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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −5,403−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |