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 |
|---|---|---|---|---|---|
| Peregrine Capital Management LLC | 112,526 | $9.70M | 0.28% | +1,458+1.3% | Added |
| Envestnet Asset Management Inc | 115,614 | $9.97M | 0.00% | +7,645+7.1% | Added |
| ExodusPoint Capital Management, LP | 116,971 | $10.1M | 0.11% | +116,971 | New |
| Wells Fargo & Company | 117,734 | $10.1M | 0.00% | +33,481+39.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 118,748 | $10.2M | 0.02% | +118,748 | New |
| Jane Street Group, LLC | 126,599 | $10.9M | 0.01% | +99,422+365.8% | Added |
| AQR Capital Management LLC | 132,040 | $11.0M | 0.02% | −44,764−25.3% | Reduced |
| Scout Investments, Inc. | 137,388 | $11.8M | 0.32% | −13,139−8.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 139,337 | $12.0M | 0.01% | +54,984+65.2% | Added |
| Legal & General Group Plc | 142,373 | $12.3M | 0.00% | +8,005+6.0% | Added |
| Motley Fool Wealth Management, LLC | 143,409 | $12.3M | 0.63% | +5,620+4.1% | Added |
| Overbrook Management Corp | 142,501 | $12.3M | 3.10% | +142,501 | New |
| Great Lakes Advisors, LLC | 146,026 | $12.6M | 0.11% | −39,819−21.4% | Reduced |
| Raymond James & Associates | 149,407 | $12.9M | 0.01% | +15,140+11.3% | Added |
| Corebridge Financial, Inc. | 154,936 | $13.4M | 0.07% | +154,936 | New |
| Natixis Advisors, L.P. | 161,166 | $13.9M | 0.03% | +20,552+14.6% | Added |
| Swiss National Bank | 169,300 | $14.6M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 177,867 | $15.3M | 0.02% | +70,534+65.7% | Added |
| Eagle Asset Management Inc | 181,938 | $15.8M | 0.08% | −29,524−14.0% | Reduced |
| Alliancebernstein L.P. | 188,619 | $16.3M | 0.01% | +3,099+1.7% | Added |
| Cambiar Investors LLC | 190,031 | $16.4M | 0.64% | −1,633−0.9% | Reduced |
| Ameriprise Financial Inc | 199,769 | $17.2M | 0.00% | −23,143−10.4% | Reduced |
| Prudential Financial Inc | 202,274 | $17.4M | 0.03% | +55,047+37.4% | Added |
| Retirement Systems of Alabama | 216,297 | $18.6M | 0.07% | +108,553+100.8% | Added |
| Thrivent Financial for Lutherans | 220,220 | $19.0M | 0.04% | +198,718+924.2% | Added |
| DF Dent & Co Inc | 234,715 | $20.2M | 0.26% | −17,906−7.1% | Reduced |
| Summit Creek Advisors LLC | 239,696 | $20.7M | 2.83% | −16,635−6.5% | Reduced |
| Glenmede Trust Co NA | 247,220 | $21.3M | 0.11% | +9,308+3.9% | Added |
| Ranger Investment Management, L.P. | 250,960 | $21.6M | 1.47% | +250,960 | New |
| Woodline Partners LP | 275,196 | $23.7M | 0.23% | +275,196 | New |
| Rhumbline Advisers | 278,254 | $24.0M | 0.02% | +5,725+2.1% | Added |
| Generate Investment Management Ltd | 280,557 | $24.2M | 1.76% | +280,557 | New |
| TimesSquare Capital Management, LLC | 281,480 | $24.3M | 0.38% | +22,251+8.6% | Added |
| UBS Group AG | 289,639 | $25.0M | 0.01% | −84,716−22.6% | Reduced |
| Ashford Capital Management Inc | 307,682 | $26.5M | 3.58% | −33,830−9.9% | Reduced |
| California Public Employees Retirement System | 310,185 | $26.7M | 0.02% | +163,038+110.8% | Added |
| Royal Bank of Canada | 320,965 | $27.7M | 0.01% | −9,728−2.9% | Reduced |
| UBS Asset Management Americas Inc | 323,280 | $27.9M | 0.01% | +218,847+209.6% | Added |
| Victory Capital Management Inc | 330,688 | $28.5M | 0.03% | −29,001−8.1% | Reduced |
| Ophir Asset Management Pty Ltd | 334,473 | $28.8M | 5.11% | −13,269−3.8% | Reduced |
| Principal Financial Group Inc | 337,566 | $29.1M | 0.02% | −26,485−7.3% | Reduced |
| Macquarie Group Ltd | 362,353 | $31.2M | 0.04% | −1,165−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 401,848 | $34.6M | 0.15% | +84,425+26.6% | Added |
| Davenport & Co LLC | 404,435 | $34.9M | 0.22% | −28,949−6.7% | Reduced |
| Eversept Partners, LP | 413,531 | $35.6M | 2.73% | −7,814−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 414,019 | $35.7M | 0.07% | +73,427+21.6% | Added |
| Aureus Asset Management, LLC | 445,991 | $38.4M | 2.69% | +34,857+8.5% | Added |
