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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 83,410 | $5.63M | 0.00% | −4,152−4.7% | Reduced |
| Crestwood Capital Management, L.P. | 83,324 | $5.62M | 3.38% | −29,176−25.9% | Reduced |
| New York State Teachers Retirement System | 83,051 | $5.60M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 82,558 | $5.57M | 0.01% | +1,029+1.3% | Added |
| Jane Street Group, LLC | 78,106 | $5.27M | 0.01% | +38,296+96.2% | Added |
| Mutual of America Capital Management LLC | 76,235 | $5.14M | 0.05% | +1,549+2.1% | Added |
| Davenport & Co LLC | 72,228 | $4.87M | 0.03% | +5,677+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,935 | $4.78M | 0.01% | −10,539−12.9% | Reduced |
| Envestnet Asset Management Inc | 67,509 | $4.55M | 0.00% | +20,102+42.4% | Added |
| Eaton Vance Management | 65,425 | $4.41M | 0.01% | +17,403+36.2% | Added |
| UMA Financial Services, Inc. | 65,188 | $4.12M | 1.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 59,601 | $4.02M | 0.01% | +11,739+24.5% | Added |
| Texas Permanent School Fund | 59,269 | $4.00M | 0.05% | −937−1.6% | Reduced |
| Thrivent Financial for Lutherans | 59,183 | $3.99M | 0.01% | −21,278−26.4% | Reduced |
| Neuberger Berman Group LLC | 58,923 | $3.97M | 0.00% | +58,923 | New |
| Oppenheimer Asset Management Inc. | 58,552 | $3.95M | 0.06% | +8,950+18.0% | 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 |
| King Luther Capital Management Corp | 55,310 | $3.73M | 0.02% | +24,760+81.0% | Added |
| Macquarie Group Ltd | 53,874 | $3.63M | 0.00% | −8,429−13.5% | Reduced |
| M&T Bank Corp | 51,287 | $3.46M | 0.02% | +1,230+2.5% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.39M | 0.01% | 00.0% | Unchanged |
| NBW Capital LLC | 50,126 | $3.38M | 0.80% | −149−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 48,753 | $3.29M | 0.42% | +48,753 | New |
| B. Metzler seel. Sohn & Co. AG | 47,375 | $3.19M | 0.04% | +4,048+9.3% | Added |
| Great West Life Assurance Co | 45,259 | $3.13M | 0.01% | +3,125+7.4% | Added |
| Price T Rowe Associates Inc | 44,612 | $3.01M | 0.00% | +3,559+8.7% | Added |
| Yousif Capital Management, LLC | 44,312 | $2.99M | 0.03% | +410+0.9% | Added |
| 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 |
| Vontobel Holding Ltd. | 42,818 | $2.88M | 0.02% | −7,330−14.6% | Reduced |
| Voloridge Investment Management, LLC | 42,111 | $2.84M | 0.02% | −238,952−85.0% | Reduced |
| Comerica Bank | 38,580 | $2.76M | 0.02% | +407+1.1% | Added |
| LPL Financial LLC | 38,500 | $2.59M | 0.00% | +4,438+13.0% | Added |
| Cambiar Investors LLC | 36,913 | $2.49M | 0.09% | −25,620−41.0% | Reduced |
| UBS Group AG | 32,908 | $2.22M | 0.00% | +513+1.6% | Added |
| American Capital Management Inc | 32,508 | $2.19M | 0.06% | −2,311−6.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,639 | $2.07M | 0.02% | +2,952+10.7% | Added |
| Rockefeller Capital Management L.P. | 30,166 | $2.03M | 0.01% | +38+0.1% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.98M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28,504 | $1.92M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 26,847 | $1.81M | 0.02% | −255−0.9% | Reduced |
| Truist Financial Corp | 26,679 | $1.80M | 0.00% | +7,197+36.9% | Added |
| Covington Capital Management | 26,474 | $1.78M | 0.06% | +26,474 | New |
| Panagora Asset Management Inc | 25,690 | $1.73M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,238 | $1.63M | 0.00% | +4,159+20.7% | Added |
| ProShare Advisors LLC | 23,671 | $1.60M | 0.00% | −3,827−13.9% | Reduced |
| Louisiana State Employees Retirement System | 21,900 | $1.57M | 0.04% | +400+1.9% | 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 |
| Arizona State Retirement System | 22,574 | $1.52M | 0.01% | +130+0.6% | Added |
| State of Michigan Retirement System | 21,222 | $1.43M | 0.01% | +56+0.3% | Added |
| Shay Capital LLC | 20,000 | $1.35M | 0.49% | +20,000 | New |
| Holocene Advisors, LP | 19,700 | $1.33M | 0.01% | −3,328−14.5% | Reduced |
| Calamos Advisors LLC | 18,502 | $1.25M | 0.00% | +18,502 | New |
| 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 |
| New Mexico Educational Retirement Board | 17,200 | $1.16M | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 17,142 | $1.16M | 0.10% | −95−0.6% | Reduced |
| First Republic Investment Management, Inc. | 16,947 | $1.14M | 0.00% | −945−5.3% | Reduced |
| Teacher Retirement System of Texas | 16,792 | $1.13M | 0.01% | +969+6.1% | Added |
| SG Americas Securities, LLC | 16,154 | $1.09M | 0.01% | +6,610+69.3% | Added |
| Barclays PLC | 15,673 | $1.06M | 0.00% | −98,018−86.2% | Reduced |
| BNP Paribas Arbitrage, SA | 15,446 | $1.04M | 0.00% | −9,208−37.3% | Reduced |
| Federated Hermes, Inc. | 15,416 | $1.04M | 0.00% | −511−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,530 | $1.02M | 0.00% | +517+8.6% | Added |
| AGF Investments LLC | 15,153 | $1.02M | 0.09% | +15,153 | New |
| Cinctive Capital Management LP | 15,000 | $1.01M | 0.05% | −44,667−74.9% | Reduced |
| Handelsbanken Fonder AB | 14,816 | $999.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 14,054 | $937.0K | 0.21% | +14,054 | New |
| Northwestern Mutual Investment Management Company, LLC | 13,886 | $936.0K | 0.02% | +43+0.3% | Added |
| Natixis Advisors, L.P. | 13,821 | $932.0K | 0.00% | +13,821 | New |
| The PNC Financial Services Group, Inc. | 13,547 | $913.0K | 0.00% | +3,266+31.8% | Added |
| Beck Bode, LLC | 13,261 | $894.0K | 0.20% | +13,261 | New |
| HSBC Holdings PLC | 12,729 | $868.0K | 0.00% | +3,126+32.6% | Added |
| Bank of Nova Scotia | 12,654 | $853.0K | 0.00% | +12,654 | New |
| Blair William & Co | 12,637 | $852.0K | 0.00% | −1,571−11.1% | Reduced |
| Xponance, Inc. | 12,622 | $851.0K | 0.01% | −133−1.0% | Reduced |
| HC Advisors, LLC | 12,295 | $829.0K | 0.53% | +12,295 | New |
| State of Alaska, Department of Revenue | 11,767 | $793.0K | 0.01% | −320−2.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,662 | $786.0K | 0.01% | +11,662 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,216 | $756.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,828 | $730.0K | 0.06% | −22,398−67.4% | Reduced |
| Wolverine Trading, LLC | 10,643 | $716.0K | 0.02% | +10,643 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $698.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,300 | $695.0K | 0.01% | −800−7.2% | Reduced |
| Fifth Third Bancorp | 10,297 | $694.0K | 0.00% | +1,343+15.0% | Added |
| Zions Bancorporation, N.A. | 10,209 | $688.0K | 0.06% | +2,725+36.4% | Added |
| Daiwa Securities Group Inc. | 10,100 | $681.0K | 0.00% | +10,100 | New |
| State of Tennessee, Treasury Department | 10,000 | $674.0K | 0.00% | +10,000 | New |
| Virginia Retirement Systems Et Al | 9,800 | $661.0K | 0.01% | +9,800 | New |
| Cna Financial Corp | 9,592 | $647.0K | 0.20% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,501 | $641.0K | 0.00% | −657−6.5% | Reduced |
| Commerce Bank | 8,765 | $591.0K | 0.00% | −499−5.4% | Reduced |
| Frontier Wealth Management LLC | 8,595 | $590.0K | 0.01% | −5−0.1% | Reduced |
| PEAK6 Investments LLC | 8,343 | $563.0K | 0.02% | −19,436−70.0% | Reduced |
| Bank of Montreal | 8,218 | $553.0K | 0.00% | +2,532+44.5% | Added |
| STRS Ohio | 8,000 | $539.0K | 0.00% | +5,500+220.0% | Added |
| Citigroup Inc | 7,917 | $534.0K | 0.00% | −19,172−70.8% | Reduced |
| Sheets Smith Wealth Management | 7,730 | $521.0K | 0.07% | 00.0% | Unchanged |