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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 10,659 | $706.7K | 0.26% | −568−5.1% | Reduced |
| Premier Fund Managers Ltd | 10,510 | $697.0K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,503 | $696.3K | 0.01% | +10,503 | New |
| Public Employees Retirement Association of Colorado | 10,345 | $686.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 10,000 | $663.0K | 0.26% | −16,250−61.9% | Reduced |
| Petrus Trust Company, LTA | 9,907 | $656.8K | 0.06% | +1,839+22.8% | Added |
| Blair William & Co | 9,858 | $653.6K | 0.00% | −1,766−15.2% | Reduced |
| Pictet Asset Management Holding SA | 9,692 | $642.6K | 0.00% | −86−0.9% | Reduced |
| Creative Planning | 9,602 | $636.6K | 0.00% | +2,744+40.0% | Added |
| Twin Tree Management, LP | 9,468 | $627.7K | 0.01% | +9,468 | New |
| Bank of Montreal | 9,147 | $613.2K | 0.00% | +796+9.5% | Added |
| State of Alaska, Department of Revenue | 9,251 | $613.0K | 0.01% | −905−8.9% | Reduced |
| Omers Administration Corp | 9,000 | $596.7K | 0.01% | +9,000 | New |
| Exchange Traded Concepts, LLC | 8,947 | $593.2K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 8,898 | $589.9K | 0.02% | +631+7.6% | Added |
| The PNC Financial Services Group, Inc. | 8,887 | $589.2K | 0.00% | −332−3.6% | Reduced |
| Allianz Asset Management GmbH | 8,600 | $570.2K | 0.00% | +8,600 | New |
| Commerce Bank | 8,438 | $559.4K | 0.00% | −530−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,195 | $543.3K | 0.05% | +254+3.2% | Added |
| Vestcor Inc | 8,160 | $541.0K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,751 | $513.9K | 0.07% | −170−2.1% | Reduced |
| Edgestream Partners, L.P. | 7,726 | $512.2K | 0.04% | +7,726 | New |
| Sendero Wealth Management, LLC | 7,600 | $503.9K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 7,331 | $486.0K | 0.09% | +2,481+51.2% | Added |
| Securian Asset Management, Inc | 7,139 | $473.3K | 0.01% | −100−1.4% | Reduced |
| Pathstone Holdings, LLC | 7,014 | $465.0K | 0.00% | +7,014 | New |
| NorthCrest Asset Manangement, LLC | 6,800 | $450.8K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,769 | $448.8K | 0.07% | −17−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,039 | $400.3K | 0.00% | −3,150−34.3% | Reduced |
| KLR Investment Advisors, LLC | 5,914 | $392.1K | 0.28% | +241+4.2% | Added |
| Bank of Nova Scotia | 5,913 | $392.0K | 0.00% | −560−8.7% | Reduced |
| CWM Advisors, LLC | 5,779 | $383.1K | 0.04% | +1,580+37.6% | Added |
| Stephens Inc | 5,734 | $380.2K | 0.01% | +1,656+40.6% | Added |
| Guggenheim Capital LLC | 5,733 | $380.1K | 0.00% | −4,109−41.7% | Reduced |
| Corton Capital Inc. | 5,195 | $344.4K | 0.11% | +82+1.6% | Added |
| Cim Investment Mangement Inc | 5,114 | $339.1K | 0.11% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,022 | $333.0K | 0.00% | −1,179−19.0% | Reduced |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 4,976 | $329.9K | 0.03% | +4,976 | New |
| Arkadios Wealth Advisors | 4,903 | $325.1K | 0.03% | −1,386−22.0% | Reduced |
| Radnor Capital Management, LLC | 4,845 | $321.0K | 0.06% | +40+0.8% | Added |
| Metropolitan Life Insurance Co | 4,840 | $320.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,813 | $319.0K | 0.00% | −32,384−87.1% | Reduced |
| Teza Capital Management LLC | 4,808 | $318.8K | 0.05% | −5,166−51.8% | Reduced |
| Profund Advisors LLC | 4,624 | $306.6K | 0.01% | +546+13.4% | Added |
| Narus Financial Partners, LLC | 4,426 | $293.4K | 0.14% | −23−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,410 | $292.4K | 0.28% | +4,410 | New |
| Beacon Pointe Advisors, LLC | 4,354 | $288.7K | 0.00% | −263−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,185 | $277.5K | 0.03% | +38+0.9% | Added |
