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 |
|---|---|---|---|---|---|
| FMR LLC | 5,290,116 | $433.0M | 0.03% | −39,723−0.7% | Reduced |
| Wasatch Advisors Inc | 7,758,890 | $635.1M | 3.11% | +483,269+6.6% | Added |
| Vanguard Group Inc | 8,876,467 | $726.5M | 0.01% | +50,963+0.6% | Added |
| BlackRock, Inc. | 10,941,670 | $895.6M | 0.02% | +10,941,670 | New |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −280,557−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −116,971−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −91,129−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −61,469−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −56,809−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −33,410−100.0% | Sold out |
| Lunt Capital Management, Inc. | 0 | $0 | 0.00% | −17,730−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |