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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Quent Capital, LLC | 4 | $0 | 0.00% | +4 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | −66−84.6% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| Ellevest, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cordant, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.21K | 0.00% | +18 | New |
| Sageworth Trust Co of South Dakota | 27 | $2.00K | 0.00% | −136−83.4% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $2.00K | 0.00% | +21+161.5% | Added |
| Meeder Asset Management Inc | 37 | $2.00K | 0.00% | +37 | New |
| Whittier Trust Co | 30 | $2.00K | 0.00% | +30 | New |
| Providence Capital Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 47 | $3.00K | 0.00% | −11−19.0% | Reduced |
| Concord Wealth Partners | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 62 | $4.00K | 0.00% | −13−17.3% | Reduced |
| Global Retirement Partners, LLC | 64 | $4.00K | 0.00% | +26+68.4% | Added |
| Massmutual Trust Co FSB | 65 | $4.00K | 0.00% | +51+364.3% | Added |
| Vestcor Inc | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 95 | $6.00K | 0.00% | −3,381−97.3% | Reduced |
| Manchester Capital Management LLC | 90 | $6.00K | 0.00% | −46−33.8% | Reduced |
| IFP Advisors, Inc | 67 | $6.00K | 0.00% | +47+235.0% | Added |
| Washington Trust Advisors, Inc. | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 119 | $8.00K | 0.00% | +33+38.4% | Added |
| Siena Capital LLC | 112 | $8.00K | 0.00% | +112 | New |
| GHP Investment Advisors, Inc. | 128 | $9.00K | 0.00% | +128 | New |
| Assetmark, Inc | 155 | $10.0K | 0.00% | −620−80.0% | Reduced |
| First Horizon Advisors, Inc. | 150 | $10.0K | 0.00% | −310−67.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 153 | $10.0K | 0.00% | +153 | New |
| GoalVest Advisory LLC | 141 | $10.0K | 0.01% | +141 | New |
| TCWP LLC | 153 | $10.0K | 0.00% | +153 | New |
| Huntington National Bank | 183 | $12.0K | 0.00% | +2+1.1% | Added |
| Prestige Wealth Management Group LLC | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $13.0K | 0.00% | +156+472.7% | Added |
| Trustcore Financial Services, LLC | 200 | $13.0K | 0.00% | +200 | New |
| FinTrust Capital Advisors, LLC | 228 | $15.0K | 0.00% | +184+418.2% | Added |
| Quadrant Capital Group LLC | 235 | $16.0K | 0.00% | +114+94.2% | Added |
| Macroview Investment Management LLC | 245 | $17.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 249 | $17.0K | 0.00% | +7+2.9% | Added |
| Eagle Bay Advisors LLC | 466 | $31.0K | 0.03% | −140−23.1% | Reduced |
| Kings Point Capital Management | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $46.4K | 0.00% | −860−55.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 799 | $54.0K | 0.00% | −645−44.7% | Reduced |
| Signaturefd, LLC | 954 | $64.0K | 0.00% | +293+44.3% | Added |
| Clearstead Advisors, LLC | 960 | $65.0K | 0.00% | +960 | New |
| Captrust Financial Advisors | 1,176 | $79.0K | 0.00% | +565+92.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,371 | $92.0K | 0.00% | +316+30.0% | Added |
| Clear Street Markets LLC | 1,375 | $93.0K | 0.03% | +1,375 | New |
| Harbor Investment Advisory, LLC | 1,608 | $108.0K | 0.01% | +102+6.8% | Added |
| FourThought Financial, LLC | 1,870 | $126.0K | 0.02% | −583−23.8% | Reduced |
