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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 11,841 | $969.2K | 0.00% | +551+4.9% | Added |
| Pictet Asset Management Holding SA | 12,068 | $986.2K | 0.00% | +801+7.1% | Added |
| GWM Advisors LLC | 12,599 | $1.03M | 0.01% | +1,347+12.0% | Added |
| Pacer Advisors, Inc. | 12,745 | $1.04M | 0.00% | −357−2.7% | Reduced |
| Mariner, LLC | 13,070 | $1.07M | 0.00% | −578−4.2% | Reduced |
| Hancock Whitney Corp | 13,193 | $1.08M | 0.03% | +102+0.8% | Added |
| Sequoia Financial Advisors, LLC | 13,314 | $1.09M | 0.01% | +303+2.3% | Added |
| Two Sigma Investments, LP | 14,300 | $1.17M | 0.00% | +800+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,809 | $1.21M | 0.00% | −5,329−26.5% | Reduced |
| Edgestream Partners, L.P. | 15,008 | $1.23M | 0.05% | +15,008 | New |
| Holocene Advisors, LP | 15,227 | $1.25M | 0.01% | +15,227 | New |
| Resona Asset Management Co.,Ltd. | 15,482 | $1.27M | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 15,681 | $1.28M | 0.10% | −35−0.2% | Reduced |
| Prudential Financial Inc | 15,781 | $1.29M | 0.00% | −186,493−92.2% | Reduced |
| Carrera Capital Advisors | 15,868 | $1.30M | 0.32% | +15,868 | New |
| Pathstone Holdings, LLC | 16,778 | $1.37M | 0.01% | −5,460−24.6% | Reduced |
| D. E. Shaw & Co., Inc. | 16,849 | $1.38M | 0.00% | −10,377−38.1% | Reduced |
| Teacher Retirement System of Texas | 17,159 | $1.40M | 0.01% | −11,209−39.5% | Reduced |
| Cerity Partners LLC | 17,259 | $1.41M | 0.00% | +2,258+15.1% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.42M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 17,400 | $1.42M | 0.00% | +12,000+222.2% | Added |
| Gotham Asset Management, LLC | 17,596 | $1.44M | 0.01% | +13,886+374.3% | Added |
| Oregon Public Employees Retirement Fund | 17,676 | $1.45M | 0.03% | −390−2.2% | Reduced |
| Redwood Investments, LLC | 18,263 | $1.49M | 0.44% | −4,331−19.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,180 | $1.57M | 0.01% | −105−0.5% | Reduced |
| Stifel Financial Corp | 19,268 | $1.58M | 0.00% | −2,171−10.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,304 | $1.58M | 0.04% | −115−0.6% | Reduced |
| Pinebridge Investments, L.P. | 19,308 | $1.58M | 0.01% | +19,308 | New |
| ProShare Advisors LLC | 19,791 | $1.62M | 0.00% | +4,288+27.7% | Added |
| South Dakota Investment Council | 19,876 | $1.63M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,896 | $1.63M | 0.01% | +19,896 | New |
| ABLE Financial Group, LLC | 20,016 | $1.64M | 0.51% | +2,692+15.5% | Added |
| Amica Mutual Insurance Co | 20,175 | $1.65M | 0.16% | −1,553−7.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,285 | $1.66M | 0.49% | +20,285 | New |
| BNP Paribas Arbitrage, SA | 20,437 | $1.67M | 0.00% | +12,745+165.7% | Added |
| US Bancorp | 20,501 | $1.68M | 0.00% | −100−0.5% | Reduced |
| Zions Bancorporation, N.A. | 20,608 | $1.69M | 0.12% | +2,816+15.8% | Added |
| Handelsbanken Fonder AB | 20,616 | $1.69M | 0.01% | +3,400+19.7% | Added |
| State of Michigan Retirement System | 20,622 | $1.69M | 0.01% | −300−1.4% | Reduced |
| RSM US Wealth Management LLC | 21,346 | $1.71M | 0.03% | +809+3.9% | Added |
| Intech Investment Management LLC | 21,064 | $1.72M | 0.02% | +7,859+59.5% | Added |
| Alberta Investment Management Corp | 21,188 | $1.73M | 0.01% | +1,757+9.0% | Added |
| TownSquare Capital, LLC | 22,292 | $1.82M | 0.02% | +839+3.9% | Added |
| Vontobel Holding Ltd. | 22,362 | $1.83M | 0.01% | −2,875−11.4% | Reduced |
| EFG Asset Management (North America) Corp. | 22,400 | $1.83M | 0.31% | +5,837+35.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,526 | $1.84M | 0.01% | +4,993+28.5% | Added |
| Creative Planning | 23,632 | $1.93M | 0.00% | +3,706+18.6% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $1.96M | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 24,027 | $1.97M | 0.20% | +10,312+75.2% | Added |
| Louisiana State Employees Retirement System | 24,100 | $1.97M | 0.04% | −500−2.0% | Reduced |
| Gradient Investments LLC | 24,372 | $1.99M | 0.04% | −30,477−55.6% | Reduced |
| Arizona State Retirement System | 25,054 | $2.05M | 0.01% | +934+3.9% | Added |
| Amussen Hunsaker Associates LLC | 25,218 | $2.06M | 0.32% | −1,702−6.3% | Reduced |
| State of Tennessee, Treasury Department | 27,659 | $2.26M | 0.01% | −15,276−35.6% | Reduced |
| GDS Wealth Management | 28,638 | $2.34M | 0.23% | +28,638 | New |
| Advisory Research Inc | 29,055 | $2.38M | 0.42% | −1,675−5.5% | Reduced |
| Zacks Investment Management | 31,456 | $2.57M | 0.02% | +3,059+10.8% | Added |
| State of New Jersey Common Pension Fund D | 32,615 | $2.67M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 32,986 | $2.70M | 0.03% | −4,382−11.7% | Reduced |
| Ameritas Investment Partners, Inc. | 33,768 | $2.76M | 0.09% | −534−1.6% | Reduced |
| Susquehanna International Group, LLP | 36,483 | $2.99M | 0.01% | +32,151+742.2% | Added |
| Forest Hill Capital, LLC | 37,576 | $3.08M | 2.33% | +5,900+18.6% | Added |
| LPL Financial LLC | 37,805 | $3.09M | 0.00% | +2,568+7.3% | Added |
| Amalgamated Bank | 39,831 | $3.26M | 0.03% | −2,313−5.5% | Reduced |
| Renaissance Group LLC | 41,902 | $3.43M | 0.14% | +2,882+7.4% | Added |
| New York State Common Retirement Fund | 42,123 | $3.45M | 0.00% | +7,205+20.6% | Added |
| Steward Partners Investment Advisory, LLC | 42,930 | $3.51M | 0.03% | +42,129+5,259.6% | Added |
| Prudential PLC | 42,969 | $3.52M | 0.02% | +14,789+52.5% | Added |
| ClariVest Asset Management LLC | 42,233 | $3.64M | 0.37% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 44,552 | $3.65M | 0.03% | −3,886−8.0% | Reduced |
| 1492 Capital Management LLC | 45,839 | $3.75M | 1.88% | +45,839 | New |
| King Luther Capital Management Corp | 45,847 | $3.75M | 0.02% | +552+1.2% | Added |
| Voya Investment Management LLC | 45,868 | $3.75M | 0.00% | −1,283−2.7% | Reduced |
| M&T Bank Corp | 49,447 | $4.05M | 0.01% | +321+0.7% | Added |
| Comerica Bank | 50,283 | $4.12M | 0.02% | −3,765−7.0% | Reduced |
| Landscape Capital Management, L.L.C. | 50,784 | $4.16M | 0.42% | +50,784 | New |
| Price T Rowe Associates Inc | 54,094 | $4.43M | 0.00% | −610−1.1% | Reduced |
| Los Angeles Capital Management LLC | 55,597 | $4.55M | 0.02% | +26,690+92.3% | Added |
| Nordea Investment Management AB | 57,055 | $4.63M | 0.01% | +26,825+88.7% | Added |
| Moody Aldrich Partners LLC | 56,895 | $4.66M | 0.85% | −1,151−2.0% | Reduced |
| Thematics Asset Management | 57,747 | $4.73M | 0.19% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 58,490 | $4.79M | 0.01% | −4,656−7.4% | Reduced |
| Great Lakes Advisors, LLC | 60,076 | $4.92M | 0.04% | −85,950−58.9% | Reduced |
| Neuberger Berman Group LLC | 61,978 | $5.07M | 0.00% | −2,166−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 63,622 | $5.21M | 0.01% | −2,330−3.5% | Reduced |
| Elk River Wealth Management, LLC | 66,181 | $5.42M | 0.99% | +217+0.3% | Added |
| Madison Asset Management, LLC | 66,459 | $5.44M | 0.06% | +12,287+22.7% | Added |
| Segall Bryant & Hamill, LLC | 67,644 | $5.54M | 0.08% | −2,758−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 69,139 | $5.66M | 0.07% | +4,925+7.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 69,339 | $5.68M | 0.06% | +5,883+9.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 69,339 | $5.68M | 0.06% | +69,339 | New |
| UMA Financial Services, Inc. | 67,845 | $5.69M | 1.03% | −80.0% | Reduced |
| Castleark Management LLC | 72,130 | $5.90M | 0.24% | −17,670−19.7% | Reduced |
| Jane Street Group, LLC | 73,123 | $5.99M | 0.01% | −53,476−42.2% | Reduced |
| HSBC Holdings PLC | 73,942 | $6.00M | 0.00% | −18,027−19.6% | Reduced |
| Overbrook Management Corp | 73,544 | $6.02M | 1.38% | −68,957−48.4% | Reduced |
| Danske Bank A/S | 73,877 | $6.05M | 0.02% | −9,824−11.7% | Reduced |
| Great West Life Assurance Co | 74,021 | $6.06M | 0.01% | +3,929+5.6% | Added |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.14M | 0.86% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 75,326 | $6.17M | 0.11% | 00.0% | Unchanged |