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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 5,922 | $365.0K | 0.02% | +5,922 | New |
| NorthCrest Asset Manangement, LLC | 6,200 | $382.0K | 0.02% | +100+1.6% | Added |
| KLR Investment Advisors, LLC | 6,228 | $383.9K | 0.32% | +6,228 | New |
| Guggenheim Capital LLC | 6,518 | $401.8K | 0.00% | +6,518 | New |
| Institute for Wealth Management, LLC. | 6,664 | $410.8K | 0.09% | −177−2.6% | Reduced |
| Fifth Third Bancorp | 6,820 | $420.4K | 0.00% | −1,251−15.5% | Reduced |
| CenterBook Partners LP | 6,942 | $427.9K | 0.07% | +6,942 | New |
| O'Shaughnessy Asset Management, LLC | 7,240 | $446.3K | 0.01% | −216−2.9% | Reduced |
| Daiwa Securities Group Inc. | 7,650 | $472.0K | 0.00% | −1,400−15.5% | Reduced |
| Securian Asset Management, Inc | 7,691 | $474.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,727 | $476.0K | 0.00% | +167+2.2% | Added |
| Sheets Smith Wealth Management | 7,730 | $476.5K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,823 | $482.2K | 0.01% | −4,362−35.8% | Reduced |
| Inceptionr LLC | 7,898 | $486.8K | 0.26% | +7,898 | New |
| Morse Asset Management, Inc | 8,090 | $499.0K | 0.18% | +2,360+41.2% | Added |
| Vestcor Inc | 8,160 | $503.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,200 | $505.4K | 0.01% | −2,300−21.9% | Reduced |
| Arkadios Wealth Advisors | 8,270 | $509.8K | 0.07% | +8,270 | New |
| Exchange Traded Concepts, LLC | 8,435 | $519.9K | 0.01% | +8,435 | New |
| Commerce Bank | 8,581 | $528.9K | 0.00% | −225−2.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 8,850 | $545.5K | 0.02% | −150−1.7% | Reduced |
| Echo Street Capital Management LLC | 9,298 | $573.1K | 0.01% | +9,298 | New |
| Prudential Financial Inc | 9,431 | $581.3K | 0.00% | −58−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,564 | $589.5K | 0.09% | +9,564 | New |
| Pictet Asset Management SA | 9,857 | $608.0K | 0.00% | +4,219+74.8% | Added |
| Walleye Trading LLC | 10,300 | $634.9K | 0.02% | +10,300 | New |
| Kula Investments, LLC | 10,303 | $635.1K | 0.22% | +10,303 | New |
| Twin Tree Management, LP | 10,343 | $637.5K | 0.02% | +10,343 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $638.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,700 | $659.5K | 0.00% | +10,700 | New |
| Handelsbanken Fonder AB | 11,216 | $691.0K | 0.00% | −3,600−24.3% | Reduced |
| Advisor Group Holdings, Inc. | 11,259 | $693.7K | 0.00% | +2,013+21.8% | Added |
| Hillsdale Investment Management Inc. | 11,300 | $696.5K | 0.06% | +11,300 | New |
| Bank of Montreal | 11,281 | $701.8K | 0.00% | +2,468+28.0% | Added |
| State of Alaska, Department of Revenue | 11,832 | $729.0K | 0.01% | +125+1.1% | Added |
| Panagora Asset Management Inc | 11,872 | $731.8K | 0.00% | −10,885−47.8% | Reduced |
| HC Advisors, LLC | 12,095 | $745.5K | 0.51% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,239 | $754.4K | 0.00% | +1,017+9.1% | Added |
| The PNC Financial Services Group, Inc. | 12,635 | $778.8K | 0.00% | −1,426−10.1% | Reduced |
| Susquehanna International Group, LLP | 12,644 | $779.4K | 0.00% | −13,538−51.7% | Reduced |
| Gsa Capital Partners LLP | 13,032 | $803.0K | 0.10% | +13,032 | New |
| Petrus Trust Company, LTA | 13,085 | $806.6K | 0.10% | +9,773+295.1% | Added |
| BNP Paribas Arbitrage, SA | 13,121 | $808.8K | 0.00% | −26,643−67.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,200 | $814.0K | 0.08% | +5,440+70.1% | Added |
| Xponance, Inc. | 13,276 | $818.3K | 0.01% | −21−0.2% | Reduced |
| New Mexico Educational Retirement Board | 13,300 | $820.0K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,838 | $853.0K | 0.01% | −3,712−21.2% | Reduced |
| Citigroup Inc | 14,039 | $865.4K | 0.00% | −9,974−41.5% | Reduced |
| Blair William & Co | 14,124 | $870.6K | 0.00% | −333−2.3% | Reduced |
| STRS Ohio | 14,200 | $875.0K | 0.00% | +2,600+22.4% | Added |
