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 2 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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 7,531 | $508.0K | 0.01% | +54+0.7% | Added |
| Securian Asset Management, Inc | 7,478 | $504.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 7,454 | $503.0K | 0.03% | −9,570−56.2% | Reduced |
| Appleton Group, LLC | 7,413 | $500.0K | 0.70% | +7,413 | New |
| US Bancorp | 7,354 | $496.0K | 0.00% | −444−5.7% | Reduced |
| Profund Advisors LLC | 7,182 | $484.0K | 0.02% | −410−5.4% | Reduced |
| Cubist Systematic Strategies, LLC | 6,910 | $466.0K | 0.00% | −143,152−95.4% | Reduced |
| Marshall Wace, LLP | 6,854 | $462.0K | 0.00% | +5,571+434.2% | Added |
| Institute for Wealth Management, LLC. | 6,841 | $461.0K | 0.08% | +7+0.1% | Added |
| AQR Capital Management LLC | 6,772 | $455.0K | 0.00% | +6,772 | New |
| Polar Capital Holdings Plc | 6,645 | $448.0K | 0.00% | −4,125−38.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,100 | $411.0K | 0.02% | +6,100 | New |
| Walleye Capital LLC | 5,823 | $393.0K | 0.01% | −9,833−62.8% | Reduced |
| Natixis Investment Managers International | 5,752 | $387.0K | 0.01% | +2,689+87.8% | Added |
| Susquehanna International Group, LLP | 5,689 | $384.0K | 0.00% | −3,181−35.9% | Reduced |
| Pictet Asset Management SA | 5,407 | $365.0K | 0.00% | −203,382−97.4% | Reduced |
| Stephens Inc | 5,058 | $341.0K | 0.01% | +562+12.5% | Added |
| Metropolitan Life Insurance Co | 5,011 | $337.9K | 0.01% | −29,377−85.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $337.0K | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,807 | $324.0K | 0.00% | −25,092−83.9% | Reduced |
| M Holdings Securities, Inc. | 4,490 | $303.0K | 0.02% | +4,490 | New |
| Narus Financial Partners, LLC | 4,452 | $300.2K | 0.17% | +4,452 | New |
| Stratos Wealth Partners, LTD. | 4,433 | $299.0K | 0.01% | +4,433 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,401 | $297.0K | 0.00% | +277+6.7% | Added |
| 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 |
| Group One Trading, L.P. | 4,167 | $281.0K | 0.01% | −5,638−57.5% | Reduced |
| Echo Street Capital Management LLC | 3,965 | $267.0K | 0.00% | +3,965 | New |
| Nisa Investment Advisors, LLC | 3,635 | $245.0K | 0.00% | +370+11.3% | Added |
| Veritable, L.P. | 3,595 | $242.0K | 0.00% | +3,595 | New |
| CIBC Asset Management Inc | 3,580 | $241.0K | 0.00% | +3,580 | New |
| Pacer Advisors, Inc. | 3,549 | $239.0K | 0.00% | −8,610−70.8% | Reduced |
| AlphaCrest Capital Management LLC | 3,464 | $234.0K | 0.01% | +3,464 | New |
| CWM Advisors, LLC | 3,450 | $233.0K | 0.03% | −2,088−37.7% | Reduced |
| Associated Banc-Corp | 3,151 | $213.0K | 0.01% | +3,151 | New |
| State of Wyoming | 3,117 | $211.0K | 0.11% | +340+12.2% | Added |
| FDx Advisors, Inc. | 3,063 | $207.0K | 0.01% | +3,063 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 2,998 | $202.0K | 0.00% | −2,971−49.8% | Reduced |
| Rosenbaum Jay D. | 2,980 | $201.0K | 0.32% | +2,980 | New |
| FourThought Financial, LLC | 1,870 | $126.0K | 0.02% | −583−23.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,608 | $108.0K | 0.01% | +102+6.8% | Added |
| Clear Street Markets LLC | 1,375 | $93.0K | 0.03% | +1,375 | New |
| Steward Partners Investment Advisory, LLC | 1,371 | $92.0K | 0.00% | +316+30.0% | Added |
| Captrust Financial Advisors | 1,176 | $79.0K | 0.00% | +565+92.5% | Added |
| Clearstead Advisors, LLC | 960 | $65.0K | 0.00% | +960 | New |
| Signaturefd, LLC | 954 | $64.0K | 0.00% | +293+44.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 799 | $54.0K | 0.00% | −645−44.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 690 | $46.4K | 0.00% | −860−55.5% | Reduced |
| Kings Point Capital Management | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 466 | $31.0K | 0.03% | −140−23.1% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 235 | $16.0K | 0.00% | +114+94.2% | Added |
| FinTrust Capital Advisors, LLC | 228 | $15.0K | 0.00% | +184+418.2% | Added |
| Lindbrook Capital, LLC | 189 | $13.0K | 0.00% | +156+472.7% | Added |
| Trustcore Financial Services, LLC | 200 | $13.0K | 0.00% | +200 | 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 |
| 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 |
| GHP Investment Advisors, Inc. | 128 | $9.00K | 0.00% | +128 | New |
| 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 |
| 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 |
| Vestcor Inc | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $5.00K | 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 |
| Bellevue Asset Management, LLC | 47 | $3.00K | 0.00% | −11−19.0% | Reduced |
| Concord Wealth Partners | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 18 | $1.21K | 0.00% | +18 | 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 |
| 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 |
| 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 |