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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 154,813 | $12.6M | 0.05% | −1,948−1.2% | Reduced |
| Swiss National Bank | 169,300 | $13.8M | 0.01% | +600+0.4% | Added |
| AQR Capital Management LLC | 176,804 | $14.4M | 0.02% | +139,786+377.6% | Added |
| Alliancebernstein L.P. | 185,520 | $15.1M | 0.01% | −305−0.2% | Reduced |
| Great Lakes Advisors, LLC | 185,845 | $15.2M | 0.13% | −1,132−0.6% | Reduced |
| Barclays PLC | 188,513 | $15.4M | 0.01% | −3,270−1.7% | Reduced |
| Cambiar Investors LLC | 191,664 | $15.6M | 0.58% | −8,396−4.2% | Reduced |
| Eagle Asset Management Inc | 211,462 | $17.3M | 0.09% | −9,023−4.1% | Reduced |
| Ameriprise Financial Inc | 222,912 | $18.2M | 0.01% | −5,922−2.6% | Reduced |
| Glenmede Trust Co NA | 237,912 | $19.4M | 0.10% | +15,037+6.7% | Added |
| Man Group plc | 246,547 | $20.1M | 0.05% | −172,439−41.2% | Reduced |
| DF Dent & Co Inc | 252,621 | $20.6M | 0.25% | −629−0.2% | Reduced |
| Summit Creek Advisors LLC | 256,331 | $20.9M | 2.64% | +1,541+0.6% | Added |
| TimesSquare Capital Management, LLC | 259,229 | $21.2M | 0.31% | −44,849−14.7% | Reduced |
| Rhumbline Advisers | 272,529 | $22.2M | 0.02% | +1,303+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 317,423 | $25.9M | 0.11% | +90,168+39.7% | Added |
| Royal Bank of Canada | 330,693 | $27.0M | 0.01% | −21,768−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 340,592 | $27.8M | 0.05% | +62,753+22.6% | Added |
| Ashford Capital Management Inc | 341,512 | $27.9M | 3.77% | −67,170−16.4% | Reduced |
| Ophir Asset Management Pty Ltd | 347,742 | $28.4M | 4.97% | +30,065+9.5% | Added |
| Victory Capital Management Inc | 359,689 | $29.4M | 0.03% | −54,043−13.1% | Reduced |
| Macquarie Group Ltd | 363,518 | $29.7M | 0.03% | +19,013+5.5% | Added |
| Principal Financial Group Inc | 364,051 | $29.7M | 0.02% | +13,385+3.8% | Added |
| Massachusetts Financial Services Co | 373,573 | $30.5M | 0.01% | −53,705−12.6% | Reduced |
| UBS Group AG | 374,355 | $30.6M | 0.01% | +344,841+1,168.4% | Added |
| Aureus Asset Management, LLC | 411,134 | $33.6M | 2.29% | −5,437−1.3% | Reduced |
| Eversept Partners, LP | 421,345 | $34.4M | 2.57% | −73,574−14.9% | Reduced |
| Davenport & Co LLC | 433,384 | $35.4M | 0.22% | −73,751−14.5% | Reduced |
| Greenhouse Funds LLLP | 506,465 | $41.3M | 2.61% | +506,465 | New |
| American Century Companies Inc | 553,653 | $45.2M | 0.03% | +38,858+7.5% | Added |
| Nuveen Asset Management, LLC | 569,078 | $46.4M | 0.01% | −3,417−0.6% | Reduced |
| SEI Investments Co | 570,051 | $46.5M | 0.07% | +12,958+2.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 572,935 | $46.8M | 0.11% | −8,407−1.4% | Reduced |
| Aristotle Capital Boston, LLC | 582,663 | $47.6M | 1.44% | −16,729−2.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 605,710 | $49.4M | 0.43% | +605,710 | New |
| Morgan Stanley | 641,055 | $52.3M | 0.00% | −151,779−19.1% | Reduced |
| Bank of America Corp | 643,076 | $52.5M | 0.01% | +161,396+33.5% | Added |
| Wellington Management Group LLP | 659,848 | $53.9M | 0.01% | −7,440−1.1% | Reduced |
| GW&K Investment Management, LLC | 794,744 | $64.9M | 0.57% | −14,491−1.8% | Reduced |
| Bamco Inc | 800,000 | $65.3M | 0.17% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 802,180 | $65.5M | 0.01% | −28,324−3.4% | Reduced |
| Geneva Capital Management LLC | 865,566 | $70.7M | 1.24% | −5,169−0.6% | Reduced |
| Norges Bank | 899,934 | $73.5M | 0.01% | +244,099+37.2% | Added |
| Van Berkom & Associates Inc. | 913,361 | $74.6M | 2.12% | −67,990−6.9% | Reduced |
| Loomis Sayles & Co L P | 930,866 | $76.0M | 0.11% | +50,212+5.7% | Added |
| Northern Trust Corp | 1,018,762 | $83.2M | 0.01% | −82,438−7.5% | Reduced |
| William Blair Investment Management, LLC | 1,044,426 | $85.3M | 0.22% | −738,485−41.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,060,666 | $86.6M | 0.02% | +58,383+5.8% | Added |
| Janus Henderson Group PLC | 1,100,715 | $89.9M | 0.05% | +12,448+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 1,112,708 | $90.8M | 1.03% | −96,944−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,112,932 | $90.8M | 0.14% | −95,694−7.9% | Reduced |
| Goldman Sachs Group Inc | 1,125,952 | $91.9M | 0.02% | −3,682−0.3% | Reduced |
| Stephens Investment Management Group LLC | 1,184,360 | $96.7M | 1.29% | −2,131−0.2% | Reduced |
| Millennium Management LLC | 1,404,657 | $114.7M | 0.10% | +509,462+56.9% | Added |
| Dimensional Fund Advisors LP | 1,431,561 | $116.9M | 0.03% | +21,821+1.5% | Added |
| Invesco Ltd. | 1,444,902 | $117.9M | 0.03% | +829,753+134.9% | Added |
| JPMorgan Chase & Co | 1,536,458 | $125.4M | 0.01% | −555,490−26.6% | Reduced |
| Franklin Resources Inc | 1,559,388 | $127.3M | 0.04% | +78,733+5.3% | Added |
| Brown Advisory Inc | 1,866,489 | $152.4M | 0.20% | +52,086+2.9% | Added |
| Geode Capital Management, LLC | 1,975,696 | $161.3M | 0.01% | +82,772+4.4% | Added |
| Mackenzie Financial Corp | 2,038,615 | $166.4M | 0.24% | +231,208+12.8% | Added |
| Clearbridge Investments, LLC | 2,333,713 | $190.5M | 0.15% | −23,859−1.0% | Reduced |
| State Street Corp | 3,053,332 | $249.2M | 0.01% | +96,922+3.3% | Added |
| FMR LLC | 4,961,187 | $405.0M | 0.03% | −251,828−4.8% | Reduced |
| Wasatch Advisors Inc | 7,409,080 | $604.8M | 3.16% | +569,249+8.3% | Added |
| Vanguard Group Inc | 8,768,632 | $715.8M | 0.01% | +149,133+1.7% | Added |
| BlackRock Inc. | 10,926,207 | $891.9M | 0.02% | +334,286+3.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −75,190−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −75,117−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −71,695−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −68,255−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −39,191−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,247−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,510−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −18,274−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,036−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,071−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,468−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,976−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,259−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −21−100.0% | Sold out |