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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 75,326 | $6.15M | 0.11% | 00.0% | Unchanged |
| Texas Permanent School Fund | 75,092 | $6.13M | 0.05% | +1,121+1.5% | Added |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.12M | 1.01% | −10,000−11.8% | Reduced |
| CIBC Private Wealth Group, LLC | 70,964 | $5.79M | 0.01% | −2,966−4.0% | Reduced |
| HSBC Holdings PLC | 69,461 | $5.67M | 0.00% | +1,470+2.2% | Added |
| UMA Financial Services, Inc. | 67,853 | $5.45M | 1.15% | −210.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 65,971 | $5.39M | 0.06% | +3,597+5.8% | Added |
| Great West Life Assurance Co | 65,666 | $5.36M | 0.01% | +1,344+2.1% | Added |
| Fred Alger Management, LLC | 62,067 | $5.07M | 0.03% | −4,821−7.2% | Reduced |
| Thematics Asset Management | 60,457 | $4.94M | 0.21% | −13,928−18.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 58,980 | $4.81M | 0.38% | +56,599+2,377.1% | Added |
| Lisanti Capital Growth, LLC | 57,585 | $4.70M | 1.15% | +57,585 | New |
| Comerica Bank | 57,575 | $4.70M | 0.02% | −1,254−2.1% | Reduced |
| Madison Asset Management, LLC | 53,859 | $4.40M | 0.05% | +5,223+10.7% | Added |
| Gradient Investments LLC | 53,631 | $4.38M | 0.10% | −3,756−6.5% | Reduced |
| Price T Rowe Associates Inc | 51,384 | $4.20M | 0.00% | +3,365+7.0% | Added |
| Oberweis Asset Management Inc | 51,300 | $4.19M | 0.30% | +12,600+32.6% | Added |
| State of New Jersey Common Pension Fund D | 50,250 | $4.10M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 49,641 | $4.05M | 0.06% | −8,394−14.5% | Reduced |
| M&T Bank Corp | 49,485 | $4.04M | 0.01% | +2,311+4.9% | Added |
| BNP Paribas Arbitrage, SA | 49,286 | $4.02M | 0.00% | +6,536+15.3% | Added |
| Teachers Retirement System of the State of Kentucky | 48,438 | $3.95M | 0.04% | −2,843−5.5% | Reduced |
| Neuberger Berman Group LLC | 47,601 | $3.89M | 0.00% | +689+1.5% | Added |
| Elk River Wealth Management, LLC | 46,940 | $3.83M | 0.78% | +46,940 | New |
| Amalgamated Bank | 44,959 | $3.67M | 0.03% | −8,677−16.2% | Reduced |
| King Luther Capital Management Corp | 42,787 | $3.49M | 0.02% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 42,780 | $3.49M | 0.42% | +8,320+24.1% | Added |
| Marshall Wace, LLP | 42,632 | $3.48M | 0.01% | +42,632 | New |
| ClariVest Asset Management LLC | 42,204 | $3.45M | 0.36% | −2,598−5.8% | Reduced |
| Russell Investments Group, Ltd. | 42,183 | $3.44M | 0.01% | −3,403−7.5% | Reduced |
| Yousif Capital Management, LLC | 39,799 | $3.25M | 0.04% | −745−1.8% | Reduced |
| Citadel Advisors LLC | 38,016 | $3.10M | 0.00% | −154,387−80.2% | Reduced |
| LPL Financial LLC | 36,363 | $2.97M | 0.00% | −1,011−2.7% | Reduced |
| Renaissance Group LLC | 35,206 | $2.87M | 0.11% | +7,374+26.5% | Added |
| Nordea Investment Management AB | 34,739 | $2.85M | 0.00% | −483−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 34,900 | $2.85M | 0.10% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 34,414 | $2.81M | 1.05% | +34,414 | New |
| Beck Bode, LLC | 34,108 | $2.78M | 0.57% | −5,490−13.9% | Reduced |
| New York State Common Retirement Fund | 33,700 | $2.75M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 33,224 | $2.71M | 0.01% | −365−1.1% | Reduced |
| State of Tennessee, Treasury Department | 32,518 | $2.65M | 0.01% | −8,682−21.1% | Reduced |
| Forest Hill Capital, LLC | 31,676 | $2.59M | 2.23% | +1,200+3.9% | Added |
| Amussen Hunsaker Associates LLC | 31,439 | $2.53M | 0.46% | −8,021−20.3% | Reduced |
| Advisory Research Inc | 30,720 | $2.51M | 0.50% | +4,435+16.9% | Added |
| Teacher Retirement System of Texas | 29,460 | $2.40M | 0.02% | +4,152+16.4% | Added |
| Vontobel Holding Ltd. | 28,935 | $2.36M | 0.02% | −12,866−30.8% | Reduced |
| Agf Management Ltd | 27,260 | $2.23M | 0.01% | −14,761−35.1% | Reduced |
| Landscape Capital Management, L.L.C. | 27,186 | $2.22M | 0.19% | +27,186 | New |
| Jane Street Group, LLC | 27,177 | $2.22M | 0.00% | −113,481−80.7% | Reduced |
