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 2 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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 8,400 | $493.2K | 0.00% | −2,300−21.5% | Reduced |
| CenterBook Partners LP | 8,384 | $492.2K | 0.07% | +1,442+20.8% | Added |
| Vestcor Inc | 8,160 | $479.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 8,133 | $477.5K | 0.00% | +2,906+55.6% | Added |
| Duality Advisers, LP | 8,067 | $473.6K | 0.05% | +8,067 | New |
| Sheets Smith Wealth Management | 7,730 | $453.8K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,691 | $451.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,597 | $446.0K | 0.00% | −130−1.7% | Reduced |
| Captrust Financial Advisors | 7,472 | $438.7K | 0.00% | +1,703+29.5% | Added |
| Arkadios Wealth Advisors | 7,270 | $426.8K | 0.05% | −1,000−12.1% | Reduced |
| Abn Amro Investment Solutions | 7,000 | $411.0K | 0.01% | +7,000 | New |
| NorthCrest Asset Manangement, LLC | 6,800 | $399.2K | 0.02% | +600+9.7% | Added |
| Daiwa Securities Group Inc. | 6,800 | $399.0K | 0.00% | −850−11.1% | Reduced |
| Landscape Capital Management, L.L.C. | 6,717 | $394.4K | 0.05% | −58,242−89.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,664 | $391.2K | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,449 | $378.6K | 0.03% | −9,170−58.7% | Reduced |
| KLR Investment Advisors, LLC | 5,968 | $350.4K | 0.31% | −260−4.2% | Reduced |
| Gsa Capital Partners LLP | 5,818 | $342.0K | 0.03% | −7,214−55.4% | Reduced |
| PFS Investments Inc. | 5,517 | $314.0K | 0.01% | −41,675−88.3% | Reduced |
| Corton Capital Inc. | 5,304 | $311.4K | 0.22% | +2,005+60.8% | Added |
| Mount Yale Investment Advisors, LLC | 5,125 | $300.9K | 0.03% | +549+12.0% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $293.6K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,900 | $287.7K | 0.00% | −2,340−32.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,793 | $281.0K | 0.01% | +990+26.0% | Added |
| Cubist Systematic Strategies, LLC | 4,786 | $281.0K | 0.00% | −31,256−86.7% | Reduced |
| Beacon Pointe Advisors, LLC | 4,724 | $277.3K | 0.00% | +4,724 | New |
| CWM Advisors, LLC | 4,626 | $271.6K | 0.03% | +796+20.8% | Added |
| Radnor Capital Management, LLC | 4,595 | $270.0K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,518 | $265.3K | 0.02% | −1,094−19.5% | Reduced |
| Metropolitan Life Insurance Co | 4,485 | $263.3K | 0.01% | −705−13.6% | Reduced |
| Narus Financial Partners, LLC | 4,451 | $261.3K | 0.14% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,370 | $257.0K | 0.00% | +4,370 | New |
| Shelton Capital Management | 4,363 | $256.2K | 0.01% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 4,298 | $252.3K | 0.31% | +4,298 | New |
| Stephens Inc | 4,251 | $249.6K | 0.00% | −248−5.5% | Reduced |
| Morse Asset Management, Inc | 4,100 | $241.0K | 0.08% | −3,990−49.3% | Reduced |
| Petrus Trust Company, LTA | 4,088 | $240.0K | 0.03% | −8,997−68.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,940 | $231.3K | 0.01% | −259−6.2% | Reduced |
| FDx Advisors, Inc. | 3,709 | $229.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,830 | $225.0K | 0.00% | −73−1.9% | Reduced |
| Summit Trail Advisors, LLC | 3,427 | $201.2K | 0.01% | +3,427 | New |
| Pearl River Capital, LLC | 3,412 | $200.3K | 0.03% | +3,412 | New |
| Pacer Advisors, Inc. | 3,090 | $181.4K | 0.00% | −13,114−80.9% | Reduced |
| Bessemer Group Inc | 2,631 | $154.0K | 0.00% | +2,577+4,772.2% | Added |
| Aquatic Capital Management LLC | 2,600 | $153.0K | 0.01% | +2,600 | New |
| State of Wyoming | 2,183 | $128.2K | 0.04% | −1,610−42.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,888 | $110.8K | 0.00% | +343+22.2% | Added |
| Natixis Investment Managers International | 1,814 | $106.5K | 0.01% | −1,036−36.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,687 | $99.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,632 | $95.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,630 | $95.7K | 0.00% | −715−30.5% | Reduced |
| Eagle Bay Advisors LLC | 1,291 | $75.8K | 0.04% | +48+3.9% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $68.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,112 | $65.3K | 0.00% | +4+0.4% | Added |
| Belpointe Asset Management LLC | 1,066 | $62.6K | 0.00% | +742+229.0% | Added |
| Arcadia Investment Management Corp | 1,050 | $61.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,036 | $60.8K | 0.01% | +1,036 | New |
| C M Bidwell & Associates Ltd | 1,007 | $59.1K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 955 | $56.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 940 | $55.2K | 0.00% | +185+24.5% | Added |
| First Horizon Advisors, Inc. | 901 | $52.9K | 0.00% | +63+7.5% | Added |
| Clearstead Advisors, LLC | 900 | $52.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 738 | $43.3K | 0.00% | +198+36.7% | Added |
| Private Trust Co NA | 369 | $21.7K | 0.00% | −125−25.3% | 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 |
| Huntington National Bank | 324 | $19.0K | 0.00% | −85−20.8% | Reduced |
| Fortis Capital Advisors, LLC | 309 | $18.1K | 0.01% | +274+782.9% | Added |
| Lindbrook Capital, LLC | 302 | $17.7K | 0.00% | −207−40.7% | Reduced |
| Pinnacle Bancorp, Inc. | 282 | $16.6K | 0.01% | +282 | New |
| TCI Wealth Advisors, Inc. | 251 | $14.7K | 0.00% | −41−14.0% | Reduced |
| Macroview Investment Management LLC | 245 | $14.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 180 | $10.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $10.1K | 0.00% | −23−11.8% | Reduced |
| Covestor Ltd | 167 | $10.0K | 0.01% | +1+0.6% | Added |
| WR Wealth Planners, LLC | 150 | $8.81K | 0.00% | +150 | New |
| Washington Trust Advisors, Inc. | 143 | $8.40K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 141 | $8.28K | 0.00% | −23−14.0% | Reduced |
| Baker Avenue Asset Management, LP | 132 | $7.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113 | $6.63K | 0.00% | +113 | New |
| Park Place Capital Corp | 102 | $5.99K | 0.00% | +27+36.0% | Added |
| IFP Advisors, Inc | 62 | $4.72K | 0.00% | −47−43.1% | Reduced |
| Geneos Wealth Management Inc. | 80 | $4.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 77 | $4.00K | 0.00% | +77 | New |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $3.17K | 0.00% | +8+17.4% | Added |
| Bellevue Asset Management, LLC | 54 | $3.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $3.00K | 0.00% | +46+766.7% | Added |
| Harbour Investments, Inc. | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $2.70K | 0.00% | +46 | New |
| JFS Wealth Advisors, LLC | 42 | $2.47K | 0.00% | −4−8.7% | Reduced |
| Manchester Capital Management LLC | 41 | $2.41K | 0.00% | +7+20.6% | Added |
| Farmers & Merchants Investments Inc | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $2.23K | 0.00% | +3+8.6% | Added |
| Schubert & Co | 28 | $1.64K | 0.00% | −7−20.0% | Reduced |
| Ellevest, Inc. | 24 | $1.41K | 0.00% | −29−54.7% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $1.35K | 0.00% | +3+15.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $881 | 0.00% | −6−28.6% | Reduced |