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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 2,386 | $195.0K | 0.16% | +2,386 | New |
| KBC Group NV | 2,463 | $202.0K | 0.00% | +341+16.1% | Added |
| CIBC Asset Management Inc | 2,501 | $204.7K | 0.00% | +82+3.4% | Added |
| Atomi Financial Group, Inc. | 2,541 | $208.0K | 0.01% | +2,541 | New |
| Shell Asset Management Co | 2,540 | $208.0K | 0.01% | +2,540 | New |
| Private Advisor Group, LLC | 2,544 | $208.2K | 0.00% | +2,544 | New |
| MML Investors Services, LLC | 2,568 | $210.0K | 0.00% | −24−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,572 | $210.5K | 0.00% | −60−2.3% | Reduced |
| Walleye Capital LLC | 2,612 | $213.8K | 0.00% | +2,612 | New |
| Level Four Advisory Services, LLC | 2,598 | $221.5K | 0.01% | +2,598 | New |
| Dakota Wealth Management | 2,800 | $229.2K | 0.01% | −338−10.8% | Reduced |
| Farallon Capital Management, L.L.C. | 2,800 | $229.2K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 2,814 | $230.3K | 0.19% | +2,814 | New |
| Schonfeld Strategic Advisors LLC | 2,820 | $230.8K | 0.00% | +2,820 | New |
| Ieq Capital, LLC | 2,822 | $231.0K | 0.00% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2,880 | $235.7K | 0.01% | +2,880 | New |
| Raymond James Trust N.A. | 2,905 | $237.8K | 0.01% | +132+4.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,919 | $238.9K | 0.01% | +157+5.7% | Added |
| Corton Capital Inc. | 2,985 | $244.3K | 0.12% | −649−17.9% | Reduced |
| Acadian Asset Management LLC | 3,133 | $256.0K | 0.00% | +3,133 | New |
| Simplex Trading, LLC | 3,136 | $256.0K | 0.01% | +3,136 | New |
| Polar Capital Holdings Plc | 3,160 | $258.6K | 0.00% | −1,325−29.5% | Reduced |
| Brinker Capital Investments, LLC | 3,260 | $266.8K | 0.00% | −59−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,260 | $266.8K | 0.00% | −59−1.8% | Reduced |
| Wolverine Trading, LLC | 3,385 | $270.6K | 0.01% | +3,385 | New |
| Cetera Investment Advisers | 3,347 | $274.0K | 0.00% | −3,106−48.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,420 | $279.9K | 0.00% | +566+19.8% | Added |
| Shelton Capital Management | 3,440 | $281.6K | 0.01% | −142−4.0% | Reduced |
| Toroso Investments, LLC | 3,543 | $290.0K | 0.00% | −99−2.7% | Reduced |
| CWM, LLC | 3,635 | $298.0K | 0.00% | −323−8.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,649 | $298.7K | 0.00% | +578+18.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,527 | $299.7K | 0.00% | −1,482−29.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,821 | $312.7K | 0.00% | +182+5.0% | Added |
| City Center Advisors, LLC | 3,924 | $321.2K | 0.36% | +37+1.0% | Added |
| Summit Trail Advisors, LLC | 4,004 | $327.7K | 0.01% | +11+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,010 | $328.2K | 0.01% | −11,605−74.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,027 | $329.6K | 0.03% | +14+0.3% | Added |
| David Loasby | 4,218 | $329.8K | 0.03% | +233+5.8% | Added |
| Sanctuary Advisors, LLC | 3,176 | $331.1K | 0.00% | +3,176 | New |
| MeadowBrook Investment Advisors LLC | 4,075 | $333.5K | 0.30% | −20−0.5% | Reduced |
| Profund Advisors LLC | 4,130 | $338.0K | 0.01% | +51+1.3% | Added |
| Cim Investment Mangement Inc | 4,142 | $339.0K | 0.10% | −234−5.3% | Reduced |
| EP Wealth Advisors, LLC | 4,152 | $339.8K | 0.00% | +4,152 | New |
| Cresset Asset Management, LLC | 4,318 | $353.4K | 0.00% | +721+20.0% | Added |
| Centiva Capital, LP | 4,471 | $366.0K | 0.02% | +4,471 | New |
| Assetmark, Inc | 4,544 | $371.9K | 0.00% | +3,729+457.5% | Added |
| AlphaMark Advisors, LLC | 4,570 | $374.0K | 0.13% | +722+18.8% | Added |
| Graham Capital Management, L.P. | 4,750 | $388.8K | 0.01% | +4,750 | New |
| Vestcor Inc | 4,894 | $401.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,932 | $404.0K | 0.00% | +629+14.6% | Added |
| Arkadios Wealth Advisors | 4,938 | $404.2K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,974 | $407.1K | 0.02% | −102−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $409.3K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,130 | $419.9K | 0.03% | +5,130 | New |
| Petrus Trust Company, LTA | 5,183 | $424.2K | 0.04% | −4,202−44.8% | Reduced |
| Radnor Capital Management, LLC | 5,254 | $430.0K | 0.06% | −35−0.7% | Reduced |
| State of Wyoming | 5,732 | $469.2K | 0.07% | +608+11.9% | Added |
| Mattson Financial Services, LLC | 5,464 | $471.0K | 0.17% | −72−1.3% | Reduced |
| Neo Ivy Capital Management | 5,770 | $472.0K | 0.15% | +5,770 | New |
| Chase Investment Counsel Corp | 5,923 | $484.0K | 0.16% | −35,063−85.5% | Reduced |
| Crossmark Global Holdings, Inc. | 5,978 | $489.0K | 0.01% | −5,303−47.0% | Reduced |
| Credit Agricole S A | 6,096 | $499.0K | 0.00% | +6,096 | New |
| Bank of Nova Scotia | 6,265 | $512.8K | 0.00% | +1,812+40.7% | Added |
| Allianz Asset Management GmbH | 6,317 | $517.0K | 0.00% | +6,317 | New |
| NorthCrest Asset Manangement, LLC | 6,403 | $524.1K | 0.02% | +30.0% | Added |
| Stephens Inc | 6,476 | $530.1K | 0.01% | +344+5.6% | Added |
| Narus Financial Partners, LLC | 6,533 | $534.7K | 0.19% | +7+0.1% | Added |
| Institute for Wealth Management, LLC. | 6,566 | $537.4K | 0.07% | −123−1.8% | Reduced |
| Securian Asset Management, Inc | 6,766 | $553.8K | 0.02% | −173−2.5% | Reduced |
| Teza Capital Management LLC | 7,003 | $573.2K | 0.06% | +7,003 | New |
| BTC Capital Management, Inc. | 7,245 | $593.0K | 0.05% | +788+12.2% | Added |
| Two Sigma Securities, LLC | 7,355 | $602.0K | 0.05% | +7,355 | New |
| Cornercap Investment Counsel Inc | 7,405 | $606.1K | 0.18% | −9,799−57.0% | Reduced |
| JustInvest LLC | 7,497 | $613.6K | 0.01% | −233−3.0% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $622.1K | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,692 | $629.6K | 0.08% | −75−1.0% | Reduced |
| Gsa Capital Partners LLP | 7,797 | $638.0K | 0.05% | +7,797 | New |
| Avantax Advisory Services, Inc. | 7,818 | $639.9K | 0.00% | −174−2.2% | Reduced |
| Commerce Bank | 7,933 | $649.3K | 0.00% | −240−2.9% | Reduced |
| Abn Amro Investment Solutions | 7,983 | $653.4K | 0.01% | −6,490−44.8% | Reduced |
| Premier Fund Managers Ltd | 9,030 | $722.0K | 0.03% | 00.0% | Unchanged |
| Beck Bode, LLC | 8,947 | $732.3K | 0.14% | −102−1.1% | Reduced |
| Atria Investments LLC | 9,031 | $739.2K | 0.01% | −2,190−19.5% | Reduced |
| Federated Hermes, Inc. | 9,145 | $748.5K | 0.00% | −1,711−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,303 | $761.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,500 | $777.6K | 0.00% | −11,400−54.5% | Reduced |
| Exchange Traded Concepts, LLC | 9,568 | $783.1K | 0.02% | +1,414+17.3% | Added |
| Peterson Wealth Services | 9,998 | $818.3K | 0.26% | +942+10.4% | Added |
| Captrust Financial Advisors | 10,088 | $825.7K | 0.00% | −1,217−10.8% | Reduced |
| State of Alaska, Department of Revenue | 10,146 | $830.0K | 0.01% | +685+7.2% | Added |
| The PNC Financial Services Group, Inc. | 10,409 | $852.0K | 0.00% | −520−4.8% | Reduced |
| Main Management ETF Advisors, LLC | 10,864 | $889.0K | 0.04% | +10,864 | New |
| Bank of Montreal | 11,418 | $912.6K | 0.00% | +110+1.0% | Added |
| Lazard Asset Management LLC | 11,156 | $913.0K | 0.00% | +10,152+1,011.2% | Added |
| Guggenheim Capital LLC | 11,282 | $923.4K | 0.01% | +3,120+38.2% | Added |
| Xponance, Inc. | 11,558 | $946.0K | 0.01% | −43−0.4% | Reduced |
| HC Advisors, LLC | 11,634 | $952.2K | 0.78% | −139−1.2% | Reduced |
| SG Americas Securities, LLC | 11,671 | $955.0K | 0.00% | +7,873+207.3% | Added |
| Alps Advisors Inc | 11,722 | $959.4K | 0.01% | −1,255−9.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 11,781 | $964.3K | 0.01% | +11,781 | New |