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 |
|---|---|---|---|---|---|
| Oberweis Asset Management Inc | 84,400 | $6.91M | 0.35% | +19,800+30.7% | Added |
| New York State Teachers Retirement System | 83,997 | $6.88M | 0.01% | +1,146+1.4% | Added |
| Advantage Alpha Capital Partners LP | 83,092 | $6.80M | 1.55% | −22,168−21.1% | Reduced |
| California State Teachers Retirement System | 82,135 | $6.72M | 0.01% | −1,859−2.2% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $6.17M | 0.11% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.14M | 0.86% | 00.0% | Unchanged |
| Great West Life Assurance Co | 74,021 | $6.06M | 0.01% | +3,929+5.6% | Added |
| Danske Bank A/S | 73,877 | $6.05M | 0.02% | −9,824−11.7% | Reduced |
| Overbrook Management Corp | 73,544 | $6.02M | 1.38% | −68,957−48.4% | Reduced |
| HSBC Holdings PLC | 73,942 | $6.00M | 0.00% | −18,027−19.6% | Reduced |
| Jane Street Group, LLC | 73,123 | $5.99M | 0.01% | −53,476−42.2% | Reduced |
| Castleark Management LLC | 72,130 | $5.90M | 0.24% | −17,670−19.7% | Reduced |
| UMA Financial Services, Inc. | 67,845 | $5.69M | 1.03% | −80.0% | Reduced |
| 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 |
| Oppenheimer Asset Management Inc. | 69,139 | $5.66M | 0.07% | +4,925+7.7% | Added |
| Segall Bryant & Hamill, LLC | 67,644 | $5.54M | 0.08% | −2,758−3.9% | Reduced |
| Madison Asset Management, LLC | 66,459 | $5.44M | 0.06% | +12,287+22.7% | Added |
| Elk River Wealth Management, LLC | 66,181 | $5.42M | 0.99% | +217+0.3% | Added |
| CIBC Private Wealth Group, LLC | 63,622 | $5.21M | 0.01% | −2,330−3.5% | Reduced |
| Neuberger Berman Group LLC | 61,978 | $5.07M | 0.00% | −2,166−3.4% | Reduced |
| Great Lakes Advisors, LLC | 60,076 | $4.92M | 0.04% | −85,950−58.9% | Reduced |
| Russell Investments Group, Ltd. | 58,490 | $4.79M | 0.01% | −4,656−7.4% | Reduced |
| Thematics Asset Management | 57,747 | $4.73M | 0.19% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 56,895 | $4.66M | 0.85% | −1,151−2.0% | Reduced |
| Nordea Investment Management AB | 57,055 | $4.63M | 0.01% | +26,825+88.7% | Added |
| Los Angeles Capital Management LLC | 55,597 | $4.55M | 0.02% | +26,690+92.3% | Added |
| Price T Rowe Associates Inc | 54,094 | $4.43M | 0.00% | −610−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 50,784 | $4.16M | 0.42% | +50,784 | New |
| Comerica Bank | 50,283 | $4.12M | 0.02% | −3,765−7.0% | Reduced |
| M&T Bank Corp | 49,447 | $4.05M | 0.01% | +321+0.7% | Added |
| Voya Investment Management LLC | 45,868 | $3.75M | 0.00% | −1,283−2.7% | Reduced |
| King Luther Capital Management Corp | 45,847 | $3.75M | 0.02% | +552+1.2% | Added |
| 1492 Capital Management LLC | 45,839 | $3.75M | 1.88% | +45,839 | New |
| Teachers Retirement System of the State of Kentucky | 44,552 | $3.65M | 0.03% | −3,886−8.0% | Reduced |
| ClariVest Asset Management LLC | 42,233 | $3.64M | 0.37% | 00.0% | Unchanged |
| Prudential PLC | 42,969 | $3.52M | 0.02% | +14,789+52.5% | Added |
| Steward Partners Investment Advisory, LLC | 42,930 | $3.51M | 0.03% | +42,129+5,259.6% | Added |
| New York State Common Retirement Fund | 42,123 | $3.45M | 0.00% | +7,205+20.6% | Added |
| Renaissance Group LLC | 41,902 | $3.43M | 0.14% | +2,882+7.4% | Added |
| Amalgamated Bank | 39,831 | $3.26M | 0.03% | −2,313−5.5% | Reduced |
| LPL Financial LLC | 37,805 | $3.09M | 0.00% | +2,568+7.3% | Added |
| Forest Hill Capital, LLC | 37,576 | $3.08M | 2.33% | +5,900+18.6% | Added |
| Susquehanna International Group, LLP | 36,483 | $2.99M | 0.01% | +32,151+742.2% | Added |
| Ameritas Investment Partners, Inc. | 33,768 | $2.76M | 0.09% | −534−1.6% | Reduced |
| Yousif Capital Management, LLC | 32,986 | $2.70M | 0.03% | −4,382−11.7% | Reduced |
| State of New Jersey Common Pension Fund D | 32,615 | $2.67M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 31,456 | $2.57M | 0.02% | +3,059+10.8% | Added |
| Advisory Research Inc | 29,055 | $2.38M | 0.42% | −1,675−5.5% | Reduced |
| GDS Wealth Management | 28,638 | $2.34M | 0.23% | +28,638 | New |
