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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 12,745 | $1.04M | 0.00% | −357−2.7% | Reduced |
| GWM Advisors LLC | 12,599 | $1.03M | 0.01% | +1,347+12.0% | Added |
| Pictet Asset Management Holding SA | 12,068 | $986.2K | 0.00% | +801+7.1% | Added |
| Schroder Investment Management Group | 11,841 | $969.2K | 0.00% | +551+4.9% | Added |
| Deerfield Management Company, L.P. (Series C) | 11,781 | $964.3K | 0.01% | +11,781 | New |
| Alps Advisors Inc | 11,722 | $959.4K | 0.01% | −1,255−9.7% | Reduced |
| SG Americas Securities, LLC | 11,671 | $955.0K | 0.00% | +7,873+207.3% | Added |
| HC Advisors, LLC | 11,634 | $952.2K | 0.78% | −139−1.2% | Reduced |
| Xponance, Inc. | 11,558 | $946.0K | 0.01% | −43−0.4% | Reduced |
| Guggenheim Capital LLC | 11,282 | $923.4K | 0.01% | +3,120+38.2% | Added |
| Lazard Asset Management LLC | 11,156 | $913.0K | 0.00% | +10,152+1,011.2% | Added |
| Bank of Montreal | 11,418 | $912.6K | 0.00% | +110+1.0% | Added |
| Main Management ETF Advisors, LLC | 10,864 | $889.0K | 0.04% | +10,864 | New |
| The PNC Financial Services Group, Inc. | 10,409 | $852.0K | 0.00% | −520−4.8% | Reduced |
| State of Alaska, Department of Revenue | 10,146 | $830.0K | 0.01% | +685+7.2% | Added |
| Captrust Financial Advisors | 10,088 | $825.7K | 0.00% | −1,217−10.8% | Reduced |
| Peterson Wealth Services | 9,998 | $818.3K | 0.26% | +942+10.4% | Added |
| Exchange Traded Concepts, LLC | 9,568 | $783.1K | 0.02% | +1,414+17.3% | Added |
| STRS Ohio | 9,500 | $777.6K | 0.00% | −11,400−54.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,303 | $761.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,145 | $748.5K | 0.00% | −1,711−15.8% | Reduced |
| Atria Investments LLC | 9,031 | $739.2K | 0.01% | −2,190−19.5% | Reduced |
| Beck Bode, LLC | 8,947 | $732.3K | 0.14% | −102−1.1% | Reduced |
| Premier Fund Managers Ltd | 9,030 | $722.0K | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 7,983 | $653.4K | 0.01% | −6,490−44.8% | Reduced |
| Commerce Bank | 7,933 | $649.3K | 0.00% | −240−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 7,818 | $639.9K | 0.00% | −174−2.2% | Reduced |
| Gsa Capital Partners LLP | 7,797 | $638.0K | 0.05% | +7,797 | New |
| Sheets Smith Wealth Management | 7,692 | $629.6K | 0.08% | −75−1.0% | Reduced |
| Sendero Wealth Management, LLC | 7,600 | $622.1K | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 7,497 | $613.6K | 0.01% | −233−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 7,405 | $606.1K | 0.18% | −9,799−57.0% | Reduced |
| Two Sigma Securities, LLC | 7,355 | $602.0K | 0.05% | +7,355 | New |
| BTC Capital Management, Inc. | 7,245 | $593.0K | 0.05% | +788+12.2% | Added |
| Teza Capital Management LLC | 7,003 | $573.2K | 0.06% | +7,003 | New |
| Securian Asset Management, Inc | 6,766 | $553.8K | 0.02% | −173−2.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,566 | $537.4K | 0.07% | −123−1.8% | Reduced |
| Narus Financial Partners, LLC | 6,533 | $534.7K | 0.19% | +7+0.1% | Added |
| Stephens Inc | 6,476 | $530.1K | 0.01% | +344+5.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,403 | $524.1K | 0.02% | +30.0% | Added |
| Allianz Asset Management GmbH | 6,317 | $517.0K | 0.00% | +6,317 | New |
| Bank of Nova Scotia | 6,265 | $512.8K | 0.00% | +1,812+40.7% | Added |
| Credit Agricole S A | 6,096 | $499.0K | 0.00% | +6,096 | New |
| Crossmark Global Holdings, Inc. | 5,978 | $489.0K | 0.01% | −5,303−47.0% | Reduced |
| Chase Investment Counsel Corp | 5,923 | $484.0K | 0.16% | −35,063−85.5% | Reduced |
| Neo Ivy Capital Management | 5,770 | $472.0K | 0.15% | +5,770 | New |
| Mattson Financial Services, LLC | 5,464 | $471.0K | 0.17% | −72−1.3% | Reduced |
| State of Wyoming | 5,732 | $469.2K | 0.07% | +608+11.9% | Added |
| Radnor Capital Management, LLC | 5,254 | $430.0K | 0.06% | −35−0.7% | Reduced |
| Petrus Trust Company, LTA | 5,183 | $424.2K | 0.04% | −4,202−44.8% | Reduced |
| Baldwin Brothers Inc | 5,130 | $419.9K | 0.03% | +5,130 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $409.3K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,974 | $407.1K | 0.02% | −102−2.0% | Reduced |
| Arkadios Wealth Advisors | 4,938 | $404.2K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,932 | $404.0K | 0.00% | +629+14.6% | Added |
| Vestcor Inc | 4,894 | $401.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,750 | $388.8K | 0.01% | +4,750 | New |
| AlphaMark Advisors, LLC | 4,570 | $374.0K | 0.13% | +722+18.8% | Added |
| Assetmark, Inc | 4,544 | $371.9K | 0.00% | +3,729+457.5% | Added |
| Centiva Capital, LP | 4,471 | $366.0K | 0.02% | +4,471 | New |
| Cresset Asset Management, LLC | 4,318 | $353.4K | 0.00% | +721+20.0% | Added |
| EP Wealth Advisors, LLC | 4,152 | $339.8K | 0.00% | +4,152 | New |
| Cim Investment Mangement Inc | 4,142 | $339.0K | 0.10% | −234−5.3% | Reduced |
| Profund Advisors LLC | 4,130 | $338.0K | 0.01% | +51+1.3% | Added |
| MeadowBrook Investment Advisors LLC | 4,075 | $333.5K | 0.30% | −20−0.5% | Reduced |
| Sanctuary Advisors, LLC | 3,176 | $331.1K | 0.00% | +3,176 | New |
| David Loasby | 4,218 | $329.8K | 0.03% | +233+5.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,027 | $329.6K | 0.03% | +14+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,010 | $328.2K | 0.01% | −11,605−74.3% | Reduced |
| Summit Trail Advisors, LLC | 4,004 | $327.7K | 0.01% | +11+0.3% | Added |
| City Center Advisors, LLC | 3,924 | $321.2K | 0.36% | +37+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,821 | $312.7K | 0.00% | +182+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,527 | $299.7K | 0.00% | −1,482−29.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,649 | $298.7K | 0.00% | +578+18.8% | Added |
| CWM, LLC | 3,635 | $298.0K | 0.00% | −323−8.2% | Reduced |
| Toroso Investments, LLC | 3,543 | $290.0K | 0.00% | −99−2.7% | Reduced |
| Shelton Capital Management | 3,440 | $281.6K | 0.01% | −142−4.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,420 | $279.9K | 0.00% | +566+19.8% | Added |
| Cetera Investment Advisers | 3,347 | $274.0K | 0.00% | −3,106−48.1% | Reduced |
| Wolverine Trading, LLC | 3,385 | $270.6K | 0.01% | +3,385 | New |
| 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 |
| Polar Capital Holdings Plc | 3,160 | $258.6K | 0.00% | −1,325−29.5% | 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 |
| Corton Capital Inc. | 2,985 | $244.3K | 0.12% | −649−17.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,919 | $238.9K | 0.01% | +157+5.7% | Added |
| Raymond James Trust N.A. | 2,905 | $237.8K | 0.01% | +132+4.8% | Added |
| Scharf Investments, LLC | 2,880 | $235.7K | 0.01% | +2,880 | New |
| Ieq Capital, LLC | 2,822 | $231.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,820 | $230.8K | 0.00% | +2,820 | New |
| RiverPark Advisors, LLC | 2,814 | $230.3K | 0.19% | +2,814 | 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 |
| Level Four Advisory Services, LLC | 2,598 | $221.5K | 0.01% | +2,598 | New |
| Walleye Capital LLC | 2,612 | $213.8K | 0.00% | +2,612 | New |
| Stratos Wealth Partners, LTD. | 2,572 | $210.5K | 0.00% | −60−2.3% | Reduced |
| MML Investors Services, LLC | 2,568 | $210.0K | 0.00% | −24−0.9% | Reduced |
| Private Advisor Group, LLC | 2,544 | $208.2K | 0.00% | +2,544 | New |
| Shell Asset Management Co | 2,540 | $208.0K | 0.01% | +2,540 | New |