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 |
|---|---|---|---|---|---|
| Barclays PLC | 53,511 | $3.14M | 0.00% | +20,193+60.6% | Added |
| First Trust Advisors LP | 53,755 | $3.16M | 0.00% | −62,307−53.7% | Reduced |
| Amussen Hunsaker Associates LLC | 54,403 | $3.19M | 0.80% | −9,810−15.3% | Reduced |
| Alberta Investment Management Corp | 54,528 | $3.20M | 0.03% | +54,528 | New |
| New York State Common Retirement Fund | 54,594 | $3.21M | 0.00% | −46,317−45.9% | Reduced |
| Amalgamated Bank | 56,432 | $3.31M | 0.03% | −3,108−5.2% | Reduced |
| M&T Bank Corp | 56,628 | $3.32M | 0.01% | −807−1.4% | Reduced |
| Envestnet Asset Management Inc | 58,509 | $3.44M | 0.00% | −20,711−26.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 59,926 | $3.52M | 0.21% | +59,926 | New |
| B. Metzler seel. Sohn & Co. AG | 62,525 | $3.67M | 0.06% | +16,900+37.0% | Added |
| UMA Financial Services, Inc. | 65,029 | $3.75M | 0.99% | 00.0% | Unchanged |
| Wells Fargo & Company | 66,239 | $3.89M | 0.00% | +19,180+40.8% | Added |
| Great West Life Assurance Co | 67,418 | $3.96M | 0.01% | −384−0.6% | Reduced |
| Voya Investment Management LLC | 75,640 | $4.44M | 0.00% | −46,285−38.0% | Reduced |
| Texas Permanent School Fund | 75,905 | $4.46M | 0.04% | +19,076+33.6% | Added |
| Osterweis Capital Management Inc | 78,250 | $4.59M | 0.31% | −9,105−10.4% | Reduced |
| New York State Teachers Retirement System | 83,151 | $4.88M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 83,692 | $4.91M | 0.00% | +39,832+90.8% | Added |
| Cinctive Capital Management LP | 84,144 | $4.94M | 0.18% | +84,144 | New |
| Inspirion Wealth Advisors, LLC | 85,000 | $4.99M | 1.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 85,362 | $5.01M | 0.04% | +3,139+3.8% | Added |
| HighTower Advisors, LLC | 85,560 | $5.03M | 0.01% | +843+1.0% | Added |
| CWM, LLC | 87,360 | $5.13M | 0.03% | −4,978−5.4% | Reduced |
| NBW Capital LLC | 88,099 | $5.17M | 1.26% | +550+0.6% | Added |
| Thematics Asset Management | 90,100 | $5.29M | 0.29% | +10,092+12.6% | Added |
| MetLife Investment Management | 93,520 | $5.49M | 0.04% | −1,974−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 96,203 | $5.65M | 0.00% | −2,564−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 96,347 | $5.66M | 0.03% | +7,495+8.4% | Added |
| Motley Fool Asset Management LLC | 97,360 | $5.72M | 0.63% | +4,105+4.4% | Added |
| Susquehanna International Group, LLP | 97,801 | $5.74M | 0.01% | +85,157+673.5% | Added |
| DFPG Investments, LLC | 100,307 | $5.89M | 0.63% | +204+0.2% | Added |
| Public Employees Retirement System of Ohio | 101,782 | $5.98M | 0.02% | +24,077+31.0% | Added |
| Deutsche Bank AG | 103,756 | $6.09M | 0.00% | +21,295+25.8% | Added |
| California State Teachers Retirement System | 105,146 | $6.17M | 0.01% | −1,400−1.3% | Reduced |
| Retirement Systems of Alabama | 110,592 | $6.49M | 0.03% | −822−0.7% | Reduced |
| Mutual of America Capital Management LLC | 116,830 | $6.86M | 0.08% | +47,399+68.3% | Added |
| Advantage Alpha Capital Partners LP | 122,578 | $7.20M | 1.50% | +45,637+59.3% | Added |
| Portolan Capital Management, LLC | 124,051 | $7.28M | 0.69% | +124,051 | New |
| Motley Fool Wealth Management, LLC | 124,333 | $7.30M | 0.46% | +168+0.1% | Added |
| State of Wisconsin Investment Board | 124,880 | $7.33M | 0.02% | −15,037−10.7% | Reduced |
| Legal & General Group Plc | 129,850 | $7.62M | 0.00% | +4,856+3.9% | Added |
| UBS Asset Management Americas Inc | 140,422 | $8.24M | 0.00% | −263,227−65.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,940 | $8.86M | 0.02% | +2,604+1.8% | Added |
| American International Group, Inc. | 169,813 | $9.97M | 0.07% | −239−0.1% | Reduced |
| Raymond James & Associates | 171,264 | $10.1M | 0.01% | +42,510+33.0% | Added |
| Peregrine Capital Management LLC | 172,900 | $10.2M | 0.29% | +304+0.2% | Added |
| Scout Investments, Inc. | 177,383 | $10.4M | 0.21% | −2,085−1.2% | Reduced |
| Swiss National Bank | 182,400 | $10.7M | 0.01% | −21,300−10.5% | Reduced |
| Sectoral Asset Management Inc | 183,375 | $10.8M | 2.07% | −60,400−24.8% | Reduced |