| Pearl River Capital, LLC | 4,157 | $275.6K | 0.04% | +78+1.9% | Added |
| Aquatic Capital Management LLC | 3,800 | $252.0K | 0.01% | +3,800 | New |
| Shelton Capital Management | 3,742 | $248.1K | 0.01% | −430−10.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,710 | $246.0K | 0.00% | +243+7.0% | Added |
| Acadian Asset Management LLC | 3,601 | $238.0K | 0.00% | +3,601 | New |
| Parallax Volatility Advisers, L.P. | 3,523 | $233.6K | 0.01% | +3,523 | New |
| Handelsinvest Investeringsforvaltning | 3,507 | $233.0K | 0.10% | +3,507 | New |
| Envestnet Portfolio Solutions, Inc. | 3,498 | $231.9K | 0.00% | −186−5.0% | Reduced |
| CWM, LLC | 3,461 | $229.0K | 0.00% | −967−21.8% | Reduced |
| Summit Trail Advisors, LLC | 3,363 | $223.0K | 0.01% | +115+3.5% | Added |
| Dakota Wealth Management | 3,267 | $216.6K | 0.01% | +3,267 | New |
| Two Sigma Securities, LLC | 3,259 | $216.1K | 0.01% | +3,259 | New |
| Janney Montgomery Scott LLC | 3,115 | $207.0K | 0.00% | +140+4.7% | Added |
| Daiwa Securities Group Inc. | 3,060 | $203.0K | 0.00% | −750−19.7% | Reduced |
| Bayesian Capital Management, LP | 3,030 | $200.9K | 0.02% | +3,030 | New |
| Nisa Investment Advisors, LLC | 2,588 | $171.6K | 0.00% | −1,174−31.2% | Reduced |
| Bessemer Group Inc | 2,381 | $158.0K | 0.00% | −304−11.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,381 | $157.9K | 0.01% | −56,978−96.0% | Reduced |
| Kapitalo Investimentos Ltda | 2,214 | $146.8K | 0.03% | +2,214 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,846 | $125.0K | 0.00% | +57+3.2% | Added |
| EntryPoint Capital, LLC | 1,786 | $118.4K | 0.11% | +1,786 | New |
| Brown Brothers Harriman & Co | 1,630 | $108.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,615 | $107.1K | 0.01% | +56+3.6% | Added |
| Natixis Investment Managers International | 1,604 | $106.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,581 | $105.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,167 | $77.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,117 | $74.0K | 0.05% | −2−0.2% | Reduced |
| Signaturefd, LLC | 976 | $64.7K | 0.00% | +101+11.5% | Added |
| Advisory Services Network, LLC | 911 | $60.4K | 0.00% | +911 | New |
| First Horizon Advisors, Inc. | 852 | $56.5K | 0.00% | −225−20.9% | Reduced |
| Assetmark, Inc | 815 | $54.0K | 0.00% | −2−0.2% | Reduced |
| IFP Advisors, Inc | 814 | $54.0K | 0.00% | +814 | New |
| Steward Partners Investment Advisory, LLC | 801 | $53.1K | 0.00% | −70−8.0% | Reduced |
| Ostrum Asset Management | 712 | $47.2K | 0.00% | −1,022−58.9% | Reduced |
| Parallel Advisors, LLC | 679 | $45.0K | 0.00% | +488+255.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 673 | $45.0K | 0.00% | +118+21.3% | Added |
| Fifth Third Bancorp | 608 | $40.3K | 0.00% | +6+1.0% | Added |
| Lindbrook Capital, LLC | 569 | $37.7K | 0.00% | +111+24.2% | Added |
| DekaBank Deutsche Girozentrale | 549 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 549 | $36.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 526 | $34.9K | 0.01% | +81+18.2% | Added |
| Proequities, Inc. | 493 | $32.7K | 0.00% | +486+6,942.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 435 | $28.8K | 0.01% | +435 | New |
| Cape Investment Advisory, Inc. | 404 | $26.8K | 0.01% | +404 | New |
| Huntington National Bank | 383 | $25.4K | 0.00% | −3−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 241 | $16.0K | 0.00% | +241 | New |
| Planning Capital Management Corp | 234 | $15.5K | 0.01% | +234 | New |
| Private Trust Co NA | 222 | $14.7K | 0.00% | −66−22.9% | Reduced |
| Coppell Advisory Solutions LLC | 209 | $13.9K | 0.00% | +209 | New |
| Eagle Bay Advisors LLC | 197 | $13.1K | 0.01% | −1,373−87.5% | Reduced |