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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 308
- +17 vs. Q1 2022
- Shares held
- 84.3M
- +999.5K (+1.2%) vs. Q1 2022
- Total value
- $5.14B
- −$473.5M (−8.4%) vs. Q1 2022
- New holders
- 43
- 113 more added
- Sold out
- 26
- 111 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 500 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,771,455 | $599.9M | 0.02% | +348,447+3.7% | Added |
| Vanguard Group Inc | 8,142,880 | $499.9M | 0.01% | +144,552+1.8% | Added |
| Wasatch Advisors Inc | 6,628,751 | $406.9M | 2.57% | −1,010,184−13.2% | Reduced |
| FMR LLC | 3,589,800 | $220.4M | 0.02% | +373,264+11.6% | Added |
| William Blair Investment Management, LLC | 2,687,591 | $165.0M | 0.61% | −424,803−13.6% | Reduced |
| State Street Corp | 2,597,911 | $159.5M | 0.01% | −44,747−1.7% | Reduced |
| JPMorgan Chase & Co | 2,457,011 | $150.8M | 0.02% | −212,694−8.0% | Reduced |
| Mackenzie Financial Corp | 2,053,812 | $126.1M | 0.20% | −7,161−0.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,847,890 | $113.4M | 1.30% | −85,846−4.4% | Reduced |
| Brown Advisory Inc | 1,826,705 | $112.1M | 0.21% | +3,691+0.2% | Added |
| Fred Alger Management, LLC | 1,774,140 | $108.9M | 0.51% | −55,533−3.0% | Reduced |
| Geode Capital Management, LLC | 1,485,034 | $91.2M | 0.01% | −4960.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,410,226 | $86.6M | 0.27% | +30,886+2.2% | Added |
| Janus Henderson Group PLC | 1,308,041 | $80.3M | 0.06% | −62,742−4.6% | Reduced |
| Northern Trust Corp | 1,268,405 | $77.9M | 0.02% | −21,716−1.7% | Reduced |
| Franklin Resources Inc | 1,141,459 | $70.1M | 0.03% | −24,467−2.1% | Reduced |
| Stephens Investment Management Group LLC | 1,140,122 | $70.0M | 1.29% | +9,621+0.9% | Added |
| Credit Suisse AG | 1,126,256 | $69.1M | 0.07% | −349,235−23.7% | Reduced |
| Bank of New York Mellon Corp | 920,082 | $56.5M | 0.01% | −4,412−0.5% | Reduced |
| Millennium Management LLC | 903,044 | $55.4M | 0.07% | −192,908−17.6% | Reduced |
| Granahan Investment Management Inc | 864,057 | $53.0M | 1.81% | +35,057+4.2% | Added |
| Charles Schwab Investment Management Inc | 864,036 | $53.0M | 0.02% | +15,129+1.8% | Added |
| GW&K Investment Management, LLC | 851,583 | $52.3M | 0.56% | +45,267+5.6% | Added |
| Geneva Capital Management LLC | 850,277 | $52.2M | 1.20% | −7,641−0.9% | Reduced |
| Bamco Inc | 800,000 | $49.1M | 0.16% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 791,472 | $48.6M | 0.23% | +593,172+299.1% | Added |
| Victory Capital Management Inc | 785,913 | $48.2M | 0.05% | −285,620−26.7% | Reduced |
| Dimensional Fund Advisors LP | 784,162 | $48.1M | 0.02% | +84,643+12.1% | Added |
| Van Berkom & Associates Inc. | 737,777 | $45.3M | 1.90% | −148,331−16.7% | Reduced |
| Massachusetts Financial Services Co | 598,399 | $36.7M | 0.01% | −200,152−25.1% | Reduced |
| Aristotle Capital Boston, LLC | 586,138 | $36.0M | 1.07% | +11,267+2.0% | Added |
| Morgan Stanley | 570,496 | $35.0M | 0.00% | +426,599+296.5% | Added |
| Invesco Ltd. | 539,621 | $33.1M | 0.01% | +404,090+298.2% | Added |
| Nuveen Asset Management, LLC | 537,240 | $33.0M | 0.01% | −130,160−19.5% | Reduced |
| Citadel Advisors LLC | 531,807 | $32.6M | 0.04% | +249,993+88.7% | Added |
| Aureus Asset Management, LLC | 513,826 | $31.5M | 2.55% | +4,236+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 508,037 | $31.2M | 0.05% | −95,064−15.8% | Reduced |
| Granite Investment Partners, LLC | 498,716 | $30.6M | 1.28% | +10,835+2.2% | Added |
| Iron Triangle Partners LP | 485,541 | $29.8M | 4.81% | −1,321−0.3% | Reduced |
| TimesSquare Capital Management, LLC | 477,430 | $29.3M | 0.41% | +256,650+116.2% | Added |
| Kornitzer Capital Management Inc | 467,885 | $28.7M | 0.57% | −144,800−23.6% | Reduced |
| Goldman Sachs Group Inc | 467,225 | $28.7M | 0.01% | +95,426+25.7% | Added |
| Royal Bank of Canada | 463,095 | $28.4M | 0.01% | +1810.0% | Added |
| Eagle Asset Management Inc | 422,954 | $26.0M | 0.16% | +422,954 | New |
| Bank of America Corp | 396,855 | $24.4M | 0.00% | −6,544−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 360,498 | $22.1M | 0.05% | +908+0.3% | Added |
| Ashford Capital Management Inc | 358,048 | $22.0M | 3.12% | +3,758+1.1% | Added |
| Principal Financial Group Inc | 345,859 | $21.2M | 0.02% | +45,170+15.0% | Added |
