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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 1,139,257 | $71.9M | 0.01% | +14,945+1.3% | Added |
| Dimensional Fund Advisors LP | 1,190,424 | $75.2M | 0.02% | +84,724+7.7% | Added |
| Janus Henderson Group PLC | 1,205,129 | $76.1M | 0.05% | +59,449+5.2% | Added |
| Millennium Management LLC | 1,296,843 | $81.9M | 0.09% | +127,935+10.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,374,064 | $86.8M | 0.14% | −79,066−5.4% | Reduced |
| Franklin Resources Inc | 1,445,385 | $91.3M | 0.04% | +274,268+23.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,656,862 | $104.6M | 1.15% | +1,398+0.1% | Added |
| Geode Capital Management, LLC | 1,743,631 | $110.1M | 0.01% | +100,831+6.1% | Added |
| Clearbridge Investments, LLC | 1,966,559 | $124.2M | 0.11% | +374,129+23.5% | Added |
| Brown Advisory Inc | 2,107,495 | $133.1M | 0.21% | −13,380−0.6% | Reduced |
| JPMorgan Chase & Co | 2,514,019 | $158.7M | 0.02% | +39,589+1.6% | Added |
| William Blair Investment Management, LLC | 2,792,740 | $176.3M | 0.57% | −77,429−2.7% | Reduced |
| State Street Corp | 2,816,282 | $177.8M | 0.01% | +65,809+2.4% | Added |
| FMR LLC | 4,741,249 | $299.4M | 0.03% | +212,847+4.7% | Added |
| Wasatch Advisors Inc | 7,128,322 | $450.1M | 2.72% | −584,267−7.6% | Reduced |
| Vanguard Group Inc | 8,497,656 | $536.5M | 0.01% | +42,300+0.5% | Added |
| BlackRock Inc. | 10,346,280 | $653.3M | 0.02% | +58,684+0.6% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −314,427−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −124,051−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −84,144−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −52,102−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,729−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −18,683−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,872−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,705−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,335−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,215−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,384−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,067−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |