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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −9,634−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,813−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,688−100.0% | Sold out |
| Appleton Group, LLC | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,081−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Taylor Wealth Management Partners | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |