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 |
|---|---|---|---|---|---|
| Barclays PLC | 113,691 | $5.03M | 0.00% | +24,386+27.3% | Added |
| California State Teachers Retirement System | 115,044 | $5.09M | 0.01% | +2,560+2.3% | Added |
| Motley Fool Wealth Management, LLC | 125,333 | $5.54M | 0.24% | −3,674−2.8% | Reduced |
| Wells Fargo & Company | 125,613 | $5.56M | 0.00% | −1,613,197−92.8% | Reduced |
| Legal & General Group Plc | 125,759 | $5.56M | 0.00% | +4,752+3.9% | Added |
| Invesco Ltd. | 128,294 | $5.68M | 0.00% | −64,498−33.5% | Reduced |
| CIBC Private Wealth Group, LLC | 133,030 | $5.88M | 0.01% | −2,142−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 134,235 | $5.94M | 0.00% | −1,840−1.4% | Reduced |
| Point72 Asset Management, L.P. | 137,100 | $6.07M | 0.03% | +137,100 | New |
| CWM, LLC | 140,164 | $6.20M | 0.04% | +140,164 | New |
| Putnam Investments LLC | 141,161 | $6.25M | 0.01% | −47,904−25.3% | Reduced |
| Cubist Systematic Strategies, LLC | 150,062 | $6.64M | 0.06% | +99,673+197.8% | Added |
| Advantage Alpha Capital Partners LP | 150,848 | $6.67M | 0.95% | +71,949+91.2% | Added |
| Man Group plc | 167,408 | $7.41M | 0.02% | +21,422+14.7% | Added |
| California Public Employees Retirement System | 170,242 | $7.53M | 0.01% | −11,254−6.2% | Reduced |
| Amussen Hunsaker Associates LLC | 160,439 | $7.56M | 1.80% | +45,611+39.7% | Added |
| Rheos Capital Works Inc. | 171,000 | $7.57M | 0.33% | +171,000 | New |
| Morgan Stanley | 171,020 | $7.57M | 0.00% | −219,946−56.3% | Reduced |
| Motley Fool Asset Management LLC | 179,417 | $7.94M | 0.51% | −4,801−2.6% | Reduced |
| Scout Investments, Inc. | 182,714 | $8.08M | 0.12% | +34,504+23.3% | Added |
| Swiss National Bank | 183,800 | $8.13M | 0.00% | −400−0.2% | Reduced |
| American International Group, Inc. | 183,806 | $8.13M | 0.04% | −3,657−2.0% | Reduced |
| Alliancebernstein L.P. | 192,856 | $8.53M | 0.00% | +500+0.3% | Added |
| Ameriprise Financial Inc | 200,038 | $8.85M | 0.00% | −915,577−82.1% | Reduced |
| State of Wisconsin Investment Board | 203,000 | $8.98M | 0.02% | −217,832−51.8% | Reduced |
| Pictet Asset Management SA | 208,789 | $9.24M | 0.01% | +1,139+0.5% | Added |
| DF Dent & Co Inc | 209,477 | $9.27M | 0.09% | −13,678−6.1% | Reduced |
| Rhumbline Advisers | 226,427 | $10.0M | 0.01% | −895−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 233,295 | $10.3M | 0.02% | −2,904−1.2% | Reduced |
| Freshford Capital Management, LLC | 251,527 | $11.1M | 1.59% | +251,527 | New |
| Peregrine Capital Management LLC | 260,336 | $11.5M | 0.23% | +65,018+33.3% | Added |
| SEI Investments Co | 279,567 | $12.4M | 0.02% | +47,926+20.7% | Added |
| Voloridge Investment Management, LLC | 281,063 | $12.4M | 0.07% | +218,082+346.3% | Added |
| Pier Capital, LLC | 285,825 | $12.6M | 1.33% | +174,544+156.8% | Added |
| Bank of America Corp | 295,996 | $13.1M | 0.00% | −6,865−2.3% | Reduced |
| Summit Creek Advisors LLC | 296,895 | $13.1M | 1.32% | +81,821+38.0% | Added |
| Principal Financial Group Inc | 302,019 | $13.4M | 0.01% | +3,088+1.0% | Added |
| Glenmede Trust Co NA | 319,026 | $14.1M | 0.07% | +86,346+37.1% | Added |
| Ashford Capital Management Inc | 323,070 | $14.3M | 1.43% | −40,611−11.2% | Reduced |
| Eversept Partners, LP | 333,352 | $14.7M | 1.23% | +218,974+191.4% | Added |
| Goldman Sachs Group Inc | 346,825 | $15.3M | 0.00% | +70,599+25.6% | Added |
| Aureus Asset Management, LLC | 388,275 | $17.2M | 1.06% | +65,720+20.4% | Added |
| Ensign Peak Advisors, Inc | 409,618 | $18.1M | 0.03% | −74,105−15.3% | Reduced |
| Clearbridge Investments, LLC | 414,318 | $18.3M | 0.01% | +143,358+52.9% | Added |
| American Century Companies Inc | 446,229 | $19.7M | 0.01% | +51,864+13.2% | Added |
| D. E. Shaw & Co., Inc. | 463,700 | $20.5M | 0.03% | +334,833+259.8% | Added |
| Norges Bank | 499,062 | $22.1M | 0.00% | −149,460−23.0% | Reduced |
| Dimensional Fund Advisors LP | 539,889 | $23.9M | 0.01% | +27,146+5.3% | Added |
| Loomis Sayles & Co L P | 561,146 | $24.8M | 0.03% | −315,429−36.0% | Reduced |
| Citadel Advisors LLC | 577,976 | $25.6M | 0.03% | +455,680+372.6% | Added |
| Aristotle Capital Boston, LLC | 587,923 | $26.0M | 0.61% | −14,329−2.4% | Reduced |
| Two Sigma Investments, LP | 595,557 | $26.3M | 0.06% | +584,358+5,217.9% | Added |
| Allspring Global Investments Holdings, LLC | 599,210 | $26.5M | 0.03% | +599,210 | New |
| Kornitzer Capital Management Inc | 612,685 | $27.1M | 0.40% | −67,685−9.9% | Reduced |
| Royal Bank of Canada | 643,634 | $28.5M | 0.01% | −54,845−7.9% | Reduced |
| Nuveen Asset Management, LLC | 753,879 | $33.4M | 0.01% | +189,790+33.6% | Added |
| GW&K Investment Management, LLC | 759,671 | $33.6M | 0.28% | +95,428+14.4% | Added |
| Massachusetts Financial Services Co | 777,740 | $34.4M | 0.01% | +95,301+14.0% | Added |
| Bamco Inc | 800,000 | $35.4M | 0.08% | −52,778−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 814,194 | $36.0M | 0.01% | +16,431+2.1% | Added |
| Geneva Capital Management LLC | 821,398 | $36.3M | 0.59% | −66,492−7.5% | Reduced |
| Granahan Investment Management Inc | 821,467 | $36.3M | 0.75% | +51,861+6.7% | Added |
| Bank of New York Mellon Corp | 891,832 | $39.5M | 0.01% | +6,373+0.7% | Added |
| Stephens Investment Management Group LLC | 1,048,473 | $46.4M | 0.60% | +236,115+29.1% | Added |
| Victory Capital Management Inc | 1,116,162 | $49.4M | 0.05% | −240,729−17.7% | Reduced |
| Franklin Resources Inc | 1,163,522 | $51.5M | 0.02% | +308,552+36.1% | Added |
| Northern Trust Corp | 1,174,943 | $52.0M | 0.01% | −18,225−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,349,709 | $59.7M | 0.14% | −45,951−3.3% | Reduced |
| Geode Capital Management, LLC | 1,438,390 | $63.6M | 0.01% | +23,466+1.7% | Added |
| Credit Suisse AG | 1,493,516 | $66.1M | 0.05% | +5090.0% | Added |
| Janus Henderson Group PLC | 1,557,048 | $68.9M | 0.03% | +8,292+0.5% | Added |
| Brown Advisory Inc | 1,708,630 | $75.6M | 0.09% | +114,437+7.2% | Added |
| ArrowMark Colorado Holdings LLC | 2,083,800 | $92.2M | 0.74% | +500,492+31.6% | Added |
| Fred Alger Management, LLC | 2,227,307 | $98.5M | 0.25% | −831,532−27.2% | Reduced |
| Mackenzie Financial Corp | 2,267,898 | $100.3M | 0.14% | +422,484+22.9% | Added |
| State Street Corp | 2,574,587 | $113.9M | 0.01% | −4,759−0.2% | Reduced |
| JPMorgan Chase & Co | 2,587,846 | $114.5M | 0.01% | +589,509+29.5% | Added |
| FMR LLC | 2,913,886 | $128.9M | 0.01% | +1,744,870+149.3% | Added |
| William Blair Investment Management, LLC | 3,568,161 | $157.9M | 0.43% | −201,638−5.3% | Reduced |
| Wasatch Advisors Inc | 7,394,067 | $327.1M | 1.33% | +1,197,807+19.3% | Added |
| Vanguard Group Inc | 8,023,824 | $355.0M | 0.01% | +6,363+0.1% | Added |
| BlackRock Inc. | 9,064,265 | $401.0M | 0.01% | +59,190+0.7% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,947,825−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −333,735−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −316,854−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −206,386−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −182,910−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −89,091−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −73,458−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −47,150−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −37,375−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,445−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −20,370−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,433−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,717−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −12,372−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −11,219−100.0% | Sold out |