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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 8,479 | $521.0K | 0.00% | −164,420−95.1% | Reduced |
| Frontier Wealth Management LLC | 8,595 | $528.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 8,806 | $540.0K | 0.00% | +41+0.5% | Added |
| Two Sigma Investments, LP | 9,100 | $559.0K | 0.00% | −163,076−94.7% | Reduced |
| Cna Financial Corp | 9,592 | $589.0K | 0.21% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,557 | $607.0K | 0.00% | +56+0.6% | Added |
| State of Tennessee, Treasury Department | 10,000 | $614.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 10,100 | $620.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,198 | $626.0K | 0.08% | −38,555−79.1% | Reduced |
| US Bancorp | 10,330 | $634.0K | 0.00% | +2,976+40.5% | Added |
| Public Employees Retirement Association of Colorado | 10,345 | $635.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,358 | $636.0K | 0.00% | −858−7.6% | Reduced |
| Fifth Third Bancorp | 10,402 | $639.0K | 0.00% | +105+1.0% | Added |
| Blair William & Co | 10,713 | $658.0K | 0.00% | −1,924−15.2% | Reduced |
| Moody National Bank Trust Division | 10,961 | $673.0K | 0.07% | +10,961 | New |
| Twinbeech Capital LP | 11,022 | $677.0K | 0.03% | +11,022 | New |
| Bank of Nova Scotia | 11,142 | $684.0K | 0.00% | −1,512−11.9% | Reduced |
| Citigroup Inc | 11,412 | $701.0K | 0.00% | +3,495+44.1% | Added |
| STRS Ohio | 11,600 | $712.0K | 0.00% | +3,600+45.0% | Added |
| Cipher Capital LP | 12,083 | $742.0K | 0.17% | +12,083 | New |
| HC Advisors, LLC | 12,095 | $743.0K | 0.53% | −200−1.6% | Reduced |
| State of Alaska, Department of Revenue | 12,107 | $743.0K | 0.01% | +340+2.9% | Added |
| Beck Bode, LLC | 12,128 | $745.0K | 0.16% | −1,133−8.5% | Reduced |
| Zions Bancorporation, N.A. | 12,624 | $775.0K | 0.08% | +2,415+23.7% | Added |
| Walleye Capital LLC | 12,688 | $779.0K | 0.02% | +6,865+117.9% | Added |
| New Mexico Educational Retirement Board | 13,300 | $816.0K | 0.04% | −3,900−22.7% | Reduced |
| Teacher Retirement System of Texas | 13,295 | $816.0K | 0.01% | −3,497−20.8% | Reduced |
| Xponance, Inc. | 13,449 | $825.0K | 0.02% | +827+6.6% | Added |
| Susquehanna International Group, LLP | 13,745 | $844.0K | 0.00% | +8,056+141.6% | Added |
| Tudor Investment Corp Et Al | 13,931 | $855.0K | 0.03% | +13,931 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,121 | $867.0K | 0.02% | +235+1.7% | Added |
| The PNC Financial Services Group, Inc. | 14,208 | $872.0K | 0.00% | +661+4.9% | Added |
| Arrowstreet Capital, Limited Partnership | 14,478 | $889.0K | 0.00% | +14,478 | New |
| Handelsbanken Fonder AB | 14,816 | $910.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,020 | $922.0K | 0.00% | −396−2.6% | Reduced |
| ProShare Advisors LLC | 15,342 | $941.0K | 0.00% | −8,329−35.2% | Reduced |
| AGF Investments LLC | 15,789 | $969.0K | 0.09% | +636+4.2% | Added |
| Penserra Capital Management LLC | 15,850 | $973.0K | 0.03% | +15,850 | New |
| ETF Managers Group, LLC | 15,354 | $975.0K | 0.03% | +15,354 | New |
| Holocene Advisors, LP | 16,134 | $990.0K | 0.01% | −3,566−18.1% | Reduced |
| Crossmark Global Holdings, Inc. | 16,141 | $991.0K | 0.03% | −1,800−10.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 16,777 | $1.03M | 0.11% | −365−2.1% | Reduced |
| Natixis Advisors, L.P. | 16,875 | $1.04M | 0.00% | +3,054+22.1% | Added |
| Magnetar Financial LLC | 17,007 | $1.04M | 0.01% | +17,007 | New |
| Alyeska Investment Group, L.P. | 17,452 | $1.07M | 0.01% | +17,452 | New |
| Shay Capital LLC | 17,500 | $1.07M | 0.55% | −2,500−12.5% | Reduced |
| First Republic Investment Management, Inc. | 19,396 | $1.19M | 0.00% | +2,449+14.5% | Added |
| Simplex Trading, LLC | 20,232 | $1.24M | 0.04% | −73,620−78.4% | Reduced |
| State of Michigan Retirement System | 21,422 | $1.31M | 0.01% | +200+0.9% | Added |
| Louisiana State Employees Retirement System | 22,200 | $1.33M | 0.04% | +300+1.4% | Added |
| Covington Capital Management | 21,789 | $1.34M | 0.05% | −4,685−17.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,890 | $1.34M | 0.15% | +21,890 | New |
| Arizona State Retirement System | 22,656 | $1.39M | 0.01% | +82+0.4% | Added |
| Panagora Asset Management Inc | 22,757 | $1.40M | 0.01% | −2,933−11.4% | Reduced |
| Stifel Financial Corp | 22,961 | $1.41M | 0.00% | −1,277−5.3% | Reduced |
| SG Americas Securities, LLC | 23,003 | $1.41M | 0.02% | +6,849+42.4% | Added |
| South Dakota Investment Council | 23,093 | $1.42M | 0.03% | 00.0% | Unchanged |
| Cambiar Investors LLC | 23,361 | $1.43M | 0.06% | −13,552−36.7% | Reduced |
| Vontobel Holding Ltd. | 23,061 | $1.47M | 0.02% | −19,757−46.1% | Reduced |
| Brookfield Asset Management Inc. | 24,084 | $1.48M | 0.01% | +24,084 | New |
| Cordatus Wealth Management LLC | 24,512 | $1.50M | 0.70% | +24,512 | New |
| ExodusPoint Capital Management, LP | 24,533 | $1.51M | 0.02% | +19,726+410.4% | Added |
| Oregon Public Employees Retirement Fund | 24,586 | $1.51M | 0.02% | −2,261−8.4% | Reduced |
| Prospera Financial Services Inc | 25,081 | $1.54M | 0.08% | +25,081 | New |
| TownSquare Capital, LLC | 25,556 | $1.57M | 0.04% | +2,467+10.7% | Added |
| Truist Financial Corp | 26,405 | $1.62M | 0.00% | −274−1.0% | Reduced |
| Wells Fargo & Company | 27,156 | $1.67M | 0.00% | −75,570−73.6% | Reduced |
| Ameritas Investment Partners, Inc. | 28,725 | $1.76M | 0.08% | +221+0.8% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.80M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,870 | $1.90M | 0.00% | −47,236−60.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,399 | $2.05M | 0.02% | +2,760+9.0% | Added |
| Comerica Bank | 38,917 | $2.33M | 0.02% | +337+0.9% | Added |
| BNP Paribas Arbitrage, SA | 39,450 | $2.42M | 0.01% | +24,004+155.4% | Added |
| LPL Financial LLC | 40,434 | $2.48M | 0.00% | +1,934+5.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,849 | $2.57M | 0.04% | −5,526−11.7% | Reduced |
| Cinctive Capital Management LP | 43,298 | $2.66M | 0.12% | +28,298+188.7% | Added |
| Yousif Capital Management, LLC | 47,357 | $2.91M | 0.04% | +3,045+6.9% | Added |
| Price T Rowe Associates Inc | 48,723 | $2.99M | 0.00% | +4,111+9.2% | Added |
| Macquarie Group Ltd | 49,746 | $3.05M | 0.00% | −4,128−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $3.08M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 50,960 | $3.13M | 0.05% | −7,592−13.0% | Reduced |
| Great West Life Assurance Co | 51,641 | $3.17M | 0.01% | +6,382+14.1% | Added |
| Amalgamated Bank | 57,219 | $3.51M | 0.03% | +690+1.2% | Added |
| M&T Bank Corp | 57,965 | $3.56M | 0.02% | +6,678+13.0% | Added |
| Thrivent Financial for Lutherans | 59,470 | $3.65M | 0.01% | +287+0.5% | Added |
| UMA Financial Services, Inc. | 65,029 | $3.71M | 1.07% | −159−0.2% | Reduced |
| Texas Permanent School Fund | 60,977 | $3.74M | 0.06% | +1,708+2.9% | Added |
| Neuberger Berman Group LLC | 62,124 | $3.81M | 0.00% | +3,201+5.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,824 | $3.92M | 0.01% | −7,111−10.0% | Reduced |
| Eaton Vance Management | 64,825 | $3.98M | 0.01% | −600−0.9% | Reduced |
| UBS Group AG | 66,033 | $4.05M | 0.00% | +33,125+100.7% | Added |
| Man Group plc | – | $4.14M | 0.02% | – | – |
| Envestnet Asset Management Inc | 69,684 | $4.28M | 0.00% | +2,175+3.2% | Added |
| Mutual of America Capital Management LLC | 70,541 | $4.33M | 0.06% | −5,694−7.5% | Reduced |
| Davenport & Co LLC | 70,988 | $4.36M | 0.04% | −1,240−1.7% | Reduced |
| King Luther Capital Management Corp | 71,300 | $4.38M | 0.02% | +15,990+28.9% | Added |
| Calamos Advisors LLC | 72,782 | $4.47M | 0.02% | +54,280+293.4% | Added |
| Deutsche Bank AG | 78,786 | $4.84M | 0.00% | −4,624−5.5% | Reduced |
| Crestwood Capital Management, L.P. | 82,034 | $5.04M | 4.74% | −1,290−1.5% | Reduced |
| New York State Teachers Retirement System | 83,051 | $5.10M | 0.01% | 00.0% | Unchanged |