| Cambiar Investors LLC | 183,736 | $10.8M | 0.46% | +149,213+432.2% | Added |
| Invesco Ltd. | 187,815 | $11.0M | 0.00% | −725,242−79.4% | Reduced |
| Alliancebernstein L.P. | 190,879 | $11.2M | 0.00% | −1,799−0.9% | Reduced |
| Ameriprise Financial Inc | 226,199 | $13.3M | 0.00% | −36,146−13.8% | Reduced |
| Summit Creek Advisors LLC | 228,126 | $13.4M | 1.74% | +1,711+0.8% | Added |
| Putnam Investments LLC | 235,331 | $13.8M | 0.02% | +29,183+14.2% | Added |
| Glenmede Trust Co NA | 236,566 | $13.9M | 0.08% | −1,356−0.6% | Reduced |
| DF Dent & Co Inc | 253,022 | $14.9M | 0.21% | +19,936+8.6% | Added |
| Rhumbline Advisers | 271,582 | $15.9M | 0.02% | −3,813−1.4% | Reduced |
| Assenagon Asset Management S.A. | 314,427 | $18.5M | 0.07% | +314,427 | New |
| Credit Suisse AG | 336,784 | $19.8M | 0.02% | −144,581−30.0% | Reduced |
| Royal Bank of Canada | 348,424 | $20.5M | 0.01% | −82,987−19.2% | Reduced |
| Principal Financial Group Inc | 348,512 | $20.5M | 0.01% | −32,096−8.4% | Reduced |
| Citadel Advisors LLC | 364,691 | $21.4M | 0.02% | +19,128+5.5% | Added |
| Victory Capital Management Inc | 365,525 | $21.5M | 0.02% | −255,969−41.2% | Reduced |
| Ophir Asset Management Pty Ltd | 368,285 | $21.6M | 4.02% | +160.0% | Added |
| Ensign Peak Advisors, Inc | 373,807 | $21.9M | 0.05% | +17,352+4.9% | Added |
| Ashford Capital Management Inc | 398,806 | $23.4M | 3.51% | +69,702+21.2% | Added |
| Kornitzer Capital Management Inc | 417,196 | $24.5M | 0.49% | 00.0% | Unchanged |
| California Public Employees Retirement System | 418,314 | $24.6M | 0.02% | +225,138+116.5% | Added |
| Marshall Wace, LLP | 427,786 | $25.1M | 0.06% | −115,111−21.2% | Reduced |
| Aureus Asset Management, LLC | 451,449 | $26.5M | 2.10% | +51,756+12.9% | Added |
| Granahan Investment Management Inc | 512,501 | $30.1M | 0.92% | −102,737−16.7% | Reduced |
| Morgan Stanley | 567,209 | $33.3M | 0.00% | +62,374+12.4% | Added |
| Aristotle Capital Boston, LLC | 587,918 | $34.5M | 1.07% | +22,257+3.9% | Added |
| Norges Bank | 598,135 | $35.1M | 0.01% | +45,395+8.2% | Added |
| Nuveen Asset Management, LLC | 606,453 | $35.6M | 0.01% | +23,974+4.1% | Added |
| Fred Alger Management, LLC | 608,824 | $35.7M | 0.19% | −974,178−61.5% | Reduced |
| TimesSquare Capital Management, LLC | 609,830 | $35.8M | 0.52% | −282,125−31.6% | Reduced |
| SEI Investments Co | 617,545 | $36.3M | 0.07% | +333,303+117.3% | Added |
| Wellington Management Group LLP | 665,734 | $39.1M | 0.01% | +34,972+5.5% | Added |
| Point72 Asset Management, L.P. | 682,267 | $40.1M | 0.14% | +49,842+7.9% | Added |
| Goldman Sachs Group Inc | 686,615 | $40.3M | 0.01% | −5,796−0.8% | Reduced |
| American Century Companies Inc | 757,971 | $44.3M | 0.03% | +303,073+66.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 765,999 | $45.0M | 0.13% | −2,259−0.3% | Reduced |
| Massachusetts Financial Services Co | 794,130 | $46.6M | 0.02% | +308,770+63.6% | Added |
| Bamco Inc | 800,000 | $47.0M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 853,683 | $50.1M | 0.01% | −39,016−4.4% | Reduced |
| Bank of America Corp | 880,993 | $51.7M | 0.01% | +175,340+24.8% | Added |
| Geneva Capital Management LLC | 881,421 | $51.7M | 1.05% | +13,623+1.6% | Added |
| Charles Schwab Investment Management Inc | 937,610 | $55.0M | 0.02% | +3,902+0.4% | Added |
| GW&K Investment Management, LLC | 947,137 | $55.6M | 0.54% | +116,382+14.0% | Added |
| Van Berkom & Associates Inc. | 1,038,377 | $61.0M | 2.25% | +280,461+37.0% | Added |
| Stephens Investment Management Group LLC | 1,041,871 | $61.2M | 1.02% | +8,455+0.8% | Added |
| Dimensional Fund Advisors LP | 1,105,700 | $64.9M | 0.02% | +142,179+14.8% | Added |
| Northern Trust Corp | 1,124,312 | $66.0M | 0.01% | −122,426−9.8% | Reduced |
| Janus Henderson Group PLC | 1,145,680 | $67.3M | 0.04% | +55,922+5.1% | Added |
| Mackenzie Financial Corp | 1,153,867 | $67.7M | 0.11% | −120,166−9.4% | Reduced |
| Millennium Management LLC | 1,168,908 | $68.6M | 0.08% | +112,156+10.6% | Added |
| Franklin Resources Inc | 1,171,117 | $68.8M | 0.03% | −665−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,453,130 | $85.3M | 0.14% | +26,846+1.9% | Added |