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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 7,730 | $488.1K | 0.07% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 7,600 | $479.9K | 0.10% | +7,600 | New |
| Securian Asset Management, Inc | 7,591 | $479.3K | 0.01% | −100−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 7,564 | $477.6K | 0.00% | −33−0.4% | Reduced |
| Abn Amro Investment Solutions | 7,500 | $473.6K | 0.01% | +500+7.1% | Added |
| Captrust Financial Advisors | 7,328 | $462.7K | 0.00% | −144−1.9% | Reduced |
| Arkadios Wealth Advisors | 7,311 | $461.6K | 0.05% | +41+0.6% | Added |
| HSBC Holdings PLC | 7,098 | $447.6K | 0.00% | −3,042−30.0% | Reduced |
| Corton Capital Inc. | 6,934 | $437.8K | 0.21% | +1,630+30.7% | Added |
| Quantbot Technologies LP | 6,871 | $433.8K | 0.03% | +6,871 | New |
| Institute for Wealth Management, LLC. | 6,843 | $432.1K | 0.08% | +179+2.7% | Added |
| NorthCrest Asset Manangement, LLC | 6,800 | $429.4K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,626 | $418.4K | 0.05% | +2,538+62.1% | Added |
| Tower Research Capital LLC (TRC) | 6,197 | $391.3K | 0.01% | +1,404+29.3% | Added |
| PFS Investments Inc. | 5,950 | $376.0K | 0.01% | +433+7.8% | Added |
| First Republic Investment Management, Inc. | 5,848 | $369.2K | 0.00% | −4,678−44.4% | Reduced |
| KLR Investment Advisors, LLC | 5,827 | $367.9K | 0.30% | −141−2.4% | Reduced |
| Daiwa Securities Group Inc. | 5,300 | $335.0K | 0.00% | −1,500−22.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,286 | $333.8K | 0.04% | +5,286 | New |
| Creative Planning | 5,275 | $333.1K | 0.00% | +5,275 | New |
| Keebeck Alpha, LP | 5,190 | $327.7K | 0.32% | +5,190 | New |
| Cim Investment Mangement Inc | 5,114 | $322.9K | 0.11% | −3,583−41.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,060 | $319.5K | 0.00% | +160+3.3% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $315.7K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,966 | $313.6K | 0.03% | −1,483−23.0% | Reduced |
| Appleton Group, LLC | 4,878 | $308.0K | 0.43% | +4,878 | New |
| Centiva Capital, LP | 4,823 | $304.5K | 0.02% | +4,823 | New |
| CWM, LLC | 4,758 | $300.0K | 0.00% | −82,602−94.6% | Reduced |
| Radnor Capital Management, LLC | 4,705 | $297.0K | 0.13% | +110+2.4% | Added |
| Metropolitan Life Insurance Co | 4,550 | $287.3K | 0.01% | +65+1.4% | Added |
| Narus Financial Partners, LLC | 4,449 | $280.9K | 0.15% | −20.0% | Reduced |
| Profund Advisors LLC | 4,357 | $275.1K | 0.01% | −161−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,262 | $269.1K | 0.03% | −863−16.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,215 | $266.1K | 0.01% | +275+7.0% | Added |
| Stephens Inc | 4,211 | $265.9K | 0.00% | −40−0.9% | Reduced |
| Shelton Capital Management | 4,172 | $263.4K | 0.01% | −191−4.4% | Reduced |
| BTC Capital Management, Inc. | 4,256 | $263.0K | 0.03% | +4,256 | New |
| Campbell & CO Investment Adviser LLC | 4,033 | $254.6K | 0.05% | +4,033 | New |
| Boothbay Fund Management, LLC | 3,810 | $240.6K | 0.01% | +3,810 | New |
| Nisa Investment Advisors, LLC | 3,750 | $236.8K | 0.00% | −80−2.1% | Reduced |
| Delphia (USA) Inc. | 3,575 | $225.7K | 0.36% | −723−16.8% | Reduced |
| Pearl River Capital, LLC | 3,522 | $222.4K | 0.04% | +110+3.2% | Added |
| FDx Advisors, Inc. | 3,457 | $218.0K | 0.01% | −252−6.8% | Reduced |
| State of Wyoming | 3,373 | $213.0K | 0.06% | +1,190+54.5% | Added |
| Brinker Capital Investments, LLC | 3,306 | $208.7K | 0.00% | +3,306 | New |
| Orion Portfolio Solutions, LLC | 3,306 | $208.7K | 0.00% | +3,306 | New |
