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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 352
- +17 vs. Q3 2023
- Shares held
- 85.3M
- −2.33M (−2.7%) vs. Q3 2023
- Total value
- $5.66B
- −$749.4M (−11.7%) vs. Q3 2023
- New holders
- 58
- 111 more added
- Sold out
- 41
- 133 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 500 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,591,921 | $702.2M | 0.02% | +560,485+5.6% | Added |
| Vanguard Group Inc | 8,619,499 | $571.5M | 0.01% | +104,084+1.2% | Added |
| Wasatch Advisors Inc | 6,839,831 | $453.5M | 2.50% | −427,944−5.9% | Reduced |
| FMR LLC | 5,213,015 | $345.6M | 0.03% | −435,977−7.7% | Reduced |
| State Street Corp | 2,956,410 | $196.0M | 0.01% | +133,552+4.7% | Added |
| Clearbridge Investments, LLC | 2,357,572 | $156.3M | 0.13% | +152,897+6.9% | Added |
| JPMorgan Chase & Co | 2,091,948 | $138.7M | 0.01% | −239,157−10.3% | Reduced |
| Geode Capital Management, LLC | 1,892,924 | $125.5M | 0.01% | +84,864+4.7% | Added |
| Brown Advisory Inc | 1,814,403 | $120.3M | 0.17% | −255,598−12.3% | Reduced |
| Mackenzie Financial Corp | 1,807,407 | $119.8M | 0.18% | +664,979+58.2% | Added |
| William Blair Investment Management, LLC | 1,782,911 | $118.2M | 0.34% | −862,333−32.6% | Reduced |
| Franklin Resources Inc | 1,480,655 | $98.2M | 0.05% | +96,583+7.0% | Added |
| Dimensional Fund Advisors LP | 1,409,740 | $93.5M | 0.03% | +108,108+8.3% | Added |
| ArrowMark Colorado Holdings LLC | 1,209,652 | $80.2M | 0.89% | −369,259−23.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,208,626 | $80.1M | 0.13% | −135,731−10.1% | Reduced |
| Stephens Investment Management Group LLC | 1,186,491 | $78.7M | 1.15% | +52,383+4.6% | Added |
| Goldman Sachs Group Inc | 1,129,634 | $74.9M | 0.02% | +223,428+24.7% | Added |
| Northern Trust Corp | 1,101,200 | $73.0M | 0.01% | −19,574−1.7% | Reduced |
| Janus Henderson Group PLC | 1,088,267 | $72.2M | 0.04% | +899+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,002,283 | $66.5M | 0.02% | +21,766+2.2% | Added |
| Van Berkom & Associates Inc. | 981,351 | $65.1M | 1.89% | −61,119−5.9% | Reduced |
| Millennium Management LLC | 895,195 | $59.4M | 0.06% | −971,454−52.0% | Reduced |
| Loomis Sayles & Co L P | 880,654 | $58.4M | 0.09% | +480,971+120.3% | Added |
| Geneva Capital Management LLC | 870,735 | $57.7M | 1.09% | −5,613−0.6% | Reduced |
| Bank of New York Mellon Corp | 830,504 | $55.1M | 0.01% | −22,303−2.6% | Reduced |
| GW&K Investment Management, LLC | 809,235 | $53.7M | 0.50% | −44,963−5.3% | Reduced |
| Bamco Inc | 800,000 | $53.0M | 0.14% | 00.0% | Unchanged |
| Morgan Stanley | 792,834 | $52.6M | 0.00% | +91,818+13.1% | Added |
| Wellington Management Group LLP | 667,288 | $44.2M | 0.01% | −18,703−2.7% | Reduced |
| Norges Bank | 655,835 | $43.5M | 0.01% | +213,948+48.4% | Added |
| Invesco Ltd. | 615,149 | $40.8M | 0.01% | +131,106+27.1% | Added |
| Aristotle Capital Boston, LLC | 599,392 | $39.7M | 1.21% | −21,642−3.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 581,342 | $38.5M | 0.10% | +19,680+3.5% | Added |
| Prudential Financial Inc | 573,143 | $38.0M | 0.06% | +142,229+33.0% | Added |
| Nuveen Asset Management, LLC | 572,495 | $38.0M | 0.01% | +2,938+0.5% | Added |
| SEI Investments Co | 557,093 | $36.9M | 0.06% | −94,083−14.4% | Reduced |
| American Century Companies Inc | 514,795 | $34.1M | 0.02% | −385,613−42.8% | Reduced |
| Davenport & Co LLC | 507,135 | $33.6M | 0.23% | +120,987+31.3% | Added |
| Eversept Partners, LP | 494,919 | $32.8M | 3.22% | +156,403+46.2% | Added |
| Bank of America Corp | 481,680 | $31.9M | 0.00% | −148,325−23.5% | Reduced |
| Point72 Asset Management, L.P. | 477,378 | $31.7M | 0.10% | −175,640−26.9% | Reduced |
| Massachusetts Financial Services Co | 427,278 | $28.3M | 0.01% | −312,899−42.3% | Reduced |
| Man Group plc | 418,986 | $27.8M | 0.08% | – | – |
| Aureus Asset Management, LLC | 416,571 | $27.6M | 2.02% | −1,352−0.3% | Reduced |
| Victory Capital Management Inc | 413,732 | $27.4M | 0.03% | +168,819+68.9% | Added |
| Ashford Capital Management Inc | 408,682 | $27.1M | 3.63% | +4,403+1.1% | Added |
| Royal Bank of Canada | 352,461 | $23.4M | 0.01% | +7,209+2.1% | Added |
| Principal Financial Group Inc | 350,666 | $23.2M | 0.01% | +9,926+2.9% | Added |
| Macquarie Group Ltd | 344,505 | $22.8M | 0.03% | +127,559+58.8% | Added |
| Ophir Asset Management Pty Ltd | 317,677 | $21.1M | 4.18% | −12,310−3.7% | Reduced |
| TimesSquare Capital Management, LLC | 304,078 | $20.2M | 0.30% | −232,000−43.3% | Reduced |
| Ensign Peak Advisors, Inc | 277,839 | $18.4M | 0.04% | −110,940−28.5% | Reduced |
| Rhumbline Advisers | 271,226 | $18.0M | 0.02% | −3,311−1.2% | Reduced |
| Summit Creek Advisors LLC | 254,790 | $16.9M | 2.26% | −21,723−7.9% | Reduced |
| DF Dent & Co Inc | 253,250 | $16.8M | 0.22% | +4,901+2.0% | Added |
| Ameriprise Financial Inc | 228,834 | $15.2M | 0.00% | +10,268+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 227,255 | $15.1M | 0.08% | +22,545+11.0% | Added |
| Glenmede Trust Co NA | 222,875 | $14.8M | 0.08% | −15,462−6.5% | Reduced |
| Eagle Asset Management Inc | 220,485 | $14.6M | 0.08% | +7,187+3.4% | Added |
| Cambiar Investors LLC | 200,060 | $13.3M | 0.52% | +2,391+1.2% | Added |
| Citadel Advisors LLC | 192,403 | $12.8M | 0.01% | +84,441+78.2% | Added |
| Barclays PLC | 191,783 | $12.7M | 0.01% | +136,643+247.8% | Added |
| Great Lakes Advisors, LLC | 186,977 | $12.4M | 0.12% | +113,047+152.9% | Added |
| Alliancebernstein L.P. | 185,825 | $12.3M | 0.00% | +816+0.4% | Added |
| Raymond James & Associates | 170,583 | $11.3M | 0.01% | −2,164−1.3% | Reduced |
| Swiss National Bank | 168,700 | $11.2M | 0.01% | −19,200−10.2% | Reduced |
| Scout Investments, Inc. | 160,104 | $10.6M | 0.27% | −7,244−4.3% | Reduced |
| American International Group, Inc. | 156,761 | $10.4M | 0.04% | −4,908−3.0% | Reduced |
| Putnam Investments LLC | 154,209 | $10.2M | 0.01% | −96,161−38.4% | Reduced |
| California Public Employees Retirement System | 145,902 | $9.67M | 0.01% | −4,446−3.0% | Reduced |
| Jane Street Group, LLC | 140,658 | $9.33M | 0.01% | +108,209+333.5% | Added |
| Motley Fool Wealth Management, LLC | 139,580 | $9.26M | 0.49% | −1,655−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 137,577 | $9.12M | 0.02% | −3,361−2.4% | Reduced |
| Credit Suisse AG | 134,477 | $8.92M | 0.01% | −156,404−53.8% | Reduced |
| Legal & General Group Plc | 132,491 | $8.78M | 0.00% | +1,590+1.2% | Added |
| Peregrine Capital Management LLC | 123,442 | $8.18M | 0.25% | −7,437−5.7% | Reduced |
| Motley Fool Asset Management LLC | 121,316 | $8.04M | 0.60% | +963+0.8% | Added |
| GM Advisory Group, Inc. | 120,355 | $7.98M | 0.60% | +90,329+300.8% | Added |
| First Trust Advisors LP | 117,542 | $7.79M | 0.01% | +28,228+31.6% | Added |
| State of Wisconsin Investment Board | 112,157 | $7.44M | 0.02% | −2,653−2.3% | Reduced |
| Retirement Systems of Alabama | 107,243 | $7.11M | 0.03% | +522+0.5% | Added |
| UBS Asset Management Americas Inc | 103,709 | $6.88M | 0.00% | −2,994−2.8% | Reduced |
| Castleark Management LLC | 102,770 | $6.81M | 0.30% | +32,080+45.4% | Added |
| Mutual of America Capital Management LLC | 102,200 | $6.78M | 0.08% | +3,905+4.0% | Added |
| Public Employees Retirement System of Ohio | 102,196 | $6.78M | 0.03% | +12,765+14.3% | Added |
| Manufacturers Life Insurance Company, The | 101,306 | $6.72M | 0.00% | −3,230−3.1% | Reduced |
| DFPG Investments, LLC | 96,102 | $6.51M | 0.51% | −1,060−1.1% | Reduced |
| MetLife Investment Management | 90,928 | $6.03M | 0.04% | −671−0.7% | Reduced |
| California State Teachers Retirement System | 90,110 | $5.97M | 0.01% | −4,028−4.3% | Reduced |
| Deutsche Bank AG | 88,588 | $5.87M | 0.00% | +239+0.3% | Added |
| Voya Investment Management LLC | 88,536 | $5.87M | 0.01% | +3,801+4.5% | Added |
| HighTower Advisors, LLC | 88,107 | $5.84M | 0.01% | +1,167+1.3% | Added |
| NBW Capital LLC | 86,615 | $5.74M | 1.26% | −1,033−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 85,005 | $5.62M | 1.01% | +50.0% | Added |
| New York State Teachers Retirement System | 82,651 | $5.48M | 0.01% | −100−0.1% | Reduced |
| Wells Fargo & Company | 82,400 | $5.46M | 0.00% | +1,145+1.4% | Added |
| Envestnet Asset Management Inc | 80,441 | $5.33M | 0.00% | −4,176−4.9% | Reduced |
| UMA Financial Services, Inc. | 67,874 | $5.09M | 1.14% | +290.0% | Added |
| Kornitzer Capital Management Inc | 75,326 | $4.99M | 0.10% | −188,492−71.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 75,190 | $4.99M | 0.13% | +20,670+37.9% | Added |