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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 4,840 | $353.6K | 0.02% | +290+6.4% | Added |
| State of Wyoming | 4,850 | $354.3K | 0.08% | +1,477+43.8% | Added |
| Econ Financial Services Corp | 4,867 | $355.5K | 0.26% | +4,867 | New |
| Appleton Group, LLC | 4,878 | $356.3K | 1.24% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,922 | $359.6K | 0.04% | +666+15.6% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $365.3K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,021 | $366.8K | 0.01% | +5,021 | New |
| Corton Capital Inc. | 5,113 | $373.5K | 0.19% | −1,821−26.3% | Reduced |
| Cim Investment Mangement Inc | 5,114 | $373.6K | 0.14% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,319 | $388.5K | 0.00% | −529−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,508 | $402.4K | 0.01% | −689−11.1% | Reduced |
| Truist Financial Corp | 5,588 | $408.2K | 0.00% | +5,588 | New |
| Virginia Retirement Systems Et Al | 5,700 | $416.4K | 0.00% | +5,700 | New |
| O'Shaughnessy Asset Management, LLC | 6,201 | $453.0K | 0.01% | +1,141+22.5% | Added |
| Arkadios Wealth Advisors | 6,289 | $459.4K | 0.04% | −1,022−14.0% | Reduced |
| Bank of Nova Scotia | 6,473 | $472.9K | 0.00% | −2,802−30.2% | Reduced |
| Penserra Capital Management LLC | 6,640 | $485.0K | 0.01% | +6,640 | New |
| Institute for Wealth Management, LLC. | 6,786 | $495.7K | 0.09% | −57−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,800 | $496.7K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 6,858 | $501.0K | 0.00% | +1,583+30.0% | Added |
| Algert Global LLC | 6,933 | $506.5K | 0.02% | −7,500−52.0% | Reduced |
| Pacer Advisors, Inc. | 7,215 | $527.1K | 0.00% | −10,199−58.6% | Reduced |
| Securian Asset Management, Inc | 7,239 | $528.8K | 0.02% | −352−4.6% | Reduced |
| Woodline Partners LP | 7,300 | $533.3K | 0.01% | +7,300 | New |
| Sendero Wealth Management, LLC | 7,600 | $555.2K | 0.12% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,910 | $577.8K | 0.00% | −6,144−43.7% | Reduced |
| Sheets Smith Wealth Management | 7,921 | $578.6K | 0.09% | +191+2.5% | Added |
| Campbell & CO Investment Adviser LLC | 7,941 | $580.1K | 0.07% | +3,908+96.9% | Added |
| Level Four Advisory Services, LLC | 7,985 | $583.3K | 0.04% | +7,985 | New |
| Bank of Montreal | 8,351 | $586.4K | 0.00% | +29+0.3% | Added |
| Petrus Trust Company, LTA | 8,068 | $589.4K | 0.06% | +1,442+21.8% | Added |
| Vestcor Inc | 8,160 | $596.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 8,267 | $603.9K | 0.02% | +477+6.1% | Added |
| Citigroup Inc | 8,472 | $618.9K | 0.00% | −26,660−75.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,947 | $653.6K | 0.02% | −1,426−13.7% | Reduced |
| Commerce Bank | 8,968 | $655.1K | 0.01% | −802−8.2% | Reduced |
| Cornercap Investment Counsel Inc | 9,073 | $662.8K | 0.12% | −189−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,189 | $671.2K | 0.00% | +597+6.9% | Added |
| The PNC Financial Services Group, Inc. | 9,219 | $673.4K | 0.00% | −1,835−16.6% | Reduced |
| Calamos Advisors LLC | 9,742 | $711.7K | 0.00% | +9,742 | New |
| Pictet Asset Management Holding SA | 9,778 | $714.3K | 0.00% | +9,778 | New |
| Guggenheim Capital LLC | 9,842 | $719.0K | 0.01% | +255+2.7% | Added |
| Teza Capital Management LLC | 9,974 | $728.6K | 0.12% | +9,974 | New |
| State of Alaska, Department of Revenue | 10,156 | $741.0K | 0.01% | −440−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $756.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 10,475 | $765.2K | 0.11% | +10,475 | New |
| XTX Topco Ltd | 10,535 | $769.6K | 0.13% | +10,535 | New |
| Premier Fund Managers Ltd | 10,510 | $782.0K | 0.04% | +10,510 | New |
| STRS Ohio | 10,800 | $788.0K | 0.00% | −900−7.7% | Reduced |
| Spouting Rock Asset Management, LLC | 11,227 | $820.1K | 0.26% | −176−1.5% | Reduced |
| GWM Advisors LLC | 11,506 | $840.5K | 0.01% | −1,792−13.5% | Reduced |
| Blair William & Co | 11,624 | $849.1K | 0.00% | −1,891−14.0% | Reduced |
| Choate Investment Advisors | 11,763 | $859.3K | 0.03% | +11,763 | New |
| LMCG Investments, LLC | 11,838 | $864.8K | 0.06% | +11,838 | New |
| HC Advisors, LLC | 12,120 | $885.4K | 0.53% | +25+0.2% | Added |
| Xponance, Inc. | 12,122 | $885.5K | 0.01% | −269−2.2% | Reduced |
| Captrust Financial Advisors | 12,256 | $895.3K | 0.00% | +4,928+67.2% | Added |
| US Bancorp | 13,111 | $957.8K | 0.00% | +2,637+25.2% | Added |
| Federated Hermes, Inc. | 13,465 | $983.6K | 0.00% | −1,079−7.4% | Reduced |
| Madison Asset Management, LLC | 13,835 | $1.01M | 0.01% | +13,835 | New |
| Alps Advisors Inc | 14,255 | $1.04M | 0.01% | −3,166−18.2% | Reduced |
| Mariner, LLC | 14,983 | $1.09M | 0.00% | +345+2.4% | Added |
| Gotham Asset Management, LLC | 15,104 | $1.10M | 0.02% | +15,104 | New |
| Crossmark Global Holdings, Inc. | 14,866 | $1.11M | 0.03% | −172−1.1% | Reduced |
| Handelsbanken Fonder AB | 15,216 | $1.11M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,542 | $1.14M | 0.00% | −388−2.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $1.15M | 0.11% | −360−2.2% | Reduced |
| Cerity Partners LLC | 15,756 | $1.15M | 0.01% | −1,146−6.8% | Reduced |
| Chartwell Investment Partners, LLC | 16,478 | $1.20M | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 16,742 | $1.22M | 0.11% | +1,069+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,913 | $1.24M | 0.01% | +2,085+14.1% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.26M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,308 | $1.26M | 0.01% | −24,007−58.1% | Reduced |
| Natixis Advisors, L.P. | 17,664 | $1.29M | 0.00% | +1,180+7.2% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.30M | 0.68% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 17,828 | $1.30M | 0.03% | +10,328+137.7% | Added |
| Vontobel Holding Ltd. | 18,897 | $1.38M | 0.01% | +4,600+32.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,956 | $1.38M | 0.04% | −39−0.2% | Reduced |
| Moody National Bank Trust Division | 19,940 | $1.46M | 0.09% | +4,250+27.1% | Added |
| Two Sigma Investments, LP | 20,100 | $1.47M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,422 | $1.49M | 0.01% | −600−2.9% | Reduced |
| South Dakota Investment Council | 21,293 | $1.55M | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 21,401 | $1.56M | 0.00% | −660−3.0% | Reduced |
| Zacks Investment Management | 21,474 | $1.57M | 0.02% | +21,474 | New |
| Stifel Financial Corp | 21,637 | $1.58M | 0.00% | +4,508+26.3% | Added |
| Oregon Public Employees Retirement Fund | 23,967 | $1.75M | 0.02% | −700−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 24,003 | $1.75M | 0.00% | +130+0.5% | Added |
| Louisiana State Employees Retirement System | 24,200 | $1.77M | 0.04% | −800−3.2% | Reduced |
| Arizona State Retirement System | 24,336 | $1.78M | 0.02% | +522+2.2% | Added |
| Teacher Retirement System of Texas | 25,230 | $1.84M | 0.01% | −3,269−11.5% | Reduced |
| Shay Capital LLC | 26,250 | $1.92M | 0.57% | +16,250+162.5% | Added |
| Ameritas Investment Partners, Inc. | 27,524 | $2.01M | 0.08% | −765−2.7% | Reduced |
| TownSquare Capital, LLC | 27,958 | $2.04M | 0.04% | +1,613+6.1% | Added |
| EAM Investors, LLC | 27,998 | $2.05M | 0.39% | +27,998 | New |
| Amica Mutual Insurance Co | 28,551 | $2.09M | 0.25% | +28,551 | New |
| GM Advisory Group, Inc. | 30,026 | $2.19M | 0.18% | +30,026 | New |
| Jane Street Group, LLC | 32,449 | $2.37M | 0.00% | −9,329−22.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 34,460 | $2.52M | 0.35% | +34,460 | New |
| Nordea Investment Management AB | 35,578 | $2.62M | 0.00% | +22,705+176.4% | Added |
| LPL Financial LLC | 35,921 | $2.64M | 0.00% | +3,202+9.8% | Added |