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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 60,679 | $4.08M | 0.07% | −298−0.5% | Reduced |
| M&T Bank Corp | 63,135 | $4.24M | 0.02% | +5,170+8.9% | Added |
| Eaton Vance Management | 65,425 | $4.39M | 0.01% | +600+0.9% | Added |
| UMA Financial Services, Inc. | 65,029 | $4.44M | 1.36% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 67,778 | $4.55M | 0.06% | −2,763−3.9% | Reduced |
| King Luther Capital Management Corp | 72,070 | $4.84M | 0.03% | +770+1.1% | Added |
| Davenport & Co LLC | 72,634 | $4.88M | 0.04% | +1,646+2.3% | Added |
| Moody Aldrich Partners LLC | 75,227 | $5.05M | 1.04% | +75,227 | New |
| Pier Capital, LLC | 75,353 | $5.06M | 0.87% | −56,215−42.7% | Reduced |
| Deutsche Bank AG | 78,072 | $5.24M | 0.00% | −714−0.9% | Reduced |
| Envestnet Asset Management Inc | 78,506 | $5.27M | 0.00% | +8,822+12.7% | Added |
| New York State Teachers Retirement System | 83,051 | $5.58M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 83,387 | $5.60M | 0.02% | +245+0.3% | Added |
| Russell Investments Group, Ltd. | 85,450 | $5.74M | 0.01% | −48,527−36.2% | Reduced |
| NBW Capital LLC | 87,233 | $5.86M | 1.57% | +3,112+3.7% | Added |
| Public Employees Retirement System of Ohio | 91,035 | $6.12M | 0.03% | −8,052−8.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 91,485 | $6.14M | 1.39% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 94,209 | $6.33M | 0.11% | +94,209 | New |
| MetLife Investment Management | 96,467 | $6.48M | 0.05% | −240−0.2% | Reduced |
| Motley Fool Asset Management LLC | 97,957 | $6.58M | 0.65% | −2,717−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 98,994 | $6.65M | 0.00% | −2,780−2.7% | Reduced |
| California State Teachers Retirement System | 105,485 | $7.08M | 0.01% | −1,367−1.3% | Reduced |
| CWM, LLC | 107,635 | $7.23M | 0.06% | −3,779−3.4% | Reduced |
| New York State Common Retirement Fund | 107,811 | $7.24M | 0.01% | −49,673−31.5% | Reduced |
| Tekla Capital Management LLC | 110,214 | $7.40M | 0.30% | −5,100−4.4% | 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 |
| Raymond James & Associates | 110,627 | $7.43M | 0.01% | −43,868−28.4% | Reduced |
| CIBC Private Wealth Group, LLC | 114,930 | $7.72M | 0.02% | −210.0% | Reduced |
| UBS Asset Management Americas Inc | 118,025 | $7.93M | 0.00% | +14,427+13.9% | Added |
| Advantage Alpha Capital Partners LP | 122,962 | $8.26M | 1.52% | −25,541−17.2% | Reduced |
| Legal & General Group Plc | 123,610 | $8.30M | 0.00% | −2,665−2.1% | Reduced |
| Motley Fool Wealth Management, LLC | 124,693 | $8.38M | 0.55% | +350+0.3% | Added |
| Putnam Investments LLC | 132,512 | $8.90M | 0.02% | +7,796+6.3% | Added |
| Next Century Growth Investors LLC | 140,809 | $9.46M | 1.15% | +5,660+4.2% | Added |
| State of Wisconsin Investment Board | 145,124 | $9.75M | 0.03% | −5,121−3.4% | Reduced |
| Amussen Hunsaker Associates LLC | 150,940 | $10.1M | 2.86% | −7,004−4.4% | Reduced |
| Agf Investments Inc. | 160,000 | $10.7M | 0.10% | +160,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 165,839 | $11.1M | 0.03% | −61,312−27.0% | Reduced |
| American International Group, Inc. | 171,667 | $11.5M | 0.08% | −5,694−3.2% | Reduced |
| Picton Mahoney Asset Management | 175,850 | $11.8M | 0.54% | +12,502+7.7% | Added |
| Wellington Management Group LLP | 180,761 | $12.1M | 0.00% | +3,111+1.8% | Added |
| Scout Investments, Inc. | 182,452 | $12.3M | 0.25% | −5,165−2.8% | Reduced |
| Peregrine Capital Management LLC | 182,460 | $12.3M | 0.40% | +6,087+3.5% | Added |
| California Public Employees Retirement System | 191,677 | $12.9M | 0.01% | +36,772+23.7% | Added |
| Swiss National Bank | 200,100 | $13.4M | 0.01% | +3,100+1.6% | Added |
| Alliancebernstein L.P. | 206,682 | $13.9M | 0.01% | −29,197−12.4% | Reduced |
| Rheos Capital Works Inc. | 215,200 | $14.5M | 0.97% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 233,100 | $15.7M | 3.08% | −7,500−3.1% | Reduced |
| First Trust Advisors LP | 240,346 | $16.1M | 0.02% | +83,304+53.0% | Added |
| Ameriprise Financial Inc | 246,144 | $16.5M | 0.01% | +34,262+16.2% | Added |
| Glenmede Trust Co NA | 265,742 | $17.8M | 0.11% | −21,566−7.5% | Reduced |
| Rhumbline Advisers | 268,368 | $18.0M | 0.03% | +11,798+4.6% | Added |
| DF Dent & Co Inc | 284,270 | $19.1M | 0.29% | −3,770−1.3% | Reduced |
| Summit Creek Advisors LLC | 287,411 | $19.3M | 2.66% | −10,785−3.6% | Reduced |
| Clearbridge Investments, LLC | 318,103 | $21.4M | 0.02% | −22,162−6.5% | Reduced |
| Ashford Capital Management Inc | 339,831 | $22.8M | 3.48% | −18,217−5.1% | Reduced |
| Principal Financial Group Inc | 341,429 | $22.9M | 0.02% | −4,430−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 360,284 | $24.2M | 0.06% | −214−0.1% | Reduced |
| Marshall Wace, LLP | 386,402 | $26.0M | 0.07% | +271,414+236.0% | Added |
| Bank of America Corp | 389,308 | $26.1M | 0.00% | −7,547−1.9% | Reduced |
| Aureus Asset Management, LLC | 408,426 | $27.4M | 2.39% | −105,400−20.5% | Reduced |
| Eagle Asset Management Inc | 413,412 | $27.8M | 0.18% | −9,542−2.3% | Reduced |
| American Century Companies Inc | 416,628 | $28.0M | 0.02% | +126,241+43.5% | Added |
| Norges Bank | 430,672 | $28.9M | 0.01% | +97,087+29.1% | Added |
| Iron Triangle Partners LP | 440,000 | $29.6M | 5.17% | −45,541−9.4% | Reduced |
| Granite Investment Partners, LLC | 468,814 | $31.5M | 1.37% | −29,902−6.0% | Reduced |
| SEI Investments Co | 469,419 | $31.5M | 0.07% | +166,434+54.9% | Added |
| Royal Bank of Canada | 494,955 | $33.2M | 0.01% | +31,860+6.9% | Added |
| Nuveen Asset Management, LLC | 506,139 | $34.0M | 0.01% | −31,101−5.8% | Reduced |
| Ophir Asset Management Pty Ltd | 528,400 | $35.5M | 6.47% | −228,241−30.2% | Reduced |
| Aristotle Capital Boston, LLC | 539,710 | $36.3M | 1.23% | −46,428−7.9% | Reduced |
| Morgan Stanley | 558,318 | $37.5M | 0.01% | −12,178−2.1% | Reduced |
| Kornitzer Capital Management Inc | 561,652 | $37.7M | 0.81% | +93,767+20.0% | Added |
| Goldman Sachs Group Inc | 583,629 | $39.2M | 0.01% | +116,404+24.9% | Added |
| Massachusetts Financial Services Co | 638,467 | $42.9M | 0.02% | +40,068+6.7% | Added |
| Point72 Asset Management, L.P. | 678,577 | $45.6M | 0.20% | −112,895−14.3% | Reduced |
| TimesSquare Capital Management, LLC | 684,935 | $46.0M | 0.64% | +207,505+43.5% | Added |
| Granahan Investment Management Inc | 692,166 | $46.5M | 1.52% | −171,891−19.9% | Reduced |
| Citadel Advisors LLC | 694,501 | $46.6M | 0.06% | +162,694+30.6% | Added |
| Van Berkom & Associates Inc. | 719,915 | $48.4M | 2.30% | −17,862−2.4% | Reduced |
| Lord, Abbett & Co. LLC | 747,104 | $50.2M | 0.18% | +747,104 | New |
| Bamco Inc | 800,000 | $53.7M | 0.17% | 00.0% | Unchanged |
| Invesco Ltd. | 839,852 | $56.4M | 0.02% | +300,231+55.6% | Added |
| GW&K Investment Management, LLC | 840,052 | $56.4M | 0.62% | −11,531−1.4% | Reduced |
| Victory Capital Management Inc | 871,685 | $58.6M | 0.07% | +85,772+10.9% | Added |
| Credit Suisse AG | 876,294 | $58.9M | 0.07% | −249,962−22.2% | Reduced |
| Geneva Capital Management LLC | 876,691 | $58.9M | 1.36% | +26,414+3.1% | Added |
| Charles Schwab Investment Management Inc | 894,529 | $60.1M | 0.02% | +30,493+3.5% | Added |
| Bank of New York Mellon Corp | 933,350 | $62.7M | 0.02% | +13,268+1.4% | Added |
| Dimensional Fund Advisors LP | 935,297 | $62.8M | 0.02% | +151,135+19.3% | Added |
| Stephens Investment Management Group LLC | 1,135,739 | $76.3M | 1.45% | −4,383−0.4% | Reduced |
| Franklin Resources Inc | 1,153,082 | $77.5M | 0.04% | +11,623+1.0% | Added |
| Northern Trust Corp | 1,247,331 | $83.8M | 0.02% | −21,074−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,277,945 | $85.8M | 0.15% | +769,908+151.5% | Added |
| Janus Henderson Group PLC | 1,304,214 | $87.6M | 0.07% | −3,827−0.3% | Reduced |
| Millennium Management LLC | 1,357,687 | $91.2M | 0.11% | +454,643+50.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,471,172 | $98.8M | 0.33% | +60,946+4.3% | Added |
| Geode Capital Management, LLC | 1,516,008 | $101.8M | 0.02% | +30,974+2.1% | Added |
| Fred Alger Management, LLC | 1,778,970 | $119.5M | 0.61% | +4,830+0.3% | Added |