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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 65,029 | $4.06M | 1.01% | 00.0% | Unchanged |
| Barclays PLC | 63,181 | $3.99M | 0.00% | +9,670+18.1% | Added |
| Susquehanna International Group, LLP | 62,795 | $3.96M | 0.01% | −35,006−35.8% | Reduced |
| Agf Management Ltd | 60,849 | $3.84M | 0.03% | +7,735+14.6% | Added |
| Great West Life Assurance Co | 60,590 | $3.83M | 0.01% | −6,828−10.1% | Reduced |
| Envestnet Asset Management Inc | 59,932 | $3.78M | 0.00% | +1,423+2.4% | Added |
| M&T Bank Corp | 55,697 | $3.52M | 0.01% | −931−1.6% | Reduced |
| Amalgamated Bank | 55,633 | $3.51M | 0.03% | −799−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 55,303 | $3.49M | 0.05% | +2,017+3.8% | Added |
| Moody Aldrich Partners LLC | 54,340 | $3.43M | 0.67% | +12,545+30.0% | Added |
| Neuberger Berman Group LLC | 50,350 | $3.18M | 0.00% | +10,716+27.0% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.17M | 0.01% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 49,894 | $3.15M | 0.70% | −4,509−8.3% | Reduced |
| ClariVest Asset Management LLC | 48,593 | $3.07M | 0.15% | +33,481+221.6% | Added |
| Arrowstreet Capital, Limited Partnership | 48,234 | $3.04M | 0.00% | +19,175+66.0% | Added |
| Alberta Investment Management Corp | 47,996 | $3.03M | 0.03% | −6,532−12.0% | Reduced |
| State of Tennessee, Treasury Department | 47,666 | $3.01M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 47,608 | $3.01M | 0.01% | +3,620+8.2% | Added |
| Man Group plc | 46,957 | $2.96M | 0.01% | +46,957 | New |
| New York State Common Retirement Fund | 45,358 | $2.86M | 0.00% | −9,236−16.9% | Reduced |
| Yousif Capital Management, LLC | 43,019 | $2.72M | 0.03% | −1,057−2.4% | Reduced |
| Price T Rowe Associates Inc | 42,982 | $2.71M | 0.00% | +1,598+3.9% | Added |
| Beck Bode, LLC | 42,237 | $2.66M | 0.65% | −4,578−9.8% | Reduced |
| Jane Street Group, LLC | 41,778 | $2.64M | 0.00% | +13,051+45.4% | Added |
| Element Capital Management LLC | 41,406 | $2.61M | 0.18% | +41,406 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,315 | $2.61M | 0.02% | +3,193+8.4% | Added |
| King Luther Capital Management Corp | 41,226 | $2.60M | 0.01% | +887+2.2% | Added |
| Russell Investments Group, Ltd. | 41,073 | $2.59M | 0.01% | −4,012−8.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,590 | $2.44M | 0.02% | +3,227+9.1% | Added |
| Macquarie Group Ltd | 38,205 | $2.41M | 0.00% | +2,239+6.2% | Added |
| Renaissance Technologies LLC | 37,300 | $2.35M | 0.00% | +37,300 | New |
| Citigroup Inc | 35,132 | $2.22M | 0.00% | +22,633+181.1% | Added |
| LPL Financial LLC | 32,719 | $2.07M | 0.00% | −4,573−12.3% | Reduced |
| Engineers Gate Manager LP | 31,583 | $1.99M | 0.08% | +31,583 | New |
| Teacher Retirement System of Texas | 28,499 | $1.80M | 0.01% | −5,998−17.4% | Reduced |
| Ameritas Investment Partners, Inc. | 28,289 | $1.79M | 0.07% | −75−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,589 | $1.68M | 0.01% | −69,758−72.4% | Reduced |
| TownSquare Capital, LLC | 26,345 | $1.66M | 0.03% | −4,851−15.6% | Reduced |
| Advisory Research Inc | 25,965 | $1.64M | 0.21% | +1,195+4.8% | Added |
| D. E. Shaw & Co., Inc. | 25,937 | $1.64M | 0.00% | −9,691−27.2% | Reduced |
| BNP Paribas Arbitrage, SA | 25,801 | $1.63M | 0.00% | −13,567−34.5% | Reduced |
| Louisiana State Employees Retirement System | 25,000 | $1.58M | 0.03% | +2,500+11.1% | Added |
| Oregon Public Employees Retirement Fund | 24,667 | $1.56M | 0.02% | −13−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 23,873 | $1.51M | 0.00% | −2,790−10.5% | Reduced |
| Arizona State Retirement System | 23,814 | $1.50M | 0.01% | −679−2.8% | Reduced |
| Thrivent Financial for Lutherans | 22,061 | $1.39M | 0.00% | −14,314−39.4% | Reduced |
| South Dakota Investment Council | 21,293 | $1.34M | 0.03% | −1,800−7.8% | Reduced |
| State of Michigan Retirement System | 21,022 | $1.33M | 0.01% | −400−1.9% | Reduced |
| Two Sigma Investments, LP | 20,100 | $1.27M | 0.00% | −6,900−25.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,995 | $1.20M | 0.03% | +217+1.2% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.12M | 0.60% | +17,730 | New |
| Alps Advisors Inc | 17,421 | $1.10M | 0.01% | −156−0.9% | Reduced |
| Pacer Advisors, Inc. | 17,414 | $1.10M | 0.00% | +14,324+463.6% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.09M | 0.05% | +2,000+13.1% | Added |
| Stifel Financial Corp | 17,129 | $1.08M | 0.00% | +371+2.2% | Added |
| Cerity Partners LLC | 16,902 | $1.07M | 0.00% | +546+3.3% | Added |
| Natixis Advisors, L.P. | 16,484 | $1.04M | 0.00% | +2,654+19.2% | Added |
| Chartwell Investment Partners, LLC | 16,478 | $1.04M | 0.04% | +801+5.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $1.02M | 0.10% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,930 | $1.01M | 0.00% | +1,124+7.6% | Added |
| Moody National Bank Trust Division | 15,690 | $990.7K | 0.07% | −19−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 15,686 | $990.4K | 0.01% | +10,900+227.7% | Added |
| Zions Bancorporation, N.A. | 15,673 | $989.6K | 0.08% | −836−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,038 | $974.0K | 0.02% | −1,152−7.1% | Reduced |
| Handelsbanken Fonder AB | 15,216 | $961.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,828 | $936.2K | 0.00% | +1,716+13.1% | Added |
| Mariner, LLC | 14,638 | $924.2K | 0.00% | −1,671−10.2% | Reduced |
| Federated Hermes, Inc. | 14,544 | $918.3K | 0.00% | −260−1.8% | Reduced |
| CWM Advisors, LLC | 14,507 | $916.0K | 0.11% | +9,881+213.6% | Added |
| Algert Global LLC | 14,433 | $911.3K | 0.04% | −2,190−13.2% | Reduced |
| Vontobel Holding Ltd. | 14,297 | $902.7K | 0.01% | −9,018−38.7% | Reduced |
| AQR Capital Management LLC | 14,054 | $884.8K | 0.00% | −3,390−19.4% | Reduced |
| Blair William & Co | 13,515 | $853.3K | 0.00% | −26−0.2% | Reduced |
| GWM Advisors LLC | 13,298 | $839.6K | 0.01% | +332+2.6% | Added |
| Nordea Investment Management AB | 12,873 | $810.5K | 0.00% | −3,704−22.3% | Reduced |
| Alpha DNA Investment Management LLC | 12,613 | $796.4K | 0.45% | +12,613 | New |
| Xponance, Inc. | 12,391 | $782.4K | 0.01% | −947−7.1% | Reduced |
| HC Advisors, LLC | 12,095 | $763.7K | 0.44% | 00.0% | Unchanged |
| STRS Ohio | 11,700 | $738.0K | 0.00% | +2,600+28.6% | Added |
| Spouting Rock Asset Management, LLC | 11,403 | $720.0K | 0.26% | +11,403 | New |
| The PNC Financial Services Group, Inc. | 11,054 | $698.0K | 0.00% | −411−3.6% | Reduced |
| Bayesian Capital Management, LP | 10,801 | $682.0K | 0.07% | +1,100+11.3% | Added |
| State of Alaska, Department of Revenue | 10,596 | $669.0K | 0.01% | −1,066−9.1% | Reduced |
| US Bancorp | 10,474 | $661.3K | 0.00% | −1,047−9.1% | Reduced |
| Exchange Traded Concepts, LLC | 10,373 | $655.0K | 0.02% | −342−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $653.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $631.4K | 0.22% | +10,000 | New |
| Commerce Bank | 9,770 | $616.9K | 0.00% | −392−3.9% | Reduced |
| Guggenheim Capital LLC | 9,587 | $605.3K | 0.00% | −680−6.6% | Reduced |
| Westwood Holdings Group Inc. | 9,387 | $593.0K | 0.01% | +9,387 | New |
| Bank of Nova Scotia | 9,275 | $585.7K | 0.00% | +1,142+14.0% | Added |
| Cornercap Investment Counsel Inc | 9,262 | $584.8K | 0.10% | +9,262 | New |
| Pictet Asset Management SA | 9,000 | $568.3K | 0.00% | −1,650−15.5% | Reduced |
| AE Wealth Management LLC | 8,941 | $564.5K | 0.00% | +8,941 | New |
| Landscape Capital Management, L.L.C. | 8,769 | $553.7K | 0.07% | +2,052+30.5% | Added |
| Mach-1 Financial Group, Inc. | 8,734 | $551.5K | 0.22% | +8,734 | New |
| Advisor Group Holdings, Inc. | 8,592 | $546.0K | 0.00% | −441−4.9% | Reduced |
| Bank of Montreal | 8,322 | $529.6K | 0.00% | −6,363−43.3% | Reduced |
| Vestcor Inc | 8,160 | $515.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 7,790 | $491.9K | 0.02% | −734−8.6% | Reduced |