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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 277,839 | $18.4M | 0.04% | −110,940−28.5% | Reduced |
| TimesSquare Capital Management, LLC | 304,078 | $20.2M | 0.30% | −232,000−43.3% | Reduced |
| Ophir Asset Management Pty Ltd | 317,677 | $21.1M | 4.18% | −12,310−3.7% | Reduced |
| Macquarie Group Ltd | 344,505 | $22.8M | 0.03% | +127,559+58.8% | Added |
| Principal Financial Group Inc | 350,666 | $23.2M | 0.01% | +9,926+2.9% | Added |
| Royal Bank of Canada | 352,461 | $23.4M | 0.01% | +7,209+2.1% | Added |
| Ashford Capital Management Inc | 408,682 | $27.1M | 3.63% | +4,403+1.1% | Added |
| Victory Capital Management Inc | 413,732 | $27.4M | 0.03% | +168,819+68.9% | Added |
| Aureus Asset Management, LLC | 416,571 | $27.6M | 2.02% | −1,352−0.3% | Reduced |
| Man Group plc | 418,986 | $27.8M | 0.08% | – | – |
| Massachusetts Financial Services Co | 427,278 | $28.3M | 0.01% | −312,899−42.3% | Reduced |
| Point72 Asset Management, L.P. | 477,378 | $31.7M | 0.10% | −175,640−26.9% | Reduced |
| Bank of America Corp | 481,680 | $31.9M | 0.00% | −148,325−23.5% | Reduced |
| Eversept Partners, LP | 494,919 | $32.8M | 3.22% | +156,403+46.2% | Added |
| Davenport & Co LLC | 507,135 | $33.6M | 0.23% | +120,987+31.3% | Added |
| American Century Companies Inc | 514,795 | $34.1M | 0.02% | −385,613−42.8% | Reduced |
| SEI Investments Co | 557,093 | $36.9M | 0.06% | −94,083−14.4% | Reduced |
| Nuveen Asset Management, LLC | 572,495 | $38.0M | 0.01% | +2,938+0.5% | Added |
| Prudential Financial Inc | 573,143 | $38.0M | 0.06% | +142,229+33.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 581,342 | $38.5M | 0.10% | +19,680+3.5% | Added |
| Aristotle Capital Boston, LLC | 599,392 | $39.7M | 1.21% | −21,642−3.5% | Reduced |
| Invesco Ltd. | 615,149 | $40.8M | 0.01% | +131,106+27.1% | Added |
| Norges Bank | 655,835 | $43.5M | 0.01% | +213,948+48.4% | Added |
| Wellington Management Group LLP | 667,288 | $44.2M | 0.01% | −18,703−2.7% | Reduced |
| Morgan Stanley | 792,834 | $52.6M | 0.00% | +91,818+13.1% | Added |
| Bamco Inc | 800,000 | $53.0M | 0.14% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 809,235 | $53.7M | 0.50% | −44,963−5.3% | Reduced |
| Bank of New York Mellon Corp | 830,504 | $55.1M | 0.01% | −22,303−2.6% | Reduced |
| Geneva Capital Management LLC | 870,735 | $57.7M | 1.09% | −5,613−0.6% | Reduced |
| Loomis Sayles & Co L P | 880,654 | $58.4M | 0.09% | +480,971+120.3% | Added |
| Millennium Management LLC | 895,195 | $59.4M | 0.06% | −971,454−52.0% | Reduced |
| Van Berkom & Associates Inc. | 981,351 | $65.1M | 1.89% | −61,119−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,002,283 | $66.5M | 0.02% | +21,766+2.2% | Added |
| Janus Henderson Group PLC | 1,088,267 | $72.2M | 0.04% | +899+0.1% | Added |
| Northern Trust Corp | 1,101,200 | $73.0M | 0.01% | −19,574−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,129,634 | $74.9M | 0.02% | +223,428+24.7% | Added |
| Stephens Investment Management Group LLC | 1,186,491 | $78.7M | 1.15% | +52,383+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,208,626 | $80.1M | 0.13% | −135,731−10.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,209,652 | $80.2M | 0.89% | −369,259−23.4% | Reduced |
| Dimensional Fund Advisors LP | 1,409,740 | $93.5M | 0.03% | +108,108+8.3% | Added |
| Franklin Resources Inc | 1,480,655 | $98.2M | 0.05% | +96,583+7.0% | Added |
| William Blair Investment Management, LLC | 1,782,911 | $118.2M | 0.34% | −862,333−32.6% | Reduced |
| Mackenzie Financial Corp | 1,807,407 | $119.8M | 0.18% | +664,979+58.2% | Added |
| Brown Advisory Inc | 1,814,403 | $120.3M | 0.17% | −255,598−12.3% | Reduced |
| Geode Capital Management, LLC | 1,892,924 | $125.5M | 0.01% | +84,864+4.7% | Added |
| JPMorgan Chase & Co | 2,091,948 | $138.7M | 0.01% | −239,157−10.3% | Reduced |
| Clearbridge Investments, LLC | 2,357,572 | $156.3M | 0.13% | +152,897+6.9% | Added |
| State Street Corp | 2,956,410 | $196.0M | 0.01% | +133,552+4.7% | Added |
| FMR LLC | 5,213,015 | $345.6M | 0.03% | −435,977−7.7% | Reduced |
| Wasatch Advisors Inc | 6,839,831 | $453.5M | 2.50% | −427,944−5.9% | Reduced |
| Vanguard Group Inc | 8,619,499 | $571.5M | 0.01% | +104,084+1.2% | Added |
| BlackRock Inc. | 10,591,921 | $702.2M | 0.02% | +560,485+5.6% | Added |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −489,387−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −180,980−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −180,637−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −143,875−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −89,816−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −80,340−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −65,363−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −56,880−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −53,832−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −36,129−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,998−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −19,940−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −16,478−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −11,763−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,535−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,475−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −9,742−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,933−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −4,867−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Appleton Group, LLC | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |