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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $1.35M | 0.12% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 16,563 | $1.43M | 0.25% | +16,563 | New |
| Cornercap Investment Counsel Inc | 17,204 | $1.48M | 0.24% | −143−0.8% | Reduced |
| Handelsbanken Fonder AB | 17,216 | $1.48M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,300 | $1.49M | 0.05% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 17,324 | $1.49M | 0.54% | +955+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,533 | $1.51M | 0.00% | +52+0.3% | Added |
| Lunt Capital Management, Inc. | 17,730 | $1.53M | 0.75% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17,792 | $1.53M | 0.12% | −654−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 18,066 | $1.56M | 0.03% | −3,152−14.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,285 | $1.66M | 0.01% | +305+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,419 | $1.67M | 0.04% | +281+1.5% | Added |
| Alberta Investment Management Corp | 19,431 | $1.67M | 0.02% | +6,784+53.6% | Added |
| South Dakota Investment Council | 19,876 | $1.71M | 0.04% | −17−0.1% | Reduced |
| Creative Planning | 19,926 | $1.72M | 0.00% | +3,983+25.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,138 | $1.74M | 0.00% | +647+3.3% | Added |
| US Bancorp | 20,601 | $1.78M | 0.00% | +9,112+79.3% | Added |
| RSM US Wealth Management LLC | 20,537 | $1.78M | 0.03% | +7,780+61.0% | Added |
| STRS Ohio | 20,900 | $1.80M | 0.01% | +500+2.5% | Added |
| State of Michigan Retirement System | 20,922 | $1.80M | 0.01% | −100−0.5% | Reduced |
| Stifel Financial Corp | 21,439 | $1.85M | 0.00% | +300+1.4% | Added |
| TownSquare Capital, LLC | 21,453 | $1.85M | 0.03% | −1,664−7.2% | Reduced |
| Amica Mutual Insurance Co | 21,728 | $1.87M | 0.19% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,238 | $1.92M | 0.01% | +14,351+182.0% | Added |
| Redwood Investments, LLC | 22,594 | $1.94M | 0.66% | +1,615+7.7% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.06M | 0.00% | −2,710−10.2% | Reduced |
| Arizona State Retirement System | 24,120 | $2.08M | 0.01% | +540+2.3% | Added |
| Louisiana State Employees Retirement System | 24,600 | $2.12M | 0.04% | −100−0.4% | Reduced |
| Vontobel Holding Ltd. | 25,237 | $2.18M | 0.01% | −3,698−12.8% | Reduced |
| Amussen Hunsaker Associates LLC | 26,920 | $2.32M | 0.39% | −4,519−14.4% | Reduced |
| D. E. Shaw & Co., Inc. | 27,226 | $2.35M | 0.00% | +27,226 | New |
| Prudential PLC | 28,180 | $2.43M | 0.02% | +28,180 | New |
| Teacher Retirement System of Texas | 28,368 | $2.44M | 0.01% | −1,092−3.7% | Reduced |
| Zacks Investment Management | 28,397 | $2.45M | 0.03% | +3,113+12.3% | Added |
| Los Angeles Capital Management LLC | 28,907 | $2.49M | 0.01% | −4,317−13.0% | Reduced |
| Agf Management Ltd | 29,245 | $2.52M | 0.01% | +1,985+7.3% | Added |
| Nordea Investment Management AB | 30,230 | $2.58M | 0.00% | −4,509−13.0% | Reduced |
| Advisory Research Inc | 30,730 | $2.65M | 0.50% | +100.0% | Added |
| Forest Hill Capital, LLC | 31,676 | $2.73M | 2.25% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 32,615 | $2.81M | 0.01% | −17,635−35.1% | Reduced |
| Lisanti Capital Growth, LLC | 33,410 | $2.88M | 0.69% | −24,175−42.0% | Reduced |
| Ameritas Investment Partners, Inc. | 34,302 | $2.96M | 0.10% | −598−1.7% | Reduced |
| New York State Common Retirement Fund | 34,918 | $3.01M | 0.00% | +1,218+3.6% | Added |
| LPL Financial LLC | 35,237 | $3.04M | 0.00% | −1,126−3.1% | Reduced |
| Yousif Capital Management, LLC | 37,368 | $3.22M | 0.04% | −2,431−6.1% | Reduced |
| Renaissance Group LLC | 39,020 | $3.36M | 0.13% | +3,814+10.8% | Added |
| Man Group plc | 39,147 | $3.37M | 0.01% | −207,400−84.1% | Reduced |
| Chase Investment Counsel Corp | 40,986 | $3.53M | 1.25% | +6,572+19.1% | Added |
| Amalgamated Bank | 42,144 | $3.63M | 0.03% | −2,815−6.3% | Reduced |
| ClariVest Asset Management LLC | 42,233 | $3.64M | 0.37% | +29+0.1% | Added |
| State of Tennessee, Treasury Department | 42,935 | $3.70M | 0.01% | +10,417+32.0% | Added |
| King Luther Capital Management Corp | 45,295 | $3.90M | 0.02% | +2,508+5.9% | Added |
| Voya Investment Management LLC | 47,151 | $4.06M | 0.00% | −28,566−37.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48,438 | $4.17M | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 49,126 | $4.23M | 0.01% | −359−0.7% | Reduced |
| Barclays PLC | 53,825 | $4.64M | 0.00% | −134,688−71.4% | Reduced |
| Comerica Bank | 54,048 | $4.66M | 0.02% | −3,527−6.1% | Reduced |
| Madison Asset Management, LLC | 54,172 | $4.67M | 0.06% | +313+0.6% | Added |
| Price T Rowe Associates Inc | 54,704 | $4.72M | 0.00% | +3,320+6.5% | Added |
| Gradient Investments LLC | 54,849 | $4.73M | 0.11% | +1,218+2.3% | Added |
| Renaissance Technologies LLC | 55,000 | $4.74M | 0.01% | +55,000 | New |
| Cinctive Capital Management LP | 56,809 | $4.90M | 0.26% | +56,809 | New |
| Thematics Asset Management | 57,747 | $4.98M | 0.20% | −2,710−4.5% | Reduced |
| Moody Aldrich Partners LLC | 58,046 | $5.00M | 0.98% | +58,046 | New |
| Citigroup Inc | 59,023 | $5.09M | 0.00% | +32,722+124.4% | Added |
| Intrinsic Edge Capital Management LLC | 60,000 | $5.17M | 0.50% | +60,000 | New |
| Fred Alger Management, LLC | 61,469 | $5.30M | 0.03% | −598−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 65,952 | $5.38M | 0.01% | −5,012−7.1% | Reduced |
| Russell Investments Group, Ltd. | 63,146 | $5.44M | 0.01% | +20,963+49.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 63,456 | $5.47M | 0.06% | −2,515−3.8% | Reduced |
| UMA Financial Services, Inc. | 67,853 | $5.53M | 1.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 64,144 | $5.53M | 0.00% | +16,543+34.8% | Added |
| Oppenheimer Asset Management Inc. | 64,214 | $5.54M | 0.07% | +14,573+29.4% | Added |
| Oberweis Asset Management Inc | 64,600 | $5.57M | 0.34% | +13,300+25.9% | Added |
| Elk River Wealth Management, LLC | 65,964 | $5.69M | 1.11% | +19,024+40.5% | Added |
| Great West Life Assurance Co | 70,092 | $6.04M | 0.01% | +4,426+6.7% | Added |
| Segall Bryant & Hamill, LLC | 70,402 | $6.07M | 0.11% | +70,402 | New |
| Diversify Wealth Management, LLC | 94,922 | $6.45M | 0.80% | +94,922 | New |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.47M | 0.99% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 75,326 | $6.49M | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 82,274 | $7.09M | 0.00% | −7,266−8.1% | Reduced |
| New York State Teachers Retirement System | 82,851 | $7.14M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 83,701 | $7.22M | 0.03% | +61,557+278.0% | Added |
| California State Teachers Retirement System | 83,994 | $7.24M | 0.01% | −1,865−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 84,896 | $7.32M | 0.03% | +84,896 | New |
| Public Employees Retirement System of Ohio | 86,876 | $7.49M | 0.03% | −10,373−10.7% | Reduced |
| NBW Capital LLC | 88,348 | $7.62M | 1.50% | +1,957+2.3% | Added |
| GM Advisory Group, Inc. | 89,013 | $7.67M | 0.50% | −390.0% | Reduced |
| Castleark Management LLC | 89,800 | $7.74M | 0.32% | −780−0.9% | Reduced |
| Point72 Asset Management, L.P. | 91,129 | $7.86M | 0.03% | −55,625−37.9% | Reduced |
| HSBC Holdings PLC | 91,969 | $7.93M | 0.01% | +22,508+32.4% | Added |
| Citadel Advisors LLC | 92,049 | $7.93M | 0.01% | +54,033+142.1% | Added |
| MetLife Investment Management | 93,095 | $8.02M | 0.05% | +4,214+4.7% | Added |
| Mutual of America Capital Management LLC | 97,070 | $8.37M | 0.09% | +355+0.4% | Added |
| State of Wisconsin Investment Board | 99,810 | $8.60M | 0.02% | +543+0.5% | Added |
| Manufacturers Life Insurance Company, The | 104,494 | $9.01M | 0.01% | +879+0.8% | Added |
| Advantage Alpha Capital Partners LP | 105,260 | $9.07M | 1.98% | −240.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 106,188 | $9.15M | 0.73% | +47,208+80.0% | Added |
| HighTower Advisors, LLC | 110,545 | $9.54M | 0.01% | +21,842+24.6% | Added |
| Motley Fool Asset Management LLC | 111,226 | $9.63M | 0.64% | −7,554−6.4% | Reduced |