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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 83,142 | $5.10M | 0.01% | +584+0.7% | Added |
| NBW Capital LLC | 84,121 | $5.16M | 1.42% | +33,995+67.8% | Added |
| Voya Investment Management LLC | 84,321 | $5.18M | 0.01% | +40,529+92.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 89,000 | $5.46M | 0.27% | +89,000 | New |
| Inspirion Wealth Advisors, LLC | 91,485 | $5.62M | 1.23% | 00.0% | Unchanged |
| DFPG Investments, LLC | 100,139 | $5.85M | 2.55% | +2,007+2.0% | Added |
| Motley Fool Asset Management LLC | 100,674 | $5.92M | 0.56% | −5,865−5.5% | Reduced |
| MetLife Investment Management | 96,707 | $5.94M | 0.05% | +188+0.2% | Added |
| Public Employees Retirement System of Ohio | 99,087 | $6.08M | 0.03% | −13,060−11.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 99,358 | $6.10M | 1.79% | −46,379−31.8% | Reduced |
| Manufacturers Life Insurance Company, The | 101,774 | $6.25M | 0.00% | −71−0.1% | Reduced |
| UBS Asset Management Americas Inc | 103,598 | $6.36M | 0.00% | −395−0.4% | Reduced |
| Ophir Asset Management Pty Ltd | 756,641 | $6.51M | 1.48% | +756,641 | New |
| California State Teachers Retirement System | 106,852 | $6.56M | 0.01% | +718+0.7% | Added |
| Cubist Systematic Strategies, LLC | 108,084 | $6.63M | 0.05% | +101,174+1,464.2% | Added |
| Retirement Systems of Alabama | 111,136 | $6.82M | 0.03% | +1,442+1.3% | Added |
| CWM, LLC | 111,414 | $6.84M | 0.05% | −16,224−12.7% | Reduced |
| CIBC Private Wealth Group, LLC | 114,951 | $7.06M | 0.02% | −14,079−10.9% | Reduced |
| Marshall Wace, LLP | 114,988 | $7.06M | 0.02% | +108,134+1,577.7% | Added |
| Tekla Capital Management LLC | 115,314 | $7.08M | 0.28% | +12,000+11.6% | Added |
| Portolan Capital Management, LLC | 121,236 | $7.44M | 0.75% | −7,025−5.5% | Reduced |
| Motley Fool Wealth Management, LLC | 124,343 | $7.63M | 0.48% | −448−0.4% | Reduced |
| Putnam Investments LLC | 124,716 | $7.66M | 0.01% | −56,347−31.1% | Reduced |
| Legal & General Group Plc | 126,275 | $7.75M | 0.00% | +844+0.7% | Added |
| Eversept Partners, LP | 127,043 | $7.80M | 0.76% | −17,097−11.9% | Reduced |
| Pier Capital, LLC | 131,568 | $8.08M | 1.38% | −38,325−22.6% | Reduced |
| Russell Investments Group, Ltd. | 133,977 | $8.22M | 0.02% | +74,376+124.8% | Added |
| Next Century Growth Investors LLC | 135,149 | $8.30M | 1.08% | +135,149 | New |
| Assenagon Asset Management S.A. | 139,926 | $8.59M | 0.04% | +139,926 | New |
| Advantage Alpha Capital Partners LP | 148,503 | $9.12M | 1.57% | −10,591−6.7% | Reduced |
| State of Wisconsin Investment Board | 150,245 | $9.22M | 0.02% | −52,755−26.0% | Reduced |
| Raymond James & Associates | 154,495 | $9.48M | 0.01% | −5,615−3.5% | Reduced |
| California Public Employees Retirement System | 154,905 | $9.51M | 0.01% | −9,207−5.6% | Reduced |
| First Trust Advisors LP | 157,042 | $9.64M | 0.01% | +139,093+774.9% | Added |
| New York State Common Retirement Fund | 157,484 | $9.67M | 0.01% | +43,030+37.6% | Added |
| Amussen Hunsaker Associates LLC | 157,944 | $9.69M | 2.73% | −1,578−1.0% | Reduced |
| Picton Mahoney Asset Management | 163,348 | $10.0M | 0.42% | +63,563+63.7% | Added |
| Peregrine Capital Management LLC | 176,373 | $10.8M | 0.33% | −19,659−10.0% | Reduced |
| American International Group, Inc. | 177,361 | $10.9M | 0.07% | −4,006−2.2% | Reduced |
| Wellington Management Group LLP | 177,650 | $10.9M | 0.00% | +177,650 | New |
| Lisanti Capital Growth, LLC | 182,888 | $11.2M | 1.52% | +139,108+317.7% | Added |
| Scout Investments, Inc. | 187,617 | $11.5M | 0.23% | +5,148+2.8% | Added |
| Woodline Partners LP | 194,475 | $11.9M | 0.19% | +4,295+2.3% | Added |
| Swiss National Bank | 197,000 | $12.1M | 0.01% | −500−0.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 200,274 | $12.3M | 1.10% | +200,274 | New |
| Ameriprise Financial Inc | 211,882 | $13.0M | 0.00% | +8,799+4.3% | Added |
| Rheos Capital Works Inc. | 215,200 | $13.2M | 0.99% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 227,151 | $13.9M | 0.04% | +24,603+12.1% | Added |
| Alliancebernstein L.P. | 235,879 | $14.5M | 0.01% | −32,720−12.2% | Reduced |
| Sectoral Asset Management Inc | 240,600 | $14.8M | 2.98% | +600+0.3% | Added |
| D. E. Shaw & Co., Inc. | 252,371 | $15.5M | 0.03% | −194,986−43.6% | Reduced |
| Rhumbline Advisers | 256,570 | $15.8M | 0.02% | +25,263+10.9% | Added |
| Glenmede Trust Co NA | 287,308 | $17.6M | 0.10% | −31,950−10.0% | Reduced |
| DF Dent & Co Inc | 288,040 | $17.7M | 0.25% | −16,043−5.3% | Reduced |
| American Century Companies Inc | 290,387 | $17.8M | 0.01% | −146,648−33.6% | Reduced |
| Summit Creek Advisors LLC | 298,196 | $18.3M | 2.33% | +1250.0% | Added |
| Nicholas Investment Partners, LP | 303,179 | $18.6M | 1.76% | −11,525−3.7% | Reduced |
| SEI Investments Co | 302,985 | $18.6M | 0.04% | +24,046+8.6% | Added |
| Norges Bank | 333,585 | $20.5M | 0.01% | −158,444−32.2% | Reduced |
| Clearbridge Investments, LLC | 340,265 | $20.9M | 0.02% | −77,223−18.5% | Reduced |
| Principal Financial Group Inc | 345,859 | $21.2M | 0.02% | +45,170+15.0% | Added |
| Ashford Capital Management Inc | 358,048 | $22.0M | 3.12% | +3,758+1.1% | Added |
| Ensign Peak Advisors, Inc | 360,498 | $22.1M | 0.05% | +908+0.3% | Added |
| Bank of America Corp | 396,855 | $24.4M | 0.00% | −6,544−1.6% | Reduced |
| Eagle Asset Management Inc | 422,954 | $26.0M | 0.16% | +422,954 | New |
| Royal Bank of Canada | 463,095 | $28.4M | 0.01% | +1810.0% | Added |
| Goldman Sachs Group Inc | 467,225 | $28.7M | 0.01% | +95,426+25.7% | Added |
| Kornitzer Capital Management Inc | 467,885 | $28.7M | 0.57% | −144,800−23.6% | Reduced |
| TimesSquare Capital Management, LLC | 477,430 | $29.3M | 0.41% | +256,650+116.2% | Added |
| Iron Triangle Partners LP | 485,541 | $29.8M | 4.81% | −1,321−0.3% | Reduced |
| Granite Investment Partners, LLC | 498,716 | $30.6M | 1.28% | +10,835+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 508,037 | $31.2M | 0.05% | −95,064−15.8% | Reduced |
| Aureus Asset Management, LLC | 513,826 | $31.5M | 2.55% | +4,236+0.8% | Added |
| Citadel Advisors LLC | 531,807 | $32.6M | 0.04% | +249,993+88.7% | Added |
| Nuveen Asset Management, LLC | 537,240 | $33.0M | 0.01% | −130,160−19.5% | Reduced |
| Invesco Ltd. | 539,621 | $33.1M | 0.01% | +404,090+298.2% | Added |
| Morgan Stanley | 570,496 | $35.0M | 0.00% | +426,599+296.5% | Added |
| Aristotle Capital Boston, LLC | 586,138 | $36.0M | 1.07% | +11,267+2.0% | Added |
| Massachusetts Financial Services Co | 598,399 | $36.7M | 0.01% | −200,152−25.1% | Reduced |
| Van Berkom & Associates Inc. | 737,777 | $45.3M | 1.90% | −148,331−16.7% | Reduced |
| Dimensional Fund Advisors LP | 784,162 | $48.1M | 0.02% | +84,643+12.1% | Added |
| Victory Capital Management Inc | 785,913 | $48.2M | 0.05% | −285,620−26.7% | Reduced |
| Point72 Asset Management, L.P. | 791,472 | $48.6M | 0.23% | +593,172+299.1% | Added |
| Bamco Inc | 800,000 | $49.1M | 0.16% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 850,277 | $52.2M | 1.20% | −7,641−0.9% | Reduced |
| GW&K Investment Management, LLC | 851,583 | $52.3M | 0.56% | +45,267+5.6% | Added |
| Charles Schwab Investment Management Inc | 864,036 | $53.0M | 0.02% | +15,129+1.8% | Added |
| Granahan Investment Management Inc | 864,057 | $53.0M | 1.81% | +35,057+4.2% | Added |
| Millennium Management LLC | 903,044 | $55.4M | 0.07% | −192,908−17.6% | Reduced |
| Bank of New York Mellon Corp | 920,082 | $56.5M | 0.01% | −4,412−0.5% | Reduced |
| Credit Suisse AG | 1,126,256 | $69.1M | 0.07% | −349,235−23.7% | Reduced |
| Stephens Investment Management Group LLC | 1,140,122 | $70.0M | 1.29% | +9,621+0.9% | Added |
| Franklin Resources Inc | 1,141,459 | $70.1M | 0.03% | −24,467−2.1% | Reduced |
| Northern Trust Corp | 1,268,405 | $77.9M | 0.02% | −21,716−1.7% | Reduced |
| Janus Henderson Group PLC | 1,308,041 | $80.3M | 0.06% | −62,742−4.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,410,226 | $86.6M | 0.27% | +30,886+2.2% | Added |
| Geode Capital Management, LLC | 1,485,034 | $91.2M | 0.01% | −4960.0% | Reduced |
| Fred Alger Management, LLC | 1,774,140 | $108.9M | 0.51% | −55,533−3.0% | Reduced |
| Brown Advisory Inc | 1,826,705 | $112.1M | 0.21% | +3,691+0.2% | Added |
| ArrowMark Colorado Holdings LLC | 1,847,890 | $113.4M | 1.30% | −85,846−4.4% | Reduced |