| Clearbridge Investments, LLC | 340,265 | $20.9M | 0.02% | −77,223−18.5% | Reduced |
| Norges Bank | 333,585 | $20.5M | 0.01% | −158,444−32.2% | Reduced |
| SEI Investments Co | 302,985 | $18.6M | 0.04% | +24,046+8.6% | Added |
| Nicholas Investment Partners, LP | 303,179 | $18.6M | 1.76% | −11,525−3.7% | Reduced |
| Summit Creek Advisors LLC | 298,196 | $18.3M | 2.33% | +1250.0% | Added |
| American Century Companies Inc | 290,387 | $17.8M | 0.01% | −146,648−33.6% | Reduced |
| DF Dent & Co Inc | 288,040 | $17.7M | 0.25% | −16,043−5.3% | Reduced |
| Glenmede Trust Co NA | 287,308 | $17.6M | 0.10% | −31,950−10.0% | Reduced |
| Rhumbline Advisers | 256,570 | $15.8M | 0.02% | +25,263+10.9% | Added |
| D. E. Shaw & Co., Inc. | 252,371 | $15.5M | 0.03% | −194,986−43.6% | Reduced |
| Sectoral Asset Management Inc | 240,600 | $14.8M | 2.98% | +600+0.3% | Added |
| Alliancebernstein L.P. | 235,879 | $14.5M | 0.01% | −32,720−12.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 227,151 | $13.9M | 0.04% | +24,603+12.1% | Added |
| Rheos Capital Works Inc. | 215,200 | $13.2M | 0.99% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 211,882 | $13.0M | 0.00% | +8,799+4.3% | Added |
| Intrinsic Edge Capital Management LLC | 200,274 | $12.3M | 1.10% | +200,274 | New |
| Swiss National Bank | 197,000 | $12.1M | 0.01% | −500−0.3% | Reduced |
| Woodline Partners LP | 194,475 | $11.9M | 0.19% | +4,295+2.3% | Added |
| Scout Investments, Inc. | 187,617 | $11.5M | 0.23% | +5,148+2.8% | Added |
| Lisanti Capital Growth, LLC | 182,888 | $11.2M | 1.52% | +139,108+317.7% | Added |
| Wellington Management Group LLP | 177,650 | $10.9M | 0.00% | +177,650 | New |
| American International Group, Inc. | 177,361 | $10.9M | 0.07% | −4,006−2.2% | Reduced |
| Peregrine Capital Management LLC | 176,373 | $10.8M | 0.33% | −19,659−10.0% | Reduced |
| Picton Mahoney Asset Management | 163,348 | $10.0M | 0.42% | +63,563+63.7% | Added |
| Amussen Hunsaker Associates LLC | 157,944 | $9.69M | 2.73% | −1,578−1.0% | Reduced |
| New York State Common Retirement Fund | 157,484 | $9.67M | 0.01% | +43,030+37.6% | Added |
| First Trust Advisors LP | 157,042 | $9.64M | 0.01% | +139,093+774.9% | Added |
| California Public Employees Retirement System | 154,905 | $9.51M | 0.01% | −9,207−5.6% | Reduced |
| Raymond James & Associates | 154,495 | $9.48M | 0.01% | −5,615−3.5% | Reduced |
| State of Wisconsin Investment Board | 150,245 | $9.22M | 0.02% | −52,755−26.0% | Reduced |
| Advantage Alpha Capital Partners LP | 148,503 | $9.12M | 1.57% | −10,591−6.7% | Reduced |
| Assenagon Asset Management S.A. | 139,926 | $8.59M | 0.04% | +139,926 | New |
| Next Century Growth Investors LLC | 135,149 | $8.30M | 1.08% | +135,149 | New |
| Russell Investments Group, Ltd. | 133,977 | $8.22M | 0.02% | +74,376+124.8% | Added |
| Pier Capital, LLC | 131,568 | $8.08M | 1.38% | −38,325−22.6% | Reduced |
| Eversept Partners, LP | 127,043 | $7.80M | 0.76% | −17,097−11.9% | Reduced |
| Legal & General Group Plc | 126,275 | $7.75M | 0.00% | +844+0.7% | Added |
| Putnam Investments LLC | 124,716 | $7.66M | 0.01% | −56,347−31.1% | Reduced |
| Motley Fool Wealth Management, LLC | 124,343 | $7.63M | 0.48% | −448−0.4% | Reduced |
| Portolan Capital Management, LLC | 121,236 | $7.44M | 0.75% | −7,025−5.5% | Reduced |
| Tekla Capital Management LLC | 115,314 | $7.08M | 0.28% | +12,000+11.6% | Added |
| Marshall Wace, LLP | 114,988 | $7.06M | 0.02% | +108,134+1,577.7% | Added |
| CIBC Private Wealth Group, LLC | 114,951 | $7.06M | 0.02% | −14,079−10.9% | Reduced |
| CWM, LLC | 111,414 | $6.84M | 0.05% | −16,224−12.7% | Reduced |
| Retirement Systems of Alabama | 111,136 | $6.82M | 0.03% | +1,442+1.3% | Added |
| Cubist Systematic Strategies, LLC | 108,084 | $6.63M | 0.05% | +101,174+1,464.2% | Added |
| California State Teachers Retirement System | 106,852 | $6.56M | 0.01% | +718+0.7% | Added |
| Ophir Asset Management Pty Ltd | 756,641 | $6.51M | 1.48% | +756,641 | New |
| UBS Asset Management Americas Inc | 103,598 | $6.36M | 0.00% | −395−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 101,774 | $6.25M | 0.00% | −71−0.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 99,358 | $6.10M | 1.79% | −46,379−31.8% | Reduced |
| Public Employees Retirement System of Ohio | 99,087 | $6.08M | 0.03% | −13,060−11.6% | Reduced |