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 |
|---|---|---|---|---|---|
| Element Capital Management LLC | 36,129 | $2.64M | 0.23% | −5,277−12.7% | Reduced |
| SG Americas Securities, LLC | 37,197 | $2.72M | 0.04% | +35,504+2,097.1% | Added |
| Eaton Financial Holdings Company, LLC | 40,627 | $2.97M | 0.79% | +40,627 | New |
| Yousif Capital Management, LLC | 40,849 | $2.98M | 0.04% | −2,170−5.0% | Reduced |
| Beck Bode, LLC | 41,462 | $3.03M | 0.77% | −775−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,528 | $3.03M | 0.01% | −6,080−12.8% | Reduced |
| King Luther Capital Management Corp | 42,787 | $3.13M | 0.02% | +1,561+3.8% | Added |
| Amussen Hunsaker Associates LLC | 42,819 | $3.18M | 0.73% | −7,075−14.2% | Reduced |
| Agf Management Ltd | 44,766 | $3.27M | 0.02% | −16,083−26.4% | Reduced |
| Susquehanna International Group, LLP | 45,023 | $3.29M | 0.01% | −17,772−28.3% | Reduced |
| Price T Rowe Associates Inc | 45,307 | $3.31M | 0.00% | +2,325+5.4% | Added |
| Man Group plc | – | $3.50M | 0.01% | – | – |
| ClariVest Asset Management LLC | 48,622 | $3.55M | 0.19% | +29+0.1% | Added |
| Gradient Investments LLC | 48,772 | $3.56M | 0.09% | +48,772 | New |
| State of Tennessee, Treasury Department | 50,000 | $3.65M | 0.01% | +2,334+4.9% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.67M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 51,129 | $3.73M | 0.00% | +779+1.5% | Added |
| M&T Bank Corp | 52,230 | $3.82M | 0.02% | −3,467−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 52,681 | $3.85M | 0.04% | +14,091+36.5% | Added |
| Pier Capital, LLC | 53,832 | $3.93M | 0.63% | +53,832 | New |
| Amalgamated Bank | 54,312 | $3.97M | 0.03% | −1,321−2.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 54,520 | $3.98M | 0.10% | +54,520 | New |
| Barclays PLC | 55,140 | $4.03M | 0.00% | −8,041−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 56,208 | $4.11M | 0.01% | +30,407+117.9% | Added |
| Alberta Investment Management Corp | 56,880 | $4.16M | 0.04% | +8,884+18.5% | Added |
| Russell Investments Group, Ltd. | 57,066 | $4.17M | 0.01% | +15,993+38.9% | Added |
| Comerica Bank | 58,490 | $4.27M | 0.02% | +58,419+82,280.3% | Added |
| Grandeur Peak Global Advisors, LLC | 59,359 | $4.34M | 0.33% | −5,124−7.9% | Reduced |
| Advisory Research Inc | 61,609 | $4.50M | 0.62% | +35,644+137.3% | Added |
| Oppenheimer Asset Management Inc. | 61,896 | $4.52M | 0.07% | +6,593+11.9% | Added |
| Los Angeles Capital Management LLC | 64,460 | $4.71M | 0.02% | −1,649−2.5% | Reduced |
| Great West Life Assurance Co | 64,485 | $4.71M | 0.01% | +3,895+6.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 64,968 | $4.75M | 0.07% | −56,788−46.6% | Reduced |
| Portolan Capital Management, LLC | 65,363 | $4.77M | 0.45% | +65,363 | New |
| UMA Financial Services, Inc. | 67,845 | $5.03M | 1.30% | +2,816+4.3% | Added |
| Castleark Management LLC | 70,690 | $5.16M | 0.26% | +70,690 | New |
| Texas Permanent School Fund | 72,590 | $5.30M | 0.05% | −2,665−3.5% | Reduced |
| Great Lakes Advisors, LLC | 73,930 | $5.40M | 0.05% | +73,930 | New |
| CIBC Private Wealth Group, LLC | 73,930 | $5.40M | 0.01% | −37,000−33.4% | Reduced |
| Osterweis Capital Management Inc | 80,340 | $5.87M | 0.43% | −16,185−16.8% | Reduced |
| Thematics Asset Management | 80,602 | $5.89M | 0.29% | −1,839−2.2% | Reduced |
| Wells Fargo & Company | 81,255 | $5.94M | 0.00% | +52+0.1% | Added |
| New York State Teachers Retirement System | 82,751 | $6.04M | 0.01% | −200−0.2% | Reduced |
| Envestnet Asset Management Inc | 84,617 | $6.18M | 0.00% | +24,685+41.2% | Added |
| Voya Investment Management LLC | 84,735 | $6.19M | 0.01% | +2,075+2.5% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $6.21M | 1.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 86,940 | $6.37M | 0.01% | +340+0.4% | Added |
| NBW Capital LLC | 87,648 | $6.40M | 1.57% | −298−0.3% | Reduced |
| Deutsche Bank AG | 88,349 | $6.45M | 0.00% | +6,584+8.1% | Added |
| First Trust Advisors LP | 89,314 | $6.52M | 0.01% | +16,683+23.0% | Added |
