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, 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 | 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, 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 |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 5,827 | $367.9K | 0.30% | −141−2.4% | Reduced |
| First Republic Investment Management, Inc. | 5,848 | $369.2K | 0.00% | −4,678−44.4% | Reduced |
| PFS Investments Inc. | 5,950 | $376.0K | 0.01% | +433+7.8% | Added |
| Tower Research Capital LLC (TRC) | 6,197 | $391.3K | 0.01% | +1,404+29.3% | Added |
| Petrus Trust Company, LTA | 6,626 | $418.4K | 0.05% | +2,538+62.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,800 | $429.4K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,843 | $432.1K | 0.08% | +179+2.7% | Added |
| Quantbot Technologies LP | 6,871 | $433.8K | 0.03% | +6,871 | New |
| Corton Capital Inc. | 6,934 | $437.8K | 0.21% | +1,630+30.7% | Added |
| HSBC Holdings PLC | 7,098 | $447.6K | 0.00% | −3,042−30.0% | Reduced |
| Arkadios Wealth Advisors | 7,311 | $461.6K | 0.05% | +41+0.6% | Added |
| Captrust Financial Advisors | 7,328 | $462.7K | 0.00% | −144−1.9% | Reduced |
| Abn Amro Investment Solutions | 7,500 | $473.6K | 0.01% | +500+7.1% | Added |
| Rockefeller Capital Management L.P. | 7,564 | $477.6K | 0.00% | −33−0.4% | Reduced |
| Securian Asset Management, Inc | 7,591 | $479.3K | 0.01% | −100−1.3% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $479.9K | 0.10% | +7,600 | New |
| Sheets Smith Wealth Management | 7,730 | $488.1K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 7,790 | $491.9K | 0.02% | −734−8.6% | Reduced |
| Vestcor Inc | 8,160 | $515.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 8,322 | $529.6K | 0.00% | −6,363−43.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,592 | $546.0K | 0.00% | −441−4.9% | Reduced |
| Mach-1 Financial Group, Inc. | 8,734 | $551.5K | 0.22% | +8,734 | New |
| Landscape Capital Management, L.L.C. | 8,769 | $553.7K | 0.07% | +2,052+30.5% | Added |
| AE Wealth Management LLC | 8,941 | $564.5K | 0.00% | +8,941 | New |
| Pictet Asset Management SA | 9,000 | $568.3K | 0.00% | −1,650−15.5% | Reduced |
| Cornercap Investment Counsel Inc | 9,262 | $584.8K | 0.10% | +9,262 | New |
| Bank of Nova Scotia | 9,275 | $585.7K | 0.00% | +1,142+14.0% | Added |
| Westwood Holdings Group Inc. | 9,387 | $593.0K | 0.01% | +9,387 | New |
| Guggenheim Capital LLC | 9,587 | $605.3K | 0.00% | −680−6.6% | Reduced |
| Commerce Bank | 9,770 | $616.9K | 0.00% | −392−3.9% | Reduced |
| Shay Capital LLC | 10,000 | $631.4K | 0.22% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $653.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,373 | $655.0K | 0.02% | −342−3.2% | Reduced |
| US Bancorp | 10,474 | $661.3K | 0.00% | −1,047−9.1% | Reduced |
| State of Alaska, Department of Revenue | 10,596 | $669.0K | 0.01% | −1,066−9.1% | Reduced |
| Bayesian Capital Management, LP | 10,801 | $682.0K | 0.07% | +1,100+11.3% | Added |
| The PNC Financial Services Group, Inc. | 11,054 | $698.0K | 0.00% | −411−3.6% | Reduced |
| Spouting Rock Asset Management, LLC | 11,403 | $720.0K | 0.26% | +11,403 | New |
| STRS Ohio | 11,700 | $738.0K | 0.00% | +2,600+28.6% | Added |
| HC Advisors, LLC | 12,095 | $763.7K | 0.44% | 00.0% | Unchanged |
| Xponance, Inc. | 12,391 | $782.4K | 0.01% | −947−7.1% | Reduced |
| Alpha DNA Investment Management LLC | 12,613 | $796.4K | 0.45% | +12,613 | New |
| Nordea Investment Management AB | 12,873 | $810.5K | 0.00% | −3,704−22.3% | Reduced |
| GWM Advisors LLC | 13,298 | $839.6K | 0.01% | +332+2.6% | Added |
| Blair William & Co | 13,515 | $853.3K | 0.00% | −26−0.2% | Reduced |
| AQR Capital Management LLC | 14,054 | $884.8K | 0.00% | −3,390−19.4% | Reduced |
| Vontobel Holding Ltd. | 14,297 | $902.7K | 0.01% | −9,018−38.7% | Reduced |
| Algert Global LLC | 14,433 | $911.3K | 0.04% | −2,190−13.2% | Reduced |
| CWM Advisors, LLC | 14,507 | $916.0K | 0.11% | +9,881+213.6% | Added |
| Federated Hermes, Inc. | 14,544 | $918.3K | 0.00% | −260−1.8% | Reduced |
| Mariner, LLC | 14,638 | $924.2K | 0.00% | −1,671−10.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,828 | $936.2K | 0.00% | +1,716+13.1% | Added |
| Handelsbanken Fonder AB | 15,216 | $961.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,038 | $974.0K | 0.02% | −1,152−7.1% | Reduced |
| Zions Bancorporation, N.A. | 15,673 | $989.6K | 0.08% | −836−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 15,686 | $990.4K | 0.01% | +10,900+227.7% | Added |
| Moody National Bank Trust Division | 15,690 | $990.7K | 0.07% | −19−0.1% | Reduced |
| ProShare Advisors LLC | 15,930 | $1.01M | 0.00% | +1,124+7.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $1.02M | 0.10% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 16,478 | $1.04M | 0.04% | +801+5.1% | Added |
| Natixis Advisors, L.P. | 16,484 | $1.04M | 0.00% | +2,654+19.2% | Added |
| Cerity Partners LLC | 16,902 | $1.07M | 0.00% | +546+3.3% | Added |
| Stifel Financial Corp | 17,129 | $1.08M | 0.00% | +371+2.2% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.09M | 0.05% | +2,000+13.1% | Added |
| Pacer Advisors, Inc. | 17,414 | $1.10M | 0.00% | +14,324+463.6% | Added |
| Alps Advisors Inc | 17,421 | $1.10M | 0.01% | −156−0.9% | Reduced |
| Lunt Capital Management, Inc. | 17,730 | $1.12M | 0.60% | +17,730 | New |
| Northwestern Mutual Investment Management Company, LLC | 18,995 | $1.20M | 0.03% | +217+1.2% | Added |
| Two Sigma Investments, LP | 20,100 | $1.27M | 0.00% | −6,900−25.6% | Reduced |
| State of Michigan Retirement System | 21,022 | $1.33M | 0.01% | −400−1.9% | Reduced |
| South Dakota Investment Council | 21,293 | $1.34M | 0.03% | −1,800−7.8% | Reduced |
| Thrivent Financial for Lutherans | 22,061 | $1.39M | 0.00% | −14,314−39.4% | Reduced |
| Arizona State Retirement System | 23,814 | $1.50M | 0.01% | −679−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 23,873 | $1.51M | 0.00% | −2,790−10.5% | Reduced |
| Oregon Public Employees Retirement Fund | 24,667 | $1.56M | 0.02% | −13−0.1% | Reduced |
| Louisiana State Employees Retirement System | 25,000 | $1.58M | 0.03% | +2,500+11.1% | Added |
| BNP Paribas Arbitrage, SA | 25,801 | $1.63M | 0.00% | −13,567−34.5% | Reduced |
| D. E. Shaw & Co., Inc. | 25,937 | $1.64M | 0.00% | −9,691−27.2% | Reduced |
| Advisory Research Inc | 25,965 | $1.64M | 0.21% | +1,195+4.8% | Added |
| TownSquare Capital, LLC | 26,345 | $1.66M | 0.03% | −4,851−15.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,589 | $1.68M | 0.01% | −69,758−72.4% | Reduced |
| Ameritas Investment Partners, Inc. | 28,289 | $1.79M | 0.07% | −75−0.3% | Reduced |
| Teacher Retirement System of Texas | 28,499 | $1.80M | 0.01% | −5,998−17.4% | Reduced |
| Engineers Gate Manager LP | 31,583 | $1.99M | 0.08% | +31,583 | New |
| LPL Financial LLC | 32,719 | $2.07M | 0.00% | −4,573−12.3% | Reduced |
| Citigroup Inc | 35,132 | $2.22M | 0.00% | +22,633+181.1% | Added |
| Renaissance Technologies LLC | 37,300 | $2.35M | 0.00% | +37,300 | New |
| Macquarie Group Ltd | 38,205 | $2.41M | 0.00% | +2,239+6.2% | Added |
| Teachers Retirement System of the State of Kentucky | 38,590 | $2.44M | 0.02% | +3,227+9.1% | Added |
| Russell Investments Group, Ltd. | 41,073 | $2.59M | 0.01% | −4,012−8.9% | Reduced |
| King Luther Capital Management Corp | 41,226 | $2.60M | 0.01% | +887+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,315 | $2.61M | 0.02% | +3,193+8.4% | Added |
| Element Capital Management LLC | 41,406 | $2.61M | 0.18% | +41,406 | New |
| Jane Street Group, LLC | 41,778 | $2.64M | 0.00% | +13,051+45.4% | Added |
| Beck Bode, LLC | 42,237 | $2.66M | 0.65% | −4,578−9.8% | Reduced |
| Price T Rowe Associates Inc | 42,982 | $2.71M | 0.00% | +1,598+3.9% | Added |
| Yousif Capital Management, LLC | 43,019 | $2.72M | 0.03% | −1,057−2.4% | Reduced |
| New York State Common Retirement Fund | 45,358 | $2.86M | 0.00% | −9,236−16.9% | Reduced |
| Man Group plc | 46,957 | $2.96M | 0.01% | +46,957 | New |
| Raymond James Financial Services Advisors, Inc. | 47,608 | $3.01M | 0.01% | +3,620+8.2% | Added |