| Summit Trail Advisors, LLC | 3,240 | $204.6K | 0.01% | −187−5.5% | Reduced |
| Twin Tree Management, LP | 3,019 | $190.6K | 0.00% | −8,552−73.9% | Reduced |
| Bessemer Group Inc | 2,963 | $187.0K | 0.00% | +332+12.6% | Added |
| Citadel Advisors LLC | 2,810 | $177.4K | 0.00% | −361,881−99.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,949 | $123.1K | 0.00% | +262+15.5% | Added |
| Natixis Investment Managers International | 1,708 | $107.8K | 0.01% | −106−5.8% | Reduced |
| SG Americas Securities, LLC | 1,693 | $107.0K | 0.00% | −40,340−96.0% | Reduced |
| Aquatic Capital Management LLC | 1,700 | $107.0K | 0.01% | −900−34.6% | Reduced |
| Headlands Technologies LLC | 1,645 | $103.9K | 0.03% | +1,645 | New |
| Brown Brothers Harriman & Co | 1,630 | $102.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,521 | $96.0K | 0.01% | +1,521 | New |
| Eagle Bay Advisors LLC | 1,193 | $75.3K | 0.04% | −98−7.6% | Reduced |
| Quarry LP | 1,177 | $74.3K | 0.05% | +1,177 | New |
| Harbor Investment Advisory, LLC | 1,167 | $73.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,090 | $68.8K | 0.01% | +352+47.7% | Added |
| Ostrum Asset Management | 1,036 | $65.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 955 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 941 | $59.4K | 0.00% | +40+4.4% | Added |
| Assetmark, Inc | 940 | $59.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 871 | $55.0K | 0.00% | −1,017−53.9% | Reduced |
| Signaturefd, LLC | 831 | $52.5K | 0.00% | −281−25.3% | Reduced |
| Coppell Advisory Solutions LLC | 765 | $47.7K | 0.01% | +765 | New |
| Castleview Partners, LLC | 613 | $38.7K | 0.03% | +613 | New |
| Covestor Ltd | 580 | $37.0K | 0.03% | +413+247.3% | Added |
| Fifth Third Bancorp | 441 | $27.8K | 0.00% | +96+27.8% | Added |
| Huntington National Bank | 374 | $23.6K | 0.00% | +50+15.4% | Added |
| Macroview Investment Management LLC | 368 | $23.2K | 0.04% | +123+50.2% | Added |
| Pinebridge Investments, L.P. | 365 | $23.0K | 0.00% | +365 | New |
| Lindbrook Capital, LLC | 347 | $21.9K | 0.00% | +45+14.9% | Added |
| VisionPoint Advisory Group, LLC | 334 | $21.1K | 0.01% | +334 | New |
| Private Trust Co NA | 303 | $19.1K | 0.00% | −66−17.9% | Reduced |
| Lazard Asset Management LLC | 252 | $15.0K | 0.00% | +252 | New |
| Prestige Wealth Management Group LLC | 180 | $11.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $9.09K | 0.00% | −28−16.3% | Reduced |
| Washington Trust Advisors, Inc. | 143 | $9.03K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $8.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 124 | $7.83K | 0.00% | −17−12.1% | Reduced |
| Ci Investments Inc. | 117 | $7.00K | 0.00% | +112+2,240.0% | Added |
| Park Place Capital Corp | 102 | $6.44K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $6.31K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 95 | $6.00K | 0.00% | +15+18.8% | Added |
| Geneos Wealth Management Inc. | 80 | $5.05K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 65 | $4.10K | 0.00% | +65 | New |
| Bell Investment Advisors, Inc | 64 | $4.04K | 0.00% | +10+18.5% | Added |
| Hillsdale Investment Management Inc. | 60 | $3.79K | 0.00% | −12,240−99.5% | Reduced |
| FinTrust Capital Advisors, LLC | 61 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 54 | $3.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $3.09K | 0.00% | +8+19.5% | Added |
| Bogart Wealth, LLC | 46 | $2.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $2.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $2.28K | 0.00% | −32−51.6% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $1.45K | 0.00% | 00.0% | Unchanged |