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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 2,784 | $240.0K | 0.00% | +2,784 | New |
| Farallon Capital Management, L.L.C. | 2,800 | $241.4K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,822 | $243.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,854 | $246.0K | 0.00% | +198+7.5% | Added |
| Truist Financial Corp | 2,864 | $246.9K | 0.00% | +188+7.0% | Added |
| Natixis | 2,943 | $253.7K | 0.00% | +2,943 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,969 | $255.9K | 0.04% | −266−8.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,071 | $264.7K | 0.00% | +3,071 | New |
| Dakota Wealth Management | 3,138 | $270.5K | 0.01% | +135+4.5% | Added |
| Brinker Capital Investments, LLC | 3,319 | $286.1K | 0.00% | +3,319 | New |
| Orion Portfolio Solutions, LLC | 3,319 | $286.1K | 0.00% | +3,319 | New |
| Rosenbaum Jay D. | 3,336 | $287.6K | 1.63% | +720+27.5% | Added |
| Shelton Capital Management | 3,582 | $308.8K | 0.01% | −160−4.3% | Reduced |
| Cresset Asset Management, LLC | 3,597 | $310.1K | 0.00% | +1,102+44.2% | Added |
| Versor Investments LP | 3,600 | $310.3K | 0.06% | +3,600 | New |
| Corton Capital Inc. | 3,634 | $313.3K | 0.16% | −747−17.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,639 | $313.7K | 0.00% | +98+2.8% | Added |
| Toroso Investments, LLC | 3,642 | $313.9K | 0.00% | +3,642 | New |
| Toth Financial Advisory Corp | 3,650 | $314.6K | 0.04% | +3,650 | New |
| David Loasby | 3,985 | $315.0K | 0.03% | +581+17.1% | Added |
| City Center Advisors, LLC | 3,887 | $317.3K | 0.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,710 | $319.8K | 0.00% | +3,710 | New |
| SG Americas Securities, LLC | 3,798 | $327.0K | 0.00% | +1,241+48.5% | Added |
| Bayesian Capital Management, LP | 3,800 | $327.6K | 0.04% | +3,800 | New |
| Brown Financial Advisors | 3,838 | $330.8K | 0.15% | +3,838 | New |
| AlphaMark Advisors, LLC | 3,848 | $332.0K | 0.12% | −744−16.2% | Reduced |
| CWM, LLC | 3,958 | $341.0K | 0.00% | +255+6.9% | Added |
| Harvest Fund Management Co., Ltd | 3,988 | $343.0K | 0.02% | +2,728+216.5% | Added |
| Summit Trail Advisors, LLC | 3,993 | $344.2K | 0.01% | +630+18.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,013 | $345.9K | 0.03% | −20−0.5% | Reduced |
| Profund Advisors LLC | 4,079 | $351.6K | 0.01% | −733−15.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,095 | $353.0K | 0.33% | +5+0.1% | Added |
| Janney Montgomery Scott LLC | 4,303 | $371.0K | 0.00% | +333+8.4% | Added |
| Sherbrooke Park Advisers LLC | 4,323 | $372.6K | 0.07% | +948+28.1% | Added |
| Susquehanna International Group, LLP | 4,332 | $373.4K | 0.00% | −6,570−60.3% | Reduced |
| Integrated Advisors Network LLC | 4,335 | $373.7K | 0.02% | +4,335 | New |
| Cim Investment Mangement Inc | 4,376 | $377.2K | 0.12% | −738−14.4% | Reduced |
| Bank of Nova Scotia | 4,453 | $383.8K | 0.00% | +462+11.6% | Added |
| Polar Capital Holdings Plc | 4,485 | $386.6K | 0.00% | +4,485 | New |
| Beacon Pointe Advisors, LLC | 4,592 | $395.8K | 0.00% | −80−1.7% | Reduced |
| Vestcor Inc | 4,894 | $422.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,938 | $425.7K | 0.03% | +36+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $431.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,009 | $431.8K | 0.00% | −210−4.0% | Reduced |
| PEAK6 Investments LLC | 5,076 | $437.6K | 0.02% | −5,366−51.4% | Reduced |
| State of Wyoming | 5,124 | $441.7K | 0.07% | +356+7.5% | Added |
| Radnor Capital Management, LLC | 5,289 | $456.0K | 0.14% | +444+9.2% | Added |
| Canada Pension Plan Investment Board | 5,400 | $465.5K | 0.00% | +5,400 | New |
| Mattson Financial Services, LLC | 5,536 | $477.2K | 0.17% | +5,536 | New |
| Campbell & CO Investment Adviser LLC | 5,805 | $500.4K | 0.04% | −4,081−41.3% | Reduced |
| Stephens Inc | 6,132 | $528.6K | 0.01% | +270+4.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,400 | $551.7K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,453 | $556.2K | 0.00% | +3,044+89.3% | Added |
| BTC Capital Management, Inc. | 6,457 | $556.6K | 0.05% | −296−4.4% | Reduced |
| Narus Financial Partners, LLC | 6,526 | $562.5K | 0.23% | +2,110+47.8% | Added |
| Institute for Wealth Management, LLC. | 6,689 | $576.6K | 0.08% | −80−1.2% | Reduced |
| Pearl River Capital, LLC | 6,776 | $584.1K | 0.09% | −1,682−19.9% | Reduced |
| Securian Asset Management, Inc | 6,939 | $598.1K | 0.02% | −100−1.4% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $655.1K | 0.11% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,692 | $663.0K | 0.00% | −41,594−84.4% | Reduced |
| JustInvest LLC | 7,730 | $666.3K | 0.01% | +626+8.8% | Added |
| Sheets Smith Wealth Management | 7,767 | $669.5K | 0.08% | +10.0% | Added |
| Avantax Advisory Services, Inc. | 7,992 | $688.9K | 0.00% | +7,992 | New |
| Exchange Traded Concepts, LLC | 8,154 | $702.9K | 0.02% | +387+5.0% | Added |
| Guggenheim Capital LLC | 8,162 | $703.6K | 0.01% | −326−3.8% | Reduced |
| Commerce Bank | 8,173 | $704.5K | 0.00% | 00.0% | Unchanged |
| LMCG Investments, LLC | 8,216 | $708.2K | 0.04% | −72−0.9% | Reduced |
| Algert Global LLC | 8,679 | $748.1K | 0.02% | +8,679 | New |
| Premier Fund Managers Ltd | 9,030 | $761.0K | 0.03% | 00.0% | Unchanged |
| Beck Bode, LLC | 9,049 | $780.0K | 0.16% | −25,059−73.5% | Reduced |
| Peterson Wealth Services | 9,056 | $780.6K | 0.27% | +832+10.1% | Added |
| Public Employees Retirement Association of Colorado | 9,303 | $802.0K | 0.00% | −893−8.8% | Reduced |
| Petrus Trust Company, LTA | 9,385 | $809.0K | 0.08% | +2,361+33.6% | Added |
| State of Alaska, Department of Revenue | 9,461 | $815.0K | 0.01% | +155+1.7% | Added |
| Marshall Wace, LLP | 9,800 | $844.8K | 0.00% | −32,832−77.0% | Reduced |
| Federated Hermes, Inc. | 10,856 | $935.8K | 0.00% | −381−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 10,929 | $942.1K | 0.00% | +2,563+30.6% | Added |
| Schroder Investment Management Group | 11,290 | $951.7K | 0.00% | +11,290 | New |
| Atria Investments LLC | 11,221 | $967.3K | 0.01% | +11,221 | New |
| GWM Advisors LLC | 11,252 | $969.9K | 0.01% | −3,076−21.5% | Reduced |
| Pictet Asset Management Holding SA | 11,267 | $971.2K | 0.00% | −178−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 11,281 | $972.0K | 0.02% | −457−3.9% | Reduced |
| Captrust Financial Advisors | 11,305 | $974.5K | 0.00% | +823+7.9% | Added |
| Bank of Montreal | 11,308 | $975.9K | 0.00% | +1,077+10.5% | Added |
| Xponance, Inc. | 11,601 | $1.00M | 0.01% | −709−5.8% | Reduced |
| HC Advisors, LLC | 11,773 | $1.01M | 0.94% | −176−1.5% | Reduced |
| Convergence Investment Partners, LLC | 12,022 | $1.04M | 0.30% | +12,022 | New |
| Alps Advisors Inc | 12,977 | $1.12M | 0.01% | +135+1.1% | Added |
| Sequoia Financial Advisors, LLC | 13,011 | $1.12M | 0.01% | +13,011 | New |
| Hancock Whitney Corp | 13,091 | $1.13M | 0.04% | −51−0.4% | Reduced |
| Pacer Advisors, Inc. | 13,102 | $1.13M | 0.00% | −79−0.6% | Reduced |
| Intech Investment Management LLC | 13,205 | $1.14M | 0.01% | +13,205 | New |
| Two Sigma Investments, LP | 13,500 | $1.16M | 0.00% | +8,740+183.6% | Added |
| Mariner, LLC | 13,648 | $1.18M | 0.00% | −28−0.2% | Reduced |
| CWM Advisors, LLC | 13,715 | $1.18M | 0.14% | −1,882−12.1% | Reduced |
| Abn Amro Investment Solutions | 14,473 | $1.25M | 0.02% | −3,541−19.7% | Reduced |
| Cerity Partners LLC | 15,001 | $1.29M | 0.00% | −1,128−7.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,482 | $1.33M | 0.01% | +15,482 | New |
| ProShare Advisors LLC | 15,503 | $1.34M | 0.00% | −3,974−20.4% | Reduced |
| Tower Research Capital LLC (TRC) | 15,615 | $1.35M | 0.02% | +12,523+405.0% | Added |