| Rosenbaum Jay D. | 2,980 | $201.0K | 0.32% | +2,980 | New |
| Tower Research Capital LLC (TRC) | 2,998 | $202.0K | 0.00% | −2,971−49.8% | Reduced |
| Raymond James Trust N.A. | 3,052 | $206.0K | 0.01% | +3,052 | New |
| Beacon Pointe Advisors, LLC | 3,048 | $206.0K | 0.00% | +3,048 | New |
| FDx Advisors, Inc. | 3,063 | $207.0K | 0.01% | +3,063 | New |
| State of Wyoming | 3,117 | $211.0K | 0.11% | +340+12.2% | Added |
| Associated Banc-Corp | 3,151 | $213.0K | 0.01% | +3,151 | New |
| CWM Advisors, LLC | 3,450 | $233.0K | 0.03% | −2,088−37.7% | Reduced |
| AlphaCrest Capital Management LLC | 3,464 | $234.0K | 0.01% | +3,464 | New |
| Pacer Advisors, Inc. | 3,549 | $239.0K | 0.00% | −8,610−70.8% | Reduced |
| CIBC Asset Management Inc | 3,580 | $241.0K | 0.00% | +3,580 | New |
| Veritable, L.P. | 3,595 | $242.0K | 0.00% | +3,595 | New |
| Nisa Investment Advisors, LLC | 3,635 | $245.0K | 0.00% | +370+11.3% | Added |
| Echo Street Capital Management LLC | 3,965 | $267.0K | 0.00% | +3,965 | New |
| Group One Trading, L.P. | 4,167 | $281.0K | 0.01% | −5,638−57.5% | Reduced |
| Shelton Capital Management | 4,363 | $294.0K | 0.01% | +4,363 | New |
| Mount Yale Investment Advisors, LLC | 4,356 | $294.0K | 0.03% | +4,356 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,401 | $297.0K | 0.00% | +277+6.7% | Added |
| Stratos Wealth Partners, LTD. | 4,433 | $299.0K | 0.01% | +4,433 | New |
| Narus Financial Partners, LLC | 4,452 | $300.2K | 0.17% | +4,452 | New |
| M Holdings Securities, Inc. | 4,490 | $303.0K | 0.02% | +4,490 | New |
| ExodusPoint Capital Management, LP | 4,807 | $324.0K | 0.00% | −25,092−83.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $337.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,011 | $337.9K | 0.01% | −29,377−85.4% | Reduced |
| Stephens Inc | 5,058 | $341.0K | 0.01% | +562+12.5% | Added |
| Pictet Asset Management SA | 5,407 | $365.0K | 0.00% | −203,382−97.4% | Reduced |
| Susquehanna International Group, LLP | 5,689 | $384.0K | 0.00% | −3,181−35.9% | Reduced |
| Natixis Investment Managers International | 5,752 | $387.0K | 0.01% | +2,689+87.8% | Added |
| Walleye Capital LLC | 5,823 | $393.0K | 0.01% | −9,833−62.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,100 | $411.0K | 0.02% | +6,100 | New |
| Polar Capital Holdings Plc | 6,645 | $448.0K | 0.00% | −4,125−38.3% | Reduced |
| AQR Capital Management LLC | 6,772 | $455.0K | 0.00% | +6,772 | New |
| Institute for Wealth Management, LLC. | 6,841 | $461.0K | 0.08% | +7+0.1% | Added |
| Marshall Wace, LLP | 6,854 | $462.0K | 0.00% | +5,571+434.2% | Added |
| Cubist Systematic Strategies, LLC | 6,910 | $466.0K | 0.00% | −143,152−95.4% | Reduced |
| Profund Advisors LLC | 7,182 | $484.0K | 0.02% | −410−5.4% | Reduced |
| US Bancorp | 7,354 | $496.0K | 0.00% | −444−5.7% | Reduced |
| Appleton Group, LLC | 7,413 | $500.0K | 0.70% | +7,413 | New |
| Algert Global LLC | 7,454 | $503.0K | 0.03% | −9,570−56.2% | Reduced |
| Securian Asset Management, Inc | 7,478 | $504.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,531 | $508.0K | 0.01% | +54+0.7% | Added |
| Sheets Smith Wealth Management | 7,730 | $521.0K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 7,917 | $534.0K | 0.00% | −19,172−70.8% | Reduced |