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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 82,751 | $6.04M | 0.01% | −200−0.2% | Reduced |
| Wells Fargo & Company | 81,255 | $5.94M | 0.00% | +52+0.1% | Added |
| Thematics Asset Management | 80,602 | $5.89M | 0.29% | −1,839−2.2% | Reduced |
| Osterweis Capital Management Inc | 80,340 | $5.87M | 0.43% | −16,185−16.8% | Reduced |
| CIBC Private Wealth Group, LLC | 73,930 | $5.40M | 0.01% | −37,000−33.4% | Reduced |
| Great Lakes Advisors, LLC | 73,930 | $5.40M | 0.05% | +73,930 | New |
| Texas Permanent School Fund | 72,590 | $5.30M | 0.05% | −2,665−3.5% | Reduced |
| Castleark Management LLC | 70,690 | $5.16M | 0.26% | +70,690 | New |
| UMA Financial Services, Inc. | 67,845 | $5.03M | 1.30% | +2,816+4.3% | Added |
| Portolan Capital Management, LLC | 65,363 | $4.77M | 0.45% | +65,363 | New |
| B. Metzler seel. Sohn & Co. AG | 64,968 | $4.75M | 0.07% | −56,788−46.6% | Reduced |
| Great West Life Assurance Co | 64,485 | $4.71M | 0.01% | +3,895+6.4% | Added |
| Los Angeles Capital Management LLC | 64,460 | $4.71M | 0.02% | −1,649−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 61,896 | $4.52M | 0.07% | +6,593+11.9% | Added |
| Advisory Research Inc | 61,609 | $4.50M | 0.62% | +35,644+137.3% | Added |
| Grandeur Peak Global Advisors, LLC | 59,359 | $4.34M | 0.33% | −5,124−7.9% | Reduced |
| Comerica Bank | 58,490 | $4.27M | 0.02% | +58,419+82,280.3% | Added |
| Russell Investments Group, Ltd. | 57,066 | $4.17M | 0.01% | +15,993+38.9% | Added |
| Alberta Investment Management Corp | 56,880 | $4.16M | 0.04% | +8,884+18.5% | Added |
| BNP Paribas Arbitrage, SA | 56,208 | $4.11M | 0.01% | +30,407+117.9% | Added |
| Barclays PLC | 55,140 | $4.03M | 0.00% | −8,041−12.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 54,520 | $3.98M | 0.10% | +54,520 | New |
| Amalgamated Bank | 54,312 | $3.97M | 0.03% | −1,321−2.4% | Reduced |
| Pier Capital, LLC | 53,832 | $3.93M | 0.63% | +53,832 | New |
| Teachers Retirement System of the State of Kentucky | 52,681 | $3.85M | 0.04% | +14,091+36.5% | Added |
| M&T Bank Corp | 52,230 | $3.82M | 0.02% | −3,467−6.2% | Reduced |
| Neuberger Berman Group LLC | 51,129 | $3.73M | 0.00% | +779+1.5% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.67M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 50,000 | $3.65M | 0.01% | +2,334+4.9% | Added |
| Gradient Investments LLC | 48,772 | $3.56M | 0.09% | +48,772 | New |
| ClariVest Asset Management LLC | 48,622 | $3.55M | 0.19% | +29+0.1% | Added |
| Man Group plc | – | $3.50M | 0.01% | – | – |
| Price T Rowe Associates Inc | 45,307 | $3.31M | 0.00% | +2,325+5.4% | Added |
| Susquehanna International Group, LLP | 45,023 | $3.29M | 0.01% | −17,772−28.3% | Reduced |
| Agf Management Ltd | 44,766 | $3.27M | 0.02% | −16,083−26.4% | Reduced |
| Amussen Hunsaker Associates LLC | 42,819 | $3.18M | 0.73% | −7,075−14.2% | Reduced |
| King Luther Capital Management Corp | 42,787 | $3.13M | 0.02% | +1,561+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,528 | $3.03M | 0.01% | −6,080−12.8% | Reduced |
| Beck Bode, LLC | 41,462 | $3.03M | 0.77% | −775−1.8% | Reduced |
| Yousif Capital Management, LLC | 40,849 | $2.98M | 0.04% | −2,170−5.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 40,627 | $2.97M | 0.79% | +40,627 | New |
| SG Americas Securities, LLC | 37,197 | $2.72M | 0.04% | +35,504+2,097.1% | Added |
| Element Capital Management LLC | 36,129 | $2.64M | 0.23% | −5,277−12.7% | Reduced |
| LPL Financial LLC | 35,921 | $2.64M | 0.00% | +3,202+9.8% | Added |
| Nordea Investment Management AB | 35,578 | $2.62M | 0.00% | +22,705+176.4% | Added |
| McKinley Capital Management LLC /Delaware | 34,460 | $2.52M | 0.35% | +34,460 | New |
| Jane Street Group, LLC | 32,449 | $2.37M | 0.00% | −9,329−22.3% | Reduced |
| GM Advisory Group, Inc. | 30,026 | $2.19M | 0.18% | +30,026 | New |
| Amica Mutual Insurance Co | 28,551 | $2.09M | 0.25% | +28,551 | New |
| EAM Investors, LLC | 27,998 | $2.05M | 0.39% | +27,998 | New |
| TownSquare Capital, LLC | 27,958 | $2.04M | 0.04% | +1,613+6.1% | Added |
| Ameritas Investment Partners, Inc. | 27,524 | $2.01M | 0.08% | −765−2.7% | Reduced |
| Shay Capital LLC | 26,250 | $1.92M | 0.57% | +16,250+162.5% | Added |
| Teacher Retirement System of Texas | 25,230 | $1.84M | 0.01% | −3,269−11.5% | Reduced |
| Arizona State Retirement System | 24,336 | $1.78M | 0.02% | +522+2.2% | Added |
| Louisiana State Employees Retirement System | 24,200 | $1.77M | 0.04% | −800−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 24,003 | $1.75M | 0.00% | +130+0.5% | Added |
| Oregon Public Employees Retirement Fund | 23,967 | $1.75M | 0.02% | −700−2.8% | Reduced |
| Stifel Financial Corp | 21,637 | $1.58M | 0.00% | +4,508+26.3% | Added |
| Zacks Investment Management | 21,474 | $1.57M | 0.02% | +21,474 | New |
| Thrivent Financial for Lutherans | 21,401 | $1.56M | 0.00% | −660−3.0% | Reduced |
| South Dakota Investment Council | 21,293 | $1.55M | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,422 | $1.49M | 0.01% | −600−2.9% | Reduced |
| Two Sigma Investments, LP | 20,100 | $1.47M | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 19,940 | $1.46M | 0.09% | +4,250+27.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,956 | $1.38M | 0.04% | −39−0.2% | Reduced |
| Vontobel Holding Ltd. | 18,897 | $1.38M | 0.01% | +4,600+32.2% | Added |
| Abn Amro Investment Solutions | 17,828 | $1.30M | 0.03% | +10,328+137.7% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.30M | 0.68% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,664 | $1.29M | 0.00% | +1,180+7.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,308 | $1.26M | 0.01% | −24,007−58.1% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.26M | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,913 | $1.24M | 0.01% | +2,085+14.1% | Added |
| Zions Bancorporation, N.A. | 16,742 | $1.22M | 0.11% | +1,069+6.8% | Added |
| Chartwell Investment Partners, LLC | 16,478 | $1.20M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,756 | $1.15M | 0.01% | −1,146−6.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $1.15M | 0.11% | −360−2.2% | Reduced |
| ProShare Advisors LLC | 15,542 | $1.14M | 0.00% | −388−2.4% | Reduced |
| Handelsbanken Fonder AB | 15,216 | $1.11M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,866 | $1.11M | 0.03% | −172−1.1% | Reduced |
| Gotham Asset Management, LLC | 15,104 | $1.10M | 0.02% | +15,104 | New |
| Mariner, LLC | 14,983 | $1.09M | 0.00% | +345+2.4% | Added |
| Alps Advisors Inc | 14,255 | $1.04M | 0.01% | −3,166−18.2% | Reduced |
| Madison Asset Management, LLC | 13,835 | $1.01M | 0.01% | +13,835 | New |
| Federated Hermes, Inc. | 13,465 | $983.6K | 0.00% | −1,079−7.4% | Reduced |
| US Bancorp | 13,111 | $957.8K | 0.00% | +2,637+25.2% | Added |
| Captrust Financial Advisors | 12,256 | $895.3K | 0.00% | +4,928+67.2% | Added |
| Xponance, Inc. | 12,122 | $885.5K | 0.01% | −269−2.2% | Reduced |
| HC Advisors, LLC | 12,120 | $885.4K | 0.53% | +25+0.2% | Added |
| LMCG Investments, LLC | 11,838 | $864.8K | 0.06% | +11,838 | New |
| Choate Investment Advisors | 11,763 | $859.3K | 0.03% | +11,763 | New |
| Blair William & Co | 11,624 | $849.1K | 0.00% | −1,891−14.0% | Reduced |
| GWM Advisors LLC | 11,506 | $840.5K | 0.01% | −1,792−13.5% | Reduced |
| Spouting Rock Asset Management, LLC | 11,227 | $820.1K | 0.26% | −176−1.5% | Reduced |
| STRS Ohio | 10,800 | $788.0K | 0.00% | −900−7.7% | Reduced |
| Premier Fund Managers Ltd | 10,510 | $782.0K | 0.04% | +10,510 | New |
| XTX Topco Ltd | 10,535 | $769.6K | 0.13% | +10,535 | New |
| Legato Capital Management LLC | 10,475 | $765.2K | 0.11% | +10,475 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $756.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 10,156 | $741.0K | 0.01% | −440−4.2% | Reduced |