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 |
|---|---|---|---|---|---|
| Ashford Capital Management Inc | 404,279 | $29.5M | 4.35% | −15,510−3.7% | Reduced |
| Aureus Asset Management, LLC | 417,923 | $30.5M | 2.45% | −15,140−3.5% | Reduced |
| Prudential Financial Inc | 430,914 | $31.5M | 0.05% | +344,599+399.2% | Added |
| Norges Bank | 441,887 | $32.3M | 0.01% | −211,286−32.3% | Reduced |
| Invesco Ltd. | 484,043 | $35.4M | 0.01% | +301,078+164.6% | Added |
| Granahan Investment Management Inc | 489,387 | $35.7M | 1.27% | −1,417−0.3% | Reduced |
| TimesSquare Capital Management, LLC | 536,078 | $39.2M | 0.61% | +11,513+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 561,662 | $41.0M | 0.12% | −189,527−25.2% | Reduced |
| Nuveen Asset Management, LLC | 569,557 | $41.6M | 0.01% | −12,126−2.1% | Reduced |
| Aristotle Capital Boston, LLC | 621,034 | $45.4M | 1.46% | +27,824+4.7% | Added |
| Bank of America Corp | 630,005 | $46.0M | 0.01% | −229,673−26.7% | Reduced |
| SEI Investments Co | 651,176 | $47.6M | 0.09% | +53,138+8.9% | Added |
| Point72 Asset Management, L.P. | 653,018 | $47.7M | 0.16% | +48,121+8.0% | Added |
| Wellington Management Group LLP | 685,991 | $50.1M | 0.01% | −3,860−0.6% | Reduced |
| Morgan Stanley | 701,016 | $51.2M | 0.01% | +55,296+8.6% | Added |
| Massachusetts Financial Services Co | 740,177 | $54.1M | 0.02% | −132,860−15.2% | Reduced |
| Bamco Inc | 800,000 | $58.4M | 0.17% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 852,807 | $62.3M | 0.01% | +2,077+0.2% | Added |
| GW&K Investment Management, LLC | 854,198 | $62.4M | 0.63% | −84,994−9.0% | Reduced |
| Geneva Capital Management LLC | 876,348 | $64.0M | 1.35% | +2,535+0.3% | Added |
| American Century Companies Inc | 900,408 | $65.8M | 0.05% | +168,979+23.1% | Added |
| Goldman Sachs Group Inc | 906,206 | $66.2M | 0.02% | +371,043+69.3% | Added |
| Charles Schwab Investment Management Inc | 980,517 | $71.6M | 0.02% | +26,868+2.8% | Added |
| Van Berkom & Associates Inc. | 1,042,470 | $76.2M | 2.48% | +51,824+5.2% | Added |
| Janus Henderson Group PLC | 1,087,368 | $79.4M | 0.05% | −117,761−9.8% | Reduced |
| Northern Trust Corp | 1,120,774 | $81.9M | 0.02% | −18,483−1.6% | Reduced |
| Stephens Investment Management Group LLC | 1,134,108 | $82.8M | 1.36% | +2,336+0.2% | Added |
| Mackenzie Financial Corp | 1,142,428 | $84.0M | 0.14% | −3,658−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,301,632 | $95.1M | 0.03% | +111,208+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,344,357 | $98.2M | 0.17% | −29,707−2.2% | Reduced |
| Franklin Resources Inc | 1,384,072 | $101.1M | 0.05% | −61,313−4.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,578,911 | $115.3M | 1.40% | −77,951−4.7% | Reduced |
| Geode Capital Management, LLC | 1,808,060 | $132.1M | 0.02% | +64,429+3.7% | Added |
| Millennium Management LLC | 1,866,649 | $136.4M | 0.14% | +569,806+43.9% | Added |
| Brown Advisory Inc | 2,070,001 | $151.2M | 0.25% | −37,494−1.8% | Reduced |
| Clearbridge Investments, LLC | 2,204,675 | $161.1M | 0.15% | +238,116+12.1% | Added |
| JPMorgan Chase & Co | 2,331,105 | $170.3M | 0.02% | −182,914−7.3% | Reduced |
| William Blair Investment Management, LLC | 2,645,244 | $193.2M | 0.64% | −147,496−5.3% | Reduced |
| State Street Corp | 2,822,858 | $206.2M | 0.01% | +6,576+0.2% | Added |
| FMR LLC | 5,648,992 | $412.7M | 0.04% | +907,743+19.1% | Added |
| Wasatch Advisors Inc | 7,267,775 | $530.9M | 3.35% | +139,453+2.0% | Added |
| Vanguard Group Inc | 8,515,415 | $622.1M | 0.02% | +17,759+0.2% | Added |
| BlackRock Inc. | 10,031,436 | $732.8M | 0.02% | −314,844−3.0% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −487,575−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −48,234−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −37,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,583−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −26,589−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,937−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,686−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,801−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,941−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,769−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,734−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,564−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |