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 2 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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 75,117 | $4.98M | 0.11% | +75,117 | New |
| Thematics Asset Management | 74,385 | $4.93M | 0.22% | −6,217−7.7% | Reduced |
| Texas Permanent School Fund | 73,971 | $4.90M | 0.04% | +1,381+1.9% | Added |
| CIBC Private Wealth Group, LLC | 73,930 | $4.90M | 0.01% | 00.0% | Unchanged |
| Natixis | 71,695 | $4.75M | 0.04% | +71,695 | New |
| Twinbeech Capital LP | 68,255 | $4.53M | 0.07% | +68,255 | New |
| HSBC Holdings PLC | 67,991 | $4.49M | 0.00% | +67,991 | New |
| Fred Alger Management, LLC | 66,888 | $4.43M | 0.02% | −117,313−63.7% | Reduced |
| Great West Life Assurance Co | 64,322 | $4.25M | 0.01% | −163−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,374 | $4.14M | 0.05% | −2,594−4.0% | Reduced |
| Graham Capital Management, L.P. | 61,602 | $4.08M | 0.13% | +61,602 | New |
| Comerica Bank | 58,829 | $3.90M | 0.02% | +339+0.6% | Added |
| Oppenheimer Asset Management Inc. | 58,035 | $3.85M | 0.05% | −3,861−6.2% | Reduced |
| Gradient Investments LLC | 57,387 | $3.80M | 0.09% | +8,615+17.7% | Added |
| Amalgamated Bank | 53,636 | $3.56M | 0.03% | −676−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 51,281 | $3.40M | 0.03% | −1,400−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $3.33M | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 48,636 | $3.22M | 0.04% | +34,801+251.5% | Added |
| Price T Rowe Associates Inc | 48,019 | $3.18M | 0.00% | +2,712+6.0% | Added |
| M&T Bank Corp | 47,174 | $3.13M | 0.01% | −5,056−9.7% | Reduced |
| Neuberger Berman Group LLC | 46,912 | $3.11M | 0.00% | −4,217−8.2% | Reduced |
| Russell Investments Group, Ltd. | 45,586 | $3.02M | 0.01% | −11,480−20.1% | Reduced |
| ClariVest Asset Management LLC | 44,802 | $2.97M | 0.16% | −3,820−7.9% | Reduced |
| King Luther Capital Management Corp | 42,787 | $2.84M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 42,750 | $2.83M | 0.01% | −13,458−23.9% | Reduced |
| Agf Management Ltd | 42,021 | $2.79M | 0.02% | −2,745−6.1% | Reduced |
| Vontobel Holding Ltd. | 41,801 | $2.77M | 0.02% | +22,904+121.2% | Added |
| State of Tennessee, Treasury Department | 41,200 | $2.73M | 0.01% | −8,800−17.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,107 | $2.73M | 0.00% | −421−1.0% | Reduced |
| Yousif Capital Management, LLC | 40,544 | $2.69M | 0.03% | −305−0.7% | Reduced |
| Beck Bode, LLC | 39,598 | $2.63M | 0.59% | −1,864−4.5% | Reduced |
| Amussen Hunsaker Associates LLC | 39,460 | $2.62M | 0.53% | −3,359−7.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 39,191 | $2.60M | 0.63% | −1,436−3.5% | Reduced |
| Oberweis Asset Management Inc | 38,700 | $2.57M | 0.24% | +38,700 | New |
| Susquehanna Portfolio Strategies, LLC | 37,820 | $2.51M | 0.04% | +37,820 | New |
| LPL Financial LLC | 37,374 | $2.48M | 0.00% | +1,453+4.0% | Added |
| AQR Capital Management LLC | 37,018 | $2.45M | 0.00% | +29,108+368.0% | Added |
| Advantage Alpha Capital Partners LP | 35,524 | $2.36M | 0.45% | −60,777−63.1% | Reduced |
| Nordea Investment Management AB | 35,222 | $2.34M | 0.00% | −356−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 34,900 | $2.31M | 0.08% | +7,376+26.8% | Added |
| Susquehanna International Group, LLP | 34,794 | $2.31M | 0.00% | −10,229−22.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 34,460 | $2.28M | 0.29% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 33,700 | $2.23M | 0.00% | −71,109−67.8% | Reduced |
| Los Angeles Capital Management LLC | 33,589 | $2.23M | 0.01% | −30,871−47.9% | Reduced |
| National Philanthropic Trust | 31,000 | $2.06M | 0.05% | +31,000 | New |
| Forest Hill Capital, LLC | 30,476 | $2.02M | 1.06% | +30,476 | New |
| Qube Research & Technologies Ltd | 30,422 | $2.02M | 0.00% | +28,964+1,986.6% | Added |
| UBS Group AG | 29,514 | $1.96M | 0.00% | −81,337−73.4% | Reduced |
| Renaissance Group LLC | 27,832 | $1.85M | 0.08% | +27,832 | New |
| Advisory Research Inc | 26,285 | $1.74M | 0.27% | −35,324−57.3% | Reduced |
| Two Sigma Investments, LP | 26,168 | $1.73M | 0.00% | +6,068+30.2% | Added |
| Arrowstreet Capital, Limited Partnership | 25,609 | $1.70M | 0.00% | +25,609 | New |
| Teacher Retirement System of Texas | 25,308 | $1.68M | 0.01% | +78+0.3% | Added |
| Redwood Investments, LLC | 24,926 | $1.65M | 0.43% | −144,510−85.3% | Reduced |
| TownSquare Capital, LLC | 24,914 | $1.65M | 0.03% | −3,044−10.9% | Reduced |
| Oregon Public Employees Retirement Fund | 24,174 | $1.60M | 0.03% | +207+0.9% | Added |
| State Board of Administration of Florida Retirement System | 24,003 | $1.59M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,000 | $1.59M | 0.03% | −200−0.8% | Reduced |
| Arizona State Retirement System | 23,937 | $1.59M | 0.01% | −399−1.6% | Reduced |
| Gsa Capital Partners LLP | 22,247 | $1.48M | 0.12% | +22,247 | New |
| Amica Mutual Insurance Co | 21,728 | $1.44M | 0.16% | −6,823−23.9% | Reduced |
| Thrivent Financial for Lutherans | 21,391 | $1.42M | 0.00% | −100.0% | Reduced |
| South Dakota Investment Council | 21,293 | $1.41M | 0.03% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,522 | $1.36M | 0.01% | +100+0.5% | Added |
| Zacks Investment Management | 19,572 | $1.30M | 0.02% | −1,902−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,510 | $1.29M | 0.01% | +19,510 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,050 | $1.26M | 0.03% | +94+0.5% | Added |
| Stifel Financial Corp | 18,941 | $1.26M | 0.00% | −2,696−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,926 | $1.25M | 0.00% | +2,013+11.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,895 | $1.25M | 0.01% | +1,587+9.2% | Added |
| ProShare Advisors LLC | 18,424 | $1.22M | 0.00% | +2,882+18.5% | Added |
| Gotham Asset Management, LLC | 18,274 | $1.21M | 0.02% | +3,170+21.0% | Added |
| Zions Bancorporation, N.A. | 17,733 | $1.18M | 0.08% | +991+5.9% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.18M | 0.61% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 17,454 | $1.16M | 0.02% | −374−2.1% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.15M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,212 | $1.14M | 0.00% | −452−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 17,193 | $1.14M | 0.19% | +8,120+89.5% | Added |
| Citigroup Inc | 17,084 | $1.13M | 0.00% | +8,612+101.7% | Added |
| GWM Advisors LLC | 15,530 | $1.08M | 0.01% | +4,024+35.0% | Added |
| STRS Ohio | 16,100 | $1.07M | 0.00% | +5,300+49.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $1.04M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,362 | $1.02M | 0.00% | −394−2.5% | Reduced |
| Alps Advisors Inc | 15,352 | $1.02M | 0.01% | +1,097+7.7% | Added |
| Handelsbanken Fonder AB | 15,216 | $1.01M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,292 | $947.6K | 0.00% | −691−4.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,136 | $871.0K | 0.09% | +13,136 | New |
| Pacer Advisors, Inc. | 12,861 | $852.7K | 0.00% | +5,646+78.3% | Added |
| Federated Hermes, Inc. | 12,335 | $817.8K | 0.00% | −1,130−8.4% | Reduced |
| Williamson Legacy Group, LLC | 12,289 | $814.8K | 0.76% | +12,289 | New |
| Xponance, Inc. | 12,269 | $813.4K | 0.01% | +147+1.2% | Added |
| HC Advisors, LLC | 12,120 | $803.6K | 0.45% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,115 | $803.2K | 0.01% | +6,607+120.0% | Added |
| Engineers Gate Manager LP | 12,036 | $798.0K | 0.02% | +12,036 | New |
| LMCG Investments, LLC | 11,838 | $784.9K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,743 | $778.6K | 0.00% | −513−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,233 | $745.0K | 0.02% | −3,633−24.4% | Reduced |
| Verition Fund Management LLC | 11,165 | $740.2K | 0.01% | +11,165 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,071 | $734.0K | 0.00% | +11,071 | New |
| US Bancorp | 10,968 | $727.2K | 0.00% | −2,143−16.3% | Reduced |