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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 65,029 | $3.75M | 0.99% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 62,525 | $3.67M | 0.06% | +16,900+37.0% | Added |
| Grandeur Peak Global Advisors, LLC | 59,926 | $3.52M | 0.21% | +59,926 | New |
| Envestnet Asset Management Inc | 58,509 | $3.44M | 0.00% | −20,711−26.1% | Reduced |
| M&T Bank Corp | 56,628 | $3.32M | 0.01% | −807−1.4% | Reduced |
| Amalgamated Bank | 56,432 | $3.31M | 0.03% | −3,108−5.2% | Reduced |
| New York State Common Retirement Fund | 54,594 | $3.21M | 0.00% | −46,317−45.9% | Reduced |
| Alberta Investment Management Corp | 54,528 | $3.20M | 0.03% | +54,528 | New |
| Amussen Hunsaker Associates LLC | 54,403 | $3.19M | 0.80% | −9,810−15.3% | Reduced |
| First Trust Advisors LP | 53,755 | $3.16M | 0.00% | −62,307−53.7% | Reduced |
| Barclays PLC | 53,511 | $3.14M | 0.00% | +20,193+60.6% | Added |
| Oppenheimer Asset Management Inc. | 53,286 | $3.13M | 0.05% | +6,192+13.1% | Added |
| Agf Management Ltd | 53,114 | $3.12M | 0.02% | −159,441−75.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 52,102 | $3.06M | 0.07% | −28,595−35.4% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $2.95M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 49,219 | $2.89M | 0.01% | +49,219 | New |
| State of Tennessee, Treasury Department | 47,666 | $2.80M | 0.01% | −3,112−6.1% | Reduced |
| Beck Bode, LLC | 46,815 | $2.75M | 0.68% | +1,155+2.5% | Added |
| Russell Investments Group, Ltd. | 45,085 | $2.65M | 0.01% | −35,202−43.8% | Reduced |
| Yousif Capital Management, LLC | 44,076 | $2.59M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 43,988 | $2.58M | 0.00% | −2,417−5.2% | Reduced |
| SG Americas Securities, LLC | 42,033 | $2.47M | 0.03% | +14,478+52.5% | Added |
| Moody Aldrich Partners LLC | 41,795 | $2.45M | 0.50% | −31,580−43.0% | Reduced |
| Price T Rowe Associates Inc | 41,384 | $2.43M | 0.00% | −6,295−13.2% | Reduced |
| King Luther Capital Management Corp | 40,339 | $2.37M | 0.01% | −14,063−25.9% | Reduced |
| Neuberger Berman Group LLC | 39,634 | $2.33M | 0.00% | +2,483+6.7% | Added |
| BNP Paribas Arbitrage, SA | 39,368 | $2.31M | 0.00% | +26,247+200.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,122 | $2.24M | 0.02% | +95+0.2% | Added |
| LPL Financial LLC | 37,292 | $2.19M | 0.00% | −5,315−12.5% | Reduced |
| Thrivent Financial for Lutherans | 36,375 | $2.13M | 0.01% | −359−1.0% | Reduced |
| Macquarie Group Ltd | 35,966 | $2.11M | 0.00% | −21,870−37.8% | Reduced |
| D. E. Shaw & Co., Inc. | 35,628 | $2.09M | 0.00% | −10,135−22.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,363 | $2.08M | 0.02% | +1,588+4.7% | Added |
| Teacher Retirement System of Texas | 34,497 | $2.02M | 0.01% | +6,241+22.1% | Added |
| TownSquare Capital, LLC | 31,196 | $1.83M | 0.04% | +2,965+10.5% | Added |
| CIBC Private Wealth Group, LLC | 113,240 | $1.80M | 0.01% | −890−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,059 | $1.71M | 0.00% | +24,533+542.0% | Added |
| Jane Street Group, LLC | 28,727 | $1.69M | 0.00% | +28,727 | New |
| Ameritas Investment Partners, Inc. | 28,364 | $1.67M | 0.07% | +158+0.6% | Added |
| ExodusPoint Capital Management, LP | 27,729 | $1.63M | 0.02% | +27,729 | New |
| Two Sigma Investments, LP | 27,000 | $1.59M | 0.00% | −41,101−60.4% | Reduced |
| State Board of Administration of Florida Retirement System | 26,663 | $1.57M | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 24,770 | $1.45M | 0.24% | −365−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 24,680 | $1.45M | 0.02% | +70.0% | Added |
| Arizona State Retirement System | 24,493 | $1.44M | 0.01% | +687+2.9% | Added |
| Vontobel Holding Ltd. | 23,315 | $1.37M | 0.01% | +5,070+27.8% | Added |
| South Dakota Investment Council | 23,093 | $1.36M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,500 | $1.32M | 0.03% | −100−0.4% | Reduced |
