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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 7,000 | $411.0K | 0.01% | +7,000 | New |
| Arkadios Wealth Advisors | 7,270 | $426.8K | 0.05% | −1,000−12.1% | Reduced |
| Captrust Financial Advisors | 7,472 | $438.7K | 0.00% | +1,703+29.5% | Added |
| Rockefeller Capital Management L.P. | 7,597 | $446.0K | 0.00% | −130−1.7% | Reduced |
| Securian Asset Management, Inc | 7,691 | $451.5K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,730 | $453.8K | 0.07% | 00.0% | Unchanged |
| Duality Advisers, LP | 8,067 | $473.6K | 0.05% | +8,067 | New |
| Bank of Nova Scotia | 8,133 | $477.5K | 0.00% | +2,906+55.6% | Added |
| Vestcor Inc | 8,160 | $479.0K | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 8,384 | $492.2K | 0.07% | +1,442+20.8% | Added |
| Two Sigma Advisers, LP | 8,400 | $493.2K | 0.00% | −2,300−21.5% | Reduced |
| JustInvest LLC | 8,524 | $500.4K | 0.02% | +5,060+146.1% | Added |
| Cim Investment Mangement Inc | 8,697 | $510.6K | 0.19% | +8,697 | New |
| Kula Investments, LLC | 8,852 | $519.7K | 0.13% | −1,451−14.1% | Reduced |
| Prudential Financial Inc | 8,932 | $524.4K | 0.00% | −499−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 9,033 | $529.2K | 0.00% | −2,226−19.8% | Reduced |
| STRS Ohio | 9,100 | $534.0K | 0.00% | −5,100−35.9% | Reduced |
| Bayesian Capital Management, LP | 9,701 | $569.5K | 0.07% | +9,701 | New |
| Lombard Odier Asset Management (Europe) Ltd | 10,000 | $587.1K | 0.03% | +1,150+13.0% | Added |
| HSBC Holdings PLC | 10,140 | $594.0K | 0.00% | +10,140 | New |
| Commerce Bank | 10,162 | $596.6K | 0.00% | +1,581+18.4% | Added |
| Qube Research & Technologies Ltd | 10,215 | $599.7K | 0.00% | +10,215 | New |
| Guggenheim Capital LLC | 10,267 | $602.8K | 0.01% | +3,749+57.5% | Added |
| Jefferies Financial Group Inc. | 10,335 | $606.8K | 0.01% | +10,335 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $607.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,526 | $618.0K | 0.00% | −8,011−43.2% | Reduced |
| Pictet Asset Management SA | 10,650 | $625.3K | 0.00% | +793+8.0% | Added |
| Exchange Traded Concepts, LLC | 10,715 | $629.1K | 0.02% | +2,280+27.0% | Added |
| The PNC Financial Services Group, Inc. | 11,465 | $673.1K | 0.00% | −1,170−9.3% | Reduced |
| US Bancorp | 11,521 | $676.4K | 0.00% | −7,072−38.0% | Reduced |
| Twin Tree Management, LP | 11,571 | $679.3K | 0.02% | +1,228+11.9% | Added |
| State of Alaska, Department of Revenue | 11,662 | $684.0K | 0.01% | −170−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,705 | $687.0K | 0.06% | −1,495−11.3% | Reduced |
| Panagora Asset Management Inc | 11,872 | $697.0K | 0.00% | 00.0% | Unchanged |
| HC Advisors, LLC | 12,095 | $710.1K | 0.44% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 12,300 | $722.1K | 0.06% | +1,000+8.8% | Added |
| Citigroup Inc | 12,499 | $733.8K | 0.00% | −1,540−11.0% | Reduced |
| GWM Advisors LLC | 12,966 | $761.2K | 0.01% | −1,543−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,112 | $769.8K | 0.00% | +873+7.1% | Added |
| Xponance, Inc. | 13,338 | $783.1K | 0.01% | +62+0.5% | Added |
| Blair William & Co | 13,541 | $795.0K | 0.00% | −583−4.1% | Reduced |
| Natixis Advisors, L.P. | 13,830 | $812.0K | 0.00% | −875−6.0% | Reduced |
| Bank of Montreal | 14,685 | $863.3K | 0.00% | +3,404+30.2% | Added |
| Federated Hermes, Inc. | 14,804 | $869.1K | 0.00% | −130−0.9% | Reduced |
| ProShare Advisors LLC | 14,806 | $869.3K | 0.00% | −2,367−13.8% | Reduced |
| ClariVest Asset Management LLC | 15,112 | $887.0K | 0.04% | +44+0.3% | Added |
| Handelsbanken Fonder AB | 15,216 | $893.0K | 0.01% | +4,000+35.7% | Added |
| New Mexico Educational Retirement Board | 15,300 | $898.0K | 0.05% | +2,000+15.0% | Added |
| Chartwell Investment Partners, LLC | 15,677 | $920.0K | 0.03% | −11,073−41.4% | Reduced |
| Moody National Bank Trust Division | 15,709 | $922.3K | 0.08% | +1,400+9.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $944.7K | 0.10% | −30−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 16,190 | $950.0K | 0.02% | +44+0.3% | Added |
| Mariner, LLC | 16,309 | $957.0K | 0.00% | −2,052−11.2% | Reduced |
| Cerity Partners LLC | 16,356 | $960.3K | 0.00% | −4,978−23.3% | Reduced |
| Zions Bancorporation, N.A. | 16,509 | $969.2K | 0.08% | +1,592+10.7% | Added |
| Nordea Investment Management AB | 16,577 | $974.4K | 0.00% | +168+1.0% | Added |
| Algert Global LLC | 16,623 | $975.9K | 0.05% | +598+3.7% | Added |
| Stifel Financial Corp | 16,758 | $983.9K | 0.00% | +115+0.7% | Added |
| AQR Capital Management LLC | 17,444 | $1.02M | 0.00% | +13,734+370.2% | Added |
| Alps Advisors Inc | 17,577 | $1.03M | 0.01% | −11−0.1% | Reduced |
| PDT Partners, LLC | 18,683 | $1.10M | 0.15% | +18,683 | New |
| Northwestern Mutual Investment Management Company, LLC | 18,778 | $1.10M | 0.03% | +10,955+140.0% | Added |
| State of Michigan Retirement System | 21,422 | $1.26M | 0.01% | −100−0.5% | Reduced |
| Louisiana State Employees Retirement System | 22,500 | $1.32M | 0.03% | −100−0.4% | Reduced |
| South Dakota Investment Council | 23,093 | $1.36M | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 23,315 | $1.37M | 0.01% | +5,070+27.8% | Added |
| Arizona State Retirement System | 24,493 | $1.44M | 0.01% | +687+2.9% | Added |
| Oregon Public Employees Retirement Fund | 24,680 | $1.45M | 0.02% | +70.0% | Added |
| Advisory Research Inc | 24,770 | $1.45M | 0.24% | −365−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 26,663 | $1.57M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,000 | $1.59M | 0.00% | −41,101−60.4% | Reduced |
| ExodusPoint Capital Management, LP | 27,729 | $1.63M | 0.02% | +27,729 | New |
| Ameritas Investment Partners, Inc. | 28,364 | $1.67M | 0.07% | +158+0.6% | Added |
| Jane Street Group, LLC | 28,727 | $1.69M | 0.00% | +28,727 | New |
| Arrowstreet Capital, Limited Partnership | 29,059 | $1.71M | 0.00% | +24,533+542.0% | Added |
| CIBC Private Wealth Group, LLC | 113,240 | $1.80M | 0.01% | −890−0.8% | Reduced |
| TownSquare Capital, LLC | 31,196 | $1.83M | 0.04% | +2,965+10.5% | Added |
| Teacher Retirement System of Texas | 34,497 | $2.02M | 0.01% | +6,241+22.1% | Added |
| Teachers Retirement System of the State of Kentucky | 35,363 | $2.08M | 0.02% | +1,588+4.7% | Added |
| D. E. Shaw & Co., Inc. | 35,628 | $2.09M | 0.00% | −10,135−22.1% | Reduced |
| Macquarie Group Ltd | 35,966 | $2.11M | 0.00% | −21,870−37.8% | Reduced |
| Thrivent Financial for Lutherans | 36,375 | $2.13M | 0.01% | −359−1.0% | Reduced |
| LPL Financial LLC | 37,292 | $2.19M | 0.00% | −5,315−12.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,122 | $2.24M | 0.02% | +95+0.2% | Added |
| BNP Paribas Arbitrage, SA | 39,368 | $2.31M | 0.00% | +26,247+200.0% | Added |
| Neuberger Berman Group LLC | 39,634 | $2.33M | 0.00% | +2,483+6.7% | Added |
| King Luther Capital Management Corp | 40,339 | $2.37M | 0.01% | −14,063−25.9% | Reduced |
| Price T Rowe Associates Inc | 41,384 | $2.43M | 0.00% | −6,295−13.2% | Reduced |
| Moody Aldrich Partners LLC | 41,795 | $2.45M | 0.50% | −31,580−43.0% | Reduced |
| SG Americas Securities, LLC | 42,033 | $2.47M | 0.03% | +14,478+52.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,988 | $2.58M | 0.00% | −2,417−5.2% | Reduced |
| Yousif Capital Management, LLC | 44,076 | $2.59M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45,085 | $2.65M | 0.01% | −35,202−43.8% | Reduced |
| Beck Bode, LLC | 46,815 | $2.75M | 0.68% | +1,155+2.5% | Added |
| State of Tennessee, Treasury Department | 47,666 | $2.80M | 0.01% | −3,112−6.1% | Reduced |
| Los Angeles Capital Management LLC | 49,219 | $2.89M | 0.01% | +49,219 | New |
| State of New Jersey Common Pension Fund D | 50,250 | $2.95M | 0.01% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 52,102 | $3.06M | 0.07% | −28,595−35.4% | Reduced |
| Agf Management Ltd | 53,114 | $3.12M | 0.02% | −159,441−75.0% | Reduced |
| Oppenheimer Asset Management Inc. | 53,286 | $3.13M | 0.05% | +6,192+13.1% | Added |