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 |
|---|---|---|---|---|---|
| STRS Ohio | 8,000 | $539.0K | 0.00% | +5,500+220.0% | Added |
| Bank of Montreal | 8,218 | $553.0K | 0.00% | +2,532+44.5% | Added |
| PEAK6 Investments LLC | 8,343 | $563.0K | 0.02% | −19,436−70.0% | Reduced |
| Frontier Wealth Management LLC | 8,595 | $590.0K | 0.01% | −5−0.1% | Reduced |
| Commerce Bank | 8,765 | $591.0K | 0.00% | −499−5.4% | Reduced |
| Prudential Financial Inc | 9,501 | $641.0K | 0.00% | −657−6.5% | Reduced |
| Cna Financial Corp | 9,592 | $647.0K | 0.20% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,800 | $661.0K | 0.01% | +9,800 | New |
| State of Tennessee, Treasury Department | 10,000 | $674.0K | 0.00% | +10,000 | New |
| Daiwa Securities Group Inc. | 10,100 | $681.0K | 0.00% | +10,100 | New |
| Zions Bancorporation, N.A. | 10,209 | $688.0K | 0.06% | +2,725+36.4% | Added |
| Fifth Third Bancorp | 10,297 | $694.0K | 0.00% | +1,343+15.0% | Added |
| Teachers Retirement System of the State of Kentucky | 10,300 | $695.0K | 0.01% | −800−7.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $698.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,643 | $716.0K | 0.02% | +10,643 | New |
| Quantbot Technologies LP | 10,828 | $730.0K | 0.06% | −22,398−67.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,216 | $756.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,662 | $786.0K | 0.01% | +11,662 | New |
| State of Alaska, Department of Revenue | 11,767 | $793.0K | 0.01% | −320−2.6% | Reduced |
| HC Advisors, LLC | 12,295 | $829.0K | 0.53% | +12,295 | New |
| Xponance, Inc. | 12,622 | $851.0K | 0.01% | −133−1.0% | Reduced |
| Blair William & Co | 12,637 | $852.0K | 0.00% | −1,571−11.1% | Reduced |
| Bank of Nova Scotia | 12,654 | $853.0K | 0.00% | +12,654 | New |
| HSBC Holdings PLC | 12,729 | $868.0K | 0.00% | +3,126+32.6% | Added |
| Beck Bode, LLC | 13,261 | $894.0K | 0.20% | +13,261 | New |
| The PNC Financial Services Group, Inc. | 13,547 | $913.0K | 0.00% | +3,266+31.8% | Added |
| Natixis Advisors, L.P. | 13,821 | $932.0K | 0.00% | +13,821 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,886 | $936.0K | 0.02% | +43+0.3% | Added |
| Sciencast Management LP | 14,054 | $937.0K | 0.21% | +14,054 | New |
| Handelsbanken Fonder AB | 14,816 | $999.0K | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 15,000 | $1.01M | 0.05% | −44,667−74.9% | Reduced |
| AGF Investments LLC | 15,153 | $1.02M | 0.09% | +15,153 | New |
| Advisor Group Holdings, Inc. | 6,530 | $1.02M | 0.00% | +517+8.6% | Added |
| Federated Hermes, Inc. | 15,416 | $1.04M | 0.00% | −511−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 15,446 | $1.04M | 0.00% | −9,208−37.3% | Reduced |
| Barclays PLC | 15,673 | $1.06M | 0.00% | −98,018−86.2% | Reduced |
| SG Americas Securities, LLC | 16,154 | $1.09M | 0.01% | +6,610+69.3% | Added |
| Teacher Retirement System of Texas | 16,792 | $1.13M | 0.01% | +969+6.1% | Added |
| First Republic Investment Management, Inc. | 16,947 | $1.14M | 0.00% | −945−5.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 17,142 | $1.16M | 0.10% | −95−0.6% | Reduced |
| New Mexico Educational Retirement Board | 17,200 | $1.16M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,941 | $1.21M | 0.03% | +2,280+14.6% | Added |
| First Trust Advisors LP | 17,949 | $1.21M | 0.00% | +17,949 | New |
| Calamos Advisors LLC | 18,502 | $1.25M | 0.00% | +18,502 | New |
| Holocene Advisors, LP | 19,700 | $1.33M | 0.01% | −3,328−14.5% | Reduced |
| Shay Capital LLC | 20,000 | $1.35M | 0.49% | +20,000 | New |
| State of Michigan Retirement System | 21,222 | $1.43M | 0.01% | +56+0.3% | Added |
| Arizona State Retirement System | 22,574 | $1.52M | 0.01% | +130+0.6% | Added |
| South Dakota Investment Council | 23,093 | $1.56M | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 23,089 | $1.56M | 0.04% | +6,731+41.1% | Added |
