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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,686 | $232.0K | 0.01% | +2,686 | New |
| MQS Management LLC | 2,869 | $234.2K | 0.13% | +2,869 | New |
| Dakota Wealth Management | 3,003 | $245.1K | 0.01% | −264−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,092 | $252.4K | 0.01% | −9,023−74.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,164 | $258.3K | 0.00% | −2,875−47.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,235 | $264.1K | 0.04% | +3,235 | New |
| David Loasby | 3,404 | $267.6K | 0.03% | +3,404 | New |
| Summit Trail Advisors, LLC | 3,363 | $274.5K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,375 | $275.5K | 0.05% | +3,375 | New |
| Cetera Investment Advisers | 3,409 | $278.3K | 0.00% | +3,409 | New |
| Envestnet Portfolio Solutions, Inc. | 3,541 | $289.1K | 0.00% | +43+1.2% | Added |
| CWM, LLC | 3,703 | $302.0K | 0.00% | +242+7.0% | Added |
| Shelton Capital Management | 3,742 | $305.5K | 0.01% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,887 | $317.3K | 0.37% | +3,887 | New |
| Janney Montgomery Scott LLC | 3,970 | $324.0K | 0.00% | +855+27.4% | Added |
| Bank of Nova Scotia | 3,991 | $325.7K | 0.00% | −1,922−32.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,033 | $329.2K | 0.03% | −152−3.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,090 | $333.9K | 0.31% | −320−7.3% | Reduced |
| Belpointe Asset Management LLC | 4,225 | $344.9K | 0.03% | +4,225 | New |
| Fortis Capital Advisors, LLC | 4,225 | $344.9K | 0.15% | +4,225 | New |
| Corton Capital Inc. | 4,381 | $357.6K | 0.13% | −814−15.7% | Reduced |
| Narus Financial Partners, LLC | 4,416 | $360.5K | 0.15% | −10−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 4,442 | $362.6K | 0.00% | +4,442 | New |
| Metropolitan Life Insurance Co | 4,468 | $364.7K | 0.02% | −372−7.7% | Reduced |
| AlphaMark Advisors, LLC | 4,592 | $375.0K | 0.13% | +4,592 | New |
| Deerfield Management Company, L.P. (Series C) | 4,660 | $380.4K | 0.01% | +4,660 | New |
| Beacon Pointe Advisors, LLC | 4,672 | $381.4K | 0.00% | +318+7.3% | Added |
| Two Sigma Investments, LP | 4,760 | $388.6K | 0.00% | −21,408−81.8% | Reduced |
| State of Wyoming | 4,768 | $389.2K | 0.06% | −2,563−35.0% | Reduced |
| Profund Advisors LLC | 4,812 | $392.8K | 0.02% | +188+4.1% | Added |
| Radnor Capital Management, LLC | 4,845 | $395.0K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 4,894 | $399.0K | 0.01% | −3,266−40.0% | Reduced |
| Arkadios Wealth Advisors | 4,902 | $400.1K | 0.03% | −10.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $408.1K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 5,053 | $412.5K | 0.22% | +5,053 | New |
| Cim Investment Mangement Inc | 5,114 | $417.5K | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,219 | $426.0K | 0.00% | +197+3.9% | Added |
| KLR Investment Advisors, LLC | 5,422 | $440.2K | 0.32% | −492−8.3% | Reduced |
| Options Solutions, LLC | 5,403 | $441.0K | 0.25% | +5,403 | New |
| Cubist Systematic Strategies, LLC | 5,732 | $467.9K | 0.01% | −4,771−45.4% | Reduced |
| Stephens Inc | 5,862 | $478.5K | 0.01% | +128+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,400 | $522.4K | 0.02% | −400−5.9% | Reduced |
| Legato Capital Management LLC | 6,535 | $533.5K | 0.06% | +6,535 | New |
| Blair William & Co | 6,566 | $536.0K | 0.00% | −3,292−33.4% | Reduced |
| BTC Capital Management, Inc. | 6,753 | $551.2K | 0.05% | +6,753 | New |
| Institute for Wealth Management, LLC. | 6,769 | $552.6K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,024 | $573.4K | 0.05% | −2,883−29.1% | Reduced |
| Securian Asset Management, Inc | 7,039 | $574.6K | 0.02% | −100−1.4% | Reduced |
| JustInvest LLC | 7,104 | $579.9K | 0.01% | −1,794−20.2% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $620.4K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,766 | $633.9K | 0.07% | +15+0.2% | Added |