| Citigroup Inc | 26,301 | $2.15M | 0.00% | +9,217+54.0% | Added |
| Zacks Investment Management | 25,284 | $2.06M | 0.02% | +5,712+29.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,999 | $2.04M | 0.05% | −12,821−33.9% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $2.02M | 0.04% | +700+2.9% | Added |
| Arizona State Retirement System | 23,580 | $1.92M | 0.01% | −357−1.5% | Reduced |
| TownSquare Capital, LLC | 23,117 | $1.89M | 0.03% | −1,797−7.2% | Reduced |
| Danske Bank A/S | 22,144 | $1.81M | 0.01% | +22,144 | New |
| Amica Mutual Insurance Co | 21,728 | $1.77M | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 21,502 | $1.75M | 0.00% | +111+0.5% | Added |
| Oregon Public Employees Retirement Fund | 21,218 | $1.73M | 0.03% | −2,956−12.2% | Reduced |
| Stifel Financial Corp | 21,139 | $1.73M | 0.00% | +2,198+11.6% | Added |
| State of Michigan Retirement System | 21,022 | $1.72M | 0.01% | +500+2.4% | Added |
| Redwood Investments, LLC | 20,979 | $1.69M | 0.49% | −3,947−15.8% | Reduced |
| STRS Ohio | 20,400 | $1.67M | 0.01% | +4,300+26.7% | Added |
| South Dakota Investment Council | 19,893 | $1.62M | 0.03% | −1,400−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,491 | $1.59M | 0.00% | −21,616−52.6% | Reduced |
| ProShare Advisors LLC | 19,477 | $1.59M | 0.00% | +1,053+5.7% | Added |
| State Board of Administration of Florida Retirement System | 26,663 | $1.57M | 0.00% | +2,660+11.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,138 | $1.56M | 0.04% | +88+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,980 | $1.55M | 0.01% | +85+0.4% | Added |
| Zions Bancorporation, N.A. | 18,446 | $1.51M | 0.11% | +713+4.0% | Added |
| Abn Amro Investment Solutions | 18,014 | $1.47M | 0.03% | +560+3.2% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.45M | 0.72% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 17,668 | $1.44M | 0.04% | −43,934−71.3% | Reduced |
| Qube Research & Technologies Ltd | 17,490 | $1.43M | 0.00% | −12,932−42.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,481 | $1.43M | 0.00% | −1,445−7.6% | Reduced |
| Cornercap Investment Counsel Inc | 17,347 | $1.42M | 0.22% | +154+0.9% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.41M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,216 | $1.41M | 0.01% | +2,000+13.1% | Added |
| ABLE Financial Group, LLC | 16,369 | $1.34M | 0.52% | +16,369 | New |
| Cerity Partners LLC | 16,129 | $1.32M | 0.00% | +767+5.0% | Added |
| Creative Planning | 15,943 | $1.30M | 0.00% | +6,341+66.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $1.28M | 0.11% | −15−0.1% | Reduced |
| CWM Advisors, LLC | 15,597 | $1.27M | 0.13% | +9,818+169.9% | Added |
| GWM Advisors LLC | 14,328 | $1.17M | 0.01% | −1,202−7.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,313 | $1.17M | 0.12% | +1,177+9.0% | Added |
| Mariner, LLC | 13,676 | $1.12M | 0.00% | −616−4.3% | Reduced |
| Pacer Advisors, Inc. | 13,181 | $1.08M | 0.00% | +320+2.5% | Added |
| Hancock Whitney Corp | 13,142 | $1.07M | 0.04% | +13,142 | New |
| Alps Advisors Inc | 12,842 | $1.05M | 0.01% | −2,510−16.3% | Reduced |
| RSM US Wealth Management LLC | 12,757 | $1.04M | 0.03% | +12,757 | New |
| Alberta Investment Management Corp | 12,647 | $1.03M | 0.01% | +12,647 | New |
| Williamson Legacy Group, LLC | 12,485 | $1.02M | 0.79% | +196+1.6% | Added |
| Xponance, Inc. | 12,310 | $1.00M | 0.01% | +41+0.3% | Added |
| HC Advisors, LLC | 11,949 | $975.4K | 0.46% | −171−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,738 | $959.0K | 0.02% | +505+4.5% | Added |
| US Bancorp | 11,489 | $937.8K | 0.00% | +521+4.8% | Added |
| Pictet Asset Management Holding SA | 11,445 | $934.1K | 0.00% | +1,753+18.1% | Added |
| Federated Hermes, Inc. | 11,237 | $917.3K | 0.00% | −1,098−8.9% | Reduced |
| Susquehanna International Group, LLP | 10,902 | $889.9K | 0.00% | −23,892−68.7% | Reduced |
| PDT Partners, LLC | 10,506 | $857.6K | 0.08% | +10,506 | New |