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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 47,094 | $2.90M | 0.05% | −1,295−2.7% | Reduced |
| PFS Investments Inc. | 47,192 | $2.91M | 0.05% | +5,684+13.7% | Added |
| Susquehanna Fundamental Investments, LLC | 47,250 | $2.91M | 0.05% | −46,959−49.8% | Reduced |
| Price T Rowe Associates Inc | 47,679 | $2.94M | 0.00% | +2,188+4.8% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.10M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 50,778 | $3.13M | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 54,402 | $3.35M | 0.02% | −17,668−24.5% | Reduced |
| Brookfield Asset Management Inc. | 56,068 | $3.46M | 0.01% | +3,973+7.6% | Added |
| Texas Permanent School Fund | 56,829 | $3.50M | 0.05% | −3,850−6.3% | Reduced |
| M&T Bank Corp | 57,435 | $3.54M | 0.01% | −5,700−9.0% | Reduced |
| Macquarie Group Ltd | 57,836 | $3.56M | 0.00% | +5,995+11.6% | Added |
| Amalgamated Bank | 59,540 | $3.67M | 0.03% | +1,060+1.8% | Added |
| UMA Financial Services, Inc. | 65,029 | $3.72M | 1.00% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 64,213 | $3.96M | 1.09% | −86,727−57.5% | Reduced |
| Landscape Capital Management, L.L.C. | 64,959 | $4.00M | 0.59% | +64,959 | New |
| Balyasny Asset Management LLC | 65,271 | $4.02M | 0.01% | +57,406+729.9% | Added |
| Jacobs Levy Equity Management, Inc | 65,740 | $4.05M | 0.03% | +14,459+28.2% | Added |
| Great West Life Assurance Co | 67,802 | $4.18M | 0.01% | +11,788+21.0% | Added |
| Two Sigma Investments, LP | 68,101 | $4.20M | 0.01% | +53,401+363.3% | Added |
| Mutual of America Capital Management LLC | 69,431 | $4.28M | 0.05% | +1,653+2.4% | Added |
| Moody Aldrich Partners LLC | 73,375 | $4.52M | 0.92% | −1,852−2.5% | Reduced |
| Advantage Alpha Capital Partners LP | 76,941 | $4.74M | 1.01% | −46,021−37.4% | Reduced |
| Public Employees Retirement System of Ohio | 77,705 | $4.79M | 0.02% | −13,330−14.6% | Reduced |
| Envestnet Asset Management Inc | 79,220 | $4.88M | 0.00% | +714+0.9% | Added |
| Thematics Asset Management | 80,008 | $4.93M | 0.30% | +80,008 | New |
| Russell Investments Group, Ltd. | 80,287 | $4.95M | 0.01% | −5,163−6.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 80,697 | $4.97M | 0.14% | +30,175+59.7% | Added |
| Davenport & Co LLC | 82,223 | $5.07M | 0.04% | +9,589+13.2% | Added |
| Deutsche Bank AG | 82,461 | $5.08M | 0.00% | +4,389+5.6% | Added |
| New York State Teachers Retirement System | 83,151 | $5.13M | 0.01% | +100+0.1% | Added |
| HighTower Advisors, LLC | 84,717 | $5.22M | 0.01% | +1,330+1.6% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $5.24M | 1.11% | −6,485−7.1% | Reduced |
| Osterweis Capital Management Inc | 87,355 | $5.38M | 0.39% | +37,775+76.2% | Added |
| NBW Capital LLC | 87,549 | $5.40M | 1.38% | +316+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 88,852 | $5.48M | 0.03% | +88,852 | New |
| DFPG Investments, LLC | 100,103 | $5.68M | 0.94% | +2,000+2.0% | Added |
| CWM, LLC | 92,338 | $5.69M | 0.04% | −15,297−14.2% | Reduced |
| Motley Fool Asset Management LLC | 93,255 | $5.75M | 0.65% | −4,702−4.8% | Reduced |
| MetLife Investment Management | 95,494 | $5.89M | 0.04% | −973−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 98,767 | $6.09M | 0.00% | −227−0.2% | Reduced |
| New York State Common Retirement Fund | 100,911 | $6.22M | 0.01% | −6,900−6.4% | Reduced |
| California State Teachers Retirement System | 106,546 | $6.57M | 0.01% | +1,061+1.0% | Added |
| Tekla Capital Management LLC | 110,214 | $6.79M | 0.26% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 111,414 | $6.87M | 0.03% | +962+0.9% | Added |
| CIBC Private Wealth Group, LLC | 114,130 | $7.03M | 0.02% | −800−0.7% | Reduced |
| First Trust Advisors LP | 116,062 | $7.15M | 0.01% | −124,284−51.7% | Reduced |
| Picton Mahoney Asset Management | 120,520 | $7.43M | 0.38% | −55,330−31.5% | Reduced |
| Voya Investment Management LLC | 121,925 | $7.52M | 0.01% | +89,697+278.3% | Added |
| Motley Fool Wealth Management, LLC | 124,165 | $7.65M | 0.53% | −528−0.4% | Reduced |
| Legal & General Group Plc | 124,994 | $7.70M | 0.00% | +1,384+1.1% | Added |
