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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 0 | $0 | 0.00% | −72,313−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −68,700−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −41,429−100.0% | Sold out |
| Consolidated Investment Group LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,467−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,950−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,606−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,877−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −21,342−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,411−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −15,101−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,477−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −13,604−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,125−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −9,682−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,186−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,861−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,963−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Pantheon Investment Group, LLC | – | – | – | – | Not filed |
| Tygh Capital Management, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |