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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, 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.

Institutional holdersQ4 2023: 352 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ4 2023: $5.66B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2023.

Institutions holding HQY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Smartleaf Asset Management LLC1$00.00%+1New
Tucker Asset Management LLC2$1330.00%−6−75.0%Reduced
Sandy Spring Bank2$1330.00%00.0%Unchanged
JJJ Advisors Inc.2$1330.00%+2New
Tfo-TDC, LLC4$2650.00%00.0%Unchanged
Glassman Wealth Services5$3320.00%00.0%Unchanged
Abound Wealth Management10$6630.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$7300.00%+11New
Sachetta, LLC12$7960.00%+12New
Sunbelt Securities, Inc.13$8620.00%00.0%Unchanged
SJS Investment Consulting Inc.13$8620.00%00.0%Unchanged
Private Wealth Management Group, LLC14$9290.00%+14New
Carolinas Wealth Consulting LLC14$9570.00%00.0%Unchanged
AdvisorNet Financial, Inc15$9950.00%00.0%Unchanged
Harvest Fund Management Co., Ltd16$1.00K0.00%−99−86.1%Reduced
Asset Dedication, LLC9$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc25$1.00K0.00%+25New
Ronald Blue Trust, Inc.9$1.00K0.00%+9New
Psagot Value Holdings Ltd. / (Israel)21$1.00K0.00%+21New
SRS Capital Advisors, Inc.20$1.33K0.00%−15−42.9%Reduced
Institutional & Family Asset Management, LLC21$1.39K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC28$1.86K0.00%+28New
Fairman Group, LLC30$1.99K0.00%+30New
Farther Finance Advisors, LLC32$2.12K0.00%+11+52.4%Added
Principal Securities, Inc.34$2.25K0.00%+34New
Farmers & Merchants Investments Inc38$2.52K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.43$2.85K0.00%+43New
JFS Wealth Advisors, LLC44$2.92K0.00%−1−2.2%Reduced
Bogart Wealth, LLC46$3.05K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC46$3.05K0.00%+36+360.0%Added
Castleview Partners, LLC46$3.05K0.00%+46New
Bell Investment Advisors, Inc47$3.12K0.00%−3−6.0%Reduced
Allworth Financial LP47$3.12K0.00%+13+38.2%Added
Manchester Capital Management LLC49$3.25K0.00%00.0%Unchanged
Bellevue Asset Management, LLC54$3.58K0.00%00.0%Unchanged
Central Trust Co57$3.78K0.00%00.0%Unchanged
LGT Financial Advisors LLC61$4.04K0.00%−6−9.0%Reduced
Hillsdale Investment Management Inc.80$5.30K0.00%−10−11.1%Reduced
Geneos Wealth Management Inc.80$5.30K0.00%00.0%Unchanged
Global Retirement Partners, LLC79$5.79K0.00%−11−12.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC95$6.30K0.00%00.0%Unchanged
Northwest Capital Management Inc100$6.63K0.00%00.0%Unchanged
Park Place Capital Corp102$6.76K0.00%00.0%Unchanged
Ci Investments Inc.128$8.00K0.00%+1+0.8%Added
West Tower Group, LLC136$9.02K0.02%+86+172.0%Added
Washington Trust Advisors, Inc.143$9.48K0.00%00.0%Unchanged
GAMMA Investing LLC126$9.52K0.00%+126New
Massmutual Trust Co FSB144$9.55K0.00%−19−11.7%Reduced
Raleigh Capital Management Inc.169$11.2K0.01%+35+26.1%Added
Macroview Investment Management LLC180$11.9K0.01%+180New
Prestige Wealth Management Group LLC185$12.3K0.00%00.0%Unchanged
PEAK6 Investments LLC195$12.9K0.00%+195New
Eagle Bay Advisors LLC197$13.1K0.01%−1,373−87.5%Reduced
Coppell Advisory Solutions LLC209$13.9K0.00%+209New
Private Trust Co NA222$14.7K0.00%−66−22.9%Reduced
Planning Capital Management Corp234$15.5K0.01%+234New
Northwestern Mutual Wealth Management Co241$16.0K0.00%+241New
Huntington National Bank383$25.4K0.00%−3−0.8%Reduced
Cape Investment Advisory, Inc.404$26.8K0.01%+404New
McGlone Suttner Wealth Management, Inc.435$28.8K0.01%+435New
Proequities, Inc.493$32.7K0.00%+486+6,942.9%Added
VisionPoint Advisory Group, LLC526$34.9K0.01%+81+18.2%Added
DekaBank Deutsche Girozentrale549$36.0K0.00%00.0%Unchanged
Lazard Asset Management LLC549$36.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC569$37.7K0.00%+111+24.2%Added
Fifth Third Bancorp608$40.3K0.00%+6+1.0%Added
Benjamin F. Edwards & Company, Inc.673$45.0K0.00%+118+21.3%Added
Parallel Advisors, LLC679$45.0K0.00%+488+255.5%Added
Ostrum Asset Management712$47.2K0.00%−1,022−58.9%Reduced
Steward Partners Investment Advisory, LLC801$53.1K0.00%−70−8.0%Reduced
IFP Advisors, Inc814$54.0K0.00%+814New
Assetmark, Inc815$54.0K0.00%−2−0.2%Reduced
First Horizon Advisors, Inc.852$56.5K0.00%−225−20.9%Reduced
Advisory Services Network, LLC911$60.4K0.00%+911New
Signaturefd, LLC976$64.7K0.00%+101+11.5%Added
Covestor Ltd1,117$74.0K0.05%−2−0.2%Reduced
Harbor Investment Advisory, LLC1,167$77.4K0.01%00.0%Unchanged
KBC Group NV1,581$105.0K0.00%00.0%Unchanged
Natixis Investment Managers International1,604$106.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC1,615$107.1K0.01%+56+3.6%Added
Brown Brothers Harriman & Co1,630$108.1K0.00%00.0%Unchanged
EntryPoint Capital, LLC1,786$118.4K0.11%+1,786New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,846$125.0K0.00%+57+3.2%Added
Kapitalo Investimentos Ltda2,214$146.8K0.03%+2,214New
Grandeur Peak Global Advisors, LLC2,381$157.9K0.01%−56,978−96.0%Reduced
Bessemer Group Inc2,381$158.0K0.00%−304−11.3%Reduced
Nisa Investment Advisors, LLC2,588$171.6K0.00%−1,174−31.2%Reduced
Bayesian Capital Management, LP3,030$200.9K0.02%+3,030New
Daiwa Securities Group Inc.3,060$203.0K0.00%−750−19.7%Reduced
Janney Montgomery Scott LLC3,115$207.0K0.00%+140+4.7%Added
Two Sigma Securities, LLC3,259$216.1K0.01%+3,259New
Dakota Wealth Management3,267$216.6K0.01%+3,267New
Summit Trail Advisors, LLC3,363$223.0K0.01%+115+3.5%Added
CWM, LLC3,461$229.0K0.00%−967−21.8%Reduced
Envestnet Portfolio Solutions, Inc.3,498$231.9K0.00%−186−5.0%Reduced
Handelsinvest Investeringsforvaltning3,507$233.0K0.10%+3,507New
Parallax Volatility Advisers, L.P.3,523$233.6K0.01%+3,523New
Acadian Asset Management LLC3,601$238.0K0.00%+3,601New
Capstone Investment Advisors, LLC3,710$246.0K0.00%+243+7.0%Added
Shelton Capital Management3,742$248.1K0.01%−430−10.3%Reduced