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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 1,592,430 | $93.5M | 0.09% | +454,245+39.9% | Added |
| Geode Capital Management, LLC | 1,642,800 | $96.4M | 0.01% | +74,712+4.8% | Added |
| ArrowMark Colorado Holdings LLC | 1,655,464 | $97.2M | 1.10% | +152,974+10.2% | Added |
| Brown Advisory Inc | 2,120,875 | $124.5M | 0.21% | +135,106+6.8% | Added |
| JPMorgan Chase & Co | 2,474,430 | $145.3M | 0.02% | +331,735+15.5% | Added |
| State Street Corp | 2,750,473 | $161.5M | 0.01% | +52,598+1.9% | Added |
| William Blair Investment Management, LLC | 2,870,169 | $168.5M | 0.59% | −116,125−3.9% | Reduced |
| FMR LLC | 4,528,402 | $265.9M | 0.02% | +204,378+4.7% | Added |
| Wasatch Advisors Inc | 7,712,589 | $452.8M | 2.82% | +1,980,668+34.6% | Added |
| Vanguard Group Inc | 8,455,356 | $496.4M | 0.01% | +135,611+1.6% | Added |
| BlackRock Inc. | 10,287,596 | $604.0M | 0.02% | −135,383−1.3% | Reduced |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −449,871−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −207,531−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −156,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −120,520−100.0% | Sold out |
| Tekla Capital Management LLC | 0 | $0 | 0.00% | −110,214−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −65,740−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −65,271−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −56,068−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −47,250−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,525−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −22,963−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,838−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,564−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,298−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |