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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 96,519 | $6.51M | 0.04% | +27,655+40.2% | Added |
| Picton Mahoney Asset Management | 99,785 | $6.73M | 0.25% | +99,785 | New |
| DFPG Investments, LLC | 98,132 | $6.76M | 2.63% | +350.0% | Added |
| Manufacturers Life Insurance Company, The | 101,845 | $6.87M | 0.00% | −32,390−24.1% | Reduced |
| Wells Fargo & Company | 102,726 | $6.93M | 0.00% | −22,887−18.2% | Reduced |
| Tekla Capital Management LLC | 103,314 | $6.97M | 0.24% | +103,314 | New |
| UBS Asset Management Americas Inc | 103,993 | $7.01M | 0.00% | +13,614+15.1% | Added |
| California State Teachers Retirement System | 106,134 | $7.16M | 0.01% | −8,910−7.7% | Reduced |
| Motley Fool Asset Management LLC | 106,539 | $7.18M | 0.53% | −72,878−40.6% | Reduced |
| Retirement Systems of Alabama | 109,694 | $7.40M | 0.03% | +340+0.3% | Added |
| Public Employees Retirement System of Ohio | 112,147 | $7.56M | 0.03% | +233+0.2% | Added |
| New York State Common Retirement Fund | 114,454 | $7.72M | 0.01% | +39,869+53.5% | Added |
| Motley Fool Wealth Management, LLC | 124,791 | $8.42M | 0.40% | −542−0.4% | Reduced |
| Legal & General Group Plc | 125,431 | $8.46M | 0.00% | −328−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 125,538 | $8.47M | 0.16% | +64,115+104.4% | Added |
| Man Group plc | 126,657 | $8.54M | 0.03% | −40,751−24.3% | Reduced |
| CWM, LLC | 127,638 | $8.61M | 0.06% | −12,526−8.9% | Reduced |
| Portolan Capital Management, LLC | 128,261 | $8.65M | 0.69% | +128,261 | New |
| CIBC Private Wealth Group, LLC | 129,030 | $8.70M | 0.02% | −4,000−3.0% | Reduced |
| Invesco Ltd. | 135,531 | $9.14M | 0.00% | +7,237+5.6% | Added |
| Morgan Stanley | 143,897 | $9.70M | 0.00% | −27,123−15.9% | Reduced |
| Eversept Partners, LP | 144,140 | $9.72M | 0.89% | −189,212−56.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9.83M | 3.16% | +145,737 | New |
| Parametric Portfolio Associates LLC | 152,510 | $10.3M | 0.01% | +57,237+60.1% | Added |
| Advantage Alpha Capital Partners LP | 159,094 | $10.7M | 1.61% | +8,246+5.5% | Added |
| Amussen Hunsaker Associates LLC | 159,522 | $10.8M | 2.49% | −917−0.6% | Reduced |
| Raymond James & Associates | 160,110 | $10.8M | 0.01% | +58,263+57.2% | Added |
| California Public Employees Retirement System | 164,112 | $11.1M | 0.01% | −6,130−3.6% | Reduced |
| Pier Capital, LLC | 169,893 | $11.5M | 1.46% | −115,932−40.6% | Reduced |
| Two Sigma Investments, LP | 172,176 | $11.6M | 0.03% | −423,381−71.1% | Reduced |
| Balyasny Asset Management LLC | 172,899 | $11.7M | 0.05% | +159,460+1,186.5% | Added |
| Putnam Investments LLC | 181,063 | $12.2M | 0.02% | +39,902+28.3% | Added |
| American International Group, Inc. | 181,367 | $12.2M | 0.07% | −2,439−1.3% | Reduced |
| Scout Investments, Inc. | 182,469 | $12.3M | 0.20% | −245−0.1% | Reduced |
| Woodline Partners LP | 190,180 | $12.8M | 0.21% | +127,188+201.9% | Added |
| Peregrine Capital Management LLC | 196,032 | $13.2M | 0.31% | −64,304−24.7% | Reduced |
| Swiss National Bank | 197,500 | $13.3M | 0.01% | +13,700+7.5% | Added |
| Point72 Asset Management, L.P. | 198,300 | $13.4M | 0.06% | +61,200+44.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 202,548 | $13.7M | 0.03% | −30,747−13.2% | Reduced |
| State of Wisconsin Investment Board | 203,000 | $13.7M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 203,083 | $13.7M | 0.00% | +3,045+1.5% | Added |
| Rheos Capital Works Inc. | 215,200 | $14.5M | 0.70% | +44,200+25.8% | Added |
| TimesSquare Capital Management, LLC | 220,780 | $14.9M | 0.17% | +220,780 | New |
| Rhumbline Advisers | 231,307 | $15.6M | 0.02% | +4,880+2.2% | Added |
| Sectoral Asset Management Inc | 240,000 | $16.2M | 2.87% | +240,000 | New |
| Alliancebernstein L.P. | 268,599 | $18.1M | 0.01% | +75,743+39.3% | Added |
| SEI Investments Co | 278,939 | $18.8M | 0.04% | −628−0.2% | Reduced |
| Citadel Advisors LLC | 281,814 | $19.0M | 0.02% | −296,162−51.2% | Reduced |
| Summit Creek Advisors LLC | 298,071 | $20.1M | 2.28% | +1,176+0.4% | Added |
| Principal Financial Group Inc | 300,689 | $20.3M | 0.01% | −1,330−0.4% | Reduced |
| DF Dent & Co Inc | 304,083 | $20.5M | 0.24% | +94,606+45.2% | Added |
| Nicholas Investment Partners, LP | 314,704 | $21.2M | 1.51% | +314,704 | New |
| Glenmede Trust Co NA | 319,258 | $21.5M | 0.11% | +232+0.1% | Added |
| Ashford Capital Management Inc | 354,290 | $23.9M | 2.57% | +31,220+9.7% | Added |
| Ensign Peak Advisors, Inc | 359,590 | $24.3M | 0.05% | −50,028−12.2% | Reduced |
| Goldman Sachs Group Inc | 371,799 | $25.1M | 0.01% | +24,974+7.2% | Added |
| Bank of America Corp | 403,399 | $27.2M | 0.00% | +107,403+36.3% | Added |
| Clearbridge Investments, LLC | 417,488 | $28.2M | 0.02% | +3,170+0.8% | Added |
| American Century Companies Inc | 437,035 | $29.5M | 0.02% | −9,194−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 447,357 | $30.2M | 0.04% | −16,343−3.5% | Reduced |
| Royal Bank of Canada | 462,914 | $31.2M | 0.01% | −180,720−28.1% | Reduced |
| Iron Triangle Partners LP | 486,862 | $32.8M | 3.91% | +486,862 | New |
| Granite Investment Partners, LLC | 487,881 | $32.9M | 1.12% | +410,710+532.2% | Added |
| Norges Bank | 492,029 | $33.2M | 0.01% | −7,033−1.4% | Reduced |
| Aureus Asset Management, LLC | 509,590 | $34.4M | 2.28% | +121,315+31.2% | Added |
| Nuveen Asset Management, LLC | 667,400 | $38.6M | 0.01% | −86,479−11.5% | Reduced |
| Aristotle Capital Boston, LLC | 574,871 | $38.8M | 0.98% | −13,052−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 603,101 | $40.7M | 0.05% | +3,891+0.6% | Added |
| Kornitzer Capital Management Inc | 612,685 | $41.3M | 0.68% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 699,519 | $47.2M | 0.01% | +159,630+29.6% | Added |
| Massachusetts Financial Services Co | 798,551 | $53.9M | 0.02% | +20,811+2.7% | Added |
| Bamco Inc | 800,000 | $54.0M | 0.13% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 806,316 | $54.4M | 0.48% | +46,645+6.1% | Added |
| Granahan Investment Management Inc | 829,000 | $55.9M | 1.39% | +7,533+0.9% | Added |
| Charles Schwab Investment Management Inc | 848,907 | $57.3M | 0.02% | +34,713+4.3% | Added |
| Geneva Capital Management LLC | 857,918 | $57.9M | 1.12% | +36,520+4.4% | Added |
| Van Berkom & Associates Inc. | 886,108 | $59.8M | 2.14% | +886,108 | New |
| Bank of New York Mellon Corp | 924,494 | $62.3M | 0.01% | +32,662+3.7% | Added |
| Victory Capital Management Inc | 1,071,533 | $72.2M | 0.07% | −44,629−4.0% | Reduced |
| Millennium Management LLC | 1,095,952 | $73.9M | 0.09% | +989,156+926.2% | Added |
| Stephens Investment Management Group LLC | 1,130,501 | $76.2M | 1.12% | +82,028+7.8% | Added |
| Franklin Resources Inc | 1,165,926 | $78.6M | 0.03% | +2,404+0.2% | Added |
| Northern Trust Corp | 1,290,121 | $87.0M | 0.02% | +115,178+9.8% | Added |
| Janus Henderson Group PLC | 1,370,783 | $92.4M | 0.04% | −186,265−12.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,379,340 | $93.0M | 0.25% | +29,631+2.2% | Added |
| Credit Suisse AG | 1,475,491 | $99.5M | 0.09% | −18,025−1.2% | Reduced |
| Geode Capital Management, LLC | 1,485,530 | $100.2M | 0.01% | +47,140+3.3% | Added |
| Brown Advisory Inc | 1,823,014 | $122.9M | 0.18% | +114,384+6.7% | Added |
| Fred Alger Management, LLC | 1,829,673 | $123.4M | 0.39% | −397,634−17.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,933,736 | $130.4M | 1.14% | −150,064−7.2% | Reduced |
| Mackenzie Financial Corp | 2,060,973 | $139.0M | 0.19% | −206,925−9.1% | Reduced |
| State Street Corp | 2,642,658 | $178.2M | 0.01% | +68,071+2.6% | Added |
| JPMorgan Chase & Co | 2,669,705 | $180.0M | 0.02% | +81,859+3.2% | Added |
| William Blair Investment Management, LLC | 3,112,394 | $209.9M | 0.63% | −455,767−12.8% | Reduced |
| FMR LLC | 3,216,536 | $216.9M | 0.02% | +302,650+10.4% | Added |
| Wasatch Advisors Inc | 7,638,935 | $515.2M | 2.54% | +244,868+3.3% | Added |
| Vanguard Group Inc | 7,998,328 | $539.4M | 0.01% | −25,496−0.3% | Reduced |
| BlackRock Inc. | 9,423,008 | $635.5M | 0.02% | +358,743+4.0% | Added |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −561,146−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −251,527−100.0% | Sold out |