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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Healthequity, Inc. as of Sep 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
- 404
- +21 vs. Q2 2024
- Shares held
- 88.4M
- +11.1M (+14.4%) vs. Q2 2024
- Total value
- $7.25B
- +$586.5M (+8.8%) vs. Q2 2024
- New holders
- 62
- 141 more added
- Sold out
- 41
- 153 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 500 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,941,670 | $895.6M | 0.02% | +10,941,670 | New |
| Vanguard Group Inc | 8,876,467 | $726.5M | 0.01% | +50,963+0.6% | Added |
| Wasatch Advisors Inc | 7,758,890 | $635.1M | 3.11% | +483,269+6.6% | Added |
| FMR LLC | 5,290,116 | $433.0M | 0.03% | −39,723−0.7% | Reduced |
| State Street Corp | 3,131,900 | $256.3M | 0.01% | +23,613+0.8% | Added |
| Clearbridge Investments, LLC | 2,388,392 | $195.5M | 0.15% | +11,188+0.5% | Added |
| Mackenzie Financial Corp | 2,357,536 | $193.0M | 0.27% | −6,985−0.3% | Reduced |
| Geode Capital Management, LLC | 2,078,977 | $170.2M | 0.01% | +15,145+0.7% | Added |
| Brown Advisory Inc | 1,862,010 | $152.4M | 0.19% | +129,815+7.5% | Added |
| Franklin Resources Inc | 1,640,215 | $139.4M | 0.04% | +11,659+0.7% | Added |
| Invesco Ltd. | 1,612,348 | $132.0M | 0.03% | +55,766+3.6% | Added |
| Dimensional Fund Advisors LP | 1,581,723 | $129.5M | 0.03% | +34,321+2.2% | Added |
| Stephens Investment Management Group LLC | 1,249,082 | $102.2M | 1.39% | −38,967−3.0% | Reduced |
| JPMorgan Chase & Co | 1,215,321 | $99.5M | 0.01% | −252,244−17.2% | Reduced |
| Loomis Sayles & Co L P | 1,126,645 | $92.2M | 0.12% | +24,665+2.2% | Added |
| Charles Schwab Investment Management Inc | 1,061,807 | $86.9M | 0.02% | +14,532+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,037,780 | $84.9M | 0.13% | −84,277−7.5% | Reduced |
| Northern Trust Corp | 1,034,042 | $84.6M | 0.01% | −22,690−2.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 985,834 | $80.7M | 1.03% | −135,035−12.0% | Reduced |
| Millennium Management LLC | 947,294 | $77.5M | 0.07% | +46,623+5.2% | Added |
| Van Berkom & Associates Inc. | 935,581 | $76.6M | 2.10% | +5,413+0.6% | Added |
| Janus Henderson Group PLC | 899,240 | $73.6M | 0.04% | −202,233−18.4% | Reduced |
| Norges Bank | 879,632 | $72.0M | 0.01% | −7,000−0.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 843,423 | $69.0M | 0.61% | +226,563+36.7% | Added |
| Geneva Capital Management LLC | 842,009 | $68.9M | 1.15% | +640+0.1% | Added |
| Greenhouse Funds LLLP | 792,469 | $64.9M | 3.21% | +35,775+4.7% | Added |
| GW&K Investment Management, LLC | 790,908 | $64.7M | 0.55% | +2,256+0.3% | Added |
| Bamco Inc | 750,000 | $61.4M | 0.16% | −50,000−6.3% | Reduced |
| Bank of New York Mellon Corp | 744,886 | $61.0M | 0.01% | −156,288−17.3% | Reduced |
| Morgan Stanley | 705,255 | $57.7M | 0.00% | +66,941+10.5% | Added |
| Wellington Management Group LLP | 690,439 | $56.5M | 0.01% | −24,666−3.4% | Reduced |
| Bank of America Corp | 647,195 | $53.0M | 0.00% | −2,305−0.4% | Reduced |
| Goldman Sachs Group Inc | 645,871 | $52.9M | 0.01% | −66,044−9.3% | Reduced |
| SEI Investments Co | 630,369 | $51.6M | 0.07% | −14,875−2.3% | Reduced |
| Nuveen Asset Management, LLC | 602,946 | $49.4M | 0.01% | +48,451+8.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 569,164 | $46.6M | 0.10% | −12,365−2.1% | Reduced |
| Aristotle Capital Boston, LLC | 538,313 | $44.1M | 1.46% | −3,179−0.6% | Reduced |
| American Century Companies Inc | 531,767 | $43.5M | 0.03% | −943−0.2% | Reduced |
| Massachusetts Financial Services Co | 484,782 | $39.7M | 0.01% | +33,523+7.4% | Added |
| Davenport & Co LLC | 480,413 | $39.3M | 0.23% | +75,978+18.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 462,475 | $37.9M | 0.15% | +60,627+15.1% | Added |
| Aureus Asset Management, LLC | 423,082 | $34.6M | 2.27% | −22,909−5.1% | Reduced |
| Royal Bank of Canada | 391,756 | $32.1M | 0.01% | +70,791+22.1% | Added |
| AQR Capital Management LLC | 383,645 | $31.2M | 0.04% | +251,605+190.6% | Added |
| Woodline Partners LP | 336,783 | $27.6M | 0.23% | +61,587+22.4% | Added |
| Ensign Peak Advisors, Inc | 335,418 | $27.5M | 0.05% | −78,601−19.0% | Reduced |
| California Public Employees Retirement System | 332,971 | $27.3M | 0.02% | +22,786+7.3% | Added |
| UBS Asset Management Americas Inc | 329,477 | $27.0M | 0.01% | +6,197+1.9% | Added |
| Eversept Partners, LP | 319,078 | $26.1M | 2.00% | −94,453−22.8% | Reduced |
| Ashford Capital Management Inc | 305,222 | $25.0M | 3.12% | −2,460−0.8% | Reduced |
| Macquarie Group Ltd | 296,651 | $24.3M | 0.03% | −65,702−18.1% | Reduced |
| DF Dent & Co Inc | 296,579 | $24.3M | 0.30% | +61,864+26.4% | Added |
| Thrivent Financial for Lutherans | 293,624 | $24.0M | 0.05% | +73,404+33.3% | Added |
| UBS Group AG | 286,564 | $23.5M | 0.01% | −3,075−1.1% | Reduced |
| Victory Capital Management Inc | 267,597 | $21.9M | 0.02% | −63,091−19.1% | Reduced |
| Rhumbline Advisers | 266,277 | $21.8M | 0.02% | −11,977−4.3% | Reduced |
| Ranger Investment Management, L.P. | 260,753 | $21.3M | 1.37% | +9,793+3.9% | Added |
| Summit Creek Advisors LLC | 257,489 | $21.1M | 2.86% | +17,793+7.4% | Added |
| Ophir Asset Management Pty Ltd | 251,819 | $20.6M | 3.17% | −82,654−24.7% | Reduced |
| Glenmede Trust Co NA | 243,177 | $19.9M | 0.10% | −4,043−1.6% | Reduced |
| Principal Financial Group Inc | 242,405 | $19.8M | 0.01% | −95,161−28.2% | Reduced |
| TimesSquare Capital Management, LLC | 223,298 | $18.3M | 0.27% | −58,182−20.7% | Reduced |
| Retirement Systems of Alabama | 214,603 | $17.6M | 0.07% | −1,694−0.8% | Reduced |
| Man Group plc | 212,097 | $17.4M | 0.05% | +172,950+441.8% | Added |
| Natixis Advisors, L.P. | 209,175 | $17.1M | 0.03% | +48,009+29.8% | Added |
| Cambiar Investors LLC | 188,745 | $15.4M | 0.59% | −1,286−0.7% | Reduced |
| Alliancebernstein L.P. | 184,636 | $15.1M | 0.01% | −3,983−2.1% | Reduced |
| Bessemer Group Inc | 181,963 | $14.9M | 0.02% | +179,475+7,213.6% | Added |
| Ameriprise Financial Inc | 172,713 | $14.1M | 0.00% | −27,056−13.5% | Reduced |
| Eagle Asset Management Inc | 141,939 | $14.0M | 0.07% | −39,999−22.0% | Reduced |
| Swiss National Bank | 169,900 | $13.9M | 0.01% | +600+0.4% | Added |
| Barclays PLC | 166,492 | $13.6M | 0.01% | +112,667+209.3% | Added |
| Raymond James & Associates | 151,318 | $12.4M | 0.01% | +1,911+1.3% | Added |
| Corebridge Financial, Inc. | 147,515 | $12.1M | 0.06% | −7,421−4.8% | Reduced |
| First Trust Advisors LP | 145,896 | $11.9M | 0.01% | −31,971−18.0% | Reduced |
| Motley Fool Wealth Management, LLC | 141,135 | $11.6M | 0.58% | −2,274−1.6% | Reduced |
| Legal & General Group Plc | 140,153 | $11.5M | 0.00% | −2,220−1.6% | Reduced |
| Agf Management Ltd | 131,038 | $10.7M | 0.05% | +101,793+348.1% | Added |
| Grandeur Peak Global Advisors, LLC | 125,811 | $10.3M | 0.85% | +19,623+18.5% | Added |
| Scout Investments, Inc. | 118,277 | $10.1M | 0.27% | −19,111−13.9% | Reduced |
| Wells Fargo & Company | 119,346 | $9.77M | 0.00% | +1,612+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 118,460 | $9.70M | 0.01% | −20,877−15.0% | Reduced |
| Next Century Growth Investors LLC | 116,723 | $9.55M | 0.77% | +116,723 | New |
| Peregrine Capital Management LLC | 112,794 | $9.23M | 0.28% | +268+0.2% | Added |
| Citadel Advisors LLC | 111,955 | $9.16M | 0.01% | +19,906+21.6% | Added |
| Envestnet Asset Management Inc | 111,561 | $9.13M | 0.00% | −4,053−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 109,806 | $8.99M | 0.02% | −8,942−7.5% | Reduced |
| Motley Fool Asset Management LLC | 111,757 | $8.97M | 0.53% | +531+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 109,162 | $8.93M | 0.04% | +24,266+28.6% | Added |
| Citigroup Inc | 102,107 | $8.36M | 0.01% | +43,084+73.0% | Added |
| Manufacturers Life Insurance Company, The | 100,671 | $8.24M | 0.01% | −3,823−3.7% | Reduced |
| State of Wisconsin Investment Board | 99,110 | $8.11M | 0.02% | −700−0.7% | Reduced |
| Diversify Wealth Management, LLC | 92,417 | $8.10M | 0.78% | −2,505−2.6% | Reduced |
| Mutual of America Capital Management LLC | 97,718 | $8.00M | 0.08% | +648+0.7% | Added |
| Deutsche Bank AG | 93,910 | $7.69M | 0.00% | +11,636+14.1% | Added |
| Public Employees Retirement System of Ohio | 91,754 | $7.51M | 0.03% | +4,878+5.6% | Added |
| MetLife Investment Management | 91,401 | $7.48M | 0.04% | −1,694−1.8% | Reduced |
| HighTower Advisors, LLC | 90,705 | $7.42M | 0.01% | −19,840−17.9% | Reduced |
| NBW Capital LLC | 89,656 | $7.34M | 1.38% | +1,308+1.5% | Added |
| GM Advisory Group, Inc. | 89,013 | $7.29M | 0.44% | 00.0% | Unchanged |