| State of Michigan Retirement System | 21,422 | $1.26M | 0.01% | −100−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,778 | $1.10M | 0.03% | +10,955+140.0% | Added |
| PDT Partners, LLC | 18,683 | $1.10M | 0.15% | +18,683 | New |
| Alps Advisors Inc | 17,577 | $1.03M | 0.01% | −11−0.1% | Reduced |
| AQR Capital Management LLC | 17,444 | $1.02M | 0.00% | +13,734+370.2% | Added |
| Stifel Financial Corp | 16,758 | $983.9K | 0.00% | +115+0.7% | Added |
| Algert Global LLC | 16,623 | $975.9K | 0.05% | +598+3.7% | Added |
| Nordea Investment Management AB | 16,577 | $974.4K | 0.00% | +168+1.0% | Added |
| Zions Bancorporation, N.A. | 16,509 | $969.2K | 0.08% | +1,592+10.7% | Added |
| Cerity Partners LLC | 16,356 | $960.3K | 0.00% | −4,978−23.3% | Reduced |
| Mariner, LLC | 16,309 | $957.0K | 0.00% | −2,052−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 16,190 | $950.0K | 0.02% | +44+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $944.7K | 0.10% | −30−0.2% | Reduced |
| Moody National Bank Trust Division | 15,709 | $922.3K | 0.08% | +1,400+9.8% | Added |
| Chartwell Investment Partners, LLC | 15,677 | $920.0K | 0.03% | −11,073−41.4% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $898.0K | 0.05% | +2,000+15.0% | Added |
| Handelsbanken Fonder AB | 15,216 | $893.0K | 0.01% | +4,000+35.7% | Added |
| ClariVest Asset Management LLC | 15,112 | $887.0K | 0.04% | +44+0.3% | Added |
| ProShare Advisors LLC | 14,806 | $869.3K | 0.00% | −2,367−13.8% | Reduced |
| Federated Hermes, Inc. | 14,804 | $869.1K | 0.00% | −130−0.9% | Reduced |
| Bank of Montreal | 14,685 | $863.3K | 0.00% | +3,404+30.2% | Added |
| Natixis Advisors, L.P. | 13,830 | $812.0K | 0.00% | −875−6.0% | Reduced |
| Blair William & Co | 13,541 | $795.0K | 0.00% | −583−4.1% | Reduced |
| Xponance, Inc. | 13,338 | $783.1K | 0.01% | +62+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,112 | $769.8K | 0.00% | +873+7.1% | Added |
| GWM Advisors LLC | 12,966 | $761.2K | 0.01% | −1,543−10.6% | Reduced |
| Citigroup Inc | 12,499 | $733.8K | 0.00% | −1,540−11.0% | Reduced |
| Hillsdale Investment Management Inc. | 12,300 | $722.1K | 0.06% | +1,000+8.8% | Added |
| HC Advisors, LLC | 12,095 | $710.1K | 0.44% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,872 | $697.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,705 | $687.0K | 0.06% | −1,495−11.3% | Reduced |
| State of Alaska, Department of Revenue | 11,662 | $684.0K | 0.01% | −170−1.4% | Reduced |
| Twin Tree Management, LP | 11,571 | $679.3K | 0.02% | +1,228+11.9% | Added |
| US Bancorp | 11,521 | $676.4K | 0.00% | −7,072−38.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,465 | $673.1K | 0.00% | −1,170−9.3% | Reduced |
| Exchange Traded Concepts, LLC | 10,715 | $629.1K | 0.02% | +2,280+27.0% | Added |
| Pictet Asset Management SA | 10,650 | $625.3K | 0.00% | +793+8.0% | Added |
| First Republic Investment Management, Inc. | 10,526 | $618.0K | 0.00% | −8,011−43.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $607.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,335 | $606.8K | 0.01% | +10,335 | New |
| Guggenheim Capital LLC | 10,267 | $602.8K | 0.01% | +3,749+57.5% | Added |
| Qube Research & Technologies Ltd | 10,215 | $599.7K | 0.00% | +10,215 | New |
| Commerce Bank | 10,162 | $596.6K | 0.00% | +1,581+18.4% | Added |
| HSBC Holdings PLC | 10,140 | $594.0K | 0.00% | +10,140 | New |
| Lombard Odier Asset Management (Europe) Ltd | 10,000 | $587.1K | 0.03% | +1,150+13.0% | Added |
| Bayesian Capital Management, LP | 9,701 | $569.5K | 0.07% | +9,701 | New |
| STRS Ohio | 9,100 | $534.0K | 0.00% | −5,100−35.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,033 | $529.2K | 0.00% | −2,226−19.8% | Reduced |
| Prudential Financial Inc | 8,932 | $524.4K | 0.00% | −499−5.3% | Reduced |
| Kula Investments, LLC | 8,852 | $519.7K | 0.13% | −1,451−14.1% | Reduced |
| Cim Investment Mangement Inc | 8,697 | $510.6K | 0.19% | +8,697 | New |
| JustInvest LLC | 8,524 | $500.4K | 0.02% | +5,060+146.1% | Added |