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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 386
- +23 vs. Q1 2024
- Shares held
- 88.0M
- +1.54M (+1.8%) vs. Q1 2024
- Total value
- $7.59B
- +$530.0M (+7.5%) vs. Q1 2024
- New holders
- 57
- 155 more added
- Sold out
- 34
- 121 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 500 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,739,493 | $925.7M | 0.02% | −186,714−1.7% | Reduced |
| Vanguard Group Inc | 8,825,504 | $760.8M | 0.01% | +56,872+0.6% | Added |
| Wasatch Advisors Inc | 7,275,621 | $627.2M | 3.35% | −133,459−1.8% | Reduced |
| FMR LLC | 5,329,839 | $459.4M | 0.03% | +368,652+7.4% | Added |
| State Street Corp | 3,108,287 | $267.9M | 0.01% | +54,955+1.8% | Added |
| Clearbridge Investments, LLC | 2,377,204 | $204.9M | 0.17% | +43,491+1.9% | Added |
| Mackenzie Financial Corp | 2,364,521 | $203.8M | 0.30% | +325,906+16.0% | Added |
| Geode Capital Management, LLC | 2,063,832 | $177.9M | 0.02% | +88,136+4.5% | Added |
| Brown Advisory Inc | 1,732,195 | $149.3M | 0.20% | −134,294−7.2% | Reduced |
| Franklin Resources Inc | 1,628,556 | $140.4M | 0.04% | +69,168+4.4% | Added |
| Invesco Ltd. | 1,556,582 | $134.2M | 0.03% | +111,680+7.7% | Added |
| Dimensional Fund Advisors LP | 1,547,402 | $133.4M | 0.03% | +115,841+8.1% | Added |
| JPMorgan Chase & Co | 1,467,565 | $126.5M | 0.01% | −68,893−4.5% | Reduced |
| Stephens Investment Management Group LLC | 1,288,049 | $111.0M | 1.55% | +103,689+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,122,057 | $96.7M | 0.16% | +9,125+0.8% | Added |
| ArrowMark Colorado Holdings LLC | 1,120,869 | $96.6M | 1.15% | +8,161+0.7% | Added |
| Loomis Sayles & Co L P | 1,101,980 | $95.0M | 0.13% | +171,114+18.4% | Added |
| Janus Henderson Group PLC | 1,101,473 | $94.9M | 0.05% | +758+0.1% | Added |
| Northern Trust Corp | 1,056,732 | $91.1M | 0.02% | +37,970+3.7% | Added |
| Charles Schwab Investment Management Inc | 1,047,275 | $90.3M | 0.02% | −13,391−1.3% | Reduced |
| Van Berkom & Associates Inc. | 930,168 | $80.2M | 2.40% | +16,807+1.8% | Added |
| Bank of New York Mellon Corp | 901,174 | $77.7M | 0.01% | +98,994+12.3% | Added |
| Millennium Management LLC | 900,671 | $77.6M | 0.06% | −503,986−35.9% | Reduced |
| Norges Bank | 886,632 | $76.4M | 0.01% | −13,302−1.5% | Reduced |
| Geneva Capital Management LLC | 841,369 | $72.5M | 1.32% | −24,197−2.8% | Reduced |
| Bamco Inc | 800,000 | $69.0M | 0.20% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 788,652 | $68.0M | 0.62% | −6,092−0.8% | Reduced |
| Greenhouse Funds LLLP | 756,694 | $65.2M | 3.42% | +250,229+49.4% | Added |
| Wellington Management Group LLP | 715,105 | $61.6M | 0.01% | +55,257+8.4% | Added |
| Goldman Sachs Group Inc | 711,915 | $61.4M | 0.01% | −414,037−36.8% | Reduced |
| Bank of America Corp | 649,500 | $56.0M | 0.01% | +6,424+1.0% | Added |
| SEI Investments Co | 645,244 | $55.6M | 0.08% | +75,193+13.2% | Added |
| Morgan Stanley | 638,314 | $55.0M | 0.00% | −2,741−0.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 616,860 | $53.2M | 0.49% | +11,150+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 581,529 | $50.1M | 0.12% | +8,594+1.5% | Added |
| Nuveen Asset Management, LLC | 554,495 | $47.8M | 0.01% | −14,583−2.6% | Reduced |
| Aristotle Capital Boston, LLC | 541,492 | $46.7M | 1.57% | −41,171−7.1% | Reduced |
| American Century Companies Inc | 532,710 | $45.9M | 0.03% | −20,943−3.8% | Reduced |
| Massachusetts Financial Services Co | 451,259 | $38.9M | 0.01% | +77,686+20.8% | Added |
| Aureus Asset Management, LLC | 445,991 | $38.4M | 2.69% | +34,857+8.5% | Added |
| Ensign Peak Advisors, Inc | 414,019 | $35.7M | 0.07% | +73,427+21.6% | Added |
| Eversept Partners, LP | 413,531 | $35.6M | 2.73% | −7,814−1.9% | Reduced |
| Davenport & Co LLC | 404,435 | $34.9M | 0.22% | −28,949−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 401,848 | $34.6M | 0.15% | +84,425+26.6% | Added |
| Macquarie Group Ltd | 362,353 | $31.2M | 0.04% | −1,165−0.3% | Reduced |
| Principal Financial Group Inc | 337,566 | $29.1M | 0.02% | −26,485−7.3% | Reduced |
| Ophir Asset Management Pty Ltd | 334,473 | $28.8M | 5.11% | −13,269−3.8% | Reduced |
| Victory Capital Management Inc | 330,688 | $28.5M | 0.03% | −29,001−8.1% | Reduced |
| UBS Asset Management Americas Inc | 323,280 | $27.9M | 0.01% | +218,847+209.6% | Added |
| Royal Bank of Canada | 320,965 | $27.7M | 0.01% | −9,728−2.9% | Reduced |
| California Public Employees Retirement System | 310,185 | $26.7M | 0.02% | +163,038+110.8% | Added |
| Ashford Capital Management Inc | 307,682 | $26.5M | 3.58% | −33,830−9.9% | Reduced |
| UBS Group AG | 289,639 | $25.0M | 0.01% | −84,716−22.6% | Reduced |
| TimesSquare Capital Management, LLC | 281,480 | $24.3M | 0.38% | +22,251+8.6% | Added |
| Generate Investment Management Ltd | 280,557 | $24.2M | 1.76% | +280,557 | New |
| Rhumbline Advisers | 278,254 | $24.0M | 0.02% | +5,725+2.1% | Added |
| Woodline Partners LP | 275,196 | $23.7M | 0.23% | +275,196 | New |
| Ranger Investment Management, L.P. | 250,960 | $21.6M | 1.47% | +250,960 | New |
| Glenmede Trust Co NA | 247,220 | $21.3M | 0.11% | +9,308+3.9% | Added |
| Summit Creek Advisors LLC | 239,696 | $20.7M | 2.83% | −16,635−6.5% | Reduced |
| DF Dent & Co Inc | 234,715 | $20.2M | 0.26% | −17,906−7.1% | Reduced |
| Thrivent Financial for Lutherans | 220,220 | $19.0M | 0.04% | +198,718+924.2% | Added |
| Retirement Systems of Alabama | 216,297 | $18.6M | 0.07% | +108,553+100.8% | Added |
| Prudential Financial Inc | 202,274 | $17.4M | 0.03% | +55,047+37.4% | Added |
| Ameriprise Financial Inc | 199,769 | $17.2M | 0.00% | −23,143−10.4% | Reduced |
| Cambiar Investors LLC | 190,031 | $16.4M | 0.64% | −1,633−0.9% | Reduced |
| Alliancebernstein L.P. | 188,619 | $16.3M | 0.01% | +3,099+1.7% | Added |
| Eagle Asset Management Inc | 181,938 | $15.8M | 0.08% | −29,524−14.0% | Reduced |
| First Trust Advisors LP | 177,867 | $15.3M | 0.02% | +70,534+65.7% | Added |
| Swiss National Bank | 169,300 | $14.6M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 161,166 | $13.9M | 0.03% | +20,552+14.6% | Added |
| Corebridge Financial, Inc. | 154,936 | $13.4M | 0.07% | +154,936 | New |
| Raymond James & Associates | 149,407 | $12.9M | 0.01% | +15,140+11.3% | Added |
| Great Lakes Advisors, LLC | 146,026 | $12.6M | 0.11% | −39,819−21.4% | Reduced |
| Overbrook Management Corp | 142,501 | $12.3M | 3.10% | +142,501 | New |
| Motley Fool Wealth Management, LLC | 143,409 | $12.3M | 0.63% | +5,620+4.1% | Added |
| Legal & General Group Plc | 142,373 | $12.3M | 0.00% | +8,005+6.0% | Added |
| Arrowstreet Capital, Limited Partnership | 139,337 | $12.0M | 0.01% | +54,984+65.2% | Added |
| Scout Investments, Inc. | 137,388 | $11.8M | 0.32% | −13,139−8.7% | Reduced |
| AQR Capital Management LLC | 132,040 | $11.0M | 0.02% | −44,764−25.3% | Reduced |
| Jane Street Group, LLC | 126,599 | $10.9M | 0.01% | +99,422+365.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 118,748 | $10.2M | 0.02% | +118,748 | New |
| Wells Fargo & Company | 117,734 | $10.1M | 0.00% | +33,481+39.7% | Added |
| ExodusPoint Capital Management, LP | 116,971 | $10.1M | 0.11% | +116,971 | New |
| Envestnet Asset Management Inc | 115,614 | $9.97M | 0.00% | +7,645+7.1% | Added |
| Peregrine Capital Management LLC | 112,526 | $9.70M | 0.28% | +1,458+1.3% | Added |
| Motley Fool Asset Management LLC | 111,226 | $9.63M | 0.64% | −7,554−6.4% | Reduced |
| HighTower Advisors, LLC | 110,545 | $9.54M | 0.01% | +21,842+24.6% | Added |
| Grandeur Peak Global Advisors, LLC | 106,188 | $9.15M | 0.73% | +47,208+80.0% | Added |
| Advantage Alpha Capital Partners LP | 105,260 | $9.07M | 1.98% | −240.0% | Reduced |
| Manufacturers Life Insurance Company, The | 104,494 | $9.01M | 0.01% | +879+0.8% | Added |
| State of Wisconsin Investment Board | 99,810 | $8.60M | 0.02% | +543+0.5% | Added |
| Mutual of America Capital Management LLC | 97,070 | $8.37M | 0.09% | +355+0.4% | Added |
| MetLife Investment Management | 93,095 | $8.02M | 0.05% | +4,214+4.7% | Added |
| Citadel Advisors LLC | 92,049 | $7.93M | 0.01% | +54,033+142.1% | Added |
| HSBC Holdings PLC | 91,969 | $7.93M | 0.01% | +22,508+32.4% | Added |
| Point72 Asset Management, L.P. | 91,129 | $7.86M | 0.03% | −55,625−37.9% | Reduced |
| Castleark Management LLC | 89,800 | $7.74M | 0.32% | −780−0.9% | Reduced |
| GM Advisory Group, Inc. | 89,013 | $7.67M | 0.50% | −390.0% | Reduced |
| NBW Capital LLC | 88,348 | $7.62M | 1.50% | +1,957+2.3% | Added |