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.
| 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, 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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 3,800 | $252.0K | 0.01% | +3,800 | New |
| Pearl River Capital, LLC | 4,157 | $275.6K | 0.04% | +78+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,185 | $277.5K | 0.03% | +38+0.9% | Added |
| Beacon Pointe Advisors, LLC | 4,354 | $288.7K | 0.00% | −263−5.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,410 | $292.4K | 0.28% | +4,410 | New |
| Narus Financial Partners, LLC | 4,426 | $293.4K | 0.14% | −23−0.5% | Reduced |
| Profund Advisors LLC | 4,624 | $306.6K | 0.01% | +546+13.4% | Added |
| Teza Capital Management LLC | 4,808 | $318.8K | 0.05% | −5,166−51.8% | Reduced |
| SG Americas Securities, LLC | 4,813 | $319.0K | 0.00% | −32,384−87.1% | Reduced |
| Metropolitan Life Insurance Co | 4,840 | $320.9K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,845 | $321.0K | 0.06% | +40+0.8% | Added |
| Arkadios Wealth Advisors | 4,903 | $325.1K | 0.03% | −1,386−22.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,976 | $329.9K | 0.03% | +4,976 | New |
| Ieq Capital, LLC | 5,000 | $331.5K | 0.01% | −21−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $331.5K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,022 | $333.0K | 0.00% | −1,179−19.0% | Reduced |
| Cim Investment Mangement Inc | 5,114 | $339.1K | 0.11% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,195 | $344.4K | 0.11% | +82+1.6% | Added |
| Guggenheim Capital LLC | 5,733 | $380.1K | 0.00% | −4,109−41.7% | Reduced |
| Stephens Inc | 5,734 | $380.2K | 0.01% | +1,656+40.6% | Added |
| CWM Advisors, LLC | 5,779 | $383.1K | 0.04% | +1,580+37.6% | Added |
| Bank of Nova Scotia | 5,913 | $392.0K | 0.00% | −560−8.7% | Reduced |
| KLR Investment Advisors, LLC | 5,914 | $392.1K | 0.28% | +241+4.2% | Added |
| Advisor Group Holdings, Inc. | 6,039 | $400.3K | 0.00% | −3,150−34.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,769 | $448.8K | 0.07% | −17−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,800 | $450.8K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,014 | $465.0K | 0.00% | +7,014 | New |
| Securian Asset Management, Inc | 7,139 | $473.3K | 0.01% | −100−1.4% | Reduced |
| State of Wyoming | 7,331 | $486.0K | 0.09% | +2,481+51.2% | Added |
| Sendero Wealth Management, LLC | 7,600 | $503.9K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 7,726 | $512.2K | 0.04% | +7,726 | New |
| Sheets Smith Wealth Management | 7,751 | $513.9K | 0.07% | −170−2.1% | Reduced |
| Vestcor Inc | 8,160 | $541.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,195 | $543.3K | 0.05% | +254+3.2% | Added |
| Commerce Bank | 8,438 | $559.4K | 0.00% | −530−5.9% | Reduced |
| Allianz Asset Management GmbH | 8,600 | $570.2K | 0.00% | +8,600 | New |
| The PNC Financial Services Group, Inc. | 8,887 | $589.2K | 0.00% | −332−3.6% | Reduced |
| JustInvest LLC | 8,898 | $589.9K | 0.02% | +631+7.6% | Added |
| Exchange Traded Concepts, LLC | 8,947 | $593.2K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 9,000 | $596.7K | 0.01% | +9,000 | New |
| State of Alaska, Department of Revenue | 9,251 | $613.0K | 0.01% | −905−8.9% | Reduced |
| Bank of Montreal | 9,147 | $613.2K | 0.00% | +796+9.5% | Added |
| Twin Tree Management, LP | 9,468 | $627.7K | 0.01% | +9,468 | New |
| Creative Planning | 9,602 | $636.6K | 0.00% | +2,744+40.0% | Added |
| Pictet Asset Management Holding SA | 9,692 | $642.6K | 0.00% | −86−0.9% | Reduced |
| Blair William & Co | 9,858 | $653.6K | 0.00% | −1,766−15.2% | Reduced |
| Petrus Trust Company, LTA | 9,907 | $656.8K | 0.06% | +1,839+22.8% | Added |
| Shay Capital LLC | 10,000 | $663.0K | 0.26% | −16,250−61.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,345 | $686.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,503 | $696.3K | 0.01% | +10,503 | New |
| Premier Fund Managers Ltd | 10,510 | $697.0K | 0.03% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 10,659 | $706.7K | 0.26% | −568−5.1% | Reduced |
| US Bancorp | 10,968 | $727.2K | 0.00% | −2,143−16.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,071 | $734.0K | 0.00% | +11,071 | New |
| Verition Fund Management LLC | 11,165 | $740.2K | 0.01% | +11,165 | New |
| Crossmark Global Holdings, Inc. | 11,233 | $745.0K | 0.02% | −3,633−24.4% | Reduced |
| Captrust Financial Advisors | 11,743 | $778.6K | 0.00% | −513−4.2% | Reduced |
| LMCG Investments, LLC | 11,838 | $784.9K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,036 | $798.0K | 0.02% | +12,036 | New |
| Tower Research Capital LLC (TRC) | 12,115 | $803.2K | 0.01% | +6,607+120.0% | Added |
| HC Advisors, LLC | 12,120 | $803.6K | 0.45% | 00.0% | Unchanged |
| Xponance, Inc. | 12,269 | $813.4K | 0.01% | +147+1.2% | Added |
| Williamson Legacy Group, LLC | 12,289 | $814.8K | 0.76% | +12,289 | New |
| Federated Hermes, Inc. | 12,335 | $817.8K | 0.00% | −1,130−8.4% | Reduced |
| Pacer Advisors, Inc. | 12,861 | $852.7K | 0.00% | +5,646+78.3% | Added |
| Dynamic Technology Lab Private Ltd | 13,136 | $871.0K | 0.09% | +13,136 | New |
| Mariner, LLC | 14,292 | $947.6K | 0.00% | −691−4.6% | Reduced |
| Handelsbanken Fonder AB | 15,216 | $1.01M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,352 | $1.02M | 0.01% | +1,097+7.7% | Added |
| Cerity Partners LLC | 15,362 | $1.02M | 0.00% | −394−2.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $1.04M | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 16,100 | $1.07M | 0.00% | +5,300+49.1% | Added |
| GWM Advisors LLC | 15,530 | $1.08M | 0.01% | +4,024+35.0% | Added |
| Citigroup Inc | 17,084 | $1.13M | 0.00% | +8,612+101.7% | Added |
| Cornercap Investment Counsel Inc | 17,193 | $1.14M | 0.19% | +8,120+89.5% | Added |
| Natixis Advisors, L.P. | 17,212 | $1.14M | 0.00% | −452−2.6% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.15M | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 17,454 | $1.16M | 0.02% | −374−2.1% | Reduced |
| Lunt Capital Management, Inc. | 17,730 | $1.18M | 0.61% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17,733 | $1.18M | 0.08% | +991+5.9% | Added |
| Gotham Asset Management, LLC | 18,274 | $1.21M | 0.02% | +3,170+21.0% | Added |
| ProShare Advisors LLC | 18,424 | $1.22M | 0.00% | +2,882+18.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,895 | $1.25M | 0.01% | +1,587+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,926 | $1.25M | 0.00% | +2,013+11.9% | Added |
| Stifel Financial Corp | 18,941 | $1.26M | 0.00% | −2,696−12.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,050 | $1.26M | 0.03% | +94+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 19,510 | $1.29M | 0.01% | +19,510 | New |
| Zacks Investment Management | 19,572 | $1.30M | 0.02% | −1,902−8.9% | Reduced |
| State of Michigan Retirement System | 20,522 | $1.36M | 0.01% | +100+0.5% | Added |
| South Dakota Investment Council | 21,293 | $1.41M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 21,391 | $1.42M | 0.00% | −100.0% | Reduced |
| Amica Mutual Insurance Co | 21,728 | $1.44M | 0.16% | −6,823−23.9% | Reduced |
| Gsa Capital Partners LLP | 22,247 | $1.48M | 0.12% | +22,247 | New |
| Arizona State Retirement System | 23,937 | $1.59M | 0.01% | −399−1.6% | Reduced |
| Louisiana State Employees Retirement System | 24,000 | $1.59M | 0.03% | −200−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 24,003 | $1.59M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 24,174 | $1.60M | 0.03% | +207+0.9% | Added |
| TownSquare Capital, LLC | 24,914 | $1.65M | 0.03% | −3,044−10.9% | Reduced |
| Redwood Investments, LLC | 24,926 | $1.65M | 0.43% | −144,510−85.3% | Reduced |
| Teacher Retirement System of Texas | 25,308 | $1.68M | 0.01% | +78+0.3% | Added |