| Public Employees Retirement System of Ohio | 89,431 | $6.53M | 0.03% | +40.0% | Added |
| Moody Aldrich Partners LLC | 89,816 | $6.56M | 1.24% | +35,476+65.3% | Added |
| DFPG Investments, LLC | 97,162 | $6.58M | 0.61% | −2,821−2.8% | Reduced |
| MetLife Investment Management | 91,599 | $6.69M | 0.05% | −2,241−2.4% | Reduced |
| California State Teachers Retirement System | 94,138 | $6.88M | 0.01% | −8,441−8.2% | Reduced |
| Advantage Alpha Capital Partners LP | 96,301 | $7.03M | 1.48% | −27,038−21.9% | Reduced |
| Mutual of America Capital Management LLC | 98,295 | $7.18M | 0.09% | −9,062−8.4% | Reduced |
| Manufacturers Life Insurance Company, The | 104,536 | $7.64M | 0.00% | +9,603+10.1% | Added |
| New York State Common Retirement Fund | 104,809 | $7.66M | 0.01% | +59,451+131.1% | Added |
| UBS Asset Management Americas Inc | 106,703 | $7.79M | 0.00% | −33,719−24.0% | Reduced |
| Retirement Systems of Alabama | 106,721 | $7.80M | 0.04% | −3,424−3.1% | Reduced |
| Citadel Advisors LLC | 107,962 | $7.89M | 0.01% | +105,152+3,742.1% | Added |
| UBS Group AG | 110,851 | $8.10M | 0.00% | −15,165−12.0% | Reduced |
| State of Wisconsin Investment Board | 114,810 | $8.39M | 0.03% | −7,524−6.2% | Reduced |
| Motley Fool Asset Management LLC | 120,353 | $8.79M | 0.71% | +26,237+27.9% | Added |
| Peregrine Capital Management LLC | 130,879 | $9.56M | 0.29% | −25,072−16.1% | Reduced |
| Legal & General Group Plc | 130,901 | $9.56M | 0.00% | −792−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 140,938 | $10.3M | 0.02% | −729−0.5% | Reduced |
| Motley Fool Wealth Management, LLC | 141,235 | $10.3M | 0.60% | +18,278+14.9% | Added |
| Sectoral Asset Management Inc | 143,875 | $10.5M | 2.05% | −39,500−21.5% | Reduced |
| California Public Employees Retirement System | 150,348 | $11.0M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 161,669 | $11.8M | 0.08% | −6,963−4.1% | Reduced |
| Scout Investments, Inc. | 167,348 | $12.4M | 0.28% | −4,864−2.8% | Reduced |
| Redwood Investments, LLC | 169,436 | $12.4M | 1.67% | +169,436 | New |
| Raymond James & Associates | 172,747 | $12.6M | 0.01% | +17,317+11.1% | Added |
| Summit Partners Public Asset Management, LLC | 180,637 | $13.2M | 0.83% | +180,637 | New |
| Lisanti Capital Growth, LLC | 180,980 | $13.2M | 2.09% | +180,980 | New |
| Fred Alger Management, LLC | 184,201 | $13.5M | 0.08% | +220.0% | Added |
| Alliancebernstein L.P. | 185,009 | $13.5M | 0.01% | −5,075−2.7% | Reduced |
| Swiss National Bank | 187,900 | $13.7M | 0.01% | +3,300+1.8% | Added |
| Cambiar Investors LLC | 197,669 | $14.4M | 0.61% | −33,113−14.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 204,710 | $15.0M | 0.09% | +17,010+9.1% | Added |
| Eagle Asset Management Inc | 213,298 | $15.6M | 0.09% | +213,298 | New |
| Macquarie Group Ltd | 216,946 | $15.8M | 0.02% | +178,741+467.8% | Added |
| Ameriprise Financial Inc | 218,566 | $16.0M | 0.01% | −910−0.4% | Reduced |
| Glenmede Trust Co NA | 238,337 | $17.4M | 0.10% | +1,311+0.6% | Added |
| Victory Capital Management Inc | 244,913 | $17.9M | 0.02% | −90,344−26.9% | Reduced |
| DF Dent & Co Inc | 248,349 | $18.1M | 0.27% | −2,803−1.1% | Reduced |
| Putnam Investments LLC | 250,370 | $18.3M | 0.03% | +25,747+11.5% | Added |
| Kornitzer Capital Management Inc | 263,818 | $19.3M | 0.40% | 00.0% | Unchanged |
| Rhumbline Advisers | 274,537 | $20.1M | 0.02% | +2,800+1.0% | Added |
| Summit Creek Advisors LLC | 276,513 | $20.2M | 2.75% | +48,145+21.1% | Added |
| Credit Suisse AG | 290,881 | $21.2M | 0.02% | −60,369−17.2% | Reduced |
| Ophir Asset Management Pty Ltd | 329,987 | $24.1M | 5.68% | −18,967−5.4% | Reduced |
| Eversept Partners, LP | 338,516 | $24.7M | 2.75% | +338,516 | New |
| Principal Financial Group Inc | 340,740 | $24.9M | 0.02% | +1,434+0.4% | Added |
| Royal Bank of Canada | 345,252 | $25.2M | 0.01% | +1,977+0.6% | Added |
| Davenport & Co LLC | 386,148 | $28.2M | 0.22% | +2,260+0.6% | Added |
| Ensign Peak Advisors, Inc | 388,779 | $28.4M | 0.06% | −1250.0% | Reduced |
| Loomis Sayles & Co L P | 399,683 | $29.2M | 0.05% | +146,372+57.8% | Added |