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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 2 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.

Institutional holdersQ1 2024: 367 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ1 2024: $7.07B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2023.

Institutions holding HQY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC549$44.0K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale549$44.0K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC494$40.3K0.01%−32−6.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC426$34.8K0.01%+426New
Huntington National Bank408$33.3K0.00%+25+6.5%Added
Rise Advisors, LLC345$28.2K0.02%+345New
EntryPoint Capital, LLC342$27.9K0.03%−1,444−80.9%Reduced
USA Financial Portformulas Corp303$24.7K0.00%+303New
GAMMA Investing LLC277$22.6K0.00%+151+119.8%Added
Planning Capital Management Corp234$19.1K0.01%00.0%Unchanged
Red Tortoise LLC190$15.5K0.01%+190New
Private Trust Co NA185$15.1K0.00%−37−16.7%Reduced
Macroview Investment Management LLC180$14.7K0.02%00.0%Unchanged
Mather Group, LLC.221$14.7K0.00%+221New
Eagle Bay Advisors LLC166$13.6K0.01%−31−15.7%Reduced
Ci Investments Inc.165$13.0K0.00%+37+28.9%Added
WR Wealth Planners, LLC150$12.2K0.00%+150New
Washington Trust Advisors, Inc.143$11.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB138$11.3K0.00%−6−4.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC129$10.5K0.00%+34+35.8%Added
Northwestern Mutual Wealth Management Co116$9.47K0.00%−125−51.9%Reduced
Park Place Capital Corp102$8.33K0.00%00.0%Unchanged
Northwest Capital Management Inc100$8.16K0.00%00.0%Unchanged
Hantz Financial Services, Inc.90$7.00K0.00%+90New
Hillsdale Investment Management Inc.80$6.53K0.00%00.0%Unchanged
Geneos Wealth Management Inc.80$6.53K0.00%00.0%Unchanged
Global Retirement Partners, LLC79$6.45K0.00%00.0%Unchanged
Castleview Partners, LLC78$6.37K0.00%+32+69.6%Added
Allworth Financial LP69$5.63K0.00%+22+46.8%Added
LGT Financial Advisors LLC61$4.98K0.01%00.0%Unchanged
Central Trust Co57$4.65K0.00%00.0%Unchanged
Continuum Advisory, LLC57$4.42K0.00%+57New
Bellevue Asset Management, LLC54$4.41K0.00%00.0%Unchanged
Manchester Capital Management LLC49$4.00K0.00%00.0%Unchanged
Harbour Investments, Inc.49$4.00K0.00%+49New
First PREMIER Bank44$4.00K0.00%+44New
Bell Investment Advisors, Inc47$3.84K0.00%00.0%Unchanged
Bogart Wealth, LLC46$3.75K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$3.59K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc38$3.10K0.00%00.0%Unchanged
Farther Finance Advisors, LLC35$2.86K0.00%+3+9.4%Added
Principal Securities, Inc.34$2.77K0.00%00.0%Unchanged
Fairman Group, LLC30$2.45K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC28$2.29K0.00%00.0%Unchanged
Beacon Capital Management, LLC25$2.04K0.00%+25New
Valley National Advisers Inc35$2.00K0.00%+10+40.0%Added
IFP Advisors, Inc23$1.88K0.00%−791−97.2%Reduced
Institutional & Family Asset Management, LLC21$1.71K0.00%00.0%Unchanged
Umb Bank N A21$1.71K0.00%+21New
SRS Capital Advisors, Inc.20$1.63K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC16$1.26K0.00%−30−65.2%Reduced
Private Wealth Management Group, LLC14$1.14K0.00%00.0%Unchanged
Smartleaf Asset Management LLC14$1.12K0.00%+13+1,300.0%Added
SJS Investment Consulting Inc.13$1.06K0.00%00.0%Unchanged
Sunbelt Securities, Inc.13$1.06K0.00%00.0%Unchanged
Asset Dedication, LLC9$1.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$8980.00%00.0%Unchanged
Abound Wealth Management10$8170.00%00.0%Unchanged
AdvisorNet Financial, Inc10$8160.00%−5−33.3%Reduced
Rothschild Investment LLC10$8160.00%+10New
Sachetta, LLC12$7960.00%00.0%Unchanged
CoreCap Advisors, LLC6$4900.00%+6New
Prestige Wealth Management Group LLC5$4090.00%−180−97.3%Reduced
Sandy Spring Bank2$1640.00%00.0%Unchanged
Tucker Asset Management LLC2$1630.00%00.0%Unchanged
Tfo-TDC, LLC1$820.00%−3−75.0%Reduced
Sofos Investments, Inc.0$410.00%0New
Weiss Multi-Strategy Advisers LLC0$00.00%−75,190−100.0%Sold out
Trexquant Investment LP0$00.00%−75,117−100.0%Sold out
Natixis0$00.00%−71,695−100.0%Sold out
Twinbeech Capital LP0$00.00%−68,255−100.0%Sold out
Eaton Financial Holdings Company, LLC0$00.00%−39,191−100.0%Sold out
National Philanthropic Trust0$00.00%−31,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−22,247−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−19,510−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−18,274−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,036−100.0%Sold out
Verition Fund Management LLC0$00.00%−11,165−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,071−100.0%Sold out
Shay Capital LLC0$00.00%−10,000−100.0%Sold out
Twin Tree Management, LP0$00.00%−9,468−100.0%Sold out
Omers Administration Corp0$00.00%−9,000−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−8,600−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,976−100.0%Sold out
Teza Capital Management LLC0$00.00%−4,808−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−3,800−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,710−100.0%Sold out
Acadian Asset Management LLC0$00.00%−3,601−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−3,523−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,259−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,030−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−2,214−100.0%Sold out
Advisory Services Network, LLC0$00.00%−911−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−435−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−404−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−169−100.0%Sold out
West Tower Group, LLC0$00.00%−136−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−43−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−9−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−21−100.0%Sold out