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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 86,876 | $7.49M | 0.03% | −10,373−10.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 84,896 | $7.32M | 0.03% | +84,896 | New |
| California State Teachers Retirement System | 83,994 | $7.24M | 0.01% | −1,865−2.2% | Reduced |
| Danske Bank A/S | 83,701 | $7.22M | 0.03% | +61,557+278.0% | Added |
| New York State Teachers Retirement System | 82,851 | $7.14M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 82,274 | $7.09M | 0.00% | −7,266−8.1% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $6.49M | 0.12% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.47M | 0.99% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 94,922 | $6.45M | 0.80% | +94,922 | New |
| Segall Bryant & Hamill, LLC | 70,402 | $6.07M | 0.11% | +70,402 | New |
| Great West Life Assurance Co | 70,092 | $6.04M | 0.01% | +4,426+6.7% | Added |
| Elk River Wealth Management, LLC | 65,964 | $5.69M | 1.11% | +19,024+40.5% | Added |
| Oberweis Asset Management Inc | 64,600 | $5.57M | 0.34% | +13,300+25.9% | Added |
| Oppenheimer Asset Management Inc. | 64,214 | $5.54M | 0.07% | +14,573+29.4% | Added |
| Neuberger Berman Group LLC | 64,144 | $5.53M | 0.00% | +16,543+34.8% | Added |
| UMA Financial Services, Inc. | 67,853 | $5.53M | 1.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 63,456 | $5.47M | 0.06% | −2,515−3.8% | Reduced |
| Russell Investments Group, Ltd. | 63,146 | $5.44M | 0.01% | +20,963+49.7% | Added |
| CIBC Private Wealth Group, LLC | 65,952 | $5.38M | 0.01% | −5,012−7.1% | Reduced |
| Fred Alger Management, LLC | 61,469 | $5.30M | 0.03% | −598−1.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 60,000 | $5.17M | 0.50% | +60,000 | New |
| Citigroup Inc | 59,023 | $5.09M | 0.00% | +32,722+124.4% | Added |
| Moody Aldrich Partners LLC | 58,046 | $5.00M | 0.98% | +58,046 | New |
| Thematics Asset Management | 57,747 | $4.98M | 0.20% | −2,710−4.5% | Reduced |
| Cinctive Capital Management LP | 56,809 | $4.90M | 0.26% | +56,809 | New |
| Renaissance Technologies LLC | 55,000 | $4.74M | 0.01% | +55,000 | New |
| Gradient Investments LLC | 54,849 | $4.73M | 0.11% | +1,218+2.3% | Added |
| Price T Rowe Associates Inc | 54,704 | $4.72M | 0.00% | +3,320+6.5% | Added |
| Madison Asset Management, LLC | 54,172 | $4.67M | 0.06% | +313+0.6% | Added |
| Comerica Bank | 54,048 | $4.66M | 0.02% | −3,527−6.1% | Reduced |
| Barclays PLC | 53,825 | $4.64M | 0.00% | −134,688−71.4% | Reduced |
| M&T Bank Corp | 49,126 | $4.23M | 0.01% | −359−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48,438 | $4.17M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 47,151 | $4.06M | 0.00% | −28,566−37.7% | Reduced |
| King Luther Capital Management Corp | 45,295 | $3.90M | 0.02% | +2,508+5.9% | Added |
| State of Tennessee, Treasury Department | 42,935 | $3.70M | 0.01% | +10,417+32.0% | Added |
| ClariVest Asset Management LLC | 42,233 | $3.64M | 0.37% | +29+0.1% | Added |
| Amalgamated Bank | 42,144 | $3.63M | 0.03% | −2,815−6.3% | Reduced |
| Chase Investment Counsel Corp | 40,986 | $3.53M | 1.25% | +6,572+19.1% | Added |
| Man Group plc | 39,147 | $3.37M | 0.01% | −207,400−84.1% | Reduced |
| Renaissance Group LLC | 39,020 | $3.36M | 0.13% | +3,814+10.8% | Added |
| Yousif Capital Management, LLC | 37,368 | $3.22M | 0.04% | −2,431−6.1% | Reduced |
| LPL Financial LLC | 35,237 | $3.04M | 0.00% | −1,126−3.1% | Reduced |
| New York State Common Retirement Fund | 34,918 | $3.01M | 0.00% | +1,218+3.6% | Added |
| Ameritas Investment Partners, Inc. | 34,302 | $2.96M | 0.10% | −598−1.7% | Reduced |
| Lisanti Capital Growth, LLC | 33,410 | $2.88M | 0.69% | −24,175−42.0% | Reduced |
| State of New Jersey Common Pension Fund D | 32,615 | $2.81M | 0.01% | −17,635−35.1% | Reduced |
| Forest Hill Capital, LLC | 31,676 | $2.73M | 2.25% | 00.0% | Unchanged |
| Advisory Research Inc | 30,730 | $2.65M | 0.50% | +100.0% | Added |
