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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 78,072 | $5.24M | 0.00% | −714−0.9% | Reduced |
| Pier Capital, LLC | 75,353 | $5.06M | 0.87% | −56,215−42.7% | Reduced |
| Moody Aldrich Partners LLC | 75,227 | $5.05M | 1.04% | +75,227 | New |
| Davenport & Co LLC | 72,634 | $4.88M | 0.04% | +1,646+2.3% | Added |
| King Luther Capital Management Corp | 72,070 | $4.84M | 0.03% | +770+1.1% | Added |
| Mutual of America Capital Management LLC | 67,778 | $4.55M | 0.06% | −2,763−3.9% | Reduced |
| UMA Financial Services, Inc. | 65,029 | $4.44M | 1.36% | 00.0% | Unchanged |
| Eaton Vance Management | 65,425 | $4.39M | 0.01% | +600+0.9% | Added |
| M&T Bank Corp | 63,135 | $4.24M | 0.02% | +5,170+8.9% | Added |
| Texas Permanent School Fund | 60,679 | $4.08M | 0.07% | −298−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 60,411 | $4.06M | 0.01% | −191,960−76.1% | Reduced |
| Thrivent Financial for Lutherans | 59,666 | $4.01M | 0.01% | +196+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,485 | $4.00M | 0.01% | −4,339−6.8% | Reduced |
| Amalgamated Bank | 58,480 | $3.93M | 0.04% | +1,261+2.2% | Added |
| Portolan Capital Management, LLC | 58,206 | $3.91M | 0.41% | −63,030−52.0% | Reduced |
| Great West Life Assurance Co | 56,014 | $3.76M | 0.01% | +4,373+8.5% | Added |
| Macquarie Group Ltd | 51,841 | $3.55M | 0.00% | +2,095+4.2% | Added |
| Brookfield Asset Management Inc. | 52,095 | $3.50M | 0.01% | +28,011+116.3% | Added |
| Jacobs Levy Equity Management, Inc | 51,281 | $3.44M | 0.03% | +51,281 | New |
| State of Tennessee, Treasury Department | 50,778 | $3.41M | 0.02% | +40,778+407.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 50,522 | $3.39M | 0.09% | +50,522 | New |
| State of New Jersey Common Pension Fund D | 50,250 | $3.38M | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 49,580 | $3.33M | 0.25% | +49,580 | New |
| Oppenheimer Asset Management Inc. | 48,389 | $3.25M | 0.06% | −2,571−5.0% | Reduced |
| Price T Rowe Associates Inc | 45,491 | $3.06M | 0.00% | −3,232−6.6% | Reduced |
| Yousif Capital Management, LLC | 43,241 | $2.90M | 0.04% | −4,116−8.7% | Reduced |
| Comerica Bank | 38,206 | $2.89M | 0.02% | −711−1.8% | Reduced |
| PFS Investments Inc. | 41,508 | $2.79M | 0.06% | +41,508 | New |
| LPL Financial LLC | 41,244 | $2.77M | 0.00% | +810+2.0% | Added |
| BNP Paribas Arbitrage, SA | 39,764 | $2.67M | 0.01% | +314+0.8% | Added |
| Jane Street Group, LLC | 39,378 | $2.65M | 0.01% | +8,508+27.6% | Added |
| Neuberger Berman Group LLC | 37,386 | $2.51M | 0.00% | −24,738−39.8% | Reduced |
| Man Group plc | 36,960 | $2.48M | 0.01% | – | – |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,450 | $2.25M | 0.02% | +51+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,785 | $2.20M | 0.04% | −9,064−21.7% | Reduced |
| UBS Group AG | 32,592 | $2.19M | 0.00% | −33,441−50.6% | Reduced |
| Voya Investment Management LLC | 32,228 | $2.16M | 0.00% | −52,093−61.8% | Reduced |
| Wells Fargo & Company | 29,858 | $2.00M | 0.00% | +2,702+9.9% | Added |
| Cambiar Investors LLC | 29,828 | $2.00M | 0.10% | +6,467+27.7% | Added |
| State Board of Administration of Florida Retirement System | 29,293 | $1.97M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 28,923 | $1.94M | 0.01% | −79,161−73.2% | Reduced |
| Ameritas Investment Partners, Inc. | 28,206 | $1.89M | 0.08% | −519−1.8% | Reduced |
| EAM Investors, LLC | 28,103 | $1.89M | 0.41% | +28,103 | New |
| Teacher Retirement System of Texas | 27,585 | $1.85M | 0.01% | +14,290+107.5% | Added |
| TownSquare Capital, LLC | 26,721 | $1.80M | 0.05% | +1,165+4.6% | Added |
| AGF Investments LLC | 26,629 | $1.79M | 0.16% | +10,840+68.7% | Added |
| Susquehanna International Group, LLP | 26,182 | $1.76M | 0.00% | +12,437+90.5% | Added |
| Truist Financial Corp | 25,304 | $1.70M | 0.00% | −1,101−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 24,586 | $1.65M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 24,013 | $1.61M | 0.00% | +12,601+110.4% | Added |
| Beck Bode, LLC | 23,925 | $1.61M | 0.35% | +11,797+97.3% | Added |
| South Dakota Investment Council | 23,093 | $1.55M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,926 | $1.54M | 0.02% | +270+1.2% | Added |
| Panagora Asset Management Inc | 22,757 | $1.53M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,400 | $1.50M | 0.04% | +200+0.9% | Added |
| Stifel Financial Corp | 22,212 | $1.49M | 0.00% | −749−3.3% | Reduced |
| Covington Capital Management | 21,422 | $1.44M | 0.06% | −367−1.7% | Reduced |
| State of Michigan Retirement System | 21,222 | $1.43M | 0.01% | −200−0.9% | Reduced |
| Vontobel Holding Ltd. | 20,996 | $1.41M | 0.02% | −2,065−9.0% | Reduced |
| Barclays PLC | 19,853 | $1.33M | 0.00% | +11,941+150.9% | Added |
| Alps Advisors Inc | 19,300 | $1.30M | 0.01% | +19,300 | New |
| Natixis Advisors, L.P. | 19,192 | $1.29M | 0.01% | +2,317+13.7% | Added |
| US Bancorp | 19,126 | $1.28M | 0.00% | +8,796+85.2% | Added |
| First Republic Investment Management, Inc. | 18,573 | $1.25M | 0.00% | −823−4.2% | Reduced |
| Toroso Investments, LLC | 18,086 | $1.22M | 0.05% | +18,086 | New |
| Squarepoint Ops LLC | 17,550 | $1.18M | 0.01% | +17,550 | New |
| Campbell & CO Investment Adviser LLC | 17,096 | $1.15M | 0.26% | +17,096 | New |
| Calamos Advisors LLC | 17,057 | $1.15M | 0.01% | −55,725−76.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 16,762 | $1.13M | 0.13% | −15−0.1% | Reduced |
| Mariner, LLC | 16,461 | $1.11M | 0.00% | +16,461 | New |
| Federated Hermes, Inc. | 15,927 | $1.07M | 0.00% | +907+6.0% | Added |
| Crossmark Global Holdings, Inc. | 15,625 | $1.05M | 0.03% | −516−3.2% | Reduced |
| ProShare Advisors LLC | 15,104 | $1.01M | 0.00% | −238−1.6% | Reduced |
| Tudor Investment Corp Et Al | 14,882 | $1.00M | 0.02% | +951+6.8% | Added |
| Handelsbanken Fonder AB | 14,816 | $995.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,700 | $987.0K | 0.00% | +5,600+61.5% | Added |
| Blair William & Co | 14,457 | $971.0K | 0.00% | +3,744+34.9% | Added |
| Algert Global LLC | 14,335 | $963.0K | 0.06% | +14,335 | New |
| Moody National Bank Trust Division | 14,288 | $960.0K | 0.10% | +3,327+30.4% | Added |
| The PNC Financial Services Group, Inc. | 14,061 | $945.0K | 0.00% | −147−1.0% | Reduced |
| 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 |
| Zions Bancorporation, N.A. | 12,634 | $849.0K | 0.09% | +10+0.1% | Added |
| Bank of Nova Scotia | 12,546 | $842.0K | 0.00% | +1,404+12.6% | Added |
| GWM Advisors LLC | 12,524 | $841.0K | 0.01% | +12,524 | New |
| Penserra Capital Management LLC | 12,258 | $823.0K | 0.02% | −3,592−22.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,185 | $818.0K | 0.02% | −1,936−13.7% | Reduced |
| 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 |
| Teachers Retirement System of the State of Kentucky | 11,895 | $799.0K | 0.01% | +11,895 | New |
| State of Alaska, Department of Revenue | 11,707 | $786.0K | 0.01% | −400−3.3% | Reduced |
| STRS Ohio | 11,600 | $779.0K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 11,249 | $756.0K | 0.12% | −834−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,222 | $754.0K | 0.00% | +864+8.3% | Added |
| Virginia Retirement Systems Et Al | 10,500 | $705.3K | 0.01% | +10,500 | New |
| Holocene Advisors, LP | 10,435 | $701.0K | 0.00% | −5,699−35.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $695.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $672.0K | 0.34% | −7,500−42.9% | Reduced |
| Prudential Financial Inc | 9,489 | $655.0K | 0.00% | −68−0.7% | Reduced |
| Jupiter Asset Management Ltd | 9,396 | $631.0K | 0.01% | +9,396 | New |