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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | −352−98.6% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 11 | $0 | 0.00% | +11 | New |
| Glassman Wealth Services | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 8 | $0 | 0.00% | +8 | New |
| McDonald Partners LLC | 6 | $265 | 0.00% | +6 | New |
| Absolute Capital Management, LLC | 6 | $265 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 33 | $1.00K | 0.00% | +4+13.8% | Added |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | −14−43.8% | Reduced |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| IFP Advisors, Inc | 20 | $1.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 42 | $1.86K | 0.00% | +42 | New |
| Global Retirement Partners, LLC | 38 | $2.00K | 0.00% | −494−92.9% | Reduced |
| Sageworth Trust Co | 50 | $2.00K | 0.00% | −170−77.3% | Reduced |
| FinTrust Capital Advisors, LLC | 44 | $2.00K | 0.00% | −165−78.9% | Reduced |
| Harbour Investments, Inc. | 50 | $2.00K | 0.00% | −7−12.3% | Reduced |
| Concord Wealth Partners | 38 | $2.00K | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 75 | $3.00K | 0.00% | +26+53.1% | Added |
| Bellevue Asset Management, LLC | 58 | $3.00K | 0.00% | +17+41.5% | Added |
| Vestcor Inc | 73 | $3.00K | 0.00% | +73 | New |
| Covestor Ltd | 78 | $3.00K | 0.00% | +78 | New |
| Parallel Advisors, LLC | 86 | $4.00K | 0.00% | +17+24.6% | Added |
| Retirement Planning Co of New England, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 121 | $5.00K | 0.00% | +5+4.3% | Added |
| Manchester Capital Management LLC | 136 | $6.00K | 0.00% | +38+38.8% | Added |
| Washington Trust Advisors, Inc. | 126 | $6.00K | 0.00% | +126 | New |
| Sage Private Wealth Group, LLC | 175 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 163 | $7.00K | 0.01% | +163 | New |
| Prestige Wealth Management Group LLC | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $8.00K | 0.00% | +168+1,292.3% | Added |
| TCI Wealth Advisors, Inc. | 242 | $11.0K | 0.00% | +35+16.9% | Added |
| Macroview Investment Management LLC | 245 | $11.0K | 0.01% | +180+276.9% | Added |
| Confluence Wealth Services, Inc. | 443 | $19.0K | 0.01% | +443 | New |
| First Horizon Advisors, Inc. | 460 | $20.0K | 0.00% | −173−27.3% | Reduced |
| Kings Point Capital Management | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 576 | $25.0K | 0.01% | +576 | New |
| Captrust Financial Advisors | 611 | $27.0K | 0.00% | +50+8.9% | Added |
| Eagle Bay Advisors LLC | 606 | $27.0K | 0.02% | +42+7.4% | Added |
| IndexIQ Advisors LLC | 604 | $27.0K | 0.00% | +604 | New |
| Signaturefd, LLC | 661 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 700 | $31.0K | 0.00% | +700 | New |
| Assetmark, Inc | 775 | $34.0K | 0.00% | +30+4.0% | Added |
| Exchange Traded Concepts, LLC | 990 | $44.0K | 0.00% | +330+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,055 | $47.0K | 0.00% | −274−20.6% | Reduced |
| Marshall Wace, LLP | 1,283 | $56.0K | 0.00% | −64,465−98.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,444 | $64.0K | 0.00% | −1,883−56.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,506 | $67.0K | 0.01% | −409−21.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $68.0K | 0.00% | +1,550 | New |
| Econ Financial Services Corp | 2,000 | $88.0K | 0.07% | +2,000 | New |
| FourThought Financial, LLC | 2,453 | $109.0K | 0.01% | −7,438−75.2% | Reduced |