| Raymond James & Associates | 128,754 | $7.94M | 0.01% | +18,127+16.4% | Added |
| State of Wisconsin Investment Board | 139,917 | $8.62M | 0.03% | −5,207−3.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 148,336 | $9.14M | 0.02% | −17,503−10.6% | Reduced |
| Honeycomb Asset Management LP | 156,000 | $9.62M | 2.92% | +156,000 | New |
| American International Group, Inc. | 170,052 | $10.5M | 0.07% | −1,615−0.9% | Reduced |
| Peregrine Capital Management LLC | 172,596 | $10.6M | 0.33% | −9,864−5.4% | Reduced |
| Scout Investments, Inc. | 179,468 | $11.1M | 0.23% | −2,984−1.6% | Reduced |
| Alliancebernstein L.P. | 192,678 | $11.9M | 0.01% | −14,004−6.8% | Reduced |
| California Public Employees Retirement System | 193,176 | $11.9M | 0.01% | +1,499+0.8% | Added |
| Swiss National Bank | 203,700 | $12.6M | 0.01% | +3,600+1.8% | Added |
| Eagle Asset Management Inc | 207,531 | $12.6M | 0.08% | −205,881−49.8% | Reduced |
| Putnam Investments LLC | 206,148 | $12.7M | 0.02% | +73,636+55.6% | Added |
| Agf Management Ltd | 212,555 | $13.1M | 0.10% | +212,555 | New |
| Summit Creek Advisors LLC | 226,415 | $14.0M | 1.90% | −60,996−21.2% | Reduced |
| DF Dent & Co Inc | 233,086 | $14.4M | 0.21% | −51,184−18.0% | Reduced |
| Glenmede Trust Co NA | 237,922 | $14.7M | 0.09% | −27,820−10.5% | Reduced |
| Sectoral Asset Management Inc | 243,775 | $15.0M | 2.91% | +10,675+4.6% | Added |
| Ameriprise Financial Inc | 262,345 | $16.2M | 0.01% | +16,201+6.6% | Added |
| Rhumbline Advisers | 275,395 | $17.0M | 0.02% | +7,027+2.6% | Added |
| SEI Investments Co | 284,242 | $17.5M | 0.04% | −185,177−39.4% | Reduced |
| Ashford Capital Management Inc | 329,104 | $20.3M | 3.15% | −10,727−3.2% | Reduced |
| Citadel Advisors LLC | 345,563 | $21.3M | 0.02% | −348,938−50.2% | Reduced |
| Ensign Peak Advisors, Inc | 356,455 | $22.0M | 0.05% | −3,829−1.1% | Reduced |
| Ophir Asset Management Pty Ltd | 368,269 | $22.7M | 4.37% | −160,131−30.3% | Reduced |
| Principal Financial Group Inc | 380,608 | $23.5M | 0.02% | +39,179+11.5% | Added |
| Aureus Asset Management, LLC | 399,693 | $24.6M | 2.13% | −8,733−2.1% | Reduced |
| UBS Asset Management Americas Inc | 403,649 | $24.9M | 0.01% | +285,624+242.0% | Added |
| Kornitzer Capital Management Inc | 417,196 | $25.7M | 0.52% | −144,456−25.7% | Reduced |
| Royal Bank of Canada | 431,411 | $26.6M | 0.01% | −63,544−12.8% | Reduced |
| Granite Investment Partners, LLC | 449,871 | $27.7M | 1.15% | −18,943−4.0% | Reduced |
| American Century Companies Inc | 454,898 | $28.0M | 0.02% | +38,270+9.2% | Added |
| Credit Suisse AG | 481,365 | $29.7M | 0.03% | −394,929−45.1% | Reduced |
| Massachusetts Financial Services Co | 485,360 | $29.9M | 0.01% | −153,107−24.0% | Reduced |
| Morgan Stanley | 504,835 | $31.1M | 0.00% | −53,483−9.6% | Reduced |
| Marshall Wace, LLP | 542,897 | $33.5M | 0.09% | +156,495+40.5% | Added |
| Norges Bank | 552,740 | $34.1M | 0.01% | +122,068+28.3% | Added |
| Aristotle Capital Boston, LLC | 565,661 | $34.9M | 1.10% | +25,951+4.8% | Added |
| Nuveen Asset Management, LLC | 582,479 | $35.9M | 0.01% | +76,340+15.1% | Added |
| Granahan Investment Management Inc | 615,238 | $37.9M | 1.16% | −76,928−11.1% | Reduced |
| Victory Capital Management Inc | 621,494 | $38.3M | 0.04% | −250,191−28.7% | Reduced |
| Wellington Management Group LLP | 630,762 | $38.9M | 0.01% | +450,001+248.9% | Added |
| Point72 Asset Management, L.P. | 632,425 | $39.0M | 0.15% | −46,152−6.8% | Reduced |
| Goldman Sachs Group Inc | 692,411 | $42.7M | 0.01% | +108,782+18.6% | Added |
| Bank of America Corp | 705,653 | $43.5M | 0.01% | +316,345+81.3% | Added |
| Van Berkom & Associates Inc. | 757,916 | $46.7M | 2.00% | +38,001+5.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 768,258 | $47.4M | 0.15% | −702,914−47.8% | Reduced |
| Bamco Inc | 800,000 | $49.3M | 0.17% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 830,755 | $51.2M | 0.52% | −9,297−1.1% | Reduced |
| Geneva Capital Management LLC | 867,798 | $53.5M | 1.20% | −8,893−1.0% | Reduced |
| TimesSquare Capital Management, LLC | 891,955 | $55.0M | 0.78% | +207,020+30.2% | Added |