- 89 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 500 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,064,265 | $401.0M | 0.01% | +59,190+0.7% | Added |
| Vanguard Group Inc | 8,023,824 | $355.0M | 0.01% | +6,363+0.1% | Added |
| Wasatch Advisors Inc | 7,394,067 | $327.1M | 1.33% | +1,197,807+19.3% | Added |
| William Blair Investment Management, LLC | 3,568,161 | $157.9M | 0.43% | −201,638−5.3% | Reduced |
| FMR LLC | 2,913,886 | $128.9M | 0.01% | +1,744,870+149.3% | Added |
| JPMorgan Chase & Co | 2,587,846 | $114.5M | 0.01% | +589,509+29.5% | Added |
| State Street Corp | 2,574,587 | $113.9M | 0.01% | −4,759−0.2% | Reduced |
| Mackenzie Financial Corp | 2,267,898 | $100.3M | 0.14% | +422,484+22.9% | Added |
| Fred Alger Management, LLC | 2,227,307 | $98.5M | 0.25% | −831,532−27.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,083,800 | $92.2M | 0.74% | +500,492+31.6% | Added |
| Brown Advisory Inc | 1,708,630 | $75.6M | 0.09% | +114,437+7.2% | Added |
| Janus Henderson Group PLC | 1,557,048 | $68.9M | 0.03% | +8,292+0.5% | Added |
| Credit Suisse AG | 1,493,516 | $66.1M | 0.05% | +5090.0% | Added |
| Geode Capital Management, LLC | 1,438,390 | $63.6M | 0.01% | +23,466+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,349,709 | $59.7M | 0.14% | −45,951−3.3% | Reduced |
| Northern Trust Corp | 1,174,943 | $52.0M | 0.01% | −18,225−1.5% | Reduced |
| Franklin Resources Inc | 1,163,522 | $51.5M | 0.02% | +308,552+36.1% | Added |
| Victory Capital Management Inc | 1,116,162 | $49.4M | 0.05% | −240,729−17.7% | Reduced |
| Stephens Investment Management Group LLC | 1,048,473 | $46.4M | 0.60% | +236,115+29.1% | Added |
| Bank of New York Mellon Corp | 891,832 | $39.5M | 0.01% | +6,373+0.7% | Added |
| Granahan Investment Management Inc | 821,467 | $36.3M | 0.75% | +51,861+6.7% | Added |
| Geneva Capital Management LLC | 821,398 | $36.3M | 0.59% | −66,492−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 814,194 | $36.0M | 0.01% | +16,431+2.1% | Added |
| Bamco Inc | 800,000 | $35.4M | 0.08% | −52,778−6.2% | Reduced |
| Massachusetts Financial Services Co | 777,740 | $34.4M | 0.01% | +95,301+14.0% | Added |
| GW&K Investment Management, LLC | 759,671 | $33.6M | 0.28% | +95,428+14.4% | Added |
| Nuveen Asset Management, LLC | 753,879 | $33.4M | 0.01% | +189,790+33.6% | Added |
| Royal Bank of Canada | 643,634 | $28.5M | 0.01% | −54,845−7.9% | Reduced |
| Kornitzer Capital Management Inc | 612,685 | $27.1M | 0.40% | −67,685−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 599,210 | $26.5M | 0.03% | +599,210 | New |
| Two Sigma Investments, LP | 595,557 | $26.3M | 0.06% | +584,358+5,217.9% | Added |
| Aristotle Capital Boston, LLC | 587,923 | $26.0M | 0.61% | −14,329−2.4% | Reduced |
| Citadel Advisors LLC | 577,976 | $25.6M | 0.03% | +455,680+372.6% | Added |
| Loomis Sayles & Co L P | 561,146 | $24.8M | 0.03% | −315,429−36.0% | Reduced |
| Dimensional Fund Advisors LP | 539,889 | $23.9M | 0.01% | +27,146+5.3% | Added |
| Norges Bank | 499,062 | $22.1M | 0.00% | −149,460−23.0% | Reduced |
| D. E. Shaw & Co., Inc. | 463,700 | $20.5M | 0.03% | +334,833+259.8% | Added |
| American Century Companies Inc | 446,229 | $19.7M | 0.01% | +51,864+13.2% | Added |
| Clearbridge Investments, LLC | 414,318 | $18.3M | 0.01% | +143,358+52.9% | Added |
| Ensign Peak Advisors, Inc | 409,618 | $18.1M | 0.03% | −74,105−15.3% | Reduced |
| Aureus Asset Management, LLC | 388,275 | $17.2M | 1.06% | +65,720+20.4% | Added |
| Goldman Sachs Group Inc | 346,825 | $15.3M | 0.00% | +70,599+25.6% | Added |
| Eversept Partners, LP | 333,352 | $14.7M | 1.23% | +218,974+191.4% | Added |
| Ashford Capital Management Inc | 323,070 | $14.3M | 1.43% | −40,611−11.2% | Reduced |
| Glenmede Trust Co NA | 319,026 | $14.1M | 0.07% | +86,346+37.1% | Added |
| Principal Financial Group Inc | 302,019 | $13.4M | 0.01% | +3,088+1.0% | Added |
| Summit Creek Advisors LLC | 296,895 | $13.1M | 1.32% | +81,821+38.0% | Added |
| Bank of America Corp | 295,996 | $13.1M | 0.00% | −6,865−2.3% | Reduced |
| Pier Capital, LLC | 285,825 | $12.6M | 1.33% | +174,544+156.8% | Added |
| Voloridge Investment Management, LLC | 281,063 | $12.4M | 0.07% | +218,082+346.3% | Added |
| SEI Investments Co | 279,567 | $12.4M | 0.02% | +47,926+20.7% | Added |
| Peregrine Capital Management LLC | 260,336 | $11.5M | 0.23% | +65,018+33.3% | Added |
| Freshford Capital Management, LLC | 251,527 | $11.1M | 1.59% | +251,527 | New |
| Mirae Asset Global Investments Co., Ltd. | 233,295 | $10.3M | 0.02% | −2,904−1.2% | Reduced |
| Rhumbline Advisers | 226,427 | $10.0M | 0.01% | −895−0.4% | Reduced |
| DF Dent & Co Inc | 209,477 | $9.27M | 0.09% | −13,678−6.1% | Reduced |
| Pictet Asset Management SA | 208,789 | $9.24M | 0.01% | +1,139+0.5% | Added |
| State of Wisconsin Investment Board | 203,000 | $8.98M | 0.02% | −217,832−51.8% | Reduced |
| Ameriprise Financial Inc | 200,038 | $8.85M | 0.00% | −915,577−82.1% | Reduced |
| Alliancebernstein L.P. | 192,856 | $8.53M | 0.00% | +500+0.3% | Added |
| American International Group, Inc. | 183,806 | $8.13M | 0.04% | −3,657−2.0% | Reduced |
| Swiss National Bank | 183,800 | $8.13M | 0.00% | −400−0.2% | Reduced |
| Scout Investments, Inc. | 182,714 | $8.08M | 0.12% | +34,504+23.3% | Added |
| Motley Fool Asset Management LLC | 179,417 | $7.94M | 0.51% | −4,801−2.6% | Reduced |
| Morgan Stanley | 171,020 | $7.57M | 0.00% | −219,946−56.3% | Reduced |
| Rheos Capital Works Inc. | 171,000 | $7.57M | 0.33% | +171,000 | New |
| Amussen Hunsaker Associates LLC | 160,439 | $7.56M | 1.80% | +45,611+39.7% | Added |
| California Public Employees Retirement System | 170,242 | $7.53M | 0.01% | −11,254−6.2% | Reduced |
| Man Group plc | 167,408 | $7.41M | 0.02% | +21,422+14.7% | Added |
| Advantage Alpha Capital Partners LP | 150,848 | $6.67M | 0.95% | +71,949+91.2% | Added |
| Cubist Systematic Strategies, LLC | 150,062 | $6.64M | 0.06% | +99,673+197.8% | Added |
| Putnam Investments LLC | 141,161 | $6.25M | 0.01% | −47,904−25.3% | Reduced |
| CWM, LLC | 140,164 | $6.20M | 0.04% | +140,164 | New |
| Point72 Asset Management, L.P. | 137,100 | $6.07M | 0.03% | +137,100 | New |
| Manufacturers Life Insurance Company, The | 134,235 | $5.94M | 0.00% | −1,840−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 133,030 | $5.88M | 0.01% | −2,142−1.6% | Reduced |
| Invesco Ltd. | 128,294 | $5.68M | 0.00% | −64,498−33.5% | Reduced |
| Legal & General Group Plc | 125,759 | $5.56M | 0.00% | +4,752+3.9% | Added |
| Wells Fargo & Company | 125,613 | $5.56M | 0.00% | −1,613,197−92.8% | Reduced |
| Motley Fool Wealth Management, LLC | 125,333 | $5.54M | 0.24% | −3,674−2.8% | Reduced |
| California State Teachers Retirement System | 115,044 | $5.09M | 0.01% | +2,560+2.3% | Added |
| Barclays PLC | 113,691 | $5.03M | 0.00% | +24,386+27.3% | Added |
| Crestwood Capital Management, L.P. | 112,500 | $4.98M | 2.23% | +112,500 | New |
| Public Employees Retirement System of Ohio | 111,914 | $4.95M | 0.02% | +19,113+20.6% | Added |
| Retirement Systems of Alabama | 109,354 | $4.84M | 0.02% | +1,382+1.3% | Added |
| DFPG Investments, LLC | 98,097 | $4.81M | 2.01% | −100.0% | Reduced |
| Millennium Management LLC | 106,796 | $4.72M | 0.01% | −362,393−77.2% | Reduced |
| Raymond James & Associates | 101,847 | $4.51M | 0.00% | −8,575−7.8% | Reduced |
| Parametric Portfolio Associates LLC | 95,273 | $4.21M | 0.00% | −44,969−32.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,485 | $4.05M | 0.85% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 90,379 | $4.00M | 0.00% | −342−0.4% | Reduced |
| Deutsche Bank AG | 87,562 | $3.87M | 0.00% | −46,428−34.7% | Reduced |
| New York State Teachers Retirement System | 83,051 | $3.67M | 0.01% | +9,668+13.2% | Added |
| HighTower Advisors, LLC | 81,529 | $3.61M | 0.01% | −3,137−3.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 81,474 | $3.60M | 0.01% | +19,773+32.0% | Added |
| Thrivent Financial for Lutherans | 80,461 | $3.56M | 0.01% | +25,005+45.1% | Added |
| Granite Investment Partners, LLC | 77,171 | $3.41M | 0.10% | +77,171 | New |
| Mutual of America Capital Management LLC | 74,686 | $3.30M | 0.03% | +1,170+1.6% | Added |
| New York State Common Retirement Fund | 74,585 | $3.30M | 0.00% | −140−0.2% | Reduced |
| Duality Advisers, LP | 72,313 | $3.20M | 0.35% | +63,539+724.2% | Added |