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 2 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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $2.16K | 0.00% | −18−34.0% | Reduced |
| Allworth Financial LP | 35 | $2.16K | 0.00% | +3+9.4% | Added |
| Fortis Capital Advisors, LLC | 35 | $2.16K | 0.00% | +35 | New |
| Manchester Capital Management LLC | 34 | $2.10K | 0.00% | −7−17.1% | Reduced |
| Tfo-TDC, LLC | 23 | $1.31K | 0.00% | +23 | New |
| Institutional & Family Asset Management, LLC | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 16 | $986 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $863 | 0.00% | +1+7.7% | Added |
| AdvisorNet Financial, Inc | 14 | $863 | 0.00% | +14 | New |
| Horan Securities, Inc. | 13 | $801 | 0.00% | +13 | New |
| Disciplined Investments, LLC | 11 | $678 | 0.00% | −3−21.4% | Reduced |
| Abound Wealth Management | 10 | $617 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $610 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $185 | 0.00% | +3 | New |
| Sandy Spring Bank | 2 | $123 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | +5 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −747,104−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −215,200−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −140,809−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −75,353−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −58,206−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,378−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −36,960−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,103−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −18,086−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,096−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −17,057−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,882−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −12,258−100.0% | Sold out |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −12,090−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,435−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −9,396−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,998−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −6,047−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,696−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Appleton Group, LLC | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Siena Capital LLC | – | – | – | – | Not filed |