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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 9,974 | $728.6K | 0.12% | +9,974 | New |
| Guggenheim Capital LLC | 9,842 | $719.0K | 0.01% | +255+2.7% | Added |
| Pictet Asset Management Holding SA | 9,778 | $714.3K | 0.00% | +9,778 | New |
| Calamos Advisors LLC | 9,742 | $711.7K | 0.00% | +9,742 | New |
| The PNC Financial Services Group, Inc. | 9,219 | $673.4K | 0.00% | −1,835−16.6% | Reduced |
| Advisor Group Holdings, Inc. | 9,189 | $671.2K | 0.00% | +597+6.9% | Added |
| Cornercap Investment Counsel Inc | 9,073 | $662.8K | 0.12% | −189−2.0% | Reduced |
| Commerce Bank | 8,968 | $655.1K | 0.01% | −802−8.2% | Reduced |
| Exchange Traded Concepts, LLC | 8,947 | $653.6K | 0.02% | −1,426−13.7% | Reduced |
| Citigroup Inc | 8,472 | $618.9K | 0.00% | −26,660−75.9% | Reduced |
| JustInvest LLC | 8,267 | $603.9K | 0.02% | +477+6.1% | Added |
| Vestcor Inc | 8,160 | $596.0K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,068 | $589.4K | 0.06% | +1,442+21.8% | Added |
| Bank of Montreal | 8,351 | $586.4K | 0.00% | +29+0.3% | Added |
| Level Four Advisory Services, LLC | 7,985 | $583.3K | 0.04% | +7,985 | New |
| Campbell & CO Investment Adviser LLC | 7,941 | $580.1K | 0.07% | +3,908+96.9% | Added |
| Sheets Smith Wealth Management | 7,921 | $578.6K | 0.09% | +191+2.5% | Added |
| AQR Capital Management LLC | 7,910 | $577.8K | 0.00% | −6,144−43.7% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $555.2K | 0.12% | 00.0% | Unchanged |
| Woodline Partners LP | 7,300 | $533.3K | 0.01% | +7,300 | New |
| Securian Asset Management, Inc | 7,239 | $528.8K | 0.02% | −352−4.6% | Reduced |
| Pacer Advisors, Inc. | 7,215 | $527.1K | 0.00% | −10,199−58.6% | Reduced |
| Algert Global LLC | 6,933 | $506.5K | 0.02% | −7,500−52.0% | Reduced |
| Creative Planning | 6,858 | $501.0K | 0.00% | +1,583+30.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,800 | $496.7K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,786 | $495.7K | 0.09% | −57−0.8% | Reduced |
| Penserra Capital Management LLC | 6,640 | $485.0K | 0.01% | +6,640 | New |
| Bank of Nova Scotia | 6,473 | $472.9K | 0.00% | −2,802−30.2% | Reduced |
| Arkadios Wealth Advisors | 6,289 | $459.4K | 0.04% | −1,022−14.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,201 | $453.0K | 0.01% | +1,141+22.5% | Added |
| Virginia Retirement Systems Et Al | 5,700 | $416.4K | 0.00% | +5,700 | New |
| Truist Financial Corp | 5,588 | $408.2K | 0.00% | +5,588 | New |
| Tower Research Capital LLC (TRC) | 5,508 | $402.4K | 0.01% | −689−11.1% | Reduced |
| First Republic Investment Management, Inc. | 5,319 | $388.5K | 0.00% | −529−9.0% | Reduced |
| Cim Investment Mangement Inc | 5,114 | $373.6K | 0.14% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,113 | $373.5K | 0.19% | −1,821−26.3% | Reduced |
| Ieq Capital, LLC | 5,021 | $366.8K | 0.01% | +5,021 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $365.3K | 0.06% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,922 | $359.6K | 0.04% | +666+15.6% | Added |
| Appleton Group, LLC | 4,878 | $356.3K | 1.24% | 00.0% | Unchanged |
| Econ Financial Services Corp | 4,867 | $355.5K | 0.26% | +4,867 | New |
| State of Wyoming | 4,850 | $354.3K | 0.08% | +1,477+43.8% | Added |
| Metropolitan Life Insurance Co | 4,840 | $353.6K | 0.02% | +290+6.4% | Added |
| Radnor Capital Management, LLC | 4,805 | $351.0K | 0.07% | +100+2.1% | Added |
| Beacon Pointe Advisors, LLC | 4,617 | $337.3K | 0.00% | +4,617 | New |
| Brinker Capital Investments, LLC | 4,590 | $335.3K | 0.00% | +1,284+38.8% | Added |
| Orion Portfolio Solutions, LLC | 4,590 | $335.3K | 0.00% | +1,284+38.8% | Added |
| KLR Investment Advisors, LLC | 5,673 | $333.1K | 0.30% | −154−2.6% | Reduced |
| Narus Financial Partners, LLC | 4,449 | $325.0K | 0.17% | 00.0% | Unchanged |
| CWM, LLC | 4,428 | $323.0K | 0.00% | −330−6.9% | Reduced |
| CWM Advisors, LLC | 4,199 | $306.7K | 0.04% | −10,308−71.1% | Reduced |
| Shelton Capital Management | 4,172 | $304.8K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,147 | $302.9K | 0.03% | −115−2.7% | Reduced |
| Pearl River Capital, LLC | 4,079 | $298.0K | 0.05% | +557+15.8% | Added |
| Profund Advisors LLC | 4,078 | $297.9K | 0.02% | −279−6.4% | Reduced |
| Stephens Inc | 4,078 | $297.9K | 0.01% | −133−3.2% | Reduced |
| Daiwa Securities Group Inc. | 3,810 | $278.0K | 0.00% | −1,490−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,762 | $274.8K | 0.00% | +12+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,684 | $269.1K | 0.00% | +3,684 | New |
| Neo Ivy Capital Management | 3,600 | $263.0K | 0.12% | +3,600 | New |
| Keebeck Alpha, LP | 3,597 | $262.8K | 0.26% | −1,593−30.7% | Reduced |
| Prelude Capital Management, LLC | 3,597 | $262.8K | 0.02% | −1,369−27.6% | Reduced |
| Amica Retiree Medical Trust | 3,578 | $261.0K | 0.31% | +3,578 | New |
| Capstone Investment Advisors, LLC | 3,467 | $253.3K | 0.01% | +3,467 | New |
| Bridgefront Capital, LLC | 3,443 | $251.5K | 0.18% | +3,443 | New |
| Centiva Capital, LP | 3,439 | $251.2K | 0.01% | −1,384−28.7% | Reduced |
| Portside Wealth Group, LLC | 3,340 | $241.0K | 0.05% | +3,340 | New |
| Summit Trail Advisors, LLC | 3,248 | $237.3K | 0.01% | +8+0.2% | Added |
| Raymond James Trust N.A. | 3,177 | $232.1K | 0.01% | +3,177 | New |
| Pathstone Family Office, LLC | 3,152 | $230.3K | 0.00% | +3,152 | New |
| Rosenbaum Jay D. | 3,000 | $219.2K | 0.37% | +3,000 | New |
| Janney Montgomery Scott LLC | 2,975 | $217.0K | 0.00% | +2,975 | New |
| Walleye Trading LLC | 2,939 | $214.7K | 0.01% | +2,939 | New |
| Advisor Partners II, LLC | 2,818 | $205.9K | 0.01% | +2,818 | New |
| Farallon Capital Management, L.L.C. | 2,800 | $204.5K | 0.00% | +2,800 | New |
| Bessemer Group Inc | 2,685 | $196.0K | 0.00% | −278−9.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,789 | $130.7K | 0.00% | −160−8.2% | Reduced |
| Ostrum Asset Management | 1,734 | $126.7K | 0.01% | +698+67.4% | Added |
| Brown Brothers Harriman & Co | 1,630 | $119.1K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,604 | $117.2K | 0.01% | −104−6.1% | Reduced |
| KBC Group NV | 1,581 | $115.0K | 0.00% | +1,581 | New |
| Eagle Bay Advisors LLC | 1,570 | $114.7K | 0.05% | +377+31.6% | Added |
| Quadrant Capital Group LLC | 1,559 | $113.9K | 0.01% | +469+43.0% | Added |
| Qube Research & Technologies Ltd | 1,458 | $106.5K | 0.00% | +1,458 | New |
| Harbor Investment Advisory, LLC | 1,167 | $85.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,119 | $82.0K | 0.06% | +539+92.9% | Added |
| First Horizon Advisors, Inc. | 1,077 | $78.7K | 0.00% | +136+14.5% | Added |
| Signaturefd, LLC | 875 | $63.9K | 0.00% | +44+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 871 | $63.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 817 | $59.7K | 0.00% | −123−13.1% | Reduced |
| Operose Advisors LLC | 607 | $44.3K | 0.02% | +607 | New |
| Fifth Third Bancorp | 602 | $44.0K | 0.00% | +161+36.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 555 | $41.0K | 0.00% | −400−41.9% | Reduced |
| DekaBank Deutsche Girozentrale | 549 | $41.0K | 0.00% | +549 | New |
| Lazard Asset Management LLC | 549 | $40.0K | 0.00% | +297+117.9% | Added |
| Lindbrook Capital, LLC | 458 | $33.5K | 0.00% | +111+32.0% | Added |
| Headlands Technologies LLC | 457 | $33.4K | 0.02% | −1,188−72.2% | Reduced |
| VisionPoint Advisory Group, LLC | 445 | $32.5K | 0.01% | +111+33.2% | Added |
| Huntington National Bank | 386 | $28.2K | 0.00% | +12+3.2% | Added |
| Private Trust Co NA | 288 | $21.0K | 0.00% | −15−5.0% | Reduced |