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 2 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 |
|---|---|---|---|---|---|
| Highland Capital Management Fund Advisors, L.P. | 8,400 | $372.0K | 0.05% | +8,400 | New |
| US Bancorp | 7,798 | $344.0K | 0.00% | −1,630−17.3% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $342.0K | 0.04% | +2,695+53.5% | Added |
| Profund Advisors LLC | 7,592 | $336.0K | 0.01% | +94+1.3% | Added |
| 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 |
| Simplex Trading, LLC | 7,259 | $321.0K | 0.01% | +7,259 | New |
| Dynamic Technology Lab Private Ltd | 7,057 | $312.0K | 0.03% | +1,027+17.0% | Added |
| Aristides Capital LLC | 6,854 | $303.0K | 0.17% | +6,854 | New |
| Institute for Wealth Management, LLC. | 6,834 | $302.0K | 0.05% | −355−4.9% | Reduced |
| Verition Fund Management LLC | 6,186 | $274.0K | 0.00% | +6,186 | New |
| Advisor Group Holdings, Inc. | 6,013 | $268.0K | 0.00% | −745−11.0% | Reduced |
| Point72 Hong Kong Ltd | 6,037 | $267.0K | 0.02% | +1,192+24.6% | Added |
| Tower Research Capital LLC (TRC) | 5,969 | $264.0K | 0.00% | +1,273+27.1% | Added |
| Paloma Partners Management Co | 5,861 | $259.0K | 0.01% | −19,235−76.6% | Reduced |
| Los Angeles Capital Management LLC | 5,670 | $251.0K | 0.00% | −190−3.2% | Reduced |
| Bank of Montreal | 5,686 | $250.0K | 0.00% | −1,511−21.0% | Reduced |
| CWM Advisors, LLC | 5,538 | $245.0K | 0.03% | +1,988+56.0% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $221.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,963 | $220.0K | 0.00% | +4,963 | New |
| Stephens Inc | 4,496 | $199.0K | 0.00% | +1,640+57.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,124 | $193.0K | 0.00% | +1,071+35.1% | Added |
| Nisa Investment Advisors, LLC | 3,265 | $174.0K | 0.00% | +320+10.9% | Added |
| Dark Forest Capital Management LP | 3,476 | $154.0K | 0.06% | +2,011+137.3% | Added |
| Natixis Investment Managers International | 3,063 | $135.0K | 0.01% | −806−20.8% | Reduced |
| State of Wyoming | 2,777 | $123.0K | 0.06% | +226+8.9% | Added |
| STRS Ohio | 2,500 | $110.0K | 0.00% | −11,700−82.4% | Reduced |
| FourThought Financial, LLC | 2,453 | $109.0K | 0.01% | −7,438−75.2% | Reduced |
| Econ Financial Services Corp | 2,000 | $88.0K | 0.07% | +2,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $68.0K | 0.00% | +1,550 | New |
| Harbor Investment Advisory, LLC | 1,506 | $67.0K | 0.01% | −409−21.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,444 | $64.0K | 0.00% | −1,883−56.6% | Reduced |
| Marshall Wace, LLP | 1,283 | $56.0K | 0.00% | −64,465−98.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,055 | $47.0K | 0.00% | −274−20.6% | Reduced |
| Exchange Traded Concepts, LLC | 990 | $44.0K | 0.00% | +330+50.0% | Added |
| Assetmark, Inc | 775 | $34.0K | 0.00% | +30+4.0% | Added |
| Pinebridge Investments, L.P. | 700 | $31.0K | 0.00% | +700 | New |
| Signaturefd, LLC | 661 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Carroll Investors, Inc | 576 | $25.0K | 0.01% | +576 | New |
| Kings Point Capital Management | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 460 | $20.0K | 0.00% | −173−27.3% | Reduced |
| Confluence Wealth Services, Inc. | 443 | $19.0K | 0.01% | +443 | New |
| 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 |
| 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 |
| 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 |
| Manchester Capital Management LLC | 136 | $6.00K | 0.00% | +38+38.8% | Added |
| Washington Trust Advisors, Inc. | 126 | $6.00K | 0.00% | +126 | New |
| Quadrant Capital Group LLC | 121 | $5.00K | 0.00% | +5+4.3% | Added |
| 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 |
| 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 |
| 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 |
| West Paces Advisors Inc. | 42 | $1.86K | 0.00% | +42 | 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 |
| McDonald Partners LLC | 6 | $265 | 0.00% | +6 | New |
| Absolute Capital Management, LLC | 6 | $265 | 0.00% | +6 | New |
| 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 |
| 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 |