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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Vestcor Inc | 8,160 | $548.0K | 0.02% | +8,160 | New |
| Commerce Bank | 8,806 | $591.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,906 | $598.0K | 0.00% | +6,995+366.0% | Added |
| FORA Capital, LLC | 8,998 | $604.0K | 0.12% | +1,032+13.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 9,000 | $605.0K | 0.03% | −80,000−89.9% | Reduced |
| Daiwa Securities Group Inc. | 9,050 | $608.0K | 0.01% | −1,050−10.4% | Reduced |
| Cna Financial Corp | 9,071 | $609.0K | 0.23% | −521−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,246 | $620.0K | 0.00% | +915+11.0% | Added |
| Tower Research Capital LLC (TRC) | 9,293 | $624.0K | 0.01% | +3,160+51.5% | Added |
| Bank of Montreal | 8,813 | $630.0K | 0.00% | +1,606+22.3% | Added |
| Jupiter Asset Management Ltd | 9,396 | $631.0K | 0.01% | +9,396 | New |
| Prudential Financial Inc | 9,489 | $655.0K | 0.00% | −68−0.7% | Reduced |
| Shay Capital LLC | 10,000 | $672.0K | 0.34% | −7,500−42.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $695.0K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,435 | $701.0K | 0.00% | −5,699−35.3% | Reduced |
| Virginia Retirement Systems Et Al | 10,500 | $705.3K | 0.01% | +10,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,222 | $754.0K | 0.00% | +864+8.3% | Added |
| Cipher Capital LP | 11,249 | $756.0K | 0.12% | −834−6.9% | Reduced |
| STRS Ohio | 11,600 | $779.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 11,707 | $786.0K | 0.01% | −400−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,895 | $799.0K | 0.01% | +11,895 | New |
| Crestwood Capital Management, L.P. | 12,090 | $812.0K | 0.74% | −69,944−85.3% | Reduced |
| HC Advisors, LLC | 12,095 | $812.0K | 0.56% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,185 | $818.0K | 0.02% | −1,936−13.7% | Reduced |
| Penserra Capital Management LLC | 12,258 | $823.0K | 0.02% | −3,592−22.7% | Reduced |
| GWM Advisors LLC | 12,524 | $841.0K | 0.01% | +12,524 | New |
| Bank of Nova Scotia | 12,546 | $842.0K | 0.00% | +1,404+12.6% | Added |
| Zions Bancorporation, N.A. | 12,634 | $849.0K | 0.09% | +10+0.1% | Added |
| Xponance, Inc. | 13,297 | $893.0K | 0.02% | −152−1.1% | Reduced |
| New Mexico Educational Retirement Board | 13,300 | $893.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,061 | $945.0K | 0.00% | −147−1.0% | Reduced |
| Moody National Bank Trust Division | 14,288 | $960.0K | 0.10% | +3,327+30.4% | Added |
| Algert Global LLC | 14,335 | $963.0K | 0.06% | +14,335 | New |
| Blair William & Co | 14,457 | $971.0K | 0.00% | +3,744+34.9% | Added |
| Two Sigma Investments, LP | 14,700 | $987.0K | 0.00% | +5,600+61.5% | Added |
| Handelsbanken Fonder AB | 14,816 | $995.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 14,882 | $1.00M | 0.02% | +951+6.8% | Added |
| ProShare Advisors LLC | 15,104 | $1.01M | 0.00% | −238−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 15,625 | $1.05M | 0.03% | −516−3.2% | Reduced |
| Federated Hermes, Inc. | 15,927 | $1.07M | 0.00% | +907+6.0% | Added |
| Mariner, LLC | 16,461 | $1.11M | 0.00% | +16,461 | New |
| Schaper Benz & Wise Investment Counsel Inc | 16,762 | $1.13M | 0.13% | −15−0.1% | Reduced |
| Calamos Advisors LLC | 17,057 | $1.15M | 0.01% | −55,725−76.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,096 | $1.15M | 0.26% | +17,096 | New |
| Squarepoint Ops LLC | 17,550 | $1.18M | 0.01% | +17,550 | New |
| Toroso Investments, LLC | 18,086 | $1.22M | 0.05% | +18,086 | New |
| First Republic Investment Management, Inc. | 18,573 | $1.25M | 0.00% | −823−4.2% | Reduced |
| US Bancorp | 19,126 | $1.28M | 0.00% | +8,796+85.2% | Added |
| Natixis Advisors, L.P. | 19,192 | $1.29M | 0.01% | +2,317+13.7% | Added |
| Alps Advisors Inc | 19,300 | $1.30M | 0.01% | +19,300 | New |
| Barclays PLC | 19,853 | $1.33M | 0.00% | +11,941+150.9% | Added |
| Vontobel Holding Ltd. | 20,996 | $1.41M | 0.02% | −2,065−9.0% | Reduced |
| State of Michigan Retirement System | 21,222 | $1.43M | 0.01% | −200−0.9% | Reduced |
| Covington Capital Management | 21,422 | $1.44M | 0.06% | −367−1.7% | Reduced |
| Stifel Financial Corp | 22,212 | $1.49M | 0.00% | −749−3.3% | Reduced |
| Louisiana State Employees Retirement System | 22,400 | $1.50M | 0.04% | +200+0.9% | Added |
| Panagora Asset Management Inc | 22,757 | $1.53M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,926 | $1.54M | 0.02% | +270+1.2% | Added |
| South Dakota Investment Council | 23,093 | $1.55M | 0.04% | 00.0% | Unchanged |
| Beck Bode, LLC | 23,925 | $1.61M | 0.35% | +11,797+97.3% | Added |
| Citigroup Inc | 24,013 | $1.61M | 0.00% | +12,601+110.4% | Added |
| Oregon Public Employees Retirement Fund | 24,586 | $1.65M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 25,304 | $1.70M | 0.00% | −1,101−4.2% | Reduced |
| Susquehanna International Group, LLP | 26,182 | $1.76M | 0.00% | +12,437+90.5% | Added |
| AGF Investments LLC | 26,629 | $1.79M | 0.16% | +10,840+68.7% | Added |
| TownSquare Capital, LLC | 26,721 | $1.80M | 0.05% | +1,165+4.6% | Added |
| Teacher Retirement System of Texas | 27,585 | $1.85M | 0.01% | +14,290+107.5% | Added |
| EAM Investors, LLC | 28,103 | $1.89M | 0.41% | +28,103 | New |
| Ameritas Investment Partners, Inc. | 28,206 | $1.89M | 0.08% | −519−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 28,923 | $1.94M | 0.01% | −79,161−73.2% | Reduced |
| State Board of Administration of Florida Retirement System | 29,293 | $1.97M | 0.01% | 00.0% | Unchanged |
| Cambiar Investors LLC | 29,828 | $2.00M | 0.10% | +6,467+27.7% | Added |
| Wells Fargo & Company | 29,858 | $2.00M | 0.00% | +2,702+9.9% | Added |
| Voya Investment Management LLC | 32,228 | $2.16M | 0.00% | −52,093−61.8% | Reduced |
| UBS Group AG | 32,592 | $2.19M | 0.00% | −33,441−50.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,785 | $2.20M | 0.04% | −9,064−21.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,450 | $2.25M | 0.02% | +51+0.2% | Added |
| Man Group plc | 36,960 | $2.48M | 0.01% | – | – |
| Neuberger Berman Group LLC | 37,386 | $2.51M | 0.00% | −24,738−39.8% | Reduced |
| Jane Street Group, LLC | 39,378 | $2.65M | 0.01% | +8,508+27.6% | Added |
| BNP Paribas Arbitrage, SA | 39,764 | $2.67M | 0.01% | +314+0.8% | Added |
| LPL Financial LLC | 41,244 | $2.77M | 0.00% | +810+2.0% | Added |
| PFS Investments Inc. | 41,508 | $2.79M | 0.06% | +41,508 | New |
| Comerica Bank | 38,206 | $2.89M | 0.02% | −711−1.8% | Reduced |
| Yousif Capital Management, LLC | 43,241 | $2.90M | 0.04% | −4,116−8.7% | Reduced |
| Price T Rowe Associates Inc | 45,491 | $3.06M | 0.00% | −3,232−6.6% | Reduced |
| Oppenheimer Asset Management Inc. | 48,389 | $3.25M | 0.06% | −2,571−5.0% | Reduced |
| Osterweis Capital Management Inc | 49,580 | $3.33M | 0.25% | +49,580 | New |
| State of New Jersey Common Pension Fund D | 50,250 | $3.38M | 0.01% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 50,522 | $3.39M | 0.09% | +50,522 | New |
| State of Tennessee, Treasury Department | 50,778 | $3.41M | 0.02% | +40,778+407.8% | Added |
| Jacobs Levy Equity Management, Inc | 51,281 | $3.44M | 0.03% | +51,281 | New |
| Brookfield Asset Management Inc. | 52,095 | $3.50M | 0.01% | +28,011+116.3% | Added |
| Macquarie Group Ltd | 51,841 | $3.55M | 0.00% | +2,095+4.2% | Added |
| Great West Life Assurance Co | 56,014 | $3.76M | 0.01% | +4,373+8.5% | Added |
| Portolan Capital Management, LLC | 58,206 | $3.91M | 0.41% | −63,030−52.0% | Reduced |
| Amalgamated Bank | 58,480 | $3.93M | 0.04% | +1,261+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,485 | $4.00M | 0.01% | −4,339−6.8% | Reduced |
| Thrivent Financial for Lutherans | 59,666 | $4.01M | 0.01% | +196+0.3% | Added |
| D. E. Shaw & Co., Inc. | 60,411 | $4.06M | 0.01% | −191,960−76.1% | Reduced |