| Moody National Bank Trust Division | 14,309 | $882.0K | 0.08% | +21+0.1% | Added |
| Natixis Advisors, L.P. | 14,705 | $906.0K | 0.00% | −4,487−23.4% | Reduced |
| Zions Bancorporation, N.A. | 14,917 | $919.5K | 0.07% | +2,283+18.1% | Added |
| Federated Hermes, Inc. | 14,934 | $920.5K | 0.00% | −993−6.2% | Reduced |
| Shay Capital LLC | 15,000 | $924.6K | 0.56% | +5,000+50.0% | Added |
| ClariVest Asset Management LLC | 15,068 | $929.0K | 0.04% | +15,068 | New |
| Prelude Capital Management, LLC | 15,619 | $962.8K | 0.06% | +8,860+131.1% | Added |
| Algert Global LLC | 16,025 | $987.8K | 0.05% | +1,690+11.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,121 | $993.7K | 0.11% | −641−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 16,146 | $996.0K | 0.02% | +521+3.3% | Added |
| Pacer Advisors, Inc. | 16,204 | $998.8K | 0.01% | +9,129+129.0% | Added |
| Nordea Investment Management AB | 16,409 | $999.1K | 0.00% | +16,409 | New |
| Stifel Financial Corp | 16,643 | $1.03M | 0.00% | −5,569−25.1% | Reduced |
| ProShare Advisors LLC | 17,173 | $1.06M | 0.00% | +2,069+13.7% | Added |
| Alps Advisors Inc | 17,588 | $1.08M | 0.01% | −1,712−8.9% | Reduced |
| Vontobel Holding Ltd. | 18,245 | $1.12M | 0.01% | −2,751−13.1% | Reduced |
| Mariner, LLC | 18,361 | $1.13M | 0.00% | +1,900+11.5% | Added |
| First Republic Investment Management, Inc. | 18,537 | $1.14M | 0.00% | −36−0.2% | Reduced |
| US Bancorp | 18,593 | $1.15M | 0.00% | −533−2.8% | Reduced |
| Cerity Partners LLC | 21,334 | $1.32M | 0.01% | +21,334 | New |
| State of Michigan Retirement System | 21,522 | $1.33M | 0.01% | +300+1.4% | Added |
| Louisiana State Employees Retirement System | 22,600 | $1.39M | 0.04% | +200+0.9% | Added |
| Truist Financial Corp | 22,963 | $1.42M | 0.00% | −2,341−9.3% | Reduced |
| South Dakota Investment Council | 23,093 | $1.42M | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 23,525 | $1.45M | 0.08% | +23,525 | New |
| Arizona State Retirement System | 23,806 | $1.47M | 0.01% | +880+3.8% | Added |
| Oregon Public Employees Retirement Fund | 24,673 | $1.52M | 0.02% | +87+0.4% | Added |
| Advisory Research Inc | 25,135 | $1.55M | 0.15% | +25,135 | New |
| Ameritas Investment Partners, Inc. | 28,206 | $1.60M | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,663 | $1.64M | 0.00% | −2,630−9.0% | Reduced |
| Chartwell Investment Partners, LLC | 26,750 | $1.65M | 0.07% | +26,750 | New |
| SG Americas Securities, LLC | 27,555 | $1.70M | 0.03% | +25,884+1,549.0% | Added |
| TownSquare Capital, LLC | 28,231 | $1.74M | 0.04% | +1,510+5.7% | Added |
| Teacher Retirement System of Texas | 28,256 | $1.74M | 0.01% | +671+2.4% | Added |
| Barclays PLC | 33,318 | $2.05M | 0.00% | +13,465+67.8% | Added |
| Teachers Retirement System of the State of Kentucky | 33,775 | $2.08M | 0.02% | +21,880+183.9% | Added |
| Cambiar Investors LLC | 34,523 | $2.13M | 0.10% | +4,695+15.7% | Added |
| Cubist Systematic Strategies, LLC | 36,042 | $2.22M | 0.02% | +7,119+24.6% | Added |
| Thrivent Financial for Lutherans | 36,734 | $2.26M | 0.01% | −22,932−38.4% | Reduced |
| Comerica Bank | 37,561 | $2.27M | 0.02% | −645−1.7% | Reduced |
| Neuberger Berman Group LLC | 37,151 | $2.29M | 0.00% | −235−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,027 | $2.34M | 0.02% | +4,577+13.7% | Added |
| LPL Financial LLC | 42,607 | $2.62M | 0.00% | +1,363+3.3% | Added |
| UBS Group AG | 43,860 | $2.70M | 0.00% | +11,268+34.6% | Added |
| Yousif Capital Management, LLC | 44,076 | $2.72M | 0.04% | +835+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 45,625 | $2.81M | 0.05% | +12,840+39.2% | Added |
| Beck Bode, LLC | 45,660 | $2.81M | 0.63% | +21,735+90.8% | Added |
| D. E. Shaw & Co., Inc. | 45,763 | $2.82M | 0.00% | −14,648−24.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 46,405 | $2.86M | 0.01% | −13,080−22.0% | Reduced |
| Wells Fargo & Company | 47,059 | $2.90M | 0.00% | +17,201+57.6% | Added |