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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 96,707 | $5.94M | 0.05% | +188+0.2% | Added |
| Motley Fool Asset Management LLC | 100,674 | $5.92M | 0.56% | −5,865−5.5% | Reduced |
| DFPG Investments, LLC | 100,139 | $5.85M | 2.55% | +2,007+2.0% | Added |
| Inspirion Wealth Advisors, LLC | 91,485 | $5.62M | 1.23% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 89,000 | $5.46M | 0.27% | +89,000 | New |
| Voya Investment Management LLC | 84,321 | $5.18M | 0.01% | +40,529+92.5% | Added |
| NBW Capital LLC | 84,121 | $5.16M | 1.42% | +33,995+67.8% | Added |
| HighTower Advisors, LLC | 83,142 | $5.10M | 0.01% | +584+0.7% | Added |
| New York State Teachers Retirement System | 83,051 | $5.10M | 0.01% | 00.0% | Unchanged |
| Crestwood Capital Management, L.P. | 82,034 | $5.04M | 4.74% | −1,290−1.5% | Reduced |
| Deutsche Bank AG | 78,786 | $4.84M | 0.00% | −4,624−5.5% | Reduced |
| Calamos Advisors LLC | 72,782 | $4.47M | 0.02% | +54,280+293.4% | Added |
| King Luther Capital Management Corp | 71,300 | $4.38M | 0.02% | +15,990+28.9% | Added |
| Davenport & Co LLC | 70,988 | $4.36M | 0.04% | −1,240−1.7% | Reduced |
| Mutual of America Capital Management LLC | 70,541 | $4.33M | 0.06% | −5,694−7.5% | Reduced |
| Envestnet Asset Management Inc | 69,684 | $4.28M | 0.00% | +2,175+3.2% | Added |
| Man Group plc | – | $4.14M | 0.02% | – | – |
| UBS Group AG | 66,033 | $4.05M | 0.00% | +33,125+100.7% | Added |
| Eaton Vance Management | 64,825 | $3.98M | 0.01% | −600−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,824 | $3.92M | 0.01% | −7,111−10.0% | Reduced |
| Neuberger Berman Group LLC | 62,124 | $3.81M | 0.00% | +3,201+5.4% | Added |
| Texas Permanent School Fund | 60,977 | $3.74M | 0.06% | +1,708+2.9% | Added |
| UMA Financial Services, Inc. | 65,029 | $3.71M | 1.07% | −159−0.2% | Reduced |
| Thrivent Financial for Lutherans | 59,470 | $3.65M | 0.01% | +287+0.5% | Added |
| M&T Bank Corp | 57,965 | $3.56M | 0.02% | +6,678+13.0% | Added |
| Amalgamated Bank | 57,219 | $3.51M | 0.03% | +690+1.2% | Added |
| Great West Life Assurance Co | 51,641 | $3.17M | 0.01% | +6,382+14.1% | Added |
| Oppenheimer Asset Management Inc. | 50,960 | $3.13M | 0.05% | −7,592−13.0% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $3.08M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 49,746 | $3.05M | 0.00% | −4,128−7.7% | Reduced |
| Price T Rowe Associates Inc | 48,723 | $2.99M | 0.00% | +4,111+9.2% | Added |
| Yousif Capital Management, LLC | 47,357 | $2.91M | 0.04% | +3,045+6.9% | Added |
| Cinctive Capital Management LP | 43,298 | $2.66M | 0.12% | +28,298+188.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,849 | $2.57M | 0.04% | −5,526−11.7% | Reduced |
| LPL Financial LLC | 40,434 | $2.48M | 0.00% | +1,934+5.0% | Added |
| BNP Paribas Arbitrage, SA | 39,450 | $2.42M | 0.01% | +24,004+155.4% | Added |
| Comerica Bank | 38,917 | $2.33M | 0.02% | +337+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,399 | $2.05M | 0.02% | +2,760+9.0% | Added |
| Jane Street Group, LLC | 30,870 | $1.90M | 0.00% | −47,236−60.5% | Reduced |
| State Board of Administration of Florida Retirement System | 29,293 | $1.80M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28,725 | $1.76M | 0.08% | +221+0.8% | Added |
| Wells Fargo & Company | 27,156 | $1.67M | 0.00% | −75,570−73.6% | Reduced |
| Truist Financial Corp | 26,405 | $1.62M | 0.00% | −274−1.0% | Reduced |
| TownSquare Capital, LLC | 25,556 | $1.57M | 0.04% | +2,467+10.7% | Added |
| Prospera Financial Services Inc | 25,081 | $1.54M | 0.08% | +25,081 | New |
| Oregon Public Employees Retirement Fund | 24,586 | $1.51M | 0.02% | −2,261−8.4% | Reduced |
| ExodusPoint Capital Management, LP | 24,533 | $1.51M | 0.02% | +19,726+410.4% | Added |
| Cordatus Wealth Management LLC | 24,512 | $1.50M | 0.70% | +24,512 | New |
