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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 47,666 | $3.01M | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 47,996 | $3.03M | 0.03% | −6,532−12.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 48,234 | $3.04M | 0.00% | +19,175+66.0% | Added |
| ClariVest Asset Management LLC | 48,593 | $3.07M | 0.15% | +33,481+221.6% | Added |
| Amussen Hunsaker Associates LLC | 49,894 | $3.15M | 0.70% | −4,509−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $3.17M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 50,350 | $3.18M | 0.00% | +10,716+27.0% | Added |
| Moody Aldrich Partners LLC | 54,340 | $3.43M | 0.67% | +12,545+30.0% | Added |
| Oppenheimer Asset Management Inc. | 55,303 | $3.49M | 0.05% | +2,017+3.8% | Added |
| Amalgamated Bank | 55,633 | $3.51M | 0.03% | −799−1.4% | Reduced |
| M&T Bank Corp | 55,697 | $3.52M | 0.01% | −931−1.6% | Reduced |
| Envestnet Asset Management Inc | 59,932 | $3.78M | 0.00% | +1,423+2.4% | Added |
| Great West Life Assurance Co | 60,590 | $3.83M | 0.01% | −6,828−10.1% | Reduced |
| Agf Management Ltd | 60,849 | $3.84M | 0.03% | +7,735+14.6% | Added |
| Susquehanna International Group, LLP | 62,795 | $3.96M | 0.01% | −35,006−35.8% | Reduced |
| Barclays PLC | 63,181 | $3.99M | 0.00% | +9,670+18.1% | Added |
| UMA Financial Services, Inc. | 65,029 | $4.06M | 1.01% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 64,483 | $4.07M | 0.28% | +4,557+7.6% | Added |
| Los Angeles Capital Management LLC | 66,109 | $4.17M | 0.02% | +16,890+34.3% | Added |
| First Trust Advisors LP | 72,631 | $4.59M | 0.01% | +18,876+35.1% | Added |
| Texas Permanent School Fund | 75,255 | $4.75M | 0.04% | −650−0.9% | Reduced |
| Wells Fargo & Company | 81,203 | $5.13M | 0.00% | +14,964+22.6% | Added |
| Deutsche Bank AG | 81,765 | $5.16M | 0.00% | −21,991−21.2% | Reduced |
| Thematics Asset Management | 82,441 | $5.21M | 0.25% | −7,659−8.5% | Reduced |
| Voya Investment Management LLC | 82,660 | $5.22M | 0.01% | +7,020+9.3% | Added |
| New York State Teachers Retirement System | 82,951 | $5.24M | 0.01% | −200−0.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 85,000 | $5.37M | 1.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 86,315 | $5.45M | 0.01% | +77,383+866.4% | Added |
| HighTower Advisors, LLC | 86,600 | $5.47M | 0.01% | +1,040+1.2% | Added |
| NBW Capital LLC | 87,946 | $5.55M | 1.30% | −153−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 89,427 | $5.65M | 0.02% | −12,355−12.1% | Reduced |
| MetLife Investment Management | 93,840 | $5.93M | 0.04% | +320+0.3% | Added |
| Motley Fool Asset Management LLC | 94,116 | $5.94M | 0.53% | −3,244−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 94,933 | $5.99M | 0.00% | −1,270−1.3% | Reduced |
| Osterweis Capital Management Inc | 96,525 | $6.09M | 0.40% | +18,275+23.4% | Added |
| DFPG Investments, LLC | 99,983 | $6.33M | 0.57% | −324−0.3% | Reduced |
| California State Teachers Retirement System | 102,579 | $6.48M | 0.01% | −2,567−2.4% | Reduced |
| Mutual of America Capital Management LLC | 107,357 | $6.78M | 0.08% | −9,473−8.1% | Reduced |
| Retirement Systems of Alabama | 110,145 | $6.95M | 0.03% | −447−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 110,930 | $7.00M | 0.02% | −2,310−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 121,756 | $7.69M | 0.10% | +59,231+94.7% | Added |
| State of Wisconsin Investment Board | 122,334 | $7.72M | 0.02% | −2,546−2.0% | Reduced |
| Motley Fool Wealth Management, LLC | 122,957 | $7.75M | 0.46% | −1,376−1.1% | Reduced |
| Advantage Alpha Capital Partners LP | 123,339 | $7.79M | 1.56% | +761+0.6% | Added |
| UBS Group AG | 126,016 | $7.96M | 0.00% | +42,324+50.6% | Added |
| UBS Asset Management Americas Inc | 140,422 | $8.24M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 131,693 | $8.32M | 0.00% | +1,843+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 141,667 | $8.94M | 0.02% | −9,273−6.1% | Reduced |
| California Public Employees Retirement System | 150,348 | $9.49M | 0.01% | −267,966−64.1% | Reduced |
| Raymond James & Associates | 155,430 | $9.81M | 0.01% | −15,834−9.2% | Reduced |
| Peregrine Capital Management LLC | 155,951 | $9.85M | 0.27% | −16,949−9.8% | Reduced |
| American International Group, Inc. | 168,632 | $10.6M | 0.07% | −1,181−0.7% | Reduced |
| Scout Investments, Inc. | 172,212 | $10.8M | 0.22% | −5,171−2.9% | Reduced |
| Invesco Ltd. | 182,965 | $11.6M | 0.00% | −4,850−2.6% | Reduced |
| Sectoral Asset Management Inc | 183,375 | $11.6M | 1.93% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 184,179 | $11.6M | 0.06% | −424,645−69.7% | Reduced |
| Swiss National Bank | 184,600 | $11.7M | 0.01% | +2,200+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 187,700 | $11.9M | 0.07% | +187,700 | New |
| Alliancebernstein L.P. | 190,084 | $12.0M | 0.00% | −795−0.4% | Reduced |
| Ameriprise Financial Inc | 219,476 | $13.9M | 0.00% | −6,723−3.0% | Reduced |
| Glenmede Trust Co NA | 237,026 | $14.0M | 0.08% | +460+0.2% | Added |
| Putnam Investments LLC | 224,623 | $14.2M | 0.02% | −10,708−4.6% | Reduced |
| Summit Creek Advisors LLC | 228,368 | $14.4M | 1.80% | +242+0.1% | Added |
| Cambiar Investors LLC | 230,782 | $14.6M | 0.62% | +47,046+25.6% | Added |
| DF Dent & Co Inc | 251,152 | $15.9M | 0.21% | −1,870−0.7% | Reduced |
| Loomis Sayles & Co L P | 253,311 | $16.0M | 0.03% | +253,311 | New |
| Kornitzer Capital Management Inc | 263,818 | $16.7M | 0.33% | −153,378−36.8% | Reduced |
| Rhumbline Advisers | 271,737 | $17.2M | 0.02% | +155+0.1% | Added |
| Victory Capital Management Inc | 335,257 | $21.2M | 0.02% | −30,268−8.3% | Reduced |
| Principal Financial Group Inc | 339,306 | $21.4M | 0.01% | −9,206−2.6% | Reduced |
| Royal Bank of Canada | 343,275 | $21.7M | 0.01% | −5,149−1.5% | Reduced |
| Ophir Asset Management Pty Ltd | 348,954 | $22.0M | 4.59% | −19,331−5.2% | Reduced |
| Credit Suisse AG | 351,250 | $22.2M | 0.02% | +14,466+4.3% | Added |
| Davenport & Co LLC | 383,888 | $24.0M | 0.18% | +298,526+349.7% | Added |
| Ensign Peak Advisors, Inc | 388,904 | $24.6M | 0.05% | +15,097+4.0% | Added |
| Ashford Capital Management Inc | 419,789 | $26.5M | 3.70% | +20,983+5.3% | Added |
| Aureus Asset Management, LLC | 433,063 | $27.3M | 2.05% | −18,386−4.1% | Reduced |
| Marshall Wace, LLP | 487,575 | $30.8M | 0.07% | +59,789+14.0% | Added |
| Granahan Investment Management Inc | 490,804 | $31.0M | 0.95% | −21,697−4.2% | Reduced |
| TimesSquare Capital Management, LLC | 524,565 | $33.1M | 0.47% | −85,265−14.0% | Reduced |
| Goldman Sachs Group Inc | 535,163 | $33.8M | 0.01% | −151,452−22.1% | Reduced |
| Nuveen Asset Management, LLC | 581,683 | $36.7M | 0.01% | −24,770−4.1% | Reduced |
| Aristotle Capital Boston, LLC | 593,210 | $37.5M | 1.12% | +5,292+0.9% | Added |
| SEI Investments Co | 598,038 | $37.8M | 0.07% | −19,507−3.2% | Reduced |
| Point72 Asset Management, L.P. | 604,897 | $38.2M | 0.13% | −77,370−11.3% | Reduced |
| Morgan Stanley | 645,720 | $40.8M | 0.00% | +78,511+13.8% | Added |
| Norges Bank | 653,173 | $41.2M | 0.01% | +55,038+9.2% | Added |
| Wellington Management Group LLP | 689,851 | $43.6M | 0.01% | +24,117+3.6% | Added |
| American Century Companies Inc | 731,429 | $46.2M | 0.03% | −26,542−3.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 751,189 | $47.4M | 0.13% | −14,810−1.9% | Reduced |
| Bamco Inc | 800,000 | $50.5M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 850,730 | $53.7M | 0.01% | −2,953−0.3% | Reduced |
| Bank of America Corp | 859,678 | $54.3M | 0.01% | −21,315−2.4% | Reduced |
| Massachusetts Financial Services Co | 873,037 | $55.1M | 0.02% | +78,907+9.9% | Added |
| Geneva Capital Management LLC | 873,813 | $55.2M | 1.09% | −7,608−0.9% | Reduced |
| GW&K Investment Management, LLC | 939,192 | $59.3M | 0.56% | −7,945−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 953,649 | $60.2M | 0.02% | +16,039+1.7% | Added |
| Van Berkom & Associates Inc. | 990,646 | $62.5M | 2.27% | −47,731−4.6% | Reduced |
| Stephens Investment Management Group LLC | 1,131,772 | $71.5M | 1.12% | +89,901+8.6% | Added |
| Mackenzie Financial Corp | 1,146,086 | $71.5M | 0.11% | −7,781−0.7% | Reduced |