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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 2,053,812 | $126.1M | 0.20% | −7,161−0.3% | Reduced |
| JPMorgan Chase & Co | 2,457,011 | $150.8M | 0.02% | −212,694−8.0% | Reduced |
| State Street Corp | 2,597,911 | $159.5M | 0.01% | −44,747−1.7% | Reduced |
| William Blair Investment Management, LLC | 2,687,591 | $165.0M | 0.61% | −424,803−13.6% | Reduced |
| FMR LLC | 3,589,800 | $220.4M | 0.02% | +373,264+11.6% | Added |
| Wasatch Advisors Inc | 6,628,751 | $406.9M | 2.57% | −1,010,184−13.2% | Reduced |
| Vanguard Group Inc | 8,142,880 | $499.9M | 0.01% | +144,552+1.8% | Added |
| BlackRock Inc. | 9,771,455 | $599.9M | 0.02% | +348,447+3.7% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −42,111−100.0% | Sold out |
| American Capital Management Inc | 0 | $0 | 0.00% | −32,508−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,729−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,828−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |