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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 441
- +46 vs. Q3 2024
- Shares held
- 90.2M
- +2.30M (+2.6%) vs. Q3 2024
- Total value
- $8.66B
- +$1.46B (+20.2%) vs. Q3 2024
- New holders
- 89
- 162 more added
- Sold out
- 43
- 143 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 500 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,979,487 | $1.05B | 0.02% | +37,817+0.3% | Added |
| Vanguard Group Inc | 8,976,091 | $861.3M | 0.02% | +99,624+1.1% | Added |
| Wasatch Advisors Inc | 7,513,745 | $720.9M | 3.57% | −245,145−3.2% | Reduced |
| FMR LLC | 5,415,800 | $519.6M | 0.03% | +125,684+2.4% | Added |
| State Street Corp | 3,262,346 | $313.0M | 0.01% | +130,446+4.2% | Added |
| Geode Capital Management, LLC | 2,089,398 | $200.5M | 0.02% | +10,421+0.5% | Added |
| Brown Advisory Inc | 2,086,026 | $200.2M | 0.25% | +224,016+12.0% | Added |
| Clearbridge Investments, LLC | 2,060,026 | $197.7M | 0.16% | −328,366−13.7% | Reduced |
| Mackenzie Financial Corp | 1,935,154 | $185.7M | 0.25% | −422,382−17.9% | Reduced |
| Invesco Ltd. | 1,624,773 | $155.9M | 0.03% | +12,425+0.8% | Added |
| Dimensional Fund Advisors LP | 1,582,823 | $151.9M | 0.04% | +1,100+0.1% | Added |
| Millennium Management LLC | 1,501,387 | $144.1M | 0.12% | +554,093+58.5% | Added |
| Franklin Resources Inc | 1,357,437 | $130.2M | 0.04% | −282,778−17.2% | Reduced |
| Northern Trust Corp | 1,155,043 | $110.8M | 0.02% | +121,001+11.7% | Added |
| Goldman Sachs Group Inc | 1,117,708 | $107.2M | 0.02% | +471,837+73.1% | Added |
| Loomis Sayles & Co L P | 1,107,526 | $106.3M | 0.13% | −19,119−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,086,811 | $104.3M | 0.02% | +25,004+2.4% | Added |
| JPMorgan Chase & Co | 1,072,266 | $102.9M | 0.01% | −143,055−11.8% | Reduced |
| Stephens Investment Management Group LLC | 1,050,437 | $100.8M | 1.35% | −198,645−15.9% | Reduced |
| Geneva Capital Management LLC | 1,048,903 | $100.6M | 1.75% | +206,894+24.6% | Added |
| Allspring Global Investments Holdings, LLC | 951,235 | $92.1M | 0.15% | −86,545−8.3% | Reduced |
| Greenhouse Funds LLLP | 884,404 | $84.9M | 3.76% | +91,935+11.6% | Added |
| ArrowMark Colorado Holdings LLC | 871,762 | $83.6M | 1.12% | −114,072−11.6% | Reduced |
| Van Berkom & Associates Inc. | 838,321 | $80.4M | 2.39% | −97,260−10.4% | Reduced |
| Janus Henderson Group PLC | 833,916 | $80.0M | 0.04% | −65,324−7.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 814,034 | $78.1M | 0.05% | +814,034 | New |
| Morgan Stanley | 796,647 | $76.4M | 0.01% | +91,392+13.0% | Added |
| Bamco Inc | 780,000 | $74.8M | 0.19% | +30,000+4.0% | Added |
| Norges Bank | 778,539 | $74.7M | 0.01% | −101,093−11.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 772,781 | $74.1M | 0.17% | +203,617+35.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 758,463 | $72.8M | 0.68% | −84,960−10.1% | Reduced |
| Bank of New York Mellon Corp | 745,882 | $71.6M | 0.01% | +996+0.1% | Added |
| Wellington Management Group LLP | 679,603 | $65.2M | 0.01% | −10,836−1.6% | Reduced |
| SEI Investments Co | 664,676 | $63.8M | 0.08% | +34,307+5.4% | Added |
| Bank of America Corp | 606,197 | $58.2M | 0.01% | −40,998−6.3% | Reduced |
| GW&K Investment Management, LLC | 604,471 | $58.0M | 0.49% | −186,437−23.6% | Reduced |
| Aristotle Capital Boston, LLC | 573,441 | $55.0M | 2.04% | +35,128+6.5% | Added |
| American Century Companies Inc | 570,952 | $54.8M | 0.03% | +39,185+7.4% | Added |
| Nuveen Asset Management, LLC | 548,725 | $52.7M | 0.01% | −54,221−9.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 502,572 | $48.2M | 0.18% | +40,097+8.7% | Added |
| UBS Group AG | 476,831 | $45.8M | 0.01% | +190,267+66.4% | Added |
| Raymond James Financial Inc | 476,577 | $45.7M | 0.02% | +476,577 | New |
| Massachusetts Financial Services Co | 438,345 | $42.1M | 0.01% | −46,437−9.6% | Reduced |
| Royal Bank of Canada | 433,190 | $41.6M | 0.01% | +41,434+10.6% | Added |
| Davenport & Co LLC | 395,889 | $38.3M | 0.22% | −84,524−17.6% | Reduced |
| Eversept Partners, LP | 386,697 | $37.1M | 3.83% | +67,619+21.2% | Added |
| UBS Asset Management Americas Inc | 366,753 | $35.2M | 0.01% | +37,276+11.3% | Added |
| California Public Employees Retirement System | 365,778 | $35.1M | 0.02% | +32,807+9.9% | Added |
| Thrivent Financial for Lutherans | 340,297 | $32.7M | 0.06% | +46,673+15.9% | Added |
| Iron Triangle Partners LP | 335,614 | $32.2M | 3.75% | +335,614 | New |
| Citadel Advisors LLC | 332,406 | $31.9M | 0.03% | +220,451+196.9% | Added |
| Aureus Asset Management, LLC | 323,608 | $31.1M | 2.01% | −99,474−23.5% | Reduced |
| Ranger Investment Management, L.P. | 305,883 | $29.3M | 1.85% | +45,130+17.3% | Added |
| Bessemer Group Inc | 296,828 | $28.5M | 0.05% | +114,865+63.1% | Added |
| DF Dent & Co Inc | 287,330 | $27.6M | 0.35% | −9,249−3.1% | Reduced |
| Summit Creek Advisors LLC | 285,913 | $27.4M | 3.61% | +28,424+11.0% | Added |
| Ensign Peak Advisors, Inc | 277,064 | $26.6M | 0.05% | −58,354−17.4% | Reduced |
| Ameriprise Financial Inc | 270,042 | $25.9M | 0.01% | +97,329+56.4% | Added |
| Ashford Capital Management Inc | 269,312 | $25.8M | 3.05% | −35,910−11.8% | Reduced |
| Rhumbline Advisers | 267,288 | $25.6M | 0.02% | +1,011+0.4% | Added |
| Principal Financial Group Inc | 262,968 | $25.2M | 0.01% | +20,563+8.5% | Added |
| Artisan Partners Limited Partnership | 256,051 | $24.6M | 0.04% | +256,051 | New |
| Macquarie Group Ltd | 244,058 | $23.4M | 0.03% | −52,593−17.7% | Reduced |
| Glenmede Trust Co NA | 239,909 | $23.0M | 0.12% | −3,268−1.3% | Reduced |
| AQR Capital Management LLC | 234,681 | $22.5M | 0.03% | −148,964−38.8% | Reduced |
| Ophir Asset Management Pty Ltd | 230,026 | $22.1M | 3.29% | −21,793−8.7% | Reduced |
| Victory Capital Management Inc | 228,573 | $21.9M | 0.02% | −39,024−14.6% | Reduced |
| Man Group plc | 217,782 | $20.9M | 0.06% | +5,685+2.7% | Added |
| Retirement Systems of Alabama | 215,084 | $20.6M | 0.08% | +481+0.2% | Added |
| Barclays PLC | 200,341 | $19.2M | 0.01% | +33,849+20.3% | Added |
| Woodline Partners LP | 187,956 | $18.0M | 0.12% | −148,827−44.2% | Reduced |
| Citigroup Inc | 184,488 | $17.7M | 0.02% | +82,381+80.7% | Added |
| Natixis Advisors, L.P. | 183,990 | $17.7M | 0.03% | −25,185−12.0% | Reduced |
| Alliancebernstein L.P. | 180,346 | $17.3M | 0.01% | −4,290−2.3% | Reduced |
| Swiss National Bank | 171,700 | $16.5M | 0.01% | +1,800+1.1% | Added |
| Legal & General Group Plc | 149,889 | $14.4M | 0.00% | +9,736+6.9% | Added |
| Corebridge Financial, Inc. | 140,865 | $13.5M | 0.07% | −6,650−4.5% | Reduced |
| Motley Fool Wealth Management, LLC | 136,729 | $13.3M | 0.69% | −4,406−3.1% | Reduced |
| Agf Management Ltd | 135,857 | $13.0M | 0.06% | +4,819+3.7% | Added |
| Grandeur Peak Global Advisors, LLC | 130,377 | $12.5M | 1.11% | +4,566+3.6% | Added |
| First Turn Management, LLC | 125,867 | $12.1M | 2.16% | +125,867 | New |
| Wells Fargo & Company | 124,940 | $12.0M | 0.00% | +5,594+4.7% | Added |
| Motley Fool Asset Management LLC | 122,592 | $11.8M | 0.61% | +10,835+9.7% | Added |
| Deutsche Bank AG | 118,199 | $11.3M | 0.00% | +24,289+25.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 114,886 | $11.0M | 0.02% | +5,080+4.6% | Added |
| Envestnet Asset Management Inc | 114,739 | $11.0M | 0.00% | +3,178+2.8% | Added |
| Neuberger Berman Group LLC | 103,403 | $9.92M | 0.01% | +41,425+66.8% | Added |
| Peregrine Capital Management LLC | 103,382 | $9.92M | 0.29% | −9,412−8.3% | Reduced |
| Castleark Management LLC | 102,930 | $9.88M | 0.34% | +30,800+42.7% | Added |
| State of Wisconsin Investment Board | 102,537 | $9.84M | 0.03% | +3,427+3.5% | Added |
| New York State Common Retirement Fund | 102,200 | $9.81M | 0.01% | +60,077+142.6% | Added |
| Manufacturers Life Insurance Company, The | 99,028 | $9.50M | 0.01% | −1,643−1.6% | Reduced |
| MetLife Investment Management | 99,019 | $9.50M | 0.05% | +7,618+8.3% | Added |
| Public Employees Retirement System of Ohio | 97,323 | $9.34M | 0.03% | +5,569+6.1% | Added |
| Diversify Wealth Management, LLC | 92,322 | $9.26M | 0.72% | −95−0.1% | Reduced |
| Mutual of America Capital Management LLC | 96,159 | $9.23M | 0.10% | −1,559−1.6% | Reduced |
| HighTower Advisors, LLC | 95,075 | $9.12M | 0.01% | +4,370+4.8% | Added |
| Oberweis Asset Management Inc | 91,500 | $8.78M | 0.41% | +7,100+8.4% | Added |
| First Trust Advisors LP | 84,307 | $8.09M | 0.01% | −61,589−42.2% | Reduced |
| GM Advisory Group, Inc. | 83,757 | $8.04M | 0.44% | −5,256−5.9% | Reduced |