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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 82,135 | $6.72M | 0.01% | −1,859−2.2% | Reduced |
| Advantage Alpha Capital Partners LP | 83,092 | $6.80M | 1.55% | −22,168−21.1% | Reduced |
| New York State Teachers Retirement System | 83,997 | $6.88M | 0.01% | +1,146+1.4% | Added |
| Oberweis Asset Management Inc | 84,400 | $6.91M | 0.35% | +19,800+30.7% | Added |
| GM Advisory Group, Inc. | 89,013 | $7.29M | 0.44% | 00.0% | Unchanged |
| NBW Capital LLC | 89,656 | $7.34M | 1.38% | +1,308+1.5% | Added |
| HighTower Advisors, LLC | 90,705 | $7.42M | 0.01% | −19,840−17.9% | Reduced |
| MetLife Investment Management | 91,401 | $7.48M | 0.04% | −1,694−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 91,754 | $7.51M | 0.03% | +4,878+5.6% | Added |
| Deutsche Bank AG | 93,910 | $7.69M | 0.00% | +11,636+14.1% | Added |
| Mutual of America Capital Management LLC | 97,718 | $8.00M | 0.08% | +648+0.7% | Added |
| Diversify Wealth Management, LLC | 92,417 | $8.10M | 0.78% | −2,505−2.6% | Reduced |
| State of Wisconsin Investment Board | 99,110 | $8.11M | 0.02% | −700−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 100,671 | $8.24M | 0.01% | −3,823−3.7% | Reduced |
| Citigroup Inc | 102,107 | $8.36M | 0.01% | +43,084+73.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 109,162 | $8.93M | 0.04% | +24,266+28.6% | Added |
| Motley Fool Asset Management LLC | 111,757 | $8.97M | 0.53% | +531+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 109,806 | $8.99M | 0.02% | −8,942−7.5% | Reduced |
| Envestnet Asset Management Inc | 111,561 | $9.13M | 0.00% | −4,053−3.5% | Reduced |
| Citadel Advisors LLC | 111,955 | $9.16M | 0.01% | +19,906+21.6% | Added |
| Peregrine Capital Management LLC | 112,794 | $9.23M | 0.28% | +268+0.2% | Added |
| Next Century Growth Investors LLC | 116,723 | $9.55M | 0.77% | +116,723 | New |
| Arrowstreet Capital, Limited Partnership | 118,460 | $9.70M | 0.01% | −20,877−15.0% | Reduced |
| Wells Fargo & Company | 119,346 | $9.77M | 0.00% | +1,612+1.4% | Added |
| Scout Investments, Inc. | 118,277 | $10.1M | 0.27% | −19,111−13.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 125,811 | $10.3M | 0.85% | +19,623+18.5% | Added |
| Agf Management Ltd | 131,038 | $10.7M | 0.05% | +101,793+348.1% | Added |
| Legal & General Group Plc | 140,153 | $11.5M | 0.00% | −2,220−1.6% | Reduced |
| Motley Fool Wealth Management, LLC | 141,135 | $11.6M | 0.58% | −2,274−1.6% | Reduced |
| First Trust Advisors LP | 145,896 | $11.9M | 0.01% | −31,971−18.0% | Reduced |
| Corebridge Financial, Inc. | 147,515 | $12.1M | 0.06% | −7,421−4.8% | Reduced |
| Raymond James & Associates | 151,318 | $12.4M | 0.01% | +1,911+1.3% | Added |
| Barclays PLC | 166,492 | $13.6M | 0.01% | +112,667+209.3% | Added |
| Swiss National Bank | 169,900 | $13.9M | 0.01% | +600+0.4% | Added |
| Eagle Asset Management Inc | 141,939 | $14.0M | 0.07% | −39,999−22.0% | Reduced |
| Ameriprise Financial Inc | 172,713 | $14.1M | 0.00% | −27,056−13.5% | Reduced |
| Bessemer Group Inc | 181,963 | $14.9M | 0.02% | +179,475+7,213.6% | Added |
| Alliancebernstein L.P. | 184,636 | $15.1M | 0.01% | −3,983−2.1% | Reduced |
| Cambiar Investors LLC | 188,745 | $15.4M | 0.59% | −1,286−0.7% | Reduced |
| Natixis Advisors, L.P. | 209,175 | $17.1M | 0.03% | +48,009+29.8% | Added |
| Man Group plc | 212,097 | $17.4M | 0.05% | +172,950+441.8% | Added |
| Retirement Systems of Alabama | 214,603 | $17.6M | 0.07% | −1,694−0.8% | Reduced |
| TimesSquare Capital Management, LLC | 223,298 | $18.3M | 0.27% | −58,182−20.7% | Reduced |
| Principal Financial Group Inc | 242,405 | $19.8M | 0.01% | −95,161−28.2% | Reduced |
| Glenmede Trust Co NA | 243,177 | $19.9M | 0.10% | −4,043−1.6% | Reduced |
| Ophir Asset Management Pty Ltd | 251,819 | $20.6M | 3.17% | −82,654−24.7% | Reduced |
| Summit Creek Advisors LLC | 257,489 | $21.1M | 2.86% | +17,793+7.4% | Added |
| Ranger Investment Management, L.P. | 260,753 | $21.3M | 1.37% | +9,793+3.9% | Added |
| Rhumbline Advisers | 266,277 | $21.8M | 0.02% | −11,977−4.3% | Reduced |
| Victory Capital Management Inc | 267,597 | $21.9M | 0.02% | −63,091−19.1% | Reduced |
| UBS Group AG | 286,564 | $23.5M | 0.01% | −3,075−1.1% | Reduced |
| Thrivent Financial for Lutherans | 293,624 | $24.0M | 0.05% | +73,404+33.3% | Added |
| DF Dent & Co Inc | 296,579 | $24.3M | 0.30% | +61,864+26.4% | Added |
| Macquarie Group Ltd | 296,651 | $24.3M | 0.03% | −65,702−18.1% | Reduced |
| Ashford Capital Management Inc | 305,222 | $25.0M | 3.12% | −2,460−0.8% | Reduced |
| Eversept Partners, LP | 319,078 | $26.1M | 2.00% | −94,453−22.8% | Reduced |
| UBS Asset Management Americas Inc | 329,477 | $27.0M | 0.01% | +6,197+1.9% | Added |
| California Public Employees Retirement System | 332,971 | $27.3M | 0.02% | +22,786+7.3% | Added |
| Ensign Peak Advisors, Inc | 335,418 | $27.5M | 0.05% | −78,601−19.0% | Reduced |
| Woodline Partners LP | 336,783 | $27.6M | 0.23% | +61,587+22.4% | Added |
| AQR Capital Management LLC | 383,645 | $31.2M | 0.04% | +251,605+190.6% | Added |
| Royal Bank of Canada | 391,756 | $32.1M | 0.01% | +70,791+22.1% | Added |
| Aureus Asset Management, LLC | 423,082 | $34.6M | 2.27% | −22,909−5.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 462,475 | $37.9M | 0.15% | +60,627+15.1% | Added |
| Davenport & Co LLC | 480,413 | $39.3M | 0.23% | +75,978+18.8% | Added |
| Massachusetts Financial Services Co | 484,782 | $39.7M | 0.01% | +33,523+7.4% | Added |
| American Century Companies Inc | 531,767 | $43.5M | 0.03% | −943−0.2% | Reduced |
| Aristotle Capital Boston, LLC | 538,313 | $44.1M | 1.46% | −3,179−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 569,164 | $46.6M | 0.10% | −12,365−2.1% | Reduced |
| Nuveen Asset Management, LLC | 602,946 | $49.4M | 0.01% | +48,451+8.7% | Added |
| SEI Investments Co | 630,369 | $51.6M | 0.07% | −14,875−2.3% | Reduced |
| Goldman Sachs Group Inc | 645,871 | $52.9M | 0.01% | −66,044−9.3% | Reduced |
| Bank of America Corp | 647,195 | $53.0M | 0.00% | −2,305−0.4% | Reduced |
| Wellington Management Group LLP | 690,439 | $56.5M | 0.01% | −24,666−3.4% | Reduced |
| Morgan Stanley | 705,255 | $57.7M | 0.00% | +66,941+10.5% | Added |
| Bank of New York Mellon Corp | 744,886 | $61.0M | 0.01% | −156,288−17.3% | Reduced |
| Bamco Inc | 750,000 | $61.4M | 0.16% | −50,000−6.3% | Reduced |
| GW&K Investment Management, LLC | 790,908 | $64.7M | 0.55% | +2,256+0.3% | Added |
| Greenhouse Funds LLLP | 792,469 | $64.9M | 3.21% | +35,775+4.7% | Added |
| Geneva Capital Management LLC | 842,009 | $68.9M | 1.15% | +640+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 843,423 | $69.0M | 0.61% | +226,563+36.7% | Added |
| Norges Bank | 879,632 | $72.0M | 0.01% | −7,000−0.8% | Reduced |
| Janus Henderson Group PLC | 899,240 | $73.6M | 0.04% | −202,233−18.4% | Reduced |
| Van Berkom & Associates Inc. | 935,581 | $76.6M | 2.10% | +5,413+0.6% | Added |
| Millennium Management LLC | 947,294 | $77.5M | 0.07% | +46,623+5.2% | Added |
| ArrowMark Colorado Holdings LLC | 985,834 | $80.7M | 1.03% | −135,035−12.0% | Reduced |
| Northern Trust Corp | 1,034,042 | $84.6M | 0.01% | −22,690−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,037,780 | $84.9M | 0.13% | −84,277−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,061,807 | $86.9M | 0.02% | +14,532+1.4% | Added |
| Loomis Sayles & Co L P | 1,126,645 | $92.2M | 0.12% | +24,665+2.2% | Added |
| JPMorgan Chase & Co | 1,215,321 | $99.5M | 0.01% | −252,244−17.2% | Reduced |
| Stephens Investment Management Group LLC | 1,249,082 | $102.2M | 1.39% | −38,967−3.0% | Reduced |
| Dimensional Fund Advisors LP | 1,581,723 | $129.5M | 0.03% | +34,321+2.2% | Added |
| Invesco Ltd. | 1,612,348 | $132.0M | 0.03% | +55,766+3.6% | Added |
| Franklin Resources Inc | 1,640,215 | $139.4M | 0.04% | +11,659+0.7% | Added |
| Brown Advisory Inc | 1,862,010 | $152.4M | 0.19% | +129,815+7.5% | Added |
| Geode Capital Management, LLC | 2,078,977 | $170.2M | 0.01% | +15,145+0.7% | Added |
| Mackenzie Financial Corp | 2,357,536 | $193.0M | 0.27% | −6,985−0.3% | Reduced |
| Clearbridge Investments, LLC | 2,388,392 | $195.5M | 0.15% | +11,188+0.5% | Added |
| State Street Corp | 3,131,900 | $256.3M | 0.01% | +23,613+0.8% | Added |