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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 1,891,751 | $127.1M | 0.22% | −162,061−7.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,983,563 | $133.2M | 1.63% | +135,673+7.3% | Added |
| Brown Advisory Inc | 2,059,396 | $138.3M | 0.27% | +232,691+12.7% | Added |
| JPMorgan Chase & Co | 2,151,210 | $144.5M | 0.02% | −305,801−12.4% | Reduced |
| State Street Corp | 2,671,946 | $179.5M | 0.01% | +74,035+2.8% | Added |
| William Blair Investment Management, LLC | 3,332,969 | $223.9M | 0.88% | +645,378+24.0% | Added |
| FMR LLC | 3,983,836 | $267.6M | 0.03% | +394,036+11.0% | Added |
| Wasatch Advisors Inc | 5,726,062 | $384.6M | 2.67% | −902,689−13.6% | Reduced |
| Vanguard Group Inc | 8,173,889 | $549.0M | 0.02% | +31,009+0.4% | Added |
| BlackRock Inc. | 9,690,500 | $650.9M | 0.02% | −80,955−0.8% | Reduced |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −303,179−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −200,274−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −194,475−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −182,888−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −139,926−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −127,043−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −99,358−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −43,298−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −25,081−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,533−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −24,512−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −20,232−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −17,452−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −15,354−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,478−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,198−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,249−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,623−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,339−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,936−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Sciencast Management LP | – | – | – | – | Not filed |