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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 77,705 | $4.79M | 0.02% | −13,330−14.6% | Reduced |
| Advantage Alpha Capital Partners LP | 76,941 | $4.74M | 1.01% | −46,021−37.4% | Reduced |
| Moody Aldrich Partners LLC | 73,375 | $4.52M | 0.92% | −1,852−2.5% | Reduced |
| Mutual of America Capital Management LLC | 69,431 | $4.28M | 0.05% | +1,653+2.4% | Added |
| Two Sigma Investments, LP | 68,101 | $4.20M | 0.01% | +53,401+363.3% | Added |
| Great West Life Assurance Co | 67,802 | $4.18M | 0.01% | +11,788+21.0% | Added |
| Jacobs Levy Equity Management, Inc | 65,740 | $4.05M | 0.03% | +14,459+28.2% | Added |
| Balyasny Asset Management LLC | 65,271 | $4.02M | 0.01% | +57,406+729.9% | Added |
| Landscape Capital Management, L.L.C. | 64,959 | $4.00M | 0.59% | +64,959 | New |
| Amussen Hunsaker Associates LLC | 64,213 | $3.96M | 1.09% | −86,727−57.5% | Reduced |
| UMA Financial Services, Inc. | 65,029 | $3.72M | 1.00% | 00.0% | Unchanged |
| Amalgamated Bank | 59,540 | $3.67M | 0.03% | +1,060+1.8% | Added |
| Macquarie Group Ltd | 57,836 | $3.56M | 0.00% | +5,995+11.6% | Added |
| M&T Bank Corp | 57,435 | $3.54M | 0.01% | −5,700−9.0% | Reduced |
| Texas Permanent School Fund | 56,829 | $3.50M | 0.05% | −3,850−6.3% | Reduced |
| Brookfield Asset Management Inc. | 56,068 | $3.46M | 0.01% | +3,973+7.6% | Added |
| King Luther Capital Management Corp | 54,402 | $3.35M | 0.02% | −17,668−24.5% | Reduced |
| State of Tennessee, Treasury Department | 50,778 | $3.13M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,250 | $3.10M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 47,679 | $2.94M | 0.00% | +2,188+4.8% | Added |
| Susquehanna Fundamental Investments, LLC | 47,250 | $2.91M | 0.05% | −46,959−49.8% | Reduced |
| PFS Investments Inc. | 47,192 | $2.91M | 0.05% | +5,684+13.7% | Added |
| Oppenheimer Asset Management Inc. | 47,094 | $2.90M | 0.05% | −1,295−2.7% | Reduced |
| Wells Fargo & Company | 47,059 | $2.90M | 0.00% | +17,201+57.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 46,405 | $2.86M | 0.01% | −13,080−22.0% | Reduced |
| D. E. Shaw & Co., Inc. | 45,763 | $2.82M | 0.00% | −14,648−24.2% | Reduced |
| Beck Bode, LLC | 45,660 | $2.81M | 0.63% | +21,735+90.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 45,625 | $2.81M | 0.05% | +12,840+39.2% | Added |
| Yousif Capital Management, LLC | 44,076 | $2.72M | 0.04% | +835+1.9% | Added |
| UBS Group AG | 43,860 | $2.70M | 0.00% | +11,268+34.6% | Added |
| LPL Financial LLC | 42,607 | $2.62M | 0.00% | +1,363+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,027 | $2.34M | 0.02% | +4,577+13.7% | Added |
| Neuberger Berman Group LLC | 37,151 | $2.29M | 0.00% | −235−0.6% | Reduced |
| Comerica Bank | 37,561 | $2.27M | 0.02% | −645−1.7% | Reduced |
| Thrivent Financial for Lutherans | 36,734 | $2.26M | 0.01% | −22,932−38.4% | Reduced |
| Cubist Systematic Strategies, LLC | 36,042 | $2.22M | 0.02% | +7,119+24.6% | Added |
| Cambiar Investors LLC | 34,523 | $2.13M | 0.10% | +4,695+15.7% | Added |
| Teachers Retirement System of the State of Kentucky | 33,775 | $2.08M | 0.02% | +21,880+183.9% | Added |
| Barclays PLC | 33,318 | $2.05M | 0.00% | +13,465+67.8% | Added |
| Teacher Retirement System of Texas | 28,256 | $1.74M | 0.01% | +671+2.4% | Added |
| TownSquare Capital, LLC | 28,231 | $1.74M | 0.04% | +1,510+5.7% | Added |
| SG Americas Securities, LLC | 27,555 | $1.70M | 0.03% | +25,884+1,549.0% | Added |
| Chartwell Investment Partners, LLC | 26,750 | $1.65M | 0.07% | +26,750 | New |
| State Board of Administration of Florida Retirement System | 26,663 | $1.64M | 0.00% | −2,630−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 28,206 | $1.60M | 0.06% | 00.0% | Unchanged |
| Advisory Research Inc | 25,135 | $1.55M | 0.15% | +25,135 | New |
| Oregon Public Employees Retirement Fund | 24,673 | $1.52M | 0.02% | +87+0.4% | Added |
| Arizona State Retirement System | 23,806 | $1.47M | 0.01% | +880+3.8% | Added |
