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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 317
- +7 vs. Q1 2023
- Shares held
- 84.7M
- −344.0K (−0.4%) vs. Q1 2023
- Total value
- $5.35B
- +$357.4M (+7.2%) vs. Q1 2023
- New holders
- 40
- 104 more added
- Sold out
- 33
- 132 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 500 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,346,280 | $653.3M | 0.02% | +58,684+0.6% | Added |
| Vanguard Group Inc | 8,497,656 | $536.5M | 0.01% | +42,300+0.5% | Added |
| Wasatch Advisors Inc | 7,128,322 | $450.1M | 2.72% | −584,267−7.6% | Reduced |
| FMR LLC | 4,741,249 | $299.4M | 0.03% | +212,847+4.7% | Added |
| State Street Corp | 2,816,282 | $177.8M | 0.01% | +65,809+2.4% | Added |
| William Blair Investment Management, LLC | 2,792,740 | $176.3M | 0.57% | −77,429−2.7% | Reduced |
| JPMorgan Chase & Co | 2,514,019 | $158.7M | 0.02% | +39,589+1.6% | Added |
| Brown Advisory Inc | 2,107,495 | $133.1M | 0.21% | −13,380−0.6% | Reduced |
| Clearbridge Investments, LLC | 1,966,559 | $124.2M | 0.11% | +374,129+23.5% | Added |
| Geode Capital Management, LLC | 1,743,631 | $110.1M | 0.01% | +100,831+6.1% | Added |
| ArrowMark Colorado Holdings LLC | 1,656,862 | $104.6M | 1.15% | +1,398+0.1% | Added |
| Franklin Resources Inc | 1,445,385 | $91.3M | 0.04% | +274,268+23.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,374,064 | $86.8M | 0.14% | −79,066−5.4% | Reduced |
| Millennium Management LLC | 1,296,843 | $81.9M | 0.09% | +127,935+10.9% | Added |
| Janus Henderson Group PLC | 1,205,129 | $76.1M | 0.05% | +59,449+5.2% | Added |
| Dimensional Fund Advisors LP | 1,190,424 | $75.2M | 0.02% | +84,724+7.7% | Added |
| Northern Trust Corp | 1,139,257 | $71.9M | 0.01% | +14,945+1.3% | Added |
| Mackenzie Financial Corp | 1,146,086 | $71.5M | 0.11% | −7,781−0.7% | Reduced |
| Stephens Investment Management Group LLC | 1,131,772 | $71.5M | 1.12% | +89,901+8.6% | Added |
| Van Berkom & Associates Inc. | 990,646 | $62.5M | 2.27% | −47,731−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 953,649 | $60.2M | 0.02% | +16,039+1.7% | Added |
| GW&K Investment Management, LLC | 939,192 | $59.3M | 0.56% | −7,945−0.8% | Reduced |
| Geneva Capital Management LLC | 873,813 | $55.2M | 1.09% | −7,608−0.9% | Reduced |
| Massachusetts Financial Services Co | 873,037 | $55.1M | 0.02% | +78,907+9.9% | Added |
| Bank of America Corp | 859,678 | $54.3M | 0.01% | −21,315−2.4% | Reduced |
| Bank of New York Mellon Corp | 850,730 | $53.7M | 0.01% | −2,953−0.3% | Reduced |
| Bamco Inc | 800,000 | $50.5M | 0.14% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 751,189 | $47.4M | 0.13% | −14,810−1.9% | Reduced |
| American Century Companies Inc | 731,429 | $46.2M | 0.03% | −26,542−3.5% | Reduced |
| Wellington Management Group LLP | 689,851 | $43.6M | 0.01% | +24,117+3.6% | Added |
| Norges Bank | 653,173 | $41.2M | 0.01% | +55,038+9.2% | Added |
| Morgan Stanley | 645,720 | $40.8M | 0.00% | +78,511+13.8% | Added |
| Point72 Asset Management, L.P. | 604,897 | $38.2M | 0.13% | −77,370−11.3% | Reduced |
| SEI Investments Co | 598,038 | $37.8M | 0.07% | −19,507−3.2% | Reduced |
| Aristotle Capital Boston, LLC | 593,210 | $37.5M | 1.12% | +5,292+0.9% | Added |
| Nuveen Asset Management, LLC | 581,683 | $36.7M | 0.01% | −24,770−4.1% | Reduced |
| Goldman Sachs Group Inc | 535,163 | $33.8M | 0.01% | −151,452−22.1% | Reduced |
| TimesSquare Capital Management, LLC | 524,565 | $33.1M | 0.47% | −85,265−14.0% | Reduced |
| Granahan Investment Management Inc | 490,804 | $31.0M | 0.95% | −21,697−4.2% | Reduced |
| Marshall Wace, LLP | 487,575 | $30.8M | 0.07% | +59,789+14.0% | Added |
| Aureus Asset Management, LLC | 433,063 | $27.3M | 2.05% | −18,386−4.1% | Reduced |
| Ashford Capital Management Inc | 419,789 | $26.5M | 3.70% | +20,983+5.3% | Added |
| Ensign Peak Advisors, Inc | 388,904 | $24.6M | 0.05% | +15,097+4.0% | Added |
| Davenport & Co LLC | 383,888 | $24.0M | 0.18% | +298,526+349.7% | Added |
| Credit Suisse AG | 351,250 | $22.2M | 0.02% | +14,466+4.3% | Added |
| Ophir Asset Management Pty Ltd | 348,954 | $22.0M | 4.59% | −19,331−5.2% | Reduced |
| Royal Bank of Canada | 343,275 | $21.7M | 0.01% | −5,149−1.5% | Reduced |
| Principal Financial Group Inc | 339,306 | $21.4M | 0.01% | −9,206−2.6% | Reduced |
| Victory Capital Management Inc | 335,257 | $21.2M | 0.02% | −30,268−8.3% | Reduced |
| Rhumbline Advisers | 271,737 | $17.2M | 0.02% | +155+0.1% | Added |
| Kornitzer Capital Management Inc | 263,818 | $16.7M | 0.33% | −153,378−36.8% | Reduced |
| Loomis Sayles & Co L P | 253,311 | $16.0M | 0.03% | +253,311 | New |
| DF Dent & Co Inc | 251,152 | $15.9M | 0.21% | −1,870−0.7% | Reduced |
| Cambiar Investors LLC | 230,782 | $14.6M | 0.62% | +47,046+25.6% | Added |
| Summit Creek Advisors LLC | 228,368 | $14.4M | 1.80% | +242+0.1% | Added |
| Putnam Investments LLC | 224,623 | $14.2M | 0.02% | −10,708−4.6% | Reduced |
| Glenmede Trust Co NA | 237,026 | $14.0M | 0.08% | +460+0.2% | Added |
| Ameriprise Financial Inc | 219,476 | $13.9M | 0.00% | −6,723−3.0% | Reduced |
| Alliancebernstein L.P. | 190,084 | $12.0M | 0.00% | −795−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 187,700 | $11.9M | 0.07% | +187,700 | New |
| Swiss National Bank | 184,600 | $11.7M | 0.01% | +2,200+1.2% | Added |
| Fred Alger Management, LLC | 184,179 | $11.6M | 0.06% | −424,645−69.7% | Reduced |
| Sectoral Asset Management Inc | 183,375 | $11.6M | 1.93% | 00.0% | Unchanged |
| Invesco Ltd. | 182,965 | $11.6M | 0.00% | −4,850−2.6% | Reduced |
| Scout Investments, Inc. | 172,212 | $10.8M | 0.22% | −5,171−2.9% | Reduced |
| American International Group, Inc. | 168,632 | $10.6M | 0.07% | −1,181−0.7% | Reduced |
| Peregrine Capital Management LLC | 155,951 | $9.85M | 0.27% | −16,949−9.8% | Reduced |
| Raymond James & Associates | 155,430 | $9.81M | 0.01% | −15,834−9.2% | Reduced |
| California Public Employees Retirement System | 150,348 | $9.49M | 0.01% | −267,966−64.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 141,667 | $8.94M | 0.02% | −9,273−6.1% | Reduced |
| Legal & General Group Plc | 131,693 | $8.32M | 0.00% | +1,843+1.4% | Added |
| UBS Asset Management Americas Inc | 140,422 | $8.24M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 126,016 | $7.96M | 0.00% | +42,324+50.6% | Added |
| Advantage Alpha Capital Partners LP | 123,339 | $7.79M | 1.56% | +761+0.6% | Added |
| Motley Fool Wealth Management, LLC | 122,957 | $7.75M | 0.46% | −1,376−1.1% | Reduced |
| State of Wisconsin Investment Board | 122,334 | $7.72M | 0.02% | −2,546−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 121,756 | $7.69M | 0.10% | +59,231+94.7% | Added |
| CIBC Private Wealth Group, LLC | 110,930 | $7.00M | 0.02% | −2,310−2.0% | Reduced |
| Retirement Systems of Alabama | 110,145 | $6.95M | 0.03% | −447−0.4% | Reduced |
| Mutual of America Capital Management LLC | 107,357 | $6.78M | 0.08% | −9,473−8.1% | Reduced |
| California State Teachers Retirement System | 102,579 | $6.48M | 0.01% | −2,567−2.4% | Reduced |
| DFPG Investments, LLC | 99,983 | $6.33M | 0.57% | −324−0.3% | Reduced |
| Osterweis Capital Management Inc | 96,525 | $6.09M | 0.40% | +18,275+23.4% | Added |
| Manufacturers Life Insurance Company, The | 94,933 | $5.99M | 0.00% | −1,270−1.3% | Reduced |
| Motley Fool Asset Management LLC | 94,116 | $5.94M | 0.53% | −3,244−3.3% | Reduced |
| MetLife Investment Management | 93,840 | $5.93M | 0.04% | +320+0.3% | Added |
| Public Employees Retirement System of Ohio | 89,427 | $5.65M | 0.02% | −12,355−12.1% | Reduced |
| NBW Capital LLC | 87,946 | $5.55M | 1.30% | −153−0.2% | Reduced |
| HighTower Advisors, LLC | 86,600 | $5.47M | 0.01% | +1,040+1.2% | Added |
| Prudential Financial Inc | 86,315 | $5.45M | 0.01% | +77,383+866.4% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $5.37M | 1.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 82,951 | $5.24M | 0.01% | −200−0.2% | Reduced |
| Voya Investment Management LLC | 82,660 | $5.22M | 0.01% | +7,020+9.3% | Added |
| Thematics Asset Management | 82,441 | $5.21M | 0.25% | −7,659−8.5% | Reduced |
| Deutsche Bank AG | 81,765 | $5.16M | 0.00% | −21,991−21.2% | Reduced |
| Wells Fargo & Company | 81,203 | $5.13M | 0.00% | +14,964+22.6% | Added |
| Texas Permanent School Fund | 75,255 | $4.75M | 0.04% | −650−0.9% | Reduced |
| First Trust Advisors LP | 72,631 | $4.59M | 0.01% | +18,876+35.1% | Added |
| Los Angeles Capital Management LLC | 66,109 | $4.17M | 0.02% | +16,890+34.3% | Added |
| Grandeur Peak Global Advisors, LLC | 64,483 | $4.07M | 0.28% | +4,557+7.6% | Added |