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, Q4 2022
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 323
- +20 vs. Q3 2022
- Shares held
- 83.4M
- −2.10M (−2.5%) vs. Q3 2022
- Total value
- $5.14B
- −$606.1M (−10.6%) vs. Q3 2022
- New holders
- 57
- 114 more added
- Sold out
- 37
- 120 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,422,979 | $642.5M | 0.02% | +732,479+7.6% | Added |
| Vanguard Group Inc | 8,319,745 | $512.8M | 0.01% | +145,856+1.8% | Added |
| Wasatch Advisors Inc | 5,731,921 | $353.3M | 2.38% | +5,859+0.1% | Added |
| FMR LLC | 4,324,024 | $266.5M | 0.03% | +340,188+8.5% | Added |
| William Blair Investment Management, LLC | 2,986,294 | $184.1M | 0.70% | −346,675−10.4% | Reduced |
| State Street Corp | 2,697,875 | $166.3M | 0.01% | +25,929+1.0% | Added |
| JPMorgan Chase & Co | 2,142,695 | $132.1M | 0.02% | −8,515−0.4% | Reduced |
| Brown Advisory Inc | 1,985,769 | $122.4M | 0.23% | −73,627−3.6% | Reduced |
| Fred Alger Management, LLC | 1,583,002 | $97.6M | 0.53% | −195,968−11.0% | Reduced |
| Geode Capital Management, LLC | 1,568,088 | $96.7M | 0.01% | +52,080+3.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,502,490 | $92.6M | 1.11% | −481,073−24.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,426,284 | $87.9M | 0.15% | +148,339+11.6% | Added |
| Mackenzie Financial Corp | 1,274,033 | $78.5M | 0.13% | −617,718−32.7% | Reduced |
| Northern Trust Corp | 1,246,738 | $76.8M | 0.02% | −5930.0% | Reduced |
| Franklin Resources Inc | 1,171,782 | $72.2M | 0.04% | +18,700+1.6% | Added |
| Clearbridge Investments, LLC | 1,138,185 | $70.2M | 0.07% | +820,082+257.8% | Added |
| Janus Henderson Group PLC | 1,089,758 | $67.2M | 0.05% | −214,456−16.4% | Reduced |
| Millennium Management LLC | 1,056,752 | $65.1M | 0.07% | −300,935−22.2% | Reduced |
| Stephens Investment Management Group LLC | 1,033,416 | $63.0M | 1.14% | −102,323−9.0% | Reduced |
| Dimensional Fund Advisors LP | 963,521 | $59.4M | 0.02% | +28,224+3.0% | Added |
| Charles Schwab Investment Management Inc | 933,708 | $57.6M | 0.02% | +39,179+4.4% | Added |
| Invesco Ltd. | 913,057 | $56.3M | 0.02% | +73,205+8.7% | Added |
| Bank of New York Mellon Corp | 892,699 | $55.0M | 0.01% | −40,651−4.4% | Reduced |
| TimesSquare Capital Management, LLC | 891,955 | $55.0M | 0.78% | +207,020+30.2% | Added |
| Geneva Capital Management LLC | 867,798 | $53.5M | 1.20% | −8,893−1.0% | Reduced |
| GW&K Investment Management, LLC | 830,755 | $51.2M | 0.52% | −9,297−1.1% | Reduced |
| Bamco Inc | 800,000 | $49.3M | 0.17% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 768,258 | $47.4M | 0.15% | −702,914−47.8% | Reduced |
| Van Berkom & Associates Inc. | 757,916 | $46.7M | 2.00% | +38,001+5.3% | Added |
| Bank of America Corp | 705,653 | $43.5M | 0.01% | +316,345+81.3% | Added |
| Goldman Sachs Group Inc | 692,411 | $42.7M | 0.01% | +108,782+18.6% | Added |
| Point72 Asset Management, L.P. | 632,425 | $39.0M | 0.15% | −46,152−6.8% | Reduced |
| Wellington Management Group LLP | 630,762 | $38.9M | 0.01% | +450,001+248.9% | Added |
| Victory Capital Management Inc | 621,494 | $38.3M | 0.04% | −250,191−28.7% | Reduced |
| Granahan Investment Management Inc | 615,238 | $37.9M | 1.16% | −76,928−11.1% | Reduced |
| Nuveen Asset Management, LLC | 582,479 | $35.9M | 0.01% | +76,340+15.1% | Added |
| Aristotle Capital Boston, LLC | 565,661 | $34.9M | 1.10% | +25,951+4.8% | Added |
| Norges Bank | 552,740 | $34.1M | 0.01% | +122,068+28.3% | Added |
| Marshall Wace, LLP | 542,897 | $33.5M | 0.09% | +156,495+40.5% | Added |
| Morgan Stanley | 504,835 | $31.1M | 0.00% | −53,483−9.6% | Reduced |
| Massachusetts Financial Services Co | 485,360 | $29.9M | 0.01% | −153,107−24.0% | Reduced |
| Credit Suisse AG | 481,365 | $29.7M | 0.03% | −394,929−45.1% | Reduced |
| American Century Companies Inc | 454,898 | $28.0M | 0.02% | +38,270+9.2% | Added |
| Granite Investment Partners, LLC | 449,871 | $27.7M | 1.15% | −18,943−4.0% | Reduced |
| Royal Bank of Canada | 431,411 | $26.6M | 0.01% | −63,544−12.8% | Reduced |
| Kornitzer Capital Management Inc | 417,196 | $25.7M | 0.52% | −144,456−25.7% | Reduced |
| UBS Asset Management Americas Inc | 403,649 | $24.9M | 0.01% | +285,624+242.0% | Added |
| Aureus Asset Management, LLC | 399,693 | $24.6M | 2.13% | −8,733−2.1% | Reduced |
| Principal Financial Group Inc | 380,608 | $23.5M | 0.02% | +39,179+11.5% | Added |
| Ophir Asset Management Pty Ltd | 368,269 | $22.7M | 4.37% | −160,131−30.3% | Reduced |
| Ensign Peak Advisors, Inc | 356,455 | $22.0M | 0.05% | −3,829−1.1% | Reduced |
| Citadel Advisors LLC | 345,563 | $21.3M | 0.02% | −348,938−50.2% | Reduced |
| Ashford Capital Management Inc | 329,104 | $20.3M | 3.15% | −10,727−3.2% | Reduced |
| SEI Investments Co | 284,242 | $17.5M | 0.04% | −185,177−39.4% | Reduced |
| Rhumbline Advisers | 275,395 | $17.0M | 0.02% | +7,027+2.6% | Added |
| Ameriprise Financial Inc | 262,345 | $16.2M | 0.01% | +16,201+6.6% | Added |
| Sectoral Asset Management Inc | 243,775 | $15.0M | 2.91% | +10,675+4.6% | Added |
| Glenmede Trust Co NA | 237,922 | $14.7M | 0.09% | −27,820−10.5% | Reduced |
| DF Dent & Co Inc | 233,086 | $14.4M | 0.21% | −51,184−18.0% | Reduced |
| Summit Creek Advisors LLC | 226,415 | $14.0M | 1.90% | −60,996−21.2% | Reduced |
| Agf Management Ltd | 212,555 | $13.1M | 0.10% | +212,555 | New |
| Putnam Investments LLC | 206,148 | $12.7M | 0.02% | +73,636+55.6% | Added |
| Eagle Asset Management Inc | 207,531 | $12.6M | 0.08% | −205,881−49.8% | Reduced |
| Swiss National Bank | 203,700 | $12.6M | 0.01% | +3,600+1.8% | Added |
| California Public Employees Retirement System | 193,176 | $11.9M | 0.01% | +1,499+0.8% | Added |
| Alliancebernstein L.P. | 192,678 | $11.9M | 0.01% | −14,004−6.8% | Reduced |
| Scout Investments, Inc. | 179,468 | $11.1M | 0.23% | −2,984−1.6% | Reduced |
| Peregrine Capital Management LLC | 172,596 | $10.6M | 0.33% | −9,864−5.4% | Reduced |
| American International Group, Inc. | 170,052 | $10.5M | 0.07% | −1,615−0.9% | Reduced |
| Honeycomb Asset Management LP | 156,000 | $9.62M | 2.92% | +156,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 148,336 | $9.14M | 0.02% | −17,503−10.6% | Reduced |
| State of Wisconsin Investment Board | 139,917 | $8.62M | 0.03% | −5,207−3.6% | Reduced |
| Raymond James & Associates | 128,754 | $7.94M | 0.01% | +18,127+16.4% | Added |
| Legal & General Group Plc | 124,994 | $7.70M | 0.00% | +1,384+1.1% | Added |
| Motley Fool Wealth Management, LLC | 124,165 | $7.65M | 0.53% | −528−0.4% | Reduced |
| Voya Investment Management LLC | 121,925 | $7.52M | 0.01% | +89,697+278.3% | Added |
| Picton Mahoney Asset Management | 120,520 | $7.43M | 0.38% | −55,330−31.5% | Reduced |
| First Trust Advisors LP | 116,062 | $7.15M | 0.01% | −124,284−51.7% | Reduced |
| CIBC Private Wealth Group, LLC | 114,130 | $7.03M | 0.02% | −800−0.7% | Reduced |
| Retirement Systems of Alabama | 111,414 | $6.87M | 0.03% | +962+0.9% | Added |
| Tekla Capital Management LLC | 110,214 | $6.79M | 0.26% | 00.0% | Unchanged |
| California State Teachers Retirement System | 106,546 | $6.57M | 0.01% | +1,061+1.0% | Added |
| New York State Common Retirement Fund | 100,911 | $6.22M | 0.01% | −6,900−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 98,767 | $6.09M | 0.00% | −227−0.2% | Reduced |
| MetLife Investment Management | 95,494 | $5.89M | 0.04% | −973−1.0% | Reduced |
| Motley Fool Asset Management LLC | 93,255 | $5.75M | 0.65% | −4,702−4.8% | Reduced |
| CWM, LLC | 92,338 | $5.69M | 0.04% | −15,297−14.2% | Reduced |
| DFPG Investments, LLC | 100,103 | $5.68M | 0.94% | +2,000+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 88,852 | $5.48M | 0.03% | +88,852 | New |
| NBW Capital LLC | 87,549 | $5.40M | 1.38% | +316+0.4% | Added |
| Osterweis Capital Management Inc | 87,355 | $5.38M | 0.39% | +37,775+76.2% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $5.24M | 1.11% | −6,485−7.1% | Reduced |
| HighTower Advisors, LLC | 84,717 | $5.22M | 0.01% | +1,330+1.6% | Added |
| New York State Teachers Retirement System | 83,151 | $5.13M | 0.01% | +100+0.1% | Added |
| Deutsche Bank AG | 82,461 | $5.08M | 0.00% | +4,389+5.6% | Added |
| Davenport & Co LLC | 82,223 | $5.07M | 0.04% | +9,589+13.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 80,697 | $4.97M | 0.14% | +30,175+59.7% | Added |
| Russell Investments Group, Ltd. | 80,287 | $4.95M | 0.01% | −5,163−6.0% | Reduced |
| Thematics Asset Management | 80,008 | $4.93M | 0.30% | +80,008 | New |
| Envestnet Asset Management Inc | 79,220 | $4.88M | 0.00% | +714+0.9% | Added |