| Louisiana State Employees Retirement System | 21,900 | $1.57M | 0.04% | +400+1.9% | Added |
| ProShare Advisors LLC | 23,671 | $1.60M | 0.00% | −3,827−13.9% | Reduced |
| Stifel Financial Corp | 24,238 | $1.63M | 0.00% | +4,159+20.7% | Added |
| Panagora Asset Management Inc | 25,690 | $1.73M | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 26,474 | $1.78M | 0.06% | +26,474 | New |
| Truist Financial Corp | 26,679 | $1.80M | 0.00% | +7,197+36.9% | Added |
| Oregon Public Employees Retirement Fund | 26,847 | $1.81M | 0.02% | −255−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 28,504 | $1.92M | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 29,293 | $1.98M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,166 | $2.03M | 0.01% | +38+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,639 | $2.07M | 0.02% | +2,952+10.7% | Added |
| American Capital Management Inc | 32,508 | $2.19M | 0.06% | −2,311−6.6% | Reduced |
| UBS Group AG | 32,908 | $2.22M | 0.00% | +513+1.6% | Added |
| Cambiar Investors LLC | 36,913 | $2.49M | 0.09% | −25,620−41.0% | Reduced |
| LPL Financial LLC | 38,500 | $2.59M | 0.00% | +4,438+13.0% | Added |
| Comerica Bank | 38,580 | $2.76M | 0.02% | +407+1.1% | Added |
| Voloridge Investment Management, LLC | 42,111 | $2.84M | 0.02% | −238,952−85.0% | Reduced |
| Vontobel Holding Ltd. | 42,818 | $2.88M | 0.02% | −7,330−14.6% | Reduced |
| Voya Investment Management LLC | 43,792 | $2.95M | 0.01% | +137+0.3% | Added |
| Lisanti Capital Growth, LLC | 43,780 | $2.95M | 0.33% | +43,780 | New |
| Yousif Capital Management, LLC | 44,312 | $2.99M | 0.03% | +410+0.9% | Added |
| Price T Rowe Associates Inc | 44,612 | $3.01M | 0.00% | +3,559+8.7% | Added |
| Great West Life Assurance Co | 45,259 | $3.13M | 0.01% | +3,125+7.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,375 | $3.19M | 0.04% | +4,048+9.3% | Added |
| Landscape Capital Management, L.L.C. | 48,753 | $3.29M | 0.42% | +48,753 | New |
| NBW Capital LLC | 50,126 | $3.38M | 0.80% | −149−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $3.39M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 51,287 | $3.46M | 0.02% | +1,230+2.5% | Added |
| Macquarie Group Ltd | 53,874 | $3.63M | 0.00% | −8,429−13.5% | Reduced |
| King Luther Capital Management Corp | 55,310 | $3.73M | 0.02% | +24,760+81.0% | Added |
| Amalgamated Bank | 56,529 | $3.81M | 0.03% | −2,654−4.5% | Reduced |
| Amalgamated Financial Corp. | 56,529 | $3.81M | 0.03% | +56,529 | New |
| Oppenheimer Asset Management Inc. | 58,552 | $3.95M | 0.06% | +8,950+18.0% | Added |
| Neuberger Berman Group LLC | 58,923 | $3.97M | 0.00% | +58,923 | New |
| Thrivent Financial for Lutherans | 59,183 | $3.99M | 0.01% | −21,278−26.4% | Reduced |
| Texas Permanent School Fund | 59,269 | $4.00M | 0.05% | −937−1.6% | Reduced |
| Russell Investments Group, Ltd. | 59,601 | $4.02M | 0.01% | +11,739+24.5% | Added |
| UMA Financial Services, Inc. | 65,188 | $4.12M | 1.09% | 00.0% | Unchanged |
| Eaton Vance Management | 65,425 | $4.41M | 0.01% | +17,403+36.2% | Added |
| Envestnet Asset Management Inc | 67,509 | $4.55M | 0.00% | +20,102+42.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,935 | $4.78M | 0.01% | −10,539−12.9% | Reduced |
| Davenport & Co LLC | 72,228 | $4.87M | 0.03% | +5,677+8.5% | Added |
| Mutual of America Capital Management LLC | 76,235 | $5.14M | 0.05% | +1,549+2.1% | Added |
| Jane Street Group, LLC | 78,106 | $5.27M | 0.01% | +38,296+96.2% | Added |
| HighTower Advisors, LLC | 82,558 | $5.57M | 0.01% | +1,029+1.3% | Added |
| New York State Teachers Retirement System | 83,051 | $5.60M | 0.01% | 00.0% | Unchanged |
| Crestwood Capital Management, L.P. | 83,324 | $5.62M | 3.38% | −29,176−25.9% | Reduced |
| Deutsche Bank AG | 83,410 | $5.63M | 0.00% | −4,152−4.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,485 | $6.17M | 1.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 93,852 | $6.33M | 0.20% | +86,593+1,192.9% | Added |