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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 25,609 | $1.70M | 0.00% | +25,609 | New |
| Two Sigma Investments, LP | 26,168 | $1.73M | 0.00% | +6,068+30.2% | Added |
| Advisory Research Inc | 26,285 | $1.74M | 0.27% | −35,324−57.3% | Reduced |
| Renaissance Group LLC | 27,832 | $1.85M | 0.08% | +27,832 | New |
| UBS Group AG | 29,514 | $1.96M | 0.00% | −81,337−73.4% | Reduced |
| Qube Research & Technologies Ltd | 30,422 | $2.02M | 0.00% | +28,964+1,986.6% | Added |
| Forest Hill Capital, LLC | 30,476 | $2.02M | 1.06% | +30,476 | New |
| National Philanthropic Trust | 31,000 | $2.06M | 0.05% | +31,000 | New |
| Los Angeles Capital Management LLC | 33,589 | $2.23M | 0.01% | −30,871−47.9% | Reduced |
| New York State Common Retirement Fund | 33,700 | $2.23M | 0.00% | −71,109−67.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 34,460 | $2.28M | 0.29% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,794 | $2.31M | 0.00% | −10,229−22.7% | Reduced |
| Ameritas Investment Partners, Inc. | 34,900 | $2.31M | 0.08% | +7,376+26.8% | Added |
| Nordea Investment Management AB | 35,222 | $2.34M | 0.00% | −356−1.0% | Reduced |
| Advantage Alpha Capital Partners LP | 35,524 | $2.36M | 0.45% | −60,777−63.1% | Reduced |
| AQR Capital Management LLC | 37,018 | $2.45M | 0.00% | +29,108+368.0% | Added |
| LPL Financial LLC | 37,374 | $2.48M | 0.00% | +1,453+4.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 37,820 | $2.51M | 0.04% | +37,820 | New |
| Oberweis Asset Management Inc | 38,700 | $2.57M | 0.24% | +38,700 | New |
| Eaton Financial Holdings Company, LLC | 39,191 | $2.60M | 0.63% | −1,436−3.5% | Reduced |
| Amussen Hunsaker Associates LLC | 39,460 | $2.62M | 0.53% | −3,359−7.8% | Reduced |
| Beck Bode, LLC | 39,598 | $2.63M | 0.59% | −1,864−4.5% | Reduced |
| Yousif Capital Management, LLC | 40,544 | $2.69M | 0.03% | −305−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,107 | $2.73M | 0.00% | −421−1.0% | Reduced |
| State of Tennessee, Treasury Department | 41,200 | $2.73M | 0.01% | −8,800−17.6% | Reduced |
| Vontobel Holding Ltd. | 41,801 | $2.77M | 0.02% | +22,904+121.2% | Added |
| Agf Management Ltd | 42,021 | $2.79M | 0.02% | −2,745−6.1% | Reduced |
| BNP Paribas Arbitrage, SA | 42,750 | $2.83M | 0.01% | −13,458−23.9% | Reduced |
| King Luther Capital Management Corp | 42,787 | $2.84M | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44,802 | $2.97M | 0.16% | −3,820−7.9% | Reduced |
| Russell Investments Group, Ltd. | 45,586 | $3.02M | 0.01% | −11,480−20.1% | Reduced |
| Neuberger Berman Group LLC | 46,912 | $3.11M | 0.00% | −4,217−8.2% | Reduced |
| M&T Bank Corp | 47,174 | $3.13M | 0.01% | −5,056−9.7% | Reduced |
| Price T Rowe Associates Inc | 48,019 | $3.18M | 0.00% | +2,712+6.0% | Added |
| Madison Asset Management, LLC | 48,636 | $3.22M | 0.04% | +34,801+251.5% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $3.33M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 51,281 | $3.40M | 0.03% | −1,400−2.7% | Reduced |
| Amalgamated Bank | 53,636 | $3.56M | 0.03% | −676−1.2% | Reduced |
| Gradient Investments LLC | 57,387 | $3.80M | 0.09% | +8,615+17.7% | Added |
| Oppenheimer Asset Management Inc. | 58,035 | $3.85M | 0.05% | −3,861−6.2% | Reduced |
| Comerica Bank | 58,829 | $3.90M | 0.02% | +339+0.6% | Added |
| Graham Capital Management, L.P. | 61,602 | $4.08M | 0.13% | +61,602 | New |
| B. Metzler seel. Sohn & Co. AG | 62,374 | $4.14M | 0.05% | −2,594−4.0% | Reduced |
| Great West Life Assurance Co | 64,322 | $4.25M | 0.01% | −163−0.3% | Reduced |
| Fred Alger Management, LLC | 66,888 | $4.43M | 0.02% | −117,313−63.7% | Reduced |
| HSBC Holdings PLC | 67,991 | $4.49M | 0.00% | +67,991 | New |
| Twinbeech Capital LP | 68,255 | $4.53M | 0.07% | +68,255 | New |
| Natixis | 71,695 | $4.75M | 0.04% | +71,695 | New |
| CIBC Private Wealth Group, LLC | 73,930 | $4.90M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 73,971 | $4.90M | 0.04% | +1,381+1.9% | Added |
| Thematics Asset Management | 74,385 | $4.93M | 0.22% | −6,217−7.7% | Reduced |
| Trexquant Investment LP | 75,117 | $4.98M | 0.11% | +75,117 | New |
| Weiss Multi-Strategy Advisers LLC | 75,190 | $4.99M | 0.13% | +20,670+37.9% | Added |
| Kornitzer Capital Management Inc | 75,326 | $4.99M | 0.10% | −188,492−71.4% | Reduced |
| UMA Financial Services, Inc. | 67,874 | $5.09M | 1.14% | +290.0% | Added |
| Envestnet Asset Management Inc | 80,441 | $5.33M | 0.00% | −4,176−4.9% | Reduced |
| Wells Fargo & Company | 82,400 | $5.46M | 0.00% | +1,145+1.4% | Added |
| New York State Teachers Retirement System | 82,651 | $5.48M | 0.01% | −100−0.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 85,005 | $5.62M | 1.01% | +50.0% | Added |
| NBW Capital LLC | 86,615 | $5.74M | 1.26% | −1,033−1.2% | Reduced |
| HighTower Advisors, LLC | 88,107 | $5.84M | 0.01% | +1,167+1.3% | Added |
| Voya Investment Management LLC | 88,536 | $5.87M | 0.01% | +3,801+4.5% | Added |
| Deutsche Bank AG | 88,588 | $5.87M | 0.00% | +239+0.3% | Added |
| California State Teachers Retirement System | 90,110 | $5.97M | 0.01% | −4,028−4.3% | Reduced |
| MetLife Investment Management | 90,928 | $6.03M | 0.04% | −671−0.7% | Reduced |
| DFPG Investments, LLC | 96,102 | $6.51M | 0.51% | −1,060−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 101,306 | $6.72M | 0.00% | −3,230−3.1% | Reduced |
| Public Employees Retirement System of Ohio | 102,196 | $6.78M | 0.03% | +12,765+14.3% | Added |
| Mutual of America Capital Management LLC | 102,200 | $6.78M | 0.08% | +3,905+4.0% | Added |
| Castleark Management LLC | 102,770 | $6.81M | 0.30% | +32,080+45.4% | Added |
| UBS Asset Management Americas Inc | 103,709 | $6.88M | 0.00% | −2,994−2.8% | Reduced |
| Retirement Systems of Alabama | 107,243 | $7.11M | 0.03% | +522+0.5% | Added |
| State of Wisconsin Investment Board | 112,157 | $7.44M | 0.02% | −2,653−2.3% | Reduced |
| First Trust Advisors LP | 117,542 | $7.79M | 0.01% | +28,228+31.6% | Added |
| GM Advisory Group, Inc. | 120,355 | $7.98M | 0.60% | +90,329+300.8% | Added |
| Motley Fool Asset Management LLC | 121,316 | $8.04M | 0.60% | +963+0.8% | Added |
| Peregrine Capital Management LLC | 123,442 | $8.18M | 0.25% | −7,437−5.7% | Reduced |
| Legal & General Group Plc | 132,491 | $8.78M | 0.00% | +1,590+1.2% | Added |
| Credit Suisse AG | 134,477 | $8.92M | 0.01% | −156,404−53.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 137,577 | $9.12M | 0.02% | −3,361−2.4% | Reduced |
| Motley Fool Wealth Management, LLC | 139,580 | $9.26M | 0.49% | −1,655−1.2% | Reduced |
| Jane Street Group, LLC | 140,658 | $9.33M | 0.01% | +108,209+333.5% | Added |
| California Public Employees Retirement System | 145,902 | $9.67M | 0.01% | −4,446−3.0% | Reduced |
| Putnam Investments LLC | 154,209 | $10.2M | 0.01% | −96,161−38.4% | Reduced |
| American International Group, Inc. | 156,761 | $10.4M | 0.04% | −4,908−3.0% | Reduced |
| Scout Investments, Inc. | 160,104 | $10.6M | 0.27% | −7,244−4.3% | Reduced |
| Swiss National Bank | 168,700 | $11.2M | 0.01% | −19,200−10.2% | Reduced |
| Raymond James & Associates | 170,583 | $11.3M | 0.01% | −2,164−1.3% | Reduced |
| Alliancebernstein L.P. | 185,825 | $12.3M | 0.00% | +816+0.4% | Added |
| Great Lakes Advisors, LLC | 186,977 | $12.4M | 0.12% | +113,047+152.9% | Added |
| Barclays PLC | 191,783 | $12.7M | 0.01% | +136,643+247.8% | Added |
| Citadel Advisors LLC | 192,403 | $12.8M | 0.01% | +84,441+78.2% | Added |
| Cambiar Investors LLC | 200,060 | $13.3M | 0.52% | +2,391+1.2% | Added |
| Eagle Asset Management Inc | 220,485 | $14.6M | 0.08% | +7,187+3.4% | Added |
| Glenmede Trust Co NA | 222,875 | $14.8M | 0.08% | −15,462−6.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 227,255 | $15.1M | 0.08% | +22,545+11.0% | Added |
| Ameriprise Financial Inc | 228,834 | $15.2M | 0.00% | +10,268+4.7% | Added |
| DF Dent & Co Inc | 253,250 | $16.8M | 0.22% | +4,901+2.0% | Added |
| Summit Creek Advisors LLC | 254,790 | $16.9M | 2.26% | −21,723−7.9% | Reduced |
| Rhumbline Advisers | 271,226 | $18.0M | 0.02% | −3,311−1.2% | Reduced |