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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 11,125 | $492.0K | 0.03% | +11,125 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,216 | $496.0K | 0.00% | +3,401+43.5% | Added |
| State of Alaska, Department of Revenue | 12,087 | $534.0K | 0.01% | −710−5.5% | Reduced |
| Pacer Advisors, Inc. | 12,159 | $538.0K | 0.01% | +585+5.1% | Added |
| Xponance, Inc. | 12,755 | $565.0K | 0.01% | −167−1.3% | Reduced |
| Tygh Capital Management, Inc. | 13,300 | $588.0K | 0.08% | −130,838−90.8% | Reduced |
| Balyasny Asset Management LLC | 13,439 | $595.0K | 0.00% | −149,618−91.8% | Reduced |
| Caxton Associates LP | 13,604 | $602.0K | 0.08% | +13,604 | New |
| Aigen Investment Management, LP | 14,477 | $607.0K | 0.04% | +14,477 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,843 | $612.0K | 0.01% | +68+0.5% | Added |
| Blair William & Co | 14,208 | $629.0K | 0.00% | −619−4.2% | Reduced |
| Handelsbanken Fonder AB | 14,816 | $655.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,101 | $662.0K | 0.01% | −16,943−52.9% | Reduced |
| Crossmark Global Holdings, Inc. | 15,661 | $693.0K | 0.02% | +4,518+40.5% | Added |
| Walleye Capital LLC | 15,656 | $693.0K | 0.02% | +15,656 | New |
| Teacher Retirement System of Texas | 15,823 | $700.0K | 0.00% | +2,585+19.5% | Added |
| Federated Hermes, Inc. | 15,927 | $705.0K | 0.00% | −116−0.7% | Reduced |
| TownSquare Capital, LLC | 16,358 | $723.0K | 0.02% | −2,291−12.3% | Reduced |
| Algert Global LLC | 17,024 | $753.0K | 0.09% | +4,752+38.7% | Added |
| New Mexico Educational Retirement Board | 17,200 | $761.0K | 0.03% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 17,237 | $763.0K | 0.06% | −4,620−21.1% | Reduced |
| Blueshift Asset Management, LLC | 17,411 | $770.0K | 0.07% | +17,411 | New |
| First Republic Investment Management, Inc. | 17,892 | $792.0K | 0.00% | −11,012−38.1% | Reduced |
| Truist Financial Corp | 19,482 | $862.0K | 0.00% | +9,575+96.6% | Added |
| Stifel Financial Corp | 20,079 | $888.0K | 0.00% | −6,206−23.6% | Reduced |
| State of Michigan Retirement System | 21,166 | $936.0K | 0.00% | +300+1.4% | Added |
| Allstate Corp | 21,342 | $944.0K | 0.02% | +3,408+19.0% | Added |
| Louisiana State Employees Retirement System | 21,500 | $951.0K | 0.02% | +200+0.9% | Added |
| Jump Financial, LLC | 21,877 | $967.0K | 0.06% | +21,877 | New |
| Arizona State Retirement System | 22,444 | $993.0K | 0.01% | −267−1.2% | Reduced |
| Quadrature Capital Ltd | 22,606 | $1.00M | 0.05% | −1,245−5.2% | Reduced |
| Holocene Advisors, LP | 23,028 | $1.02M | 0.01% | −4,485−16.3% | Reduced |
| South Dakota Investment Council | 23,093 | $1.02M | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 23,950 | $1.06M | 0.09% | +7,264+43.5% | Added |
| Tudor Investment Corp Et Al | 24,467 | $1.08M | 0.02% | −99,138−80.2% | Reduced |
| BNP Paribas Arbitrage, SA | 24,654 | $1.09M | 0.00% | +12,798+107.9% | Added |
| Panagora Asset Management Inc | 25,690 | $1.14M | 0.01% | +25,690 | New |
| Citigroup Inc | 27,089 | $1.20M | 0.00% | +11,108+69.5% | Added |
| Oregon Public Employees Retirement Fund | 27,102 | $1.20M | 0.01% | −800−2.9% | Reduced |
| ProShare Advisors LLC | 27,498 | $1.22M | 0.00% | +9,282+51.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,687 | $1.23M | 0.01% | +138+0.5% | Added |
| PEAK6 Investments LLC | 27,779 | $1.23M | 0.03% | +999+3.7% | Added |
| Ameritas Investment Partners, Inc. | 28,504 | $1.26M | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 29,293 | $1.30M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 29,899 | $1.32M | 0.02% | +25,909+649.3% | Added |
| Rockefeller Capital Management L.P. | 30,128 | $1.33M | 0.01% | −331−1.1% | Reduced |
| King Luther Capital Management Corp | 30,550 | $1.35M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 32,395 | $1.43M | 0.00% | −11,555−26.3% | Reduced |
| Pantheon Investment Group, LLC | 33,164 | $1.45M | 1.14% | +5,695+20.7% | Added |
| Quantbot Technologies LP | 33,226 | $1.47M | 0.12% | +25,473+328.6% | Added |
| LPL Financial LLC | 34,062 | $1.50M | 0.00% | +188+0.6% | Added |
| Metropolitan Life Insurance Co | 34,388 | $1.52M | 0.02% | −1,369−3.8% | Reduced |
| American Capital Management Inc | 34,819 | $1.54M | 0.04% | −139,969−80.1% | Reduced |
| Consolidated Investment Group LLC | 38,000 | $1.68M | 0.27% | +38,000 | New |
| Jane Street Group, LLC | 39,810 | $1.76M | 0.00% | −36,189−47.6% | Reduced |
| Price T Rowe Associates Inc | 41,053 | $1.82M | 0.00% | +5,129+14.3% | Added |
| Engineers Gate Manager LP | 41,429 | $1.83M | 0.08% | +41,429 | New |
| Great West Life Assurance Co | 42,134 | $1.86M | 0.00% | +3,028+7.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,327 | $1.90M | 0.02% | +43,327 | New |
| Voya Investment Management LLC | 43,655 | $1.93M | 0.00% | −134,723−75.5% | Reduced |
| Yousif Capital Management, LLC | 43,902 | $1.94M | 0.02% | +43,902 | New |
| Comerica Bank | 38,173 | $1.97M | 0.01% | +182+0.5% | Added |
| Envestnet Asset Management Inc | 47,407 | $2.10M | 0.00% | +1,807+4.0% | Added |
| Russell Investments Group, Ltd. | 47,862 | $2.12M | 0.00% | +5,397+12.7% | Added |
| Eaton Vance Management | 48,022 | $2.13M | 0.00% | −70.0% | Reduced |
| Oppenheimer Asset Management Inc. | 49,602 | $2.19M | 0.03% | +8,922+21.9% | Added |
| Vontobel Holding Ltd. | 50,148 | $2.20M | 0.02% | +7,339+17.1% | Added |
| Alyeska Investment Group, L.P. | 50,000 | $2.21M | 0.03% | +50,000 | New |
| M&T Bank Corp | 50,057 | $2.21M | 0.01% | +3,939+8.5% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $2.22M | 0.01% | +434+0.9% | Added |
| NBW Capital LLC | 50,275 | $2.22M | 0.49% | −21,154−29.6% | Reduced |
| Amalgamated Bank | 59,183 | $2.62M | 0.02% | +290+0.5% | Added |
| Cinctive Capital Management LP | 59,667 | $2.64M | 0.12% | +29,270+96.3% | Added |
| Texas Permanent School Fund | 60,206 | $2.66M | 0.03% | −1,480−2.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,423 | $2.72M | 0.07% | −23,451−27.6% | Reduced |
| Macquarie Group Ltd | 62,303 | $2.76M | 0.00% | −52,156−45.6% | Reduced |
| Cambiar Investors LLC | 62,533 | $2.77M | 0.09% | +62,533 | New |
| Woodline Partners LP | 62,992 | $2.79M | 0.04% | +62,992 | New |
| Davenport & Co LLC | 66,551 | $2.94M | 0.02% | +36,411+120.8% | Added |
| UMA Financial Services, Inc. | 65,188 | $2.96M | 0.78% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 68,700 | $3.04M | 0.01% | +68,700 | New |
| MetLife Investment Management | 68,864 | $3.05M | 0.03% | +409+0.6% | Added |
| Duality Advisers, LP | 72,313 | $3.20M | 0.35% | +63,539+724.2% | Added |
| New York State Common Retirement Fund | 74,585 | $3.30M | 0.00% | −140−0.2% | Reduced |
| Mutual of America Capital Management LLC | 74,686 | $3.30M | 0.03% | +1,170+1.6% | Added |
| Granite Investment Partners, LLC | 77,171 | $3.41M | 0.10% | +77,171 | New |
| Thrivent Financial for Lutherans | 80,461 | $3.56M | 0.01% | +25,005+45.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,474 | $3.60M | 0.01% | +19,773+32.0% | Added |
| HighTower Advisors, LLC | 81,529 | $3.61M | 0.01% | −3,137−3.7% | Reduced |
| New York State Teachers Retirement System | 83,051 | $3.67M | 0.01% | +9,668+13.2% | Added |
| Deutsche Bank AG | 87,562 | $3.87M | 0.00% | −46,428−34.7% | Reduced |
| UBS Asset Management Americas Inc | 90,379 | $4.00M | 0.00% | −342−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,485 | $4.05M | 0.85% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 95,273 | $4.21M | 0.00% | −44,969−32.1% | Reduced |
| Raymond James & Associates | 101,847 | $4.51M | 0.00% | −8,575−7.8% | Reduced |
| Millennium Management LLC | 106,796 | $4.72M | 0.01% | −362,393−77.2% | Reduced |
| DFPG Investments, LLC | 98,097 | $4.81M | 2.01% | −100.0% | Reduced |
| Retirement Systems of Alabama | 109,354 | $4.84M | 0.02% | +1,382+1.3% | Added |
| Public Employees Retirement System of Ohio | 111,914 | $4.95M | 0.02% | +19,113+20.6% | Added |
| Crestwood Capital Management, L.P. | 112,500 | $4.98M | 2.23% | +112,500 | New |