| Exchange Traded Concepts, LLC | 7,767 | $634.0K | 0.02% | −1,180−13.2% | Reduced |
| Pathstone Holdings, LLC | 7,887 | $643.8K | 0.00% | +873+12.4% | Added |
| Commerce Bank | 8,173 | $667.2K | 0.00% | −265−3.1% | Reduced |
| Peterson Wealth Services | 8,224 | $671.3K | 0.24% | +8,224 | New |
| LMCG Investments, LLC | 8,288 | $676.5K | 0.04% | −3,550−30.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8,366 | $682.9K | 0.00% | −521−5.9% | Reduced |
| Pearl River Capital, LLC | 8,458 | $690.4K | 0.11% | +4,301+103.5% | Added |
| Guggenheim Capital LLC | 8,488 | $692.9K | 0.00% | +2,755+48.1% | Added |
| Premier Fund Managers Ltd | 9,030 | $720.0K | 0.03% | −1,480−14.1% | Reduced |
| State of Alaska, Department of Revenue | 9,306 | $759.0K | 0.01% | +55+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,886 | $807.0K | 0.07% | +1,691+20.6% | Added |
| Edgestream Partners, L.P. | 10,025 | $818.3K | 0.04% | +2,299+29.8% | Added |
| Public Employees Retirement Association of Colorado | 10,196 | $832.0K | 0.00% | −149−1.4% | Reduced |
| Bank of Montreal | 10,231 | $844.0K | 0.00% | +1,084+11.9% | Added |
| PEAK6 Investments LLC | 10,442 | $852.4K | 0.04% | +10,247+5,254.9% | Added |
| Captrust Financial Advisors | 10,482 | $855.6K | 0.00% | −1,261−10.7% | Reduced |
| PDT Partners, LLC | 10,506 | $857.6K | 0.08% | +10,506 | New |
| Susquehanna International Group, LLP | 10,902 | $889.9K | 0.00% | −23,892−68.7% | Reduced |
| Federated Hermes, Inc. | 11,237 | $917.3K | 0.00% | −1,098−8.9% | Reduced |
| Pictet Asset Management Holding SA | 11,445 | $934.1K | 0.00% | +1,753+18.1% | Added |
| US Bancorp | 11,489 | $937.8K | 0.00% | +521+4.8% | Added |
| Crossmark Global Holdings, Inc. | 11,738 | $959.0K | 0.02% | +505+4.5% | Added |
| HC Advisors, LLC | 11,949 | $975.4K | 0.46% | −171−1.4% | Reduced |
| Xponance, Inc. | 12,310 | $1.00M | 0.01% | +41+0.3% | Added |
| Williamson Legacy Group, LLC | 12,485 | $1.02M | 0.79% | +196+1.6% | Added |
| Alberta Investment Management Corp | 12,647 | $1.03M | 0.01% | +12,647 | New |
| RSM US Wealth Management LLC | 12,757 | $1.04M | 0.03% | +12,757 | New |
| Alps Advisors Inc | 12,842 | $1.05M | 0.01% | −2,510−16.3% | Reduced |
| Hancock Whitney Corp | 13,142 | $1.07M | 0.04% | +13,142 | New |
| Pacer Advisors, Inc. | 13,181 | $1.08M | 0.00% | +320+2.5% | Added |
| Mariner, LLC | 13,676 | $1.12M | 0.00% | −616−4.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,313 | $1.17M | 0.12% | +1,177+9.0% | Added |
| GWM Advisors LLC | 14,328 | $1.17M | 0.01% | −1,202−7.7% | Reduced |
| CWM Advisors, LLC | 15,597 | $1.27M | 0.13% | +9,818+169.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $1.28M | 0.11% | −15−0.1% | Reduced |
| Creative Planning | 15,943 | $1.30M | 0.00% | +6,341+66.0% | Added |
| Cerity Partners LLC | 16,129 | $1.32M | 0.00% | +767+5.0% | Added |
| ABLE Financial Group, LLC | 16,369 | $1.34M | 0.52% | +16,369 | New |
| Handelsbanken Fonder AB | 17,216 | $1.41M | 0.01% | +2,000+13.1% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.41M | 0.05% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 17,347 | $1.42M | 0.22% | +154+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,481 | $1.43M | 0.00% | −1,445−7.6% | Reduced |
| Qube Research & Technologies Ltd | 17,490 | $1.43M | 0.00% | −12,932−42.5% | Reduced |
| Graham Capital Management, L.P. | 17,668 | $1.44M | 0.04% | −43,934−71.3% | Reduced |
| Lunt Capital Management, Inc. | 17,730 | $1.45M | 0.72% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 18,014 | $1.47M | 0.03% | +560+3.2% | Added |
| Zions Bancorporation, N.A. | 18,446 | $1.51M | 0.11% | +713+4.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,980 | $1.55M | 0.01% | +85+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,138 | $1.56M | 0.04% | +88+0.5% | Added |