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, Q3 2022
Institutional positions in Healthequity, Inc. as of Sep 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
- 310
- +4 vs. Q2 2022
- Shares held
- 85.8M
- +1.46M (+1.7%) vs. Q2 2022
- Total value
- $5.76B
- +$623.4M (+12.1%) vs. Q2 2022
- New holders
- 40
- 105 more added
- Sold out
- 36
- 117 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,690,500 | $650.9M | 0.02% | −80,955−0.8% | Reduced |
| Vanguard Group Inc | 8,173,889 | $549.0M | 0.02% | +31,009+0.4% | Added |
| Wasatch Advisors Inc | 5,726,062 | $384.6M | 2.67% | −902,689−13.6% | Reduced |
| FMR LLC | 3,983,836 | $267.6M | 0.03% | +394,036+11.0% | Added |
| William Blair Investment Management, LLC | 3,332,969 | $223.9M | 0.88% | +645,378+24.0% | Added |
| State Street Corp | 2,671,946 | $179.5M | 0.01% | +74,035+2.8% | Added |
| JPMorgan Chase & Co | 2,151,210 | $144.5M | 0.02% | −305,801−12.4% | Reduced |
| Brown Advisory Inc | 2,059,396 | $138.3M | 0.27% | +232,691+12.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,983,563 | $133.2M | 1.63% | +135,673+7.3% | Added |
| Mackenzie Financial Corp | 1,891,751 | $127.1M | 0.22% | −162,061−7.9% | Reduced |
| Fred Alger Management, LLC | 1,778,970 | $119.5M | 0.61% | +4,830+0.3% | Added |
| Geode Capital Management, LLC | 1,516,008 | $101.8M | 0.02% | +30,974+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,471,172 | $98.8M | 0.33% | +60,946+4.3% | Added |
| Millennium Management LLC | 1,357,687 | $91.2M | 0.11% | +454,643+50.3% | Added |
| Janus Henderson Group PLC | 1,304,214 | $87.6M | 0.07% | −3,827−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,277,945 | $85.8M | 0.15% | +769,908+151.5% | Added |
| Northern Trust Corp | 1,247,331 | $83.8M | 0.02% | −21,074−1.7% | Reduced |
| Franklin Resources Inc | 1,153,082 | $77.5M | 0.04% | +11,623+1.0% | Added |
| Stephens Investment Management Group LLC | 1,135,739 | $76.3M | 1.45% | −4,383−0.4% | Reduced |
| Dimensional Fund Advisors LP | 935,297 | $62.8M | 0.02% | +151,135+19.3% | Added |
| Bank of New York Mellon Corp | 933,350 | $62.7M | 0.02% | +13,268+1.4% | Added |
| Charles Schwab Investment Management Inc | 894,529 | $60.1M | 0.02% | +30,493+3.5% | Added |
| Geneva Capital Management LLC | 876,691 | $58.9M | 1.36% | +26,414+3.1% | Added |
| Credit Suisse AG | 876,294 | $58.9M | 0.07% | −249,962−22.2% | Reduced |
| Victory Capital Management Inc | 871,685 | $58.6M | 0.07% | +85,772+10.9% | Added |
| GW&K Investment Management, LLC | 840,052 | $56.4M | 0.62% | −11,531−1.4% | Reduced |
| Invesco Ltd. | 839,852 | $56.4M | 0.02% | +300,231+55.6% | Added |
| Bamco Inc | 800,000 | $53.7M | 0.17% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 747,104 | $50.2M | 0.18% | +747,104 | New |
| Van Berkom & Associates Inc. | 719,915 | $48.4M | 2.30% | −17,862−2.4% | Reduced |
| Citadel Advisors LLC | 694,501 | $46.6M | 0.06% | +162,694+30.6% | Added |
| Granahan Investment Management Inc | 692,166 | $46.5M | 1.52% | −171,891−19.9% | Reduced |
| TimesSquare Capital Management, LLC | 684,935 | $46.0M | 0.64% | +207,505+43.5% | Added |
| Point72 Asset Management, L.P. | 678,577 | $45.6M | 0.20% | −112,895−14.3% | Reduced |
| Massachusetts Financial Services Co | 638,467 | $42.9M | 0.02% | +40,068+6.7% | Added |
| Goldman Sachs Group Inc | 583,629 | $39.2M | 0.01% | +116,404+24.9% | Added |
| Kornitzer Capital Management Inc | 561,652 | $37.7M | 0.81% | +93,767+20.0% | Added |
| Morgan Stanley | 558,318 | $37.5M | 0.01% | −12,178−2.1% | Reduced |
| Aristotle Capital Boston, LLC | 539,710 | $36.3M | 1.23% | −46,428−7.9% | Reduced |
| Ophir Asset Management Pty Ltd | 528,400 | $35.5M | 6.47% | −228,241−30.2% | Reduced |
| Nuveen Asset Management, LLC | 506,139 | $34.0M | 0.01% | −31,101−5.8% | Reduced |
| Royal Bank of Canada | 494,955 | $33.2M | 0.01% | +31,860+6.9% | Added |
| SEI Investments Co | 469,419 | $31.5M | 0.07% | +166,434+54.9% | Added |
| Granite Investment Partners, LLC | 468,814 | $31.5M | 1.37% | −29,902−6.0% | Reduced |
| Iron Triangle Partners LP | 440,000 | $29.6M | 5.17% | −45,541−9.4% | Reduced |
| Norges Bank | 430,672 | $28.9M | 0.01% | +97,087+29.1% | Added |
| American Century Companies Inc | 416,628 | $28.0M | 0.02% | +126,241+43.5% | Added |
| Eagle Asset Management Inc | 413,412 | $27.8M | 0.18% | −9,542−2.3% | Reduced |
| Aureus Asset Management, LLC | 408,426 | $27.4M | 2.39% | −105,400−20.5% | Reduced |
| Bank of America Corp | 389,308 | $26.1M | 0.00% | −7,547−1.9% | Reduced |
| Marshall Wace, LLP | 386,402 | $26.0M | 0.07% | +271,414+236.0% | Added |
| Ensign Peak Advisors, Inc | 360,284 | $24.2M | 0.06% | −214−0.1% | Reduced |
| Principal Financial Group Inc | 341,429 | $22.9M | 0.02% | −4,430−1.3% | Reduced |
| Ashford Capital Management Inc | 339,831 | $22.8M | 3.48% | −18,217−5.1% | Reduced |
| Clearbridge Investments, LLC | 318,103 | $21.4M | 0.02% | −22,162−6.5% | Reduced |
| Summit Creek Advisors LLC | 287,411 | $19.3M | 2.66% | −10,785−3.6% | Reduced |
| DF Dent & Co Inc | 284,270 | $19.1M | 0.29% | −3,770−1.3% | Reduced |
| Rhumbline Advisers | 268,368 | $18.0M | 0.03% | +11,798+4.6% | Added |
| Glenmede Trust Co NA | 265,742 | $17.8M | 0.11% | −21,566−7.5% | Reduced |
| Ameriprise Financial Inc | 246,144 | $16.5M | 0.01% | +34,262+16.2% | Added |
| First Trust Advisors LP | 240,346 | $16.1M | 0.02% | +83,304+53.0% | Added |
| Sectoral Asset Management Inc | 233,100 | $15.7M | 3.08% | −7,500−3.1% | Reduced |
| Rheos Capital Works Inc. | 215,200 | $14.5M | 0.97% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 206,682 | $13.9M | 0.01% | −29,197−12.4% | Reduced |
| Swiss National Bank | 200,100 | $13.4M | 0.01% | +3,100+1.6% | Added |
| California Public Employees Retirement System | 191,677 | $12.9M | 0.01% | +36,772+23.7% | Added |
| Peregrine Capital Management LLC | 182,460 | $12.3M | 0.40% | +6,087+3.5% | Added |
| Scout Investments, Inc. | 182,452 | $12.3M | 0.25% | −5,165−2.8% | Reduced |
| Wellington Management Group LLP | 180,761 | $12.1M | 0.00% | +3,111+1.8% | Added |
| Picton Mahoney Asset Management | 175,850 | $11.8M | 0.54% | +12,502+7.7% | Added |
| American International Group, Inc. | 171,667 | $11.5M | 0.08% | −5,694−3.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 165,839 | $11.1M | 0.03% | −61,312−27.0% | Reduced |
| Agf Investments Inc. | 160,000 | $10.7M | 0.10% | +160,000 | New |
| Amussen Hunsaker Associates LLC | 150,940 | $10.1M | 2.86% | −7,004−4.4% | Reduced |
| State of Wisconsin Investment Board | 145,124 | $9.75M | 0.03% | −5,121−3.4% | Reduced |
| Next Century Growth Investors LLC | 140,809 | $9.46M | 1.15% | +5,660+4.2% | Added |
| Putnam Investments LLC | 132,512 | $8.90M | 0.02% | +7,796+6.3% | Added |
| Motley Fool Wealth Management, LLC | 124,693 | $8.38M | 0.55% | +350+0.3% | Added |
| Legal & General Group Plc | 123,610 | $8.30M | 0.00% | −2,665−2.1% | Reduced |
| Advantage Alpha Capital Partners LP | 122,962 | $8.26M | 1.52% | −25,541−17.2% | Reduced |
| UBS Asset Management Americas Inc | 118,025 | $7.93M | 0.00% | +14,427+13.9% | Added |
| CIBC Private Wealth Group, LLC | 114,930 | $7.72M | 0.02% | −210.0% | Reduced |
| Raymond James & Associates | 110,627 | $7.43M | 0.01% | −43,868−28.4% | Reduced |
| Retirement Systems of Alabama | 110,452 | $7.42M | 0.03% | −684−0.6% | Reduced |
| DFPG Investments, LLC | 98,103 | $7.42M | 3.15% | −2,036−2.0% | Reduced |
| Tekla Capital Management LLC | 110,214 | $7.40M | 0.30% | −5,100−4.4% | Reduced |
| New York State Common Retirement Fund | 107,811 | $7.24M | 0.01% | −49,673−31.5% | Reduced |
| CWM, LLC | 107,635 | $7.23M | 0.06% | −3,779−3.4% | Reduced |
| California State Teachers Retirement System | 105,485 | $7.08M | 0.01% | −1,367−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 98,994 | $6.65M | 0.00% | −2,780−2.7% | Reduced |
| Motley Fool Asset Management LLC | 97,957 | $6.58M | 0.65% | −2,717−2.7% | Reduced |
| MetLife Investment Management | 96,467 | $6.48M | 0.05% | −240−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 94,209 | $6.33M | 0.11% | +94,209 | New |
| Inspirion Wealth Advisors, LLC | 91,485 | $6.14M | 1.39% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 91,035 | $6.12M | 0.03% | −8,052−8.1% | Reduced |
| NBW Capital LLC | 87,233 | $5.86M | 1.57% | +3,112+3.7% | Added |
| Russell Investments Group, Ltd. | 85,450 | $5.74M | 0.01% | −48,527−36.2% | Reduced |
| HighTower Advisors, LLC | 83,387 | $5.60M | 0.02% | +245+0.3% | Added |
| New York State Teachers Retirement System | 83,051 | $5.58M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 78,506 | $5.27M | 0.00% | +8,822+12.7% | Added |