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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Healthequity, Inc. as of Sep 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
- 343
- +28 vs. Q2 2023
- Shares held
- 87.7M
- +2.99M (+3.5%) vs. Q2 2023
- Total value
- $6.41B
- +$1.06B (+19.9%) vs. Q2 2023
- New holders
- 61
- 122 more added
- Sold out
- 33
- 118 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 500 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,031,436 | $732.8M | 0.02% | −314,844−3.0% | Reduced |
| Vanguard Group Inc | 8,515,415 | $622.1M | 0.02% | +17,759+0.2% | Added |
| Wasatch Advisors Inc | 7,267,775 | $530.9M | 3.35% | +139,453+2.0% | Added |
| FMR LLC | 5,648,992 | $412.7M | 0.04% | +907,743+19.1% | Added |
| State Street Corp | 2,822,858 | $206.2M | 0.01% | +6,576+0.2% | Added |
| William Blair Investment Management, LLC | 2,645,244 | $193.2M | 0.64% | −147,496−5.3% | Reduced |
| JPMorgan Chase & Co | 2,331,105 | $170.3M | 0.02% | −182,914−7.3% | Reduced |
| Clearbridge Investments, LLC | 2,204,675 | $161.1M | 0.15% | +238,116+12.1% | Added |
| Brown Advisory Inc | 2,070,001 | $151.2M | 0.25% | −37,494−1.8% | Reduced |
| Millennium Management LLC | 1,866,649 | $136.4M | 0.14% | +569,806+43.9% | Added |
| Geode Capital Management, LLC | 1,808,060 | $132.1M | 0.02% | +64,429+3.7% | Added |
| ArrowMark Colorado Holdings LLC | 1,578,911 | $115.3M | 1.40% | −77,951−4.7% | Reduced |
| Franklin Resources Inc | 1,384,072 | $101.1M | 0.05% | −61,313−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,344,357 | $98.2M | 0.17% | −29,707−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,301,632 | $95.1M | 0.03% | +111,208+9.3% | Added |
| Mackenzie Financial Corp | 1,142,428 | $84.0M | 0.14% | −3,658−0.3% | Reduced |
| Stephens Investment Management Group LLC | 1,134,108 | $82.8M | 1.36% | +2,336+0.2% | Added |
| Northern Trust Corp | 1,120,774 | $81.9M | 0.02% | −18,483−1.6% | Reduced |
| Janus Henderson Group PLC | 1,087,368 | $79.4M | 0.05% | −117,761−9.8% | Reduced |
| Van Berkom & Associates Inc. | 1,042,470 | $76.2M | 2.48% | +51,824+5.2% | Added |
| Charles Schwab Investment Management Inc | 980,517 | $71.6M | 0.02% | +26,868+2.8% | Added |
| Goldman Sachs Group Inc | 906,206 | $66.2M | 0.02% | +371,043+69.3% | Added |
| American Century Companies Inc | 900,408 | $65.8M | 0.05% | +168,979+23.1% | Added |
| Geneva Capital Management LLC | 876,348 | $64.0M | 1.35% | +2,535+0.3% | Added |
| GW&K Investment Management, LLC | 854,198 | $62.4M | 0.63% | −84,994−9.0% | Reduced |
| Bank of New York Mellon Corp | 852,807 | $62.3M | 0.01% | +2,077+0.2% | Added |
| Bamco Inc | 800,000 | $58.4M | 0.17% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 740,177 | $54.1M | 0.02% | −132,860−15.2% | Reduced |
| Morgan Stanley | 701,016 | $51.2M | 0.01% | +55,296+8.6% | Added |
| Wellington Management Group LLP | 685,991 | $50.1M | 0.01% | −3,860−0.6% | Reduced |
| Point72 Asset Management, L.P. | 653,018 | $47.7M | 0.16% | +48,121+8.0% | Added |
| SEI Investments Co | 651,176 | $47.6M | 0.09% | +53,138+8.9% | Added |
| Bank of America Corp | 630,005 | $46.0M | 0.01% | −229,673−26.7% | Reduced |
| Aristotle Capital Boston, LLC | 621,034 | $45.4M | 1.46% | +27,824+4.7% | Added |
| Nuveen Asset Management, LLC | 569,557 | $41.6M | 0.01% | −12,126−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 561,662 | $41.0M | 0.12% | −189,527−25.2% | Reduced |
| TimesSquare Capital Management, LLC | 536,078 | $39.2M | 0.61% | +11,513+2.2% | Added |
| Granahan Investment Management Inc | 489,387 | $35.7M | 1.27% | −1,417−0.3% | Reduced |
| Invesco Ltd. | 484,043 | $35.4M | 0.01% | +301,078+164.6% | Added |
| Norges Bank | 441,887 | $32.3M | 0.01% | −211,286−32.3% | Reduced |
| Prudential Financial Inc | 430,914 | $31.5M | 0.05% | +344,599+399.2% | Added |
| Aureus Asset Management, LLC | 417,923 | $30.5M | 2.45% | −15,140−3.5% | Reduced |
| Ashford Capital Management Inc | 404,279 | $29.5M | 4.35% | −15,510−3.7% | Reduced |
| Loomis Sayles & Co L P | 399,683 | $29.2M | 0.05% | +146,372+57.8% | Added |
| Ensign Peak Advisors, Inc | 388,779 | $28.4M | 0.06% | −1250.0% | Reduced |
| Davenport & Co LLC | 386,148 | $28.2M | 0.22% | +2,260+0.6% | Added |
| Royal Bank of Canada | 345,252 | $25.2M | 0.01% | +1,977+0.6% | Added |
| Principal Financial Group Inc | 340,740 | $24.9M | 0.02% | +1,434+0.4% | Added |
| Eversept Partners, LP | 338,516 | $24.7M | 2.75% | +338,516 | New |
| Ophir Asset Management Pty Ltd | 329,987 | $24.1M | 5.68% | −18,967−5.4% | Reduced |
| Credit Suisse AG | 290,881 | $21.2M | 0.02% | −60,369−17.2% | Reduced |
| Summit Creek Advisors LLC | 276,513 | $20.2M | 2.75% | +48,145+21.1% | Added |
| Rhumbline Advisers | 274,537 | $20.1M | 0.02% | +2,800+1.0% | Added |
| Kornitzer Capital Management Inc | 263,818 | $19.3M | 0.40% | 00.0% | Unchanged |
| Putnam Investments LLC | 250,370 | $18.3M | 0.03% | +25,747+11.5% | Added |
| DF Dent & Co Inc | 248,349 | $18.1M | 0.27% | −2,803−1.1% | Reduced |
| Victory Capital Management Inc | 244,913 | $17.9M | 0.02% | −90,344−26.9% | Reduced |
| Glenmede Trust Co NA | 238,337 | $17.4M | 0.10% | +1,311+0.6% | Added |
| Ameriprise Financial Inc | 218,566 | $16.0M | 0.01% | −910−0.4% | Reduced |
| Macquarie Group Ltd | 216,946 | $15.8M | 0.02% | +178,741+467.8% | Added |
| Eagle Asset Management Inc | 213,298 | $15.6M | 0.09% | +213,298 | New |
| Fuller & Thaler Asset Management, Inc. | 204,710 | $15.0M | 0.09% | +17,010+9.1% | Added |
| Cambiar Investors LLC | 197,669 | $14.4M | 0.61% | −33,113−14.3% | Reduced |
| Swiss National Bank | 187,900 | $13.7M | 0.01% | +3,300+1.8% | Added |
| Alliancebernstein L.P. | 185,009 | $13.5M | 0.01% | −5,075−2.7% | Reduced |
| Fred Alger Management, LLC | 184,201 | $13.5M | 0.08% | +220.0% | Added |
| Lisanti Capital Growth, LLC | 180,980 | $13.2M | 2.09% | +180,980 | New |
| Summit Partners Public Asset Management, LLC | 180,637 | $13.2M | 0.83% | +180,637 | New |
| Raymond James & Associates | 172,747 | $12.6M | 0.01% | +17,317+11.1% | Added |
| Redwood Investments, LLC | 169,436 | $12.4M | 1.67% | +169,436 | New |
| Scout Investments, Inc. | 167,348 | $12.4M | 0.28% | −4,864−2.8% | Reduced |
| American International Group, Inc. | 161,669 | $11.8M | 0.08% | −6,963−4.1% | Reduced |
| California Public Employees Retirement System | 150,348 | $11.0M | 0.01% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 143,875 | $10.5M | 2.05% | −39,500−21.5% | Reduced |
| Motley Fool Wealth Management, LLC | 141,235 | $10.3M | 0.60% | +18,278+14.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 140,938 | $10.3M | 0.02% | −729−0.5% | Reduced |
| Legal & General Group Plc | 130,901 | $9.56M | 0.00% | −792−0.6% | Reduced |
| Peregrine Capital Management LLC | 130,879 | $9.56M | 0.29% | −25,072−16.1% | Reduced |
| Motley Fool Asset Management LLC | 120,353 | $8.79M | 0.71% | +26,237+27.9% | Added |
| State of Wisconsin Investment Board | 114,810 | $8.39M | 0.03% | −7,524−6.2% | Reduced |
| UBS Group AG | 110,851 | $8.10M | 0.00% | −15,165−12.0% | Reduced |
| Citadel Advisors LLC | 107,962 | $7.89M | 0.01% | +105,152+3,742.1% | Added |
| Retirement Systems of Alabama | 106,721 | $7.80M | 0.04% | −3,424−3.1% | Reduced |
| UBS Asset Management Americas Inc | 106,703 | $7.79M | 0.00% | −33,719−24.0% | Reduced |
| New York State Common Retirement Fund | 104,809 | $7.66M | 0.01% | +59,451+131.1% | Added |
| Manufacturers Life Insurance Company, The | 104,536 | $7.64M | 0.00% | +9,603+10.1% | Added |
| Mutual of America Capital Management LLC | 98,295 | $7.18M | 0.09% | −9,062−8.4% | Reduced |
| Advantage Alpha Capital Partners LP | 96,301 | $7.03M | 1.48% | −27,038−21.9% | Reduced |
| California State Teachers Retirement System | 94,138 | $6.88M | 0.01% | −8,441−8.2% | Reduced |
| MetLife Investment Management | 91,599 | $6.69M | 0.05% | −2,241−2.4% | Reduced |
| DFPG Investments, LLC | 97,162 | $6.58M | 0.61% | −2,821−2.8% | Reduced |
| Moody Aldrich Partners LLC | 89,816 | $6.56M | 1.24% | +35,476+65.3% | Added |
| Public Employees Retirement System of Ohio | 89,431 | $6.53M | 0.03% | +40.0% | Added |
| First Trust Advisors LP | 89,314 | $6.52M | 0.01% | +16,683+23.0% | Added |
| Deutsche Bank AG | 88,349 | $6.45M | 0.00% | +6,584+8.1% | Added |
| NBW Capital LLC | 87,648 | $6.40M | 1.57% | −298−0.3% | Reduced |
| HighTower Advisors, LLC | 86,940 | $6.37M | 0.01% | +340+0.4% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $6.21M | 1.21% | 00.0% | Unchanged |
| Voya Investment Management LLC | 84,735 | $6.19M | 0.01% | +2,075+2.5% | Added |
| Envestnet Asset Management Inc | 84,617 | $6.18M | 0.00% | +24,685+41.2% | Added |