| Nordea Investment Management AB | 30,230 | $2.58M | 0.00% | −4,509−13.0% | Reduced |
| Agf Management Ltd | 29,245 | $2.52M | 0.01% | +1,985+7.3% | Added |
| Los Angeles Capital Management LLC | 28,907 | $2.49M | 0.01% | −4,317−13.0% | Reduced |
| Zacks Investment Management | 28,397 | $2.45M | 0.03% | +3,113+12.3% | Added |
| Teacher Retirement System of Texas | 28,368 | $2.44M | 0.01% | −1,092−3.7% | Reduced |
| Prudential PLC | 28,180 | $2.43M | 0.02% | +28,180 | New |
| D. E. Shaw & Co., Inc. | 27,226 | $2.35M | 0.00% | +27,226 | New |
| Amussen Hunsaker Associates LLC | 26,920 | $2.32M | 0.39% | −4,519−14.4% | Reduced |
| Vontobel Holding Ltd. | 25,237 | $2.18M | 0.01% | −3,698−12.8% | Reduced |
| Louisiana State Employees Retirement System | 24,600 | $2.12M | 0.04% | −100−0.4% | Reduced |
| Arizona State Retirement System | 24,120 | $2.08M | 0.01% | +540+2.3% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.06M | 0.00% | −2,710−10.2% | Reduced |
| Redwood Investments, LLC | 22,594 | $1.94M | 0.66% | +1,615+7.7% | Added |
| Pathstone Holdings, LLC | 22,238 | $1.92M | 0.01% | +14,351+182.0% | Added |
| Amica Mutual Insurance Co | 21,728 | $1.87M | 0.19% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 21,453 | $1.85M | 0.03% | −1,664−7.2% | Reduced |
| Stifel Financial Corp | 21,439 | $1.85M | 0.00% | +300+1.4% | Added |
| State of Michigan Retirement System | 20,922 | $1.80M | 0.01% | −100−0.5% | Reduced |
| STRS Ohio | 20,900 | $1.80M | 0.01% | +500+2.5% | Added |
| RSM US Wealth Management LLC | 20,537 | $1.78M | 0.03% | +7,780+61.0% | Added |
| US Bancorp | 20,601 | $1.78M | 0.00% | +9,112+79.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,138 | $1.74M | 0.00% | +647+3.3% | Added |
| Creative Planning | 19,926 | $1.72M | 0.00% | +3,983+25.0% | Added |
| South Dakota Investment Council | 19,876 | $1.71M | 0.04% | −17−0.1% | Reduced |
| Alberta Investment Management Corp | 19,431 | $1.67M | 0.02% | +6,784+53.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,419 | $1.67M | 0.04% | +281+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,285 | $1.66M | 0.01% | +305+1.6% | Added |
| Oregon Public Employees Retirement Fund | 18,066 | $1.56M | 0.03% | −3,152−14.9% | Reduced |
| Zions Bancorporation, N.A. | 17,792 | $1.53M | 0.12% | −654−3.5% | Reduced |
| Lunt Capital Management, Inc. | 17,730 | $1.53M | 0.75% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,533 | $1.51M | 0.00% | +52+0.3% | Added |
| ABLE Financial Group, LLC | 17,324 | $1.49M | 0.54% | +955+5.8% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.49M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,216 | $1.48M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 17,204 | $1.48M | 0.24% | −143−0.8% | Reduced |
| EFG Asset Management (North America) Corp. | 16,563 | $1.43M | 0.25% | +16,563 | New |
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $1.35M | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,615 | $1.35M | 0.02% | +12,523+405.0% | Added |
| ProShare Advisors LLC | 15,503 | $1.34M | 0.00% | −3,974−20.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,482 | $1.33M | 0.01% | +15,482 | New |
| Cerity Partners LLC | 15,001 | $1.29M | 0.00% | −1,128−7.0% | Reduced |
| Abn Amro Investment Solutions | 14,473 | $1.25M | 0.02% | −3,541−19.7% | Reduced |
| CWM Advisors, LLC | 13,715 | $1.18M | 0.14% | −1,882−12.1% | Reduced |
| Mariner, LLC | 13,648 | $1.18M | 0.00% | −28−0.2% | Reduced |
| Two Sigma Investments, LP | 13,500 | $1.16M | 0.00% | +8,740+183.6% | Added |
| Intech Investment Management LLC | 13,205 | $1.14M | 0.01% | +13,205 | New |
| Pacer Advisors, Inc. | 13,102 | $1.13M | 0.00% | −79−0.6% | Reduced |
| Hancock Whitney Corp | 13,091 | $1.13M | 0.04% | −51−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 13,011 | $1.12M | 0.01% | +13,011 | New |
| Alps Advisors Inc | 12,977 | $1.12M | 0.01% | +135+1.1% | Added |
| Convergence Investment Partners, LLC | 12,022 | $1.04M | 0.30% | +12,022 | New |