| STRS Ohio | 2,500 | $110.0K | 0.00% | −11,700−82.4% | Reduced |
| State of Wyoming | 2,777 | $123.0K | 0.06% | +226+8.9% | Added |
| Natixis Investment Managers International | 3,063 | $135.0K | 0.01% | −806−20.8% | Reduced |
| Dark Forest Capital Management LP | 3,476 | $154.0K | 0.06% | +2,011+137.3% | Added |
| Nisa Investment Advisors, LLC | 3,265 | $174.0K | 0.00% | +320+10.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,124 | $193.0K | 0.00% | +1,071+35.1% | Added |
| Stephens Inc | 4,496 | $199.0K | 0.00% | +1,640+57.4% | Added |
| Janney Montgomery Scott LLC | 4,963 | $220.0K | 0.00% | +4,963 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $221.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,538 | $245.0K | 0.03% | +1,988+56.0% | Added |
| Bank of Montreal | 5,686 | $250.0K | 0.00% | −1,511−21.0% | Reduced |
| Los Angeles Capital Management LLC | 5,670 | $251.0K | 0.00% | −190−3.2% | Reduced |
| Paloma Partners Management Co | 5,861 | $259.0K | 0.01% | −19,235−76.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,969 | $264.0K | 0.00% | +1,273+27.1% | Added |
| Point72 Hong Kong Ltd | 6,037 | $267.0K | 0.02% | +1,192+24.6% | Added |
| Advisor Group Holdings, Inc. | 6,013 | $268.0K | 0.00% | −745−11.0% | Reduced |
| Verition Fund Management LLC | 6,186 | $274.0K | 0.00% | +6,186 | New |
| Institute for Wealth Management, LLC. | 6,834 | $302.0K | 0.05% | −355−4.9% | Reduced |
| Aristides Capital LLC | 6,854 | $303.0K | 0.17% | +6,854 | New |
| Dynamic Technology Lab Private Ltd | 7,057 | $312.0K | 0.03% | +1,027+17.0% | Added |
| Simplex Trading, LLC | 7,259 | $321.0K | 0.01% | +7,259 | New |
| O'Shaughnessy Asset Management, LLC | 7,477 | $331.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,478 | $331.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,484 | $331.0K | 0.03% | +1,164+18.4% | Added |
| Profund Advisors LLC | 7,592 | $336.0K | 0.01% | +94+1.3% | Added |
| Sheets Smith Wealth Management | 7,730 | $342.0K | 0.04% | +2,695+53.5% | Added |
| US Bancorp | 7,798 | $344.0K | 0.00% | −1,630−17.3% | Reduced |
| Ergoteles LLC | 8,414 | $372.0K | 0.01% | +5,176+159.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 8,400 | $372.0K | 0.05% | +8,400 | New |
| Frontier Wealth Management LLC | 8,600 | $380.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,870 | $392.0K | 0.00% | +8,870 | New |
| Fifth Third Bancorp | 8,954 | $396.0K | 0.00% | +8,776+4,930.3% | Added |
| Commerce Bank | 9,264 | $410.0K | 0.00% | +1,322+16.6% | Added |
| SG Americas Securities, LLC | 9,544 | $422.0K | 0.00% | −9,733−50.5% | Reduced |
| Rock Creek Group, LP | 7,922 | $423.0K | 0.06% | +7,922 | New |
| Cna Financial Corp | 9,592 | $424.0K | 0.11% | 00.0% | Unchanged |
| Partners Group Holding AG | 9,682 | $428.0K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,603 | $429.0K | 0.00% | +9,603 | New |
| Group One Trading, L.P. | 9,805 | $434.0K | 0.01% | +9,805 | New |
| Prudential Financial Inc | 10,158 | $449.0K | 0.00% | −1,385−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,281 | $456.0K | 0.00% | +4,954+93.0% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $458.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,447 | $462.0K | 0.01% | +5,195+98.9% | Added |
| Qube Research & Technologies Ltd | 10,721 | $474.0K | 0.00% | +10,721 | New |
| Polar Capital Holdings Plc | 10,770 | $476.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,100 | $491.0K | 0.00% | 00.0% | Unchanged |