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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 26,663 | $1.57M | 0.00% | +2,660+11.1% | Added |
| ProShare Advisors LLC | 19,477 | $1.59M | 0.00% | +1,053+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,491 | $1.59M | 0.00% | −21,616−52.6% | Reduced |
| South Dakota Investment Council | 19,893 | $1.62M | 0.03% | −1,400−6.6% | Reduced |
| STRS Ohio | 20,400 | $1.67M | 0.01% | +4,300+26.7% | Added |
| Redwood Investments, LLC | 20,979 | $1.69M | 0.49% | −3,947−15.8% | Reduced |
| State of Michigan Retirement System | 21,022 | $1.72M | 0.01% | +500+2.4% | Added |
| Stifel Financial Corp | 21,139 | $1.73M | 0.00% | +2,198+11.6% | Added |
| Oregon Public Employees Retirement Fund | 21,218 | $1.73M | 0.03% | −2,956−12.2% | Reduced |
| Thrivent Financial for Lutherans | 21,502 | $1.75M | 0.00% | +111+0.5% | Added |
| Amica Mutual Insurance Co | 21,728 | $1.77M | 0.18% | 00.0% | Unchanged |
| Danske Bank A/S | 22,144 | $1.81M | 0.01% | +22,144 | New |
| TownSquare Capital, LLC | 23,117 | $1.89M | 0.03% | −1,797−7.2% | Reduced |
| Arizona State Retirement System | 23,580 | $1.92M | 0.01% | −357−1.5% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $2.02M | 0.04% | +700+2.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,999 | $2.04M | 0.05% | −12,821−33.9% | Reduced |
| Zacks Investment Management | 25,284 | $2.06M | 0.02% | +5,712+29.2% | Added |
| Citigroup Inc | 26,301 | $2.15M | 0.00% | +9,217+54.0% | Added |
| Jane Street Group, LLC | 27,177 | $2.22M | 0.00% | −113,481−80.7% | Reduced |
| Landscape Capital Management, L.L.C. | 27,186 | $2.22M | 0.19% | +27,186 | New |
| Agf Management Ltd | 27,260 | $2.23M | 0.01% | −14,761−35.1% | Reduced |
| Vontobel Holding Ltd. | 28,935 | $2.36M | 0.02% | −12,866−30.8% | Reduced |
| Teacher Retirement System of Texas | 29,460 | $2.40M | 0.02% | +4,152+16.4% | Added |
| Advisory Research Inc | 30,720 | $2.51M | 0.50% | +4,435+16.9% | Added |
| Amussen Hunsaker Associates LLC | 31,439 | $2.53M | 0.46% | −8,021−20.3% | Reduced |
| Forest Hill Capital, LLC | 31,676 | $2.59M | 2.23% | +1,200+3.9% | Added |
| State of Tennessee, Treasury Department | 32,518 | $2.65M | 0.01% | −8,682−21.1% | Reduced |
| Los Angeles Capital Management LLC | 33,224 | $2.71M | 0.01% | −365−1.1% | Reduced |
| New York State Common Retirement Fund | 33,700 | $2.75M | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 34,108 | $2.78M | 0.57% | −5,490−13.9% | Reduced |
| Chase Investment Counsel Corp | 34,414 | $2.81M | 1.05% | +34,414 | New |
| Ameritas Investment Partners, Inc. | 34,900 | $2.85M | 0.10% | 00.0% | Unchanged |
| Nordea Investment Management AB | 34,739 | $2.85M | 0.00% | −483−1.4% | Reduced |
| Renaissance Group LLC | 35,206 | $2.87M | 0.11% | +7,374+26.5% | Added |
| LPL Financial LLC | 36,363 | $2.97M | 0.00% | −1,011−2.7% | Reduced |
| Citadel Advisors LLC | 38,016 | $3.10M | 0.00% | −154,387−80.2% | Reduced |
| Yousif Capital Management, LLC | 39,799 | $3.25M | 0.04% | −745−1.8% | Reduced |
| Russell Investments Group, Ltd. | 42,183 | $3.44M | 0.01% | −3,403−7.5% | Reduced |
| ClariVest Asset Management LLC | 42,204 | $3.45M | 0.36% | −2,598−5.8% | Reduced |
| Marshall Wace, LLP | 42,632 | $3.48M | 0.01% | +42,632 | New |
| McKinley Capital Management LLC /Delaware | 42,780 | $3.49M | 0.42% | +8,320+24.1% | Added |
| King Luther Capital Management Corp | 42,787 | $3.49M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 44,959 | $3.67M | 0.03% | −8,677−16.2% | Reduced |
| Elk River Wealth Management, LLC | 46,940 | $3.83M | 0.78% | +46,940 | New |
| Neuberger Berman Group LLC | 47,601 | $3.89M | 0.00% | +689+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 48,438 | $3.95M | 0.04% | −2,843−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 49,286 | $4.02M | 0.00% | +6,536+15.3% | Added |
| M&T Bank Corp | 49,485 | $4.04M | 0.01% | +2,311+4.9% | Added |
| Oppenheimer Asset Management Inc. | 49,641 | $4.05M | 0.06% | −8,394−14.5% | Reduced |
| State of New Jersey Common Pension Fund D | 50,250 | $4.10M | 0.01% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 51,300 | $4.19M | 0.30% | +12,600+32.6% | Added |
| Price T Rowe Associates Inc | 51,384 | $4.20M | 0.00% | +3,365+7.0% | Added |
| Gradient Investments LLC | 53,631 | $4.38M | 0.10% | −3,756−6.5% | Reduced |
| Madison Asset Management, LLC | 53,859 | $4.40M | 0.05% | +5,223+10.7% | Added |
| Comerica Bank | 57,575 | $4.70M | 0.02% | −1,254−2.1% | Reduced |
| Lisanti Capital Growth, LLC | 57,585 | $4.70M | 1.15% | +57,585 | New |
| Grandeur Peak Global Advisors, LLC | 58,980 | $4.81M | 0.38% | +56,599+2,377.1% | Added |
| Thematics Asset Management | 60,457 | $4.94M | 0.21% | −13,928−18.7% | Reduced |
| Fred Alger Management, LLC | 62,067 | $5.07M | 0.03% | −4,821−7.2% | Reduced |
| Great West Life Assurance Co | 65,666 | $5.36M | 0.01% | +1,344+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 65,971 | $5.39M | 0.06% | +3,597+5.8% | Added |
| UMA Financial Services, Inc. | 67,853 | $5.45M | 1.15% | −210.0% | Reduced |
| HSBC Holdings PLC | 69,461 | $5.67M | 0.00% | +1,470+2.2% | Added |
| CIBC Private Wealth Group, LLC | 70,964 | $5.79M | 0.01% | −2,966−4.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.12M | 1.01% | −10,000−11.8% | Reduced |
| Texas Permanent School Fund | 75,092 | $6.13M | 0.05% | +1,121+1.5% | Added |
| Kornitzer Capital Management Inc | 75,326 | $6.15M | 0.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 75,717 | $6.18M | 0.01% | −12,819−14.5% | Reduced |
| New York State Teachers Retirement System | 82,851 | $6.76M | 0.01% | +200+0.2% | Added |
| Wells Fargo & Company | 84,253 | $6.88M | 0.00% | +1,853+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 84,353 | $6.89M | 0.01% | +58,744+229.4% | Added |
| California State Teachers Retirement System | 85,859 | $7.01M | 0.01% | −4,251−4.7% | Reduced |
| NBW Capital LLC | 86,391 | $7.05M | 1.44% | −224−0.3% | Reduced |
| HighTower Advisors, LLC | 88,703 | $7.23M | 0.01% | +596+0.7% | Added |
| MetLife Investment Management | 88,881 | $7.26M | 0.05% | −2,047−2.3% | Reduced |
| GM Advisory Group, Inc. | 89,052 | $7.27M | 0.51% | −31,303−26.0% | Reduced |
| Deutsche Bank AG | 89,540 | $7.31M | 0.00% | +952+1.1% | Added |
| Castleark Management LLC | 90,580 | $7.39M | 0.31% | −12,190−11.9% | Reduced |
| Diversify Advisory Services, LLC | 95,893 | $7.83M | 0.46% | +95,893 | New |
| Mutual of America Capital Management LLC | 96,715 | $7.89M | 0.08% | −5,485−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 97,249 | $7.94M | 0.03% | −4,947−4.8% | Reduced |
| State of Wisconsin Investment Board | 99,267 | $8.10M | 0.02% | −12,890−11.5% | Reduced |
| Manufacturers Life Insurance Company, The | 103,615 | $8.46M | 0.01% | +2,309+2.3% | Added |
| UBS Asset Management Americas Inc | 104,433 | $8.52M | 0.00% | +724+0.7% | Added |
| Advantage Alpha Capital Partners LP | 105,284 | $8.59M | 1.62% | +69,760+196.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 150,801 | $8.67M | 0.02% | +13,224+9.6% | Added |
| First Trust Advisors LP | 107,333 | $8.76M | 0.01% | −10,209−8.7% | Reduced |
| Retirement Systems of Alabama | 107,744 | $8.80M | 0.03% | +501+0.5% | Added |
| Envestnet Asset Management Inc | 107,969 | $8.81M | 0.00% | +27,528+34.2% | Added |
| Peregrine Capital Management LLC | 111,068 | $9.07M | 0.26% | −12,374−10.0% | Reduced |
| Motley Fool Asset Management LLC | 118,780 | $9.70M | 0.63% | −2,536−2.1% | Reduced |
| Raymond James & Associates | 134,267 | $11.0M | 0.01% | −36,316−21.3% | Reduced |
| Legal & General Group Plc | 134,368 | $11.0M | 0.00% | +1,877+1.4% | Added |
| Credit Suisse AG | 134,661 | $11.0M | 0.01% | +184+0.1% | Added |
| Motley Fool Wealth Management, LLC | 137,789 | $11.2M | 0.58% | −1,791−1.3% | Reduced |
| Natixis Advisors, L.P. | 140,614 | $11.5M | 0.03% | +123,402+717.0% | Added |
| Point72 Asset Management, L.P. | 146,754 | $12.0M | 0.03% | −330,624−69.3% | Reduced |
| California Public Employees Retirement System | 147,147 | $12.0M | 0.01% | +1,245+0.9% | Added |
| Prudential Financial Inc | 147,227 | $12.0M | 0.02% | −425,916−74.3% | Reduced |
| Scout Investments, Inc. | 150,527 | $12.3M | 0.30% | −9,577−6.0% | Reduced |