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 |
|---|---|---|---|---|---|
| HC Advisors, LLC | 11,773 | $1.01M | 0.94% | −176−1.5% | Reduced |
| Xponance, Inc. | 11,601 | $1.00M | 0.01% | −709−5.8% | Reduced |
| Bank of Montreal | 11,308 | $975.9K | 0.00% | +1,077+10.5% | Added |
| Captrust Financial Advisors | 11,305 | $974.5K | 0.00% | +823+7.9% | Added |
| Crossmark Global Holdings, Inc. | 11,281 | $972.0K | 0.02% | −457−3.9% | Reduced |
| Pictet Asset Management Holding SA | 11,267 | $971.2K | 0.00% | −178−1.6% | Reduced |
| GWM Advisors LLC | 11,252 | $969.9K | 0.01% | −3,076−21.5% | Reduced |
| Atria Investments LLC | 11,221 | $967.3K | 0.01% | +11,221 | New |
| Schroder Investment Management Group | 11,290 | $951.7K | 0.00% | +11,290 | New |
| The PNC Financial Services Group, Inc. | 10,929 | $942.1K | 0.00% | +2,563+30.6% | Added |
| Federated Hermes, Inc. | 10,856 | $935.8K | 0.00% | −381−3.4% | Reduced |
| Marshall Wace, LLP | 9,800 | $844.8K | 0.00% | −32,832−77.0% | Reduced |
| State of Alaska, Department of Revenue | 9,461 | $815.0K | 0.01% | +155+1.7% | Added |
| Petrus Trust Company, LTA | 9,385 | $809.0K | 0.08% | +2,361+33.6% | Added |
| Public Employees Retirement Association of Colorado | 9,303 | $802.0K | 0.00% | −893−8.8% | Reduced |
| Peterson Wealth Services | 9,056 | $780.6K | 0.27% | +832+10.1% | Added |
| Beck Bode, LLC | 9,049 | $780.0K | 0.16% | −25,059−73.5% | Reduced |
| Premier Fund Managers Ltd | 9,030 | $761.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 8,679 | $748.1K | 0.02% | +8,679 | New |
| LMCG Investments, LLC | 8,216 | $708.2K | 0.04% | −72−0.9% | Reduced |
| Commerce Bank | 8,173 | $704.5K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,162 | $703.6K | 0.01% | −326−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,154 | $702.9K | 0.02% | +387+5.0% | Added |
| Avantax Advisory Services, Inc. | 7,992 | $688.9K | 0.00% | +7,992 | New |
| Sheets Smith Wealth Management | 7,767 | $669.5K | 0.08% | +10.0% | Added |
| JustInvest LLC | 7,730 | $666.3K | 0.01% | +626+8.8% | Added |
| BNP Paribas Arbitrage, SA | 7,692 | $663.0K | 0.00% | −41,594−84.4% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $655.1K | 0.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,939 | $598.1K | 0.02% | −100−1.4% | Reduced |
| Pearl River Capital, LLC | 6,776 | $584.1K | 0.09% | −1,682−19.9% | Reduced |
| Institute for Wealth Management, LLC. | 6,689 | $576.6K | 0.08% | −80−1.2% | Reduced |
| Narus Financial Partners, LLC | 6,526 | $562.5K | 0.23% | +2,110+47.8% | Added |
| BTC Capital Management, Inc. | 6,457 | $556.6K | 0.05% | −296−4.4% | Reduced |
| Cetera Investment Advisers | 6,453 | $556.2K | 0.00% | +3,044+89.3% | Added |
| NorthCrest Asset Manangement, LLC | 6,400 | $551.7K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 6,132 | $528.6K | 0.01% | +270+4.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,805 | $500.4K | 0.04% | −4,081−41.3% | Reduced |
| Mattson Financial Services, LLC | 5,536 | $477.2K | 0.17% | +5,536 | New |
| Canada Pension Plan Investment Board | 5,400 | $465.5K | 0.00% | +5,400 | New |
| Radnor Capital Management, LLC | 5,289 | $456.0K | 0.14% | +444+9.2% | Added |
| State of Wyoming | 5,124 | $441.7K | 0.07% | +356+7.5% | Added |
| PEAK6 Investments LLC | 5,076 | $437.6K | 0.02% | −5,366−51.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,009 | $431.8K | 0.00% | −210−4.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $431.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,938 | $425.7K | 0.03% | +36+0.7% | Added |
| Vestcor Inc | 4,894 | $422.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,592 | $395.8K | 0.00% | −80−1.7% | Reduced |
| Polar Capital Holdings Plc | 4,485 | $386.6K | 0.00% | +4,485 | New |
| Bank of Nova Scotia | 4,453 | $383.8K | 0.00% | +462+11.6% | Added |
| Cim Investment Mangement Inc | 4,376 | $377.2K | 0.12% | −738−14.4% | Reduced |
| Integrated Advisors Network LLC | 4,335 | $373.7K | 0.02% | +4,335 | New |
| Susquehanna International Group, LLP | 4,332 | $373.4K | 0.00% | −6,570−60.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,323 | $372.6K | 0.07% | +948+28.1% | Added |
| Janney Montgomery Scott LLC | 4,303 | $371.0K | 0.00% | +333+8.4% | Added |
| MeadowBrook Investment Advisors LLC | 4,095 | $353.0K | 0.33% | +5+0.1% | Added |
| Profund Advisors LLC | 4,079 | $351.6K | 0.01% | −733−15.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,013 | $345.9K | 0.03% | −20−0.5% | Reduced |
| Summit Trail Advisors, LLC | 3,993 | $344.2K | 0.01% | +630+18.7% | Added |
| Harvest Fund Management Co., Ltd | 3,988 | $343.0K | 0.02% | +2,728+216.5% | Added |
| CWM, LLC | 3,958 | $341.0K | 0.00% | +255+6.9% | Added |
| AlphaMark Advisors, LLC | 3,848 | $332.0K | 0.12% | −744−16.2% | Reduced |
| Brown Financial Advisors | 3,838 | $330.8K | 0.15% | +3,838 | New |
| Bayesian Capital Management, LP | 3,800 | $327.6K | 0.04% | +3,800 | New |
| SG Americas Securities, LLC | 3,798 | $327.0K | 0.00% | +1,241+48.5% | Added |
| Gotham Asset Management, LLC | 3,710 | $319.8K | 0.00% | +3,710 | New |
| City Center Advisors, LLC | 3,887 | $317.3K | 0.37% | 00.0% | Unchanged |
| David Loasby | 3,985 | $315.0K | 0.03% | +581+17.1% | Added |
| Toth Financial Advisory Corp | 3,650 | $314.6K | 0.04% | +3,650 | New |
| Toroso Investments, LLC | 3,642 | $313.9K | 0.00% | +3,642 | New |
| Envestnet Portfolio Solutions, Inc. | 3,639 | $313.7K | 0.00% | +98+2.8% | Added |
| Corton Capital Inc. | 3,634 | $313.3K | 0.16% | −747−17.1% | Reduced |
| Versor Investments LP | 3,600 | $310.3K | 0.06% | +3,600 | New |
| Cresset Asset Management, LLC | 3,597 | $310.1K | 0.00% | +1,102+44.2% | Added |
| Shelton Capital Management | 3,582 | $308.8K | 0.01% | −160−4.3% | Reduced |
| Rosenbaum Jay D. | 3,336 | $287.6K | 1.63% | +720+27.5% | 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 |
| Dakota Wealth Management | 3,138 | $270.5K | 0.01% | +135+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,071 | $264.7K | 0.00% | +3,071 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,969 | $255.9K | 0.04% | −266−8.2% | Reduced |
| Natixis | 2,943 | $253.7K | 0.00% | +2,943 | New |
| Truist Financial Corp | 2,864 | $246.9K | 0.00% | +188+7.0% | Added |
| Nisa Investment Advisors, LLC | 2,854 | $246.0K | 0.00% | +198+7.5% | Added |
| Ieq Capital, LLC | 2,822 | $243.3K | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 2,800 | $241.4K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 2,784 | $240.0K | 0.00% | +2,784 | New |
| Legato Capital Management LLC | 2,780 | $239.6K | 0.03% | −3,755−57.5% | Reduced |
| Raymond James Trust N.A. | 2,773 | $239.0K | 0.01% | +52+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,762 | $238.1K | 0.02% | +2,762 | New |
| Nomura Holdings Inc | 2,695 | $232.3K | 0.00% | +2,695 | New |
| Stratos Wealth Partners, LTD. | 2,632 | $226.9K | 0.00% | +10+0.4% | Added |
| MML Investors Services, LLC | 2,592 | $223.0K | 0.00% | +2,592 | New |
| Bessemer Group Inc | 2,488 | $215.0K | 0.00% | −350−12.3% | Reduced |
| CIBC Asset Management Inc | 2,419 | $208.5K | 0.00% | +2,419 | New |
| Quadrant Capital Group LLC | 2,231 | $192.3K | 0.01% | +386+20.9% | Added |
| KBC Group NV | 2,122 | $183.0K | 0.00% | +249+13.3% | Added |
| Daiwa Securities Group Inc. | 2,000 | $172.0K | 0.00% | −200−9.1% | Reduced |
| Signaturefd, LLC | 1,787 | $154.0K | 0.00% | +679+61.3% | Added |
| Advisor Group Holdings, Inc. | 1,750 | $150.9K | 0.00% | −1,414−44.7% | Reduced |
| Ostrum Asset Management | 1,713 | $147.7K | 0.01% | +286+20.0% | Added |