| Massachusetts Financial Services Co | 451,259 | $38.9M | 0.01% | +77,686+20.8% | Added |
| American Century Companies Inc | 532,710 | $45.9M | 0.03% | −20,943−3.8% | Reduced |
| Aristotle Capital Boston, LLC | 541,492 | $46.7M | 1.57% | −41,171−7.1% | Reduced |
| Nuveen Asset Management, LLC | 554,495 | $47.8M | 0.01% | −14,583−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 581,529 | $50.1M | 0.12% | +8,594+1.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 616,860 | $53.2M | 0.49% | +11,150+1.8% | Added |
| Morgan Stanley | 638,314 | $55.0M | 0.00% | −2,741−0.4% | Reduced |
| SEI Investments Co | 645,244 | $55.6M | 0.08% | +75,193+13.2% | Added |
| Bank of America Corp | 649,500 | $56.0M | 0.01% | +6,424+1.0% | Added |
| Goldman Sachs Group Inc | 711,915 | $61.4M | 0.01% | −414,037−36.8% | Reduced |
| Wellington Management Group LLP | 715,105 | $61.6M | 0.01% | +55,257+8.4% | Added |
| Greenhouse Funds LLLP | 756,694 | $65.2M | 3.42% | +250,229+49.4% | Added |
| GW&K Investment Management, LLC | 788,652 | $68.0M | 0.62% | −6,092−0.8% | Reduced |
| Bamco Inc | 800,000 | $69.0M | 0.20% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 841,369 | $72.5M | 1.32% | −24,197−2.8% | Reduced |
| Norges Bank | 886,632 | $76.4M | 0.01% | −13,302−1.5% | Reduced |
| Millennium Management LLC | 900,671 | $77.6M | 0.06% | −503,986−35.9% | Reduced |
| Bank of New York Mellon Corp | 901,174 | $77.7M | 0.01% | +98,994+12.3% | Added |
| Van Berkom & Associates Inc. | 930,168 | $80.2M | 2.40% | +16,807+1.8% | Added |
| Charles Schwab Investment Management Inc | 1,047,275 | $90.3M | 0.02% | −13,391−1.3% | Reduced |
| Northern Trust Corp | 1,056,732 | $91.1M | 0.02% | +37,970+3.7% | Added |
| Janus Henderson Group PLC | 1,101,473 | $94.9M | 0.05% | +758+0.1% | Added |
| Loomis Sayles & Co L P | 1,101,980 | $95.0M | 0.13% | +171,114+18.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,120,869 | $96.6M | 1.15% | +8,161+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,122,057 | $96.7M | 0.16% | +9,125+0.8% | Added |
| Stephens Investment Management Group LLC | 1,288,049 | $111.0M | 1.55% | +103,689+8.8% | Added |
| JPMorgan Chase & Co | 1,467,565 | $126.5M | 0.01% | −68,893−4.5% | Reduced |
| Dimensional Fund Advisors LP | 1,547,402 | $133.4M | 0.03% | +115,841+8.1% | Added |
| Invesco Ltd. | 1,556,582 | $134.2M | 0.03% | +111,680+7.7% | Added |
| Franklin Resources Inc | 1,628,556 | $140.4M | 0.04% | +69,168+4.4% | Added |
| Brown Advisory Inc | 1,732,195 | $149.3M | 0.20% | −134,294−7.2% | Reduced |
| Geode Capital Management, LLC | 2,063,832 | $177.9M | 0.02% | +88,136+4.5% | Added |
| Mackenzie Financial Corp | 2,364,521 | $203.8M | 0.30% | +325,906+16.0% | Added |
| Clearbridge Investments, LLC | 2,377,204 | $204.9M | 0.17% | +43,491+1.9% | Added |
| State Street Corp | 3,108,287 | $267.9M | 0.01% | +54,955+1.8% | Added |
| FMR LLC | 5,329,839 | $459.4M | 0.03% | +368,652+7.4% | Added |
| Wasatch Advisors Inc | 7,275,621 | $627.2M | 3.35% | −133,459−1.8% | Reduced |
| Vanguard Group Inc | 8,825,504 | $760.8M | 0.01% | +56,872+0.6% | Added |
| BlackRock Inc. | 10,739,493 | $925.7M | 0.02% | −186,714−1.7% | Reduced |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,044,426−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −154,813−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −95,893−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −75,092−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −42,780−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,186−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −24,999−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,668−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,490−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,313−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,566−100.0% | Sold out |