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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 68,864 | $3.05M | 0.03% | +409+0.6% | Added |
| Two Sigma Advisers, LP | 68,700 | $3.04M | 0.01% | +68,700 | New |
| UMA Financial Services, Inc. | 65,188 | $2.96M | 0.78% | 00.0% | Unchanged |
| Davenport & Co LLC | 66,551 | $2.94M | 0.02% | +36,411+120.8% | Added |
| Woodline Partners LP | 62,992 | $2.79M | 0.04% | +62,992 | New |
| Cambiar Investors LLC | 62,533 | $2.77M | 0.09% | +62,533 | New |
| Macquarie Group Ltd | 62,303 | $2.76M | 0.00% | −52,156−45.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,423 | $2.72M | 0.07% | −23,451−27.6% | Reduced |
| Texas Permanent School Fund | 60,206 | $2.66M | 0.03% | −1,480−2.4% | Reduced |
| Cinctive Capital Management LP | 59,667 | $2.64M | 0.12% | +29,270+96.3% | Added |
| Amalgamated Bank | 59,183 | $2.62M | 0.02% | +290+0.5% | Added |
| NBW Capital LLC | 50,275 | $2.22M | 0.49% | −21,154−29.6% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $2.22M | 0.01% | +434+0.9% | Added |
| M&T Bank Corp | 50,057 | $2.21M | 0.01% | +3,939+8.5% | Added |
| Alyeska Investment Group, L.P. | 50,000 | $2.21M | 0.03% | +50,000 | New |
| Vontobel Holding Ltd. | 50,148 | $2.20M | 0.02% | +7,339+17.1% | Added |
| Oppenheimer Asset Management Inc. | 49,602 | $2.19M | 0.03% | +8,922+21.9% | Added |
| Eaton Vance Management | 48,022 | $2.13M | 0.00% | −70.0% | Reduced |
| Russell Investments Group, Ltd. | 47,862 | $2.12M | 0.00% | +5,397+12.7% | Added |
| Envestnet Asset Management Inc | 47,407 | $2.10M | 0.00% | +1,807+4.0% | Added |
| Comerica Bank | 38,173 | $1.97M | 0.01% | +182+0.5% | Added |
| Yousif Capital Management, LLC | 43,902 | $1.94M | 0.02% | +43,902 | New |
| Voya Investment Management LLC | 43,655 | $1.93M | 0.00% | −134,723−75.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,327 | $1.90M | 0.02% | +43,327 | New |
| Great West Life Assurance Co | 42,134 | $1.86M | 0.00% | +3,028+7.7% | Added |
| Engineers Gate Manager LP | 41,429 | $1.83M | 0.08% | +41,429 | New |
| Price T Rowe Associates Inc | 41,053 | $1.82M | 0.00% | +5,129+14.3% | Added |
| Jane Street Group, LLC | 39,810 | $1.76M | 0.00% | −36,189−47.6% | Reduced |
| Consolidated Investment Group LLC | 38,000 | $1.68M | 0.27% | +38,000 | New |
| American Capital Management Inc | 34,819 | $1.54M | 0.04% | −139,969−80.1% | Reduced |
| Metropolitan Life Insurance Co | 34,388 | $1.52M | 0.02% | −1,369−3.8% | Reduced |
| LPL Financial LLC | 34,062 | $1.50M | 0.00% | +188+0.6% | Added |
| Quantbot Technologies LP | 33,226 | $1.47M | 0.12% | +25,473+328.6% | Added |
| Pantheon Investment Group, LLC | 33,164 | $1.45M | 1.14% | +5,695+20.7% | Added |
| UBS Group AG | 32,395 | $1.43M | 0.00% | −11,555−26.3% | Reduced |
| King Luther Capital Management Corp | 30,550 | $1.35M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,128 | $1.33M | 0.01% | −331−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 29,899 | $1.32M | 0.02% | +25,909+649.3% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.30M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28,504 | $1.26M | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 27,779 | $1.23M | 0.03% | +999+3.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,687 | $1.23M | 0.01% | +138+0.5% | Added |
| ProShare Advisors LLC | 27,498 | $1.22M | 0.00% | +9,282+51.0% | Added |
| Oregon Public Employees Retirement Fund | 27,102 | $1.20M | 0.01% | −800−2.9% | Reduced |
| Citigroup Inc | 27,089 | $1.20M | 0.00% | +11,108+69.5% | Added |
| Panagora Asset Management Inc | 25,690 | $1.14M | 0.01% | +25,690 | New |
| BNP Paribas Arbitrage, SA | 24,654 | $1.09M | 0.00% | +12,798+107.9% | Added |
| Tudor Investment Corp Et Al | 24,467 | $1.08M | 0.02% | −99,138−80.2% | Reduced |
| Occudo Quantitative Strategies LP | 23,950 | $1.06M | 0.09% | +7,264+43.5% | Added |
| South Dakota Investment Council | 23,093 | $1.02M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 23,028 | $1.02M | 0.01% | −4,485−16.3% | Reduced |
| Quadrature Capital Ltd | 22,606 | $1.00M | 0.05% | −1,245−5.2% | Reduced |
| Arizona State Retirement System | 22,444 | $993.0K | 0.01% | −267−1.2% | Reduced |
| Jump Financial, LLC | 21,877 | $967.0K | 0.06% | +21,877 | New |
| Louisiana State Employees Retirement System | 21,500 | $951.0K | 0.02% | +200+0.9% | Added |
| Allstate Corp | 21,342 | $944.0K | 0.02% | +3,408+19.0% | Added |
| State of Michigan Retirement System | 21,166 | $936.0K | 0.00% | +300+1.4% | Added |
| Stifel Financial Corp | 20,079 | $888.0K | 0.00% | −6,206−23.6% | Reduced |
| Truist Financial Corp | 19,482 | $862.0K | 0.00% | +9,575+96.6% | Added |
| First Republic Investment Management, Inc. | 17,892 | $792.0K | 0.00% | −11,012−38.1% | Reduced |
| Blueshift Asset Management, LLC | 17,411 | $770.0K | 0.07% | +17,411 | New |
| Schaper Benz & Wise Investment Counsel Inc | 17,237 | $763.0K | 0.06% | −4,620−21.1% | Reduced |
| New Mexico Educational Retirement Board | 17,200 | $761.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 17,024 | $753.0K | 0.09% | +4,752+38.7% | Added |
| TownSquare Capital, LLC | 16,358 | $723.0K | 0.02% | −2,291−12.3% | Reduced |
| Federated Hermes, Inc. | 15,927 | $705.0K | 0.00% | −116−0.7% | Reduced |
| Teacher Retirement System of Texas | 15,823 | $700.0K | 0.00% | +2,585+19.5% | Added |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,101 | $662.0K | 0.01% | −16,943−52.9% | Reduced |
| Handelsbanken Fonder AB | 14,816 | $655.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 14,208 | $629.0K | 0.00% | −619−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,843 | $612.0K | 0.01% | +68+0.5% | Added |
| Aigen Investment Management, LP | 14,477 | $607.0K | 0.04% | +14,477 | New |
| Caxton Associates LP | 13,604 | $602.0K | 0.08% | +13,604 | New |
| Balyasny Asset Management LLC | 13,439 | $595.0K | 0.00% | −149,618−91.8% | Reduced |
| Tygh Capital Management, Inc. | 13,300 | $588.0K | 0.08% | −130,838−90.8% | Reduced |
| Xponance, Inc. | 12,755 | $565.0K | 0.01% | −167−1.3% | Reduced |
| Pacer Advisors, Inc. | 12,159 | $538.0K | 0.01% | +585+5.1% | Added |
| State of Alaska, Department of Revenue | 12,087 | $534.0K | 0.01% | −710−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,216 | $496.0K | 0.00% | +3,401+43.5% | Added |
| Centiva Capital, LP | 11,125 | $492.0K | 0.03% | +11,125 | New |
| Teachers Retirement System of the State of Kentucky | 11,100 | $491.0K | 0.00% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 10,770 | $476.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10,721 | $474.0K | 0.00% | +10,721 | New |
| Walleye Trading LLC | 10,447 | $462.0K | 0.01% | +5,195+98.9% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $458.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,281 | $456.0K | 0.00% | +4,954+93.0% | Added |
| Prudential Financial Inc | 10,158 | $449.0K | 0.00% | −1,385−12.0% | Reduced |
| Group One Trading, L.P. | 9,805 | $434.0K | 0.01% | +9,805 | New |
| HSBC Holdings PLC | 9,603 | $429.0K | 0.00% | +9,603 | New |
| Partners Group Holding AG | 9,682 | $428.0K | 0.02% | 00.0% | Unchanged |
| Cna Financial Corp | 9,592 | $424.0K | 0.11% | 00.0% | Unchanged |
| Rock Creek Group, LP | 7,922 | $423.0K | 0.06% | +7,922 | New |
| SG Americas Securities, LLC | 9,544 | $422.0K | 0.00% | −9,733−50.5% | Reduced |
| Commerce Bank | 9,264 | $410.0K | 0.00% | +1,322+16.6% | Added |
| Fifth Third Bancorp | 8,954 | $396.0K | 0.00% | +8,776+4,930.3% | Added |
| Susquehanna International Group, LLP | 8,870 | $392.0K | 0.00% | +8,870 | New |
| Frontier Wealth Management LLC | 8,600 | $380.0K | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 8,414 | $372.0K | 0.01% | +5,176+159.9% | Added |