| Brookfield Asset Management Inc. | 24,084 | $1.48M | 0.01% | +24,084 | New |
| Vontobel Holding Ltd. | 23,061 | $1.47M | 0.02% | −19,757−46.1% | Reduced |
| Cambiar Investors LLC | 23,361 | $1.43M | 0.06% | −13,552−36.7% | Reduced |
| South Dakota Investment Council | 23,093 | $1.42M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,003 | $1.41M | 0.02% | +6,849+42.4% | Added |
| Stifel Financial Corp | 22,961 | $1.41M | 0.00% | −1,277−5.3% | Reduced |
| Panagora Asset Management Inc | 22,757 | $1.40M | 0.01% | −2,933−11.4% | Reduced |
| Arizona State Retirement System | 22,656 | $1.39M | 0.01% | +82+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 21,890 | $1.34M | 0.15% | +21,890 | New |
| Covington Capital Management | 21,789 | $1.34M | 0.05% | −4,685−17.7% | Reduced |
| Louisiana State Employees Retirement System | 22,200 | $1.33M | 0.04% | +300+1.4% | Added |
| State of Michigan Retirement System | 21,422 | $1.31M | 0.01% | +200+0.9% | Added |
| Simplex Trading, LLC | 20,232 | $1.24M | 0.04% | −73,620−78.4% | Reduced |
| First Republic Investment Management, Inc. | 19,396 | $1.19M | 0.00% | +2,449+14.5% | Added |
| Shay Capital LLC | 17,500 | $1.07M | 0.55% | −2,500−12.5% | Reduced |
| Alyeska Investment Group, L.P. | 17,452 | $1.07M | 0.01% | +17,452 | New |
| Magnetar Financial LLC | 17,007 | $1.04M | 0.01% | +17,007 | New |
| Natixis Advisors, L.P. | 16,875 | $1.04M | 0.00% | +3,054+22.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,777 | $1.03M | 0.11% | −365−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 16,141 | $991.0K | 0.03% | −1,800−10.0% | Reduced |
| Holocene Advisors, LP | 16,134 | $990.0K | 0.01% | −3,566−18.1% | Reduced |
| ETF Managers Group, LLC | 15,354 | $975.0K | 0.03% | +15,354 | New |
| Penserra Capital Management LLC | 15,850 | $973.0K | 0.03% | +15,850 | New |
| AGF Investments LLC | 15,789 | $969.0K | 0.09% | +636+4.2% | Added |
| ProShare Advisors LLC | 15,342 | $941.0K | 0.00% | −8,329−35.2% | Reduced |
| Federated Hermes, Inc. | 15,020 | $922.0K | 0.00% | −396−2.6% | Reduced |
| Handelsbanken Fonder AB | 14,816 | $910.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,478 | $889.0K | 0.00% | +14,478 | New |
| The PNC Financial Services Group, Inc. | 14,208 | $872.0K | 0.00% | +661+4.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,121 | $867.0K | 0.02% | +235+1.7% | Added |
| Tudor Investment Corp Et Al | 13,931 | $855.0K | 0.03% | +13,931 | New |
| Susquehanna International Group, LLP | 13,745 | $844.0K | 0.00% | +8,056+141.6% | Added |
| Xponance, Inc. | 13,449 | $825.0K | 0.02% | +827+6.6% | 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 |
| Walleye Capital LLC | 12,688 | $779.0K | 0.02% | +6,865+117.9% | Added |
| Zions Bancorporation, N.A. | 12,624 | $775.0K | 0.08% | +2,415+23.7% | Added |
| Beck Bode, LLC | 12,128 | $745.0K | 0.16% | −1,133−8.5% | Reduced |
| 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 |
| Cipher Capital LP | 12,083 | $742.0K | 0.17% | +12,083 | New |
| STRS Ohio | 11,600 | $712.0K | 0.00% | +3,600+45.0% | Added |
| Citigroup Inc | 11,412 | $701.0K | 0.00% | +3,495+44.1% | Added |
| Bank of Nova Scotia | 11,142 | $684.0K | 0.00% | −1,512−11.9% | Reduced |
| Twinbeech Capital LP | 11,022 | $677.0K | 0.03% | +11,022 | New |
| Moody National Bank Trust Division | 10,961 | $673.0K | 0.07% | +10,961 | New |
| Blair William & Co | 10,713 | $658.0K | 0.00% | −1,924−15.2% | Reduced |
| Fifth Third Bancorp | 10,402 | $639.0K | 0.00% | +105+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,358 | $636.0K | 0.00% | −858−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $635.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,330 | $634.0K | 0.00% | +2,976+40.5% | Added |
| Landscape Capital Management, L.L.C. | 10,198 | $626.0K | 0.08% | −38,555−79.1% | Reduced |