| State of Tennessee, Treasury Department | 27,659 | $2.26M | 0.01% | −15,276−35.6% | Reduced |
| Amussen Hunsaker Associates LLC | 25,218 | $2.06M | 0.32% | −1,702−6.3% | Reduced |
| Arizona State Retirement System | 25,054 | $2.05M | 0.01% | +934+3.9% | Added |
| Gradient Investments LLC | 24,372 | $1.99M | 0.04% | −30,477−55.6% | Reduced |
| Louisiana State Employees Retirement System | 24,100 | $1.97M | 0.04% | −500−2.0% | Reduced |
| CWM Advisors, LLC | 24,027 | $1.97M | 0.20% | +10,312+75.2% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $1.96M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 23,632 | $1.93M | 0.00% | +3,706+18.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,526 | $1.84M | 0.01% | +4,993+28.5% | Added |
| EFG Asset Management (North America) Corp. | 22,400 | $1.83M | 0.31% | +5,837+35.2% | Added |
| Vontobel Holding Ltd. | 22,362 | $1.83M | 0.01% | −2,875−11.4% | Reduced |
| TownSquare Capital, LLC | 22,292 | $1.82M | 0.02% | +839+3.9% | Added |
| Alberta Investment Management Corp | 21,188 | $1.73M | 0.01% | +1,757+9.0% | Added |
| Intech Investment Management LLC | 21,064 | $1.72M | 0.02% | +7,859+59.5% | Added |
| RSM US Wealth Management LLC | 21,346 | $1.71M | 0.03% | +809+3.9% | Added |
| State of Michigan Retirement System | 20,622 | $1.69M | 0.01% | −300−1.4% | Reduced |
| Handelsbanken Fonder AB | 20,616 | $1.69M | 0.01% | +3,400+19.7% | Added |
| Zions Bancorporation, N.A. | 20,608 | $1.69M | 0.12% | +2,816+15.8% | Added |
| US Bancorp | 20,501 | $1.68M | 0.00% | −100−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 20,437 | $1.67M | 0.00% | +12,745+165.7% | Added |
| Jackson Creek Investment Advisors LLC | 20,285 | $1.66M | 0.49% | +20,285 | New |
| Amica Mutual Insurance Co | 20,175 | $1.65M | 0.16% | −1,553−7.1% | Reduced |
| ABLE Financial Group, LLC | 20,016 | $1.64M | 0.51% | +2,692+15.5% | Added |
| Kestra Advisory Services, LLC | 19,896 | $1.63M | 0.01% | +19,896 | New |
| South Dakota Investment Council | 19,876 | $1.63M | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,791 | $1.62M | 0.00% | +4,288+27.7% | Added |
| Pinebridge Investments, L.P. | 19,308 | $1.58M | 0.01% | +19,308 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,304 | $1.58M | 0.04% | −115−0.6% | Reduced |
| Stifel Financial Corp | 19,268 | $1.58M | 0.00% | −2,171−10.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,180 | $1.57M | 0.01% | −105−0.5% | Reduced |
| Redwood Investments, LLC | 18,263 | $1.49M | 0.44% | −4,331−19.2% | Reduced |
| Oregon Public Employees Retirement Fund | 17,676 | $1.45M | 0.03% | −390−2.2% | Reduced |
| Gotham Asset Management, LLC | 17,596 | $1.44M | 0.01% | +13,886+374.3% | Added |
| Canada Pension Plan Investment Board | 17,400 | $1.42M | 0.00% | +12,000+222.2% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.42M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,259 | $1.41M | 0.00% | +2,258+15.1% | Added |
| Teacher Retirement System of Texas | 17,159 | $1.40M | 0.01% | −11,209−39.5% | Reduced |
| D. E. Shaw & Co., Inc. | 16,849 | $1.38M | 0.00% | −10,377−38.1% | Reduced |
| Pathstone Holdings, LLC | 16,778 | $1.37M | 0.01% | −5,460−24.6% | Reduced |
| Carrera Capital Advisors | 15,868 | $1.30M | 0.32% | +15,868 | New |
| Prudential Financial Inc | 15,781 | $1.29M | 0.00% | −186,493−92.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,681 | $1.28M | 0.10% | −35−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,482 | $1.27M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 15,227 | $1.25M | 0.01% | +15,227 | New |
| Edgestream Partners, L.P. | 15,008 | $1.23M | 0.05% | +15,008 | New |
| Raymond James Financial Services Advisors, Inc. | 14,809 | $1.21M | 0.00% | −5,329−26.5% | Reduced |
| Two Sigma Investments, LP | 14,300 | $1.17M | 0.00% | +800+5.9% | Added |
| Sequoia Financial Advisors, LLC | 13,314 | $1.09M | 0.01% | +303+2.3% | Added |
| Hancock Whitney Corp | 13,193 | $1.08M | 0.03% | +102+0.8% | Added |
| Mariner, LLC | 13,070 | $1.07M | 0.00% | −578−4.2% | Reduced |