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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Healthequity, Inc. as of Mar 31, 2022. 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
- 298
- +20 vs. Q4 2021
- Shares held
- 83.7M
- +2.20M (+2.7%) vs. Q4 2021
- Total value
- $5.64B
- +$2.03B (+56.3%) vs. Q4 2021
- New holders
- 64
- 110 more added
- Sold out
- 44
- 94 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 500 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,423,008 | $635.5M | 0.02% | +358,743+4.0% | Added |
| Vanguard Group Inc | 7,998,328 | $539.4M | 0.01% | −25,496−0.3% | Reduced |
| Wasatch Advisors Inc | 7,638,935 | $515.2M | 2.54% | +244,868+3.3% | Added |
| FMR LLC | 3,216,536 | $216.9M | 0.02% | +302,650+10.4% | Added |
| William Blair Investment Management, LLC | 3,112,394 | $209.9M | 0.63% | −455,767−12.8% | Reduced |
| JPMorgan Chase & Co | 2,669,705 | $180.0M | 0.02% | +81,859+3.2% | Added |
| State Street Corp | 2,642,658 | $178.2M | 0.01% | +68,071+2.6% | Added |
| Mackenzie Financial Corp | 2,060,973 | $139.0M | 0.19% | −206,925−9.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,933,736 | $130.4M | 1.14% | −150,064−7.2% | Reduced |
| Fred Alger Management, LLC | 1,829,673 | $123.4M | 0.39% | −397,634−17.9% | Reduced |
| Brown Advisory Inc | 1,823,014 | $122.9M | 0.18% | +114,384+6.7% | Added |
| Geode Capital Management, LLC | 1,485,530 | $100.2M | 0.01% | +47,140+3.3% | Added |
| Credit Suisse AG | 1,475,491 | $99.5M | 0.09% | −18,025−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,379,340 | $93.0M | 0.25% | +29,631+2.2% | Added |
| Janus Henderson Group PLC | 1,370,783 | $92.4M | 0.04% | −186,265−12.0% | Reduced |
| Northern Trust Corp | 1,290,121 | $87.0M | 0.02% | +115,178+9.8% | Added |
| Franklin Resources Inc | 1,165,926 | $78.6M | 0.03% | +2,404+0.2% | Added |
| Stephens Investment Management Group LLC | 1,130,501 | $76.2M | 1.12% | +82,028+7.8% | Added |
| Millennium Management LLC | 1,095,952 | $73.9M | 0.09% | +989,156+926.2% | Added |
| Victory Capital Management Inc | 1,071,533 | $72.2M | 0.07% | −44,629−4.0% | Reduced |
| Bank of New York Mellon Corp | 924,494 | $62.3M | 0.01% | +32,662+3.7% | Added |
| Van Berkom & Associates Inc. | 886,108 | $59.8M | 2.14% | +886,108 | New |
| Geneva Capital Management LLC | 857,918 | $57.9M | 1.12% | +36,520+4.4% | Added |
| Charles Schwab Investment Management Inc | 848,907 | $57.3M | 0.02% | +34,713+4.3% | Added |
| Granahan Investment Management Inc | 829,000 | $55.9M | 1.39% | +7,533+0.9% | Added |
| GW&K Investment Management, LLC | 806,316 | $54.4M | 0.48% | +46,645+6.1% | Added |
| Bamco Inc | 800,000 | $54.0M | 0.13% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 798,551 | $53.9M | 0.02% | +20,811+2.7% | Added |
| Dimensional Fund Advisors LP | 699,519 | $47.2M | 0.01% | +159,630+29.6% | Added |
| Kornitzer Capital Management Inc | 612,685 | $41.3M | 0.68% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 603,101 | $40.7M | 0.05% | +3,891+0.6% | Added |
| Aristotle Capital Boston, LLC | 574,871 | $38.8M | 0.98% | −13,052−2.2% | Reduced |
| Nuveen Asset Management, LLC | 667,400 | $38.6M | 0.01% | −86,479−11.5% | Reduced |
| Aureus Asset Management, LLC | 509,590 | $34.4M | 2.28% | +121,315+31.2% | Added |
| Norges Bank | 492,029 | $33.2M | 0.01% | −7,033−1.4% | Reduced |
| Granite Investment Partners, LLC | 487,881 | $32.9M | 1.12% | +410,710+532.2% | Added |
| Iron Triangle Partners LP | 486,862 | $32.8M | 3.91% | +486,862 | New |
| Royal Bank of Canada | 462,914 | $31.2M | 0.01% | −180,720−28.1% | Reduced |
| D. E. Shaw & Co., Inc. | 447,357 | $30.2M | 0.04% | −16,343−3.5% | Reduced |
| American Century Companies Inc | 437,035 | $29.5M | 0.02% | −9,194−2.1% | Reduced |
| Clearbridge Investments, LLC | 417,488 | $28.2M | 0.02% | +3,170+0.8% | Added |
| Bank of America Corp | 403,399 | $27.2M | 0.00% | +107,403+36.3% | Added |
| Goldman Sachs Group Inc | 371,799 | $25.1M | 0.01% | +24,974+7.2% | Added |
| Ensign Peak Advisors, Inc | 359,590 | $24.3M | 0.05% | −50,028−12.2% | Reduced |
| Ashford Capital Management Inc | 354,290 | $23.9M | 2.57% | +31,220+9.7% | Added |
| Glenmede Trust Co NA | 319,258 | $21.5M | 0.11% | +232+0.1% | Added |
| Nicholas Investment Partners, LP | 314,704 | $21.2M | 1.51% | +314,704 | New |
| DF Dent & Co Inc | 304,083 | $20.5M | 0.24% | +94,606+45.2% | Added |
| Principal Financial Group Inc | 300,689 | $20.3M | 0.01% | −1,330−0.4% | Reduced |
| Summit Creek Advisors LLC | 298,071 | $20.1M | 2.28% | +1,176+0.4% | Added |
| Citadel Advisors LLC | 281,814 | $19.0M | 0.02% | −296,162−51.2% | Reduced |
| SEI Investments Co | 278,939 | $18.8M | 0.04% | −628−0.2% | Reduced |
| Alliancebernstein L.P. | 268,599 | $18.1M | 0.01% | +75,743+39.3% | Added |
| Sectoral Asset Management Inc | 240,000 | $16.2M | 2.87% | +240,000 | New |
| Rhumbline Advisers | 231,307 | $15.6M | 0.02% | +4,880+2.2% | Added |
| TimesSquare Capital Management, LLC | 220,780 | $14.9M | 0.17% | +220,780 | New |
| Rheos Capital Works Inc. | 215,200 | $14.5M | 0.70% | +44,200+25.8% | Added |
| Ameriprise Financial Inc | 203,083 | $13.7M | 0.00% | +3,045+1.5% | Added |
| State of Wisconsin Investment Board | 203,000 | $13.7M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 202,548 | $13.7M | 0.03% | −30,747−13.2% | Reduced |
| Point72 Asset Management, L.P. | 198,300 | $13.4M | 0.06% | +61,200+44.6% | Added |
| Swiss National Bank | 197,500 | $13.3M | 0.01% | +13,700+7.5% | Added |
| Peregrine Capital Management LLC | 196,032 | $13.2M | 0.31% | −64,304−24.7% | Reduced |
| Woodline Partners LP | 190,180 | $12.8M | 0.21% | +127,188+201.9% | Added |
| Scout Investments, Inc. | 182,469 | $12.3M | 0.20% | −245−0.1% | Reduced |
| American International Group, Inc. | 181,367 | $12.2M | 0.07% | −2,439−1.3% | Reduced |
| Putnam Investments LLC | 181,063 | $12.2M | 0.02% | +39,902+28.3% | Added |
| Balyasny Asset Management LLC | 172,899 | $11.7M | 0.05% | +159,460+1,186.5% | Added |
| Two Sigma Investments, LP | 172,176 | $11.6M | 0.03% | −423,381−71.1% | Reduced |
| Pier Capital, LLC | 169,893 | $11.5M | 1.46% | −115,932−40.6% | Reduced |
| California Public Employees Retirement System | 164,112 | $11.1M | 0.01% | −6,130−3.6% | Reduced |
| Raymond James & Associates | 160,110 | $10.8M | 0.01% | +58,263+57.2% | Added |
| Amussen Hunsaker Associates LLC | 159,522 | $10.8M | 2.49% | −917−0.6% | Reduced |
| Advantage Alpha Capital Partners LP | 159,094 | $10.7M | 1.61% | +8,246+5.5% | Added |
| Parametric Portfolio Associates LLC | 152,510 | $10.3M | 0.01% | +57,237+60.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9.83M | 3.16% | +145,737 | New |
| Eversept Partners, LP | 144,140 | $9.72M | 0.89% | −189,212−56.8% | Reduced |
| Morgan Stanley | 143,897 | $9.70M | 0.00% | −27,123−15.9% | Reduced |
| Invesco Ltd. | 135,531 | $9.14M | 0.00% | +7,237+5.6% | Added |
| CIBC Private Wealth Group, LLC | 129,030 | $8.70M | 0.02% | −4,000−3.0% | Reduced |
| Portolan Capital Management, LLC | 128,261 | $8.65M | 0.69% | +128,261 | New |
| CWM, LLC | 127,638 | $8.61M | 0.06% | −12,526−8.9% | Reduced |
| Man Group plc | 126,657 | $8.54M | 0.03% | −40,751−24.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 125,538 | $8.47M | 0.16% | +64,115+104.4% | Added |
| Legal & General Group Plc | 125,431 | $8.46M | 0.00% | −328−0.3% | Reduced |
| Motley Fool Wealth Management, LLC | 124,791 | $8.42M | 0.40% | −542−0.4% | Reduced |
| New York State Common Retirement Fund | 114,454 | $7.72M | 0.01% | +39,869+53.5% | Added |
| Public Employees Retirement System of Ohio | 112,147 | $7.56M | 0.03% | +233+0.2% | Added |
| Retirement Systems of Alabama | 109,694 | $7.40M | 0.03% | +340+0.3% | Added |
| Motley Fool Asset Management LLC | 106,539 | $7.18M | 0.53% | −72,878−40.6% | Reduced |
| California State Teachers Retirement System | 106,134 | $7.16M | 0.01% | −8,910−7.7% | Reduced |
| UBS Asset Management Americas Inc | 103,993 | $7.01M | 0.00% | +13,614+15.1% | Added |
| Tekla Capital Management LLC | 103,314 | $6.97M | 0.24% | +103,314 | New |
| Wells Fargo & Company | 102,726 | $6.93M | 0.00% | −22,887−18.2% | Reduced |
| Manufacturers Life Insurance Company, The | 101,845 | $6.87M | 0.00% | −32,390−24.1% | Reduced |
| DFPG Investments, LLC | 98,132 | $6.76M | 2.63% | +350.0% | Added |
| Picton Mahoney Asset Management | 99,785 | $6.73M | 0.25% | +99,785 | New |
| MetLife Investment Management | 96,519 | $6.51M | 0.04% | +27,655+40.2% | Added |
| Simplex Trading, LLC | 93,852 | $6.33M | 0.20% | +86,593+1,192.9% | Added |
| Inspirion Wealth Advisors, LLC | 91,485 | $6.17M | 1.26% | 00.0% | Unchanged |