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, Q1 2023
Institutional positions in Healthequity, Inc. as of Mar 31, 2023. 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
- 311
- −10 vs. Q4 2022
- Shares held
- 85.1M
- +1.72M (+2.1%) vs. Q4 2022
- Total value
- $4.99B
- −$145.9M (−2.8%) vs. Q4 2022
- New holders
- 29
- 122 more added
- Sold out
- 39
- 117 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 15 | $0 | 0.00% | −4−21.1% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $59 | 0.00% | −22−95.7% | Reduced |
| Sandy Spring Bank | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $470 | 0.00% | −6−42.9% | Reduced |
| SJS Investment Consulting Inc. | 8 | $470 | 0.00% | −6−42.9% | Reduced |
| Tucker Asset Management LLC | 8 | $470 | 0.00% | −2−20.0% | Reduced |
| Abound Wealth Management | 10 | $588 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $705 | 0.00% | +1+9.1% | Added |
| Sunbelt Securities, Inc. | 13 | $753 | 0.00% | +13 | New |
| Institutional & Family Asset Management, LLC | 15 | $881 | 0.00% | −6−28.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.35K | 0.00% | +3+15.0% | Added |
| Ellevest, Inc. | 24 | $1.41K | 0.00% | −29−54.7% | Reduced |
| Schubert & Co | 28 | $1.64K | 0.00% | −7−20.0% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $2.23K | 0.00% | +3+8.6% | Added |
| Manchester Capital Management LLC | 41 | $2.41K | 0.00% | +7+20.6% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.47K | 0.00% | −4−8.7% | Reduced |
| Bogart Wealth, LLC | 46 | $2.70K | 0.00% | +46 | New |
| Harbour Investments, Inc. | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $3.00K | 0.00% | +46+766.7% | Added |
| Bellevue Asset Management, LLC | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.17K | 0.00% | +8+17.4% | Added |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 77 | $4.00K | 0.00% | +77 | New |
| Global Retirement Partners, LLC | 80 | $4.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $4.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $4.72K | 0.00% | −47−43.1% | Reduced |
| Park Place Capital Corp | 102 | $5.99K | 0.00% | +27+36.0% | Added |
| EverSource Wealth Advisors, LLC | 113 | $6.63K | 0.00% | +113 | New |
| Baker Avenue Asset Management, LP | 132 | $7.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 141 | $8.28K | 0.00% | −23−14.0% | Reduced |
| Washington Trust Advisors, Inc. | 143 | $8.40K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $8.81K | 0.00% | +150 | New |
| Covestor Ltd | 167 | $10.0K | 0.01% | +1+0.6% | Added |
| Massmutual Trust Co FSB | 172 | $10.1K | 0.00% | −23−11.8% | Reduced |
| Prestige Wealth Management Group LLC | 180 | $10.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 245 | $14.4K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 251 | $14.7K | 0.00% | −41−14.0% | Reduced |
| Pinnacle Bancorp, Inc. | 282 | $16.6K | 0.01% | +282 | New |
| Lindbrook Capital, LLC | 302 | $17.7K | 0.00% | −207−40.7% | Reduced |
| Fortis Capital Advisors, LLC | 309 | $18.1K | 0.01% | +274+782.9% | Added |
| Huntington National Bank | 324 | $19.0K | 0.00% | −85−20.8% | Reduced |
| Fifth Third Bancorp | 345 | $20.3K | 0.00% | −6,475−94.9% | Reduced |
| Dark Forest Capital Management LP | 345 | $20.3K | 0.00% | +253+275.0% | Added |
| Private Trust Co NA | 369 | $21.7K | 0.00% | −125−25.3% | Reduced |
| Quadrant Capital Group LLC | 738 | $43.3K | 0.00% | +198+36.7% | Added |
| Clearstead Advisors, LLC | 900 | $52.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 901 | $52.9K | 0.00% | +63+7.5% | Added |
| Assetmark, Inc | 940 | $55.2K | 0.00% | +185+24.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 955 | $56.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,007 | $59.1K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,036 | $60.8K | 0.01% | +1,036 | New |
| Arcadia Investment Management Corp | 1,050 | $61.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,066 | $62.6K | 0.00% | +742+229.0% | Added |
| Signaturefd, LLC | 1,112 | $65.3K | 0.00% | +4+0.4% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $68.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,291 | $75.8K | 0.04% | +48+3.9% | Added |
| Brown Brothers Harriman & Co | 1,630 | $95.7K | 0.00% | −715−30.5% | Reduced |
| Advisory Services Network, LLC | 1,632 | $95.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,687 | $99.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,814 | $106.5K | 0.01% | −1,036−36.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,888 | $110.8K | 0.00% | +343+22.2% | Added |
| State of Wyoming | 2,183 | $128.2K | 0.04% | −1,610−42.4% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $153.0K | 0.01% | +2,600 | New |
| Bessemer Group Inc | 2,631 | $154.0K | 0.00% | +2,577+4,772.2% | Added |
| Pacer Advisors, Inc. | 3,090 | $181.4K | 0.00% | −13,114−80.9% | Reduced |
| Pearl River Capital, LLC | 3,412 | $200.3K | 0.03% | +3,412 | New |
| Summit Trail Advisors, LLC | 3,427 | $201.2K | 0.01% | +3,427 | New |
| Nisa Investment Advisors, LLC | 3,830 | $225.0K | 0.00% | −73−1.9% | Reduced |
| FDx Advisors, Inc. | 3,709 | $229.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,940 | $231.3K | 0.01% | −259−6.2% | Reduced |
| Petrus Trust Company, LTA | 4,088 | $240.0K | 0.03% | −8,997−68.8% | Reduced |
| Morse Asset Management, Inc | 4,100 | $241.0K | 0.08% | −3,990−49.3% | Reduced |
| Stephens Inc | 4,251 | $249.6K | 0.00% | −248−5.5% | Reduced |
| Delphia (USA) Inc. | 4,298 | $252.3K | 0.31% | +4,298 | New |
| Shelton Capital Management | 4,363 | $256.2K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,370 | $257.0K | 0.00% | +4,370 | New |
| Narus Financial Partners, LLC | 4,451 | $261.3K | 0.14% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,485 | $263.3K | 0.01% | −705−13.6% | Reduced |
| Profund Advisors LLC | 4,518 | $265.3K | 0.02% | −1,094−19.5% | Reduced |
| Radnor Capital Management, LLC | 4,595 | $270.0K | 0.07% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,626 | $271.6K | 0.03% | +796+20.8% | Added |
| Beacon Pointe Advisors, LLC | 4,724 | $277.3K | 0.00% | +4,724 | New |
| Cubist Systematic Strategies, LLC | 4,786 | $281.0K | 0.00% | −31,256−86.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,793 | $281.0K | 0.01% | +990+26.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,900 | $287.7K | 0.00% | −2,340−32.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $293.6K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,125 | $300.9K | 0.03% | +549+12.0% | Added |
| Corton Capital Inc. | 5,304 | $311.4K | 0.22% | +2,005+60.8% | Added |
| PFS Investments Inc. | 5,517 | $314.0K | 0.01% | −41,675−88.3% | Reduced |
| Gsa Capital Partners LLP | 5,818 | $342.0K | 0.03% | −7,214−55.4% | Reduced |
| KLR Investment Advisors, LLC | 5,968 | $350.4K | 0.31% | −260−4.2% | Reduced |
| Prelude Capital Management, LLC | 6,449 | $378.6K | 0.03% | −9,170−58.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,664 | $391.2K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 6,717 | $394.4K | 0.05% | −58,242−89.7% | Reduced |
| Daiwa Securities Group Inc. | 6,800 | $399.0K | 0.00% | −850−11.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,800 | $399.2K | 0.02% | +600+9.7% | Added |