| Jump Financial, LLC | 23,525 | $1.45M | 0.08% | +23,525 | New |
| South Dakota Investment Council | 23,093 | $1.42M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 22,963 | $1.42M | 0.00% | −2,341−9.3% | Reduced |
| Louisiana State Employees Retirement System | 22,600 | $1.39M | 0.04% | +200+0.9% | Added |
| State of Michigan Retirement System | 21,522 | $1.33M | 0.01% | +300+1.4% | Added |
| Cerity Partners LLC | 21,334 | $1.32M | 0.01% | +21,334 | New |
| US Bancorp | 18,593 | $1.15M | 0.00% | −533−2.8% | Reduced |
| First Republic Investment Management, Inc. | 18,537 | $1.14M | 0.00% | −36−0.2% | Reduced |
| Mariner, LLC | 18,361 | $1.13M | 0.00% | +1,900+11.5% | Added |
| Vontobel Holding Ltd. | 18,245 | $1.12M | 0.01% | −2,751−13.1% | Reduced |
| Alps Advisors Inc | 17,588 | $1.08M | 0.01% | −1,712−8.9% | Reduced |
| ProShare Advisors LLC | 17,173 | $1.06M | 0.00% | +2,069+13.7% | Added |
| Stifel Financial Corp | 16,643 | $1.03M | 0.00% | −5,569−25.1% | Reduced |
| Nordea Investment Management AB | 16,409 | $999.1K | 0.00% | +16,409 | New |
| Pacer Advisors, Inc. | 16,204 | $998.8K | 0.01% | +9,129+129.0% | Added |
| Crossmark Global Holdings, Inc. | 16,146 | $996.0K | 0.02% | +521+3.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,121 | $993.7K | 0.11% | −641−3.8% | Reduced |
| Algert Global LLC | 16,025 | $987.8K | 0.05% | +1,690+11.8% | Added |
| Prelude Capital Management, LLC | 15,619 | $962.8K | 0.06% | +8,860+131.1% | Added |
| ClariVest Asset Management LLC | 15,068 | $929.0K | 0.04% | +15,068 | New |
| Shay Capital LLC | 15,000 | $924.6K | 0.56% | +5,000+50.0% | Added |
| Federated Hermes, Inc. | 14,934 | $920.5K | 0.00% | −993−6.2% | Reduced |
| Zions Bancorporation, N.A. | 14,917 | $919.5K | 0.07% | +2,283+18.1% | Added |
| Natixis Advisors, L.P. | 14,705 | $906.0K | 0.00% | −4,487−23.4% | Reduced |
| Moody National Bank Trust Division | 14,309 | $882.0K | 0.08% | +21+0.1% | Added |
| STRS Ohio | 14,200 | $875.0K | 0.00% | +2,600+22.4% | Added |
| Blair William & Co | 14,124 | $870.6K | 0.00% | −333−2.3% | Reduced |
| Citigroup Inc | 14,039 | $865.4K | 0.00% | −9,974−41.5% | Reduced |
| Squarepoint Ops LLC | 13,838 | $853.0K | 0.01% | −3,712−21.2% | Reduced |
| New Mexico Educational Retirement Board | 13,300 | $820.0K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 13,276 | $818.3K | 0.01% | −21−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,200 | $814.0K | 0.08% | +5,440+70.1% | Added |
| BNP Paribas Arbitrage, SA | 13,121 | $808.8K | 0.00% | −26,643−67.0% | Reduced |
| Petrus Trust Company, LTA | 13,085 | $806.6K | 0.10% | +9,773+295.1% | Added |
| Gsa Capital Partners LLP | 13,032 | $803.0K | 0.10% | +13,032 | New |
| Susquehanna International Group, LLP | 12,644 | $779.4K | 0.00% | −13,538−51.7% | Reduced |
| The PNC Financial Services Group, Inc. | 12,635 | $778.8K | 0.00% | −1,426−10.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,239 | $754.4K | 0.00% | +1,017+9.1% | Added |
| HC Advisors, LLC | 12,095 | $745.5K | 0.51% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,872 | $731.8K | 0.00% | −10,885−47.8% | Reduced |
| State of Alaska, Department of Revenue | 11,832 | $729.0K | 0.01% | +125+1.1% | Added |
| Bank of Montreal | 11,281 | $701.8K | 0.00% | +2,468+28.0% | Added |
| Hillsdale Investment Management Inc. | 11,300 | $696.5K | 0.06% | +11,300 | New |
| Advisor Group Holdings, Inc. | 11,259 | $693.7K | 0.00% | +2,013+21.8% | Added |
| Handelsbanken Fonder AB | 11,216 | $691.0K | 0.00% | −3,600−24.3% | Reduced |
| Two Sigma Advisers, LP | 10,700 | $659.5K | 0.00% | +10,700 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $638.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 10,343 | $637.5K | 0.02% | +10,343 | New |
| Kula Investments, LLC | 10,303 | $635.1K | 0.22% | +10,303 | New |
| Walleye Trading LLC | 10,300 | $634.9K | 0.02% | +10,300 | New |
| Pictet Asset Management SA | 9,857 | $608.0K | 0.00% | +4,219+74.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,564 | $589.5K | 0.09% | +9,564 | New |