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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Healthequity, Inc. as of Mar 31, 2024. 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
- 367
- +19 vs. Q4 2023
- Shares held
- 86.6M
- +1.58M (+1.9%) vs. Q4 2023
- Total value
- $7.07B
- +$1.43B (+25.3%) vs. Q4 2023
- New holders
- 55
- 122 more added
- Sold out
- 36
- 138 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 500 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,926,207 | $891.9M | 0.02% | +334,286+3.2% | Added |
| Vanguard Group Inc | 8,768,632 | $715.8M | 0.01% | +149,133+1.7% | Added |
| Wasatch Advisors Inc | 7,409,080 | $604.8M | 3.16% | +569,249+8.3% | Added |
| FMR LLC | 4,961,187 | $405.0M | 0.03% | −251,828−4.8% | Reduced |
| State Street Corp | 3,053,332 | $249.2M | 0.01% | +96,922+3.3% | Added |
| Clearbridge Investments, LLC | 2,333,713 | $190.5M | 0.15% | −23,859−1.0% | Reduced |
| Mackenzie Financial Corp | 2,038,615 | $166.4M | 0.24% | +231,208+12.8% | Added |
| Geode Capital Management, LLC | 1,975,696 | $161.3M | 0.01% | +82,772+4.4% | Added |
| Brown Advisory Inc | 1,866,489 | $152.4M | 0.20% | +52,086+2.9% | Added |
| Franklin Resources Inc | 1,559,388 | $127.3M | 0.04% | +78,733+5.3% | Added |
| JPMorgan Chase & Co | 1,536,458 | $125.4M | 0.01% | −555,490−26.6% | Reduced |
| Invesco Ltd. | 1,444,902 | $117.9M | 0.03% | +829,753+134.9% | Added |
| Dimensional Fund Advisors LP | 1,431,561 | $116.9M | 0.03% | +21,821+1.5% | Added |
| Millennium Management LLC | 1,404,657 | $114.7M | 0.10% | +509,462+56.9% | Added |
| Stephens Investment Management Group LLC | 1,184,360 | $96.7M | 1.29% | −2,131−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,125,952 | $91.9M | 0.02% | −3,682−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,112,932 | $90.8M | 0.14% | −95,694−7.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,112,708 | $90.8M | 1.03% | −96,944−8.0% | Reduced |
| Janus Henderson Group PLC | 1,100,715 | $89.9M | 0.05% | +12,448+1.1% | Added |
| Charles Schwab Investment Management Inc | 1,060,666 | $86.6M | 0.02% | +58,383+5.8% | Added |
| William Blair Investment Management, LLC | 1,044,426 | $85.3M | 0.22% | −738,485−41.4% | Reduced |
| Northern Trust Corp | 1,018,762 | $83.2M | 0.01% | −82,438−7.5% | Reduced |
| Loomis Sayles & Co L P | 930,866 | $76.0M | 0.11% | +50,212+5.7% | Added |
| Van Berkom & Associates Inc. | 913,361 | $74.6M | 2.12% | −67,990−6.9% | Reduced |
| Norges Bank | 899,934 | $73.5M | 0.01% | +244,099+37.2% | Added |
| Geneva Capital Management LLC | 865,566 | $70.7M | 1.24% | −5,169−0.6% | Reduced |
| Bank of New York Mellon Corp | 802,180 | $65.5M | 0.01% | −28,324−3.4% | Reduced |
| Bamco Inc | 800,000 | $65.3M | 0.17% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 794,744 | $64.9M | 0.57% | −14,491−1.8% | Reduced |
| Wellington Management Group LLP | 659,848 | $53.9M | 0.01% | −7,440−1.1% | Reduced |
| Bank of America Corp | 643,076 | $52.5M | 0.01% | +161,396+33.5% | Added |
| Morgan Stanley | 641,055 | $52.3M | 0.00% | −151,779−19.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 605,710 | $49.4M | 0.43% | +605,710 | New |
| Aristotle Capital Boston, LLC | 582,663 | $47.6M | 1.44% | −16,729−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 572,935 | $46.8M | 0.11% | −8,407−1.4% | Reduced |
| SEI Investments Co | 570,051 | $46.5M | 0.07% | +12,958+2.3% | Added |
| Nuveen Asset Management, LLC | 569,078 | $46.4M | 0.01% | −3,417−0.6% | Reduced |
| American Century Companies Inc | 553,653 | $45.2M | 0.03% | +38,858+7.5% | Added |
| Greenhouse Funds LLLP | 506,465 | $41.3M | 2.61% | +506,465 | New |
| Davenport & Co LLC | 433,384 | $35.4M | 0.22% | −73,751−14.5% | Reduced |
| Eversept Partners, LP | 421,345 | $34.4M | 2.57% | −73,574−14.9% | Reduced |
| Aureus Asset Management, LLC | 411,134 | $33.6M | 2.29% | −5,437−1.3% | Reduced |
| UBS Group AG | 374,355 | $30.6M | 0.01% | +344,841+1,168.4% | Added |
| Massachusetts Financial Services Co | 373,573 | $30.5M | 0.01% | −53,705−12.6% | Reduced |
| Principal Financial Group Inc | 364,051 | $29.7M | 0.02% | +13,385+3.8% | Added |
| Macquarie Group Ltd | 363,518 | $29.7M | 0.03% | +19,013+5.5% | Added |
| Victory Capital Management Inc | 359,689 | $29.4M | 0.03% | −54,043−13.1% | Reduced |
| Ophir Asset Management Pty Ltd | 347,742 | $28.4M | 4.97% | +30,065+9.5% | Added |
| Ashford Capital Management Inc | 341,512 | $27.9M | 3.77% | −67,170−16.4% | Reduced |
| Ensign Peak Advisors, Inc | 340,592 | $27.8M | 0.05% | +62,753+22.6% | Added |
| Royal Bank of Canada | 330,693 | $27.0M | 0.01% | −21,768−6.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 317,423 | $25.9M | 0.11% | +90,168+39.7% | Added |
| Rhumbline Advisers | 272,529 | $22.2M | 0.02% | +1,303+0.5% | Added |
| TimesSquare Capital Management, LLC | 259,229 | $21.2M | 0.31% | −44,849−14.7% | Reduced |
| Summit Creek Advisors LLC | 256,331 | $20.9M | 2.64% | +1,541+0.6% | Added |
| DF Dent & Co Inc | 252,621 | $20.6M | 0.25% | −629−0.2% | Reduced |
| Man Group plc | 246,547 | $20.1M | 0.05% | −172,439−41.2% | Reduced |
| Glenmede Trust Co NA | 237,912 | $19.4M | 0.10% | +15,037+6.7% | Added |
| Ameriprise Financial Inc | 222,912 | $18.2M | 0.01% | −5,922−2.6% | Reduced |
| Eagle Asset Management Inc | 211,462 | $17.3M | 0.09% | −9,023−4.1% | Reduced |
| Cambiar Investors LLC | 191,664 | $15.6M | 0.58% | −8,396−4.2% | Reduced |
| Barclays PLC | 188,513 | $15.4M | 0.01% | −3,270−1.7% | Reduced |
| Great Lakes Advisors, LLC | 185,845 | $15.2M | 0.13% | −1,132−0.6% | Reduced |
| Alliancebernstein L.P. | 185,520 | $15.1M | 0.01% | −305−0.2% | Reduced |
| AQR Capital Management LLC | 176,804 | $14.4M | 0.02% | +139,786+377.6% | Added |
| Swiss National Bank | 169,300 | $13.8M | 0.01% | +600+0.4% | Added |
| American International Group, Inc. | 154,813 | $12.6M | 0.05% | −1,948−1.2% | Reduced |
| Scout Investments, Inc. | 150,527 | $12.3M | 0.30% | −9,577−6.0% | Reduced |
| Prudential Financial Inc | 147,227 | $12.0M | 0.02% | −425,916−74.3% | Reduced |
| California Public Employees Retirement System | 147,147 | $12.0M | 0.01% | +1,245+0.9% | Added |
| Point72 Asset Management, L.P. | 146,754 | $12.0M | 0.03% | −330,624−69.3% | Reduced |
| Natixis Advisors, L.P. | 140,614 | $11.5M | 0.03% | +123,402+717.0% | Added |
| Motley Fool Wealth Management, LLC | 137,789 | $11.2M | 0.58% | −1,791−1.3% | Reduced |
| Credit Suisse AG | 134,661 | $11.0M | 0.01% | +184+0.1% | Added |
| Legal & General Group Plc | 134,368 | $11.0M | 0.00% | +1,877+1.4% | Added |
| Raymond James & Associates | 134,267 | $11.0M | 0.01% | −36,316−21.3% | Reduced |
| Motley Fool Asset Management LLC | 118,780 | $9.70M | 0.63% | −2,536−2.1% | Reduced |
| Peregrine Capital Management LLC | 111,068 | $9.07M | 0.26% | −12,374−10.0% | Reduced |
| Envestnet Asset Management Inc | 107,969 | $8.81M | 0.00% | +27,528+34.2% | Added |
| Retirement Systems of Alabama | 107,744 | $8.80M | 0.03% | +501+0.5% | Added |
| First Trust Advisors LP | 107,333 | $8.76M | 0.01% | −10,209−8.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,801 | $8.67M | 0.02% | +13,224+9.6% | Added |
| Advantage Alpha Capital Partners LP | 105,284 | $8.59M | 1.62% | +69,760+196.4% | Added |
| UBS Asset Management Americas Inc | 104,433 | $8.52M | 0.00% | +724+0.7% | Added |
| Manufacturers Life Insurance Company, The | 103,615 | $8.46M | 0.01% | +2,309+2.3% | Added |
| State of Wisconsin Investment Board | 99,267 | $8.10M | 0.02% | −12,890−11.5% | Reduced |
| Public Employees Retirement System of Ohio | 97,249 | $7.94M | 0.03% | −4,947−4.8% | Reduced |
| Mutual of America Capital Management LLC | 96,715 | $7.89M | 0.08% | −5,485−5.4% | Reduced |
| Diversify Advisory Services, LLC | 95,893 | $7.83M | 0.46% | +95,893 | New |
| Castleark Management LLC | 90,580 | $7.39M | 0.31% | −12,190−11.9% | Reduced |
| Deutsche Bank AG | 89,540 | $7.31M | 0.00% | +952+1.1% | Added |
| GM Advisory Group, Inc. | 89,052 | $7.27M | 0.51% | −31,303−26.0% | Reduced |
| MetLife Investment Management | 88,881 | $7.26M | 0.05% | −2,047−2.3% | Reduced |
| HighTower Advisors, LLC | 88,703 | $7.23M | 0.01% | +596+0.7% | Added |
| NBW Capital LLC | 86,391 | $7.05M | 1.44% | −224−0.3% | Reduced |
| California State Teachers Retirement System | 85,859 | $7.01M | 0.01% | −4,251−4.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 84,353 | $6.89M | 0.01% | +58,744+229.4% | Added |
| Wells Fargo & Company | 84,253 | $6.88M | 0.00% | +1,853+2.2% | Added |
| New York State Teachers Retirement System | 82,851 | $6.76M | 0.01% | +200+0.2% | Added |
| Voya Investment Management LLC | 75,717 | $6.18M | 0.01% | −12,819−14.5% | Reduced |