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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,826 | $175.2K | 0.00% | −6−0.3% | Reduced |
| Ostrum Asset Management | 1,868 | $179.2K | 0.02% | +879+88.9% | Added |
| Daiwa Securities Group Inc. | 1,950 | $187.0K | 0.00% | +150+8.3% | Added |
| 1620 Investment Advisors, Inc. | 1,973 | $189.3K | 0.14% | +607+44.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,974 | $192.4K | 0.00% | +475+31.7% | Added |
| Brevan Howard Capital Management LP | 2,089 | $200.4K | 0.00% | +2,089 | New |
| Private Advisor Group, LLC | 2,112 | $202.6K | 0.00% | −432−17.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,141 | $205.4K | 0.01% | +2,141 | New |
| Aristeia Capital LLC | 2,177 | $208.9K | 0.01% | +2,177 | New |
| Greenleaf Trust | 2,232 | $214.2K | 0.00% | +2,232 | New |
| Forum Financial Management, LP | 2,232 | $214.2K | 0.00% | +2,232 | New |
| Hennion & Walsh Asset Management, Inc. | 2,240 | $214.9K | 0.01% | +2,240 | New |
| Convergence Investment Partners, LLC | 2,262 | $217.0K | 0.05% | +2,262 | New |
| Quadrant Capital Group LLC | 2,330 | $223.6K | 0.02% | +233+11.1% | Added |
| Entropy Technologies, LP | 2,332 | $223.8K | 0.02% | +2,332 | New |
| Portside Wealth Group, LLC | 2,349 | $225.4K | 0.04% | +2,349 | New |
| Peapack Gladstone Financial Corp | 2,357 | $226.0K | 0.00% | +2,357 | New |
| Ballentine Partners, LLC | 2,377 | $228.1K | 0.00% | +2,377 | New |
| Amica Retiree Medical Trust | 2,386 | $229.0K | 0.22% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,395 | $229.8K | 0.00% | −865−26.5% | Reduced |
| Orion Portfolio Solutions, LLC | 2,395 | $229.8K | 0.00% | −865−26.5% | Reduced |
| Everence Capital Management Inc | 2,430 | $233.0K | 0.02% | +2,430 | New |
| Venturi Wealth Management, LLC | 2,485 | $238.4K | 0.01% | +2,485 | New |
| GTS Securities LLC | 2,493 | $239.2K | 0.01% | +2,493 | New |
| Curated Wealth Partners LLC | 2,521 | $241.9K | 0.03% | +2,521 | New |
| Shell Asset Management Co | 2,540 | $244.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,564 | $246.0K | 0.00% | −8−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 2,591 | $248.6K | 0.01% | +2,591 | New |
| CIBC Asset Management Inc | 2,640 | $253.3K | 0.00% | +139+5.6% | Added |
| MML Investors Services, LLC | 2,665 | $256.0K | 0.00% | +97+3.8% | Added |
| HSBC Holdings PLC | 2,694 | $258.7K | 0.00% | −71,248−96.4% | Reduced |
| HB Wealth Management, LLC | 2,717 | $260.7K | 0.00% | +2,717 | New |
| Level Four Advisory Services, LLC | 2,736 | $262.5K | 0.01% | +138+5.3% | Added |
| Grant Private Wealth Management Inc | 2,759 | $264.7K | 0.29% | +2,759 | New |
| Optimize Financial Inc | 2,772 | $266.0K | 0.20% | +2,772 | New |
| Farallon Capital Management, L.L.C. | 2,800 | $268.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,810 | $269.6K | 0.01% | −109−3.7% | Reduced |
| Ieq Capital, LLC | 2,822 | $270.8K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,843 | $272.8K | 0.01% | +43+1.5% | Added |
| Verition Fund Management LLC | 2,858 | $274.2K | 0.00% | +2,858 | New |
| CWM, LLC | 2,877 | $276.0K | 0.00% | −758−20.9% | Reduced |
| Scharf Investments, LLC | 2,880 | $276.3K | 0.01% | 00.0% | Unchanged |
| David Loasby | 2,876 | $288.5K | 0.03% | −1,342−31.8% | Reduced |
| Bayforest Capital Ltd | 3,033 | $291.0K | 0.36% | +3,033 | New |
| Summit Trail Advisors, LLC | 3,128 | $300.1K | 0.01% | −876−21.9% | Reduced |
| Quantinno Capital Management LP | 3,174 | $304.5K | 0.00% | +3,174 | New |
| AlphaQ Advisors LLC | 3,265 | $313.3K | 0.86% | +3,265 | New |
| Shelton Capital Management | 3,278 | $314.5K | 0.01% | −162−4.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,457 | $331.7K | 0.03% | −570−14.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,506 | $336.4K | 0.00% | −315−8.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,510 | $336.8K | 0.30% | −565−13.9% | Reduced |
| Atomi Financial Group, Inc. | 3,553 | $340.9K | 0.02% | +1,012+39.8% | Added |
| Ethic Inc. | 3,554 | $341.0K | 0.01% | +3,554 | New |
| Cetera Investment Advisers | 3,572 | $342.7K | 0.00% | +225+6.7% | Added |
| Toroso Investments, LLC | 3,609 | $346.3K | 0.00% | +66+1.9% | Added |
| Nisa Investment Advisors, LLC | 3,719 | $356.8K | 0.00% | +299+8.7% | Added |
| City Center Advisors, LLC | 3,826 | $367.1K | 0.41% | −98−2.5% | Reduced |
| Sanctuary Advisors, LLC | 3,335 | $368.8K | 0.00% | +159+5.0% | Added |
| KBC Group NV | 3,860 | $370.0K | 0.00% | +1,397+56.7% | Added |
| Cim Investment Mangement Inc | 3,972 | $381.1K | 0.11% | −170−4.1% | Reduced |
| Avanza Fonder AB | 3,972 | $381.1K | 0.01% | +3,972 | New |
| Cresset Asset Management, LLC | 4,030 | $386.7K | 0.00% | −288−6.7% | Reduced |
| Keybank National Association | 4,092 | $392.6K | 0.00% | +4,092 | New |
| Profund Advisors LLC | 4,096 | $393.0K | 0.01% | −34−0.8% | Reduced |
| Simplex Trading, LLC | 4,273 | $409.0K | 0.01% | +1,137+36.3% | Added |
| Severin Investments, LLC | 4,397 | $421.9K | 0.42% | +4,397 | New |
| XTX Topco Ltd | 4,500 | $431.8K | 0.04% | +4,500 | New |
| Wolverine Trading, LLC | 4,499 | $435.7K | 0.01% | +1,114+32.9% | Added |
| EP Wealth Advisors, LLC | 4,555 | $437.1K | 0.00% | +403+9.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,635 | $444.7K | 0.00% | +1,108+31.4% | Added |
| Assetmark, Inc | 4,702 | $451.2K | 0.00% | +158+3.5% | Added |
| Arkadios Wealth Advisors | 4,753 | $456.1K | 0.02% | −185−3.7% | Reduced |
| Vestcor Inc | 4,961 | $476.0K | 0.02% | +67+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $479.8K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,115 | $490.8K | 0.00% | +1,466+40.2% | Added |
| Harvest Fund Management Co., Ltd | 5,334 | $512.0K | 0.02% | +5,334 | New |
| Janney Montgomery Scott LLC | 5,352 | $514.0K | 0.00% | +420+8.5% | Added |
| SG Americas Securities, LLC | 5,455 | $523.0K | 0.00% | −6,216−53.3% | Reduced |
| FORA Capital, LLC | 5,582 | $535.6K | 0.06% | +5,582 | New |
| Radnor Capital Management, LLC | 5,690 | $546.0K | 0.09% | +436+8.3% | Added |
| Shay Capital LLC | 5,700 | $546.9K | 0.13% | +5,700 | New |
| State of Wyoming | 5,746 | $551.3K | 0.07% | +14+0.2% | Added |
| Narus Financial Partners, LLC | 5,870 | $563.2K | 0.19% | −663−10.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,035 | $579.0K | 0.01% | +57+1.0% | Added |
| Stephens Inc | 6,045 | $580.0K | 0.01% | −431−6.7% | Reduced |
| Commerce Bank | 6,092 | $584.5K | 0.00% | −1,841−23.2% | Reduced |
| EntryPoint Capital, LLC | 6,158 | $590.9K | 0.25% | +6,158 | New |
| NorthCrest Asset Manangement, LLC | 6,404 | $614.5K | 0.02% | +10.0% | Added |
| BTC Capital Management, Inc. | 6,550 | $628.5K | 0.06% | −695−9.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,554 | $628.9K | 0.08% | −12−0.2% | Reduced |
| Securian Asset Management, Inc | 6,601 | $633.4K | 0.02% | −165−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,666 | $639.6K | 0.00% | −111,794−94.4% | Reduced |
| CWM Advisors, LLC | 6,932 | $665.1K | 0.07% | −17,095−71.1% | Reduced |
| Schroder Investment Management Group | 6,915 | $665.9K | 0.00% | −4,926−41.6% | Reduced |
| Stansberry Asset Management, LLC | 7,058 | $677.2K | 0.09% | +7,058 | New |
| Canada Pension Plan Investment Board | 7,200 | $690.8K | 0.00% | −10,200−58.6% | Reduced |
| Cornercap Investment Counsel Inc | 7,405 | $710.5K | 0.23% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 7,420 | $711.0K | 0.23% | +1,497+25.3% | Added |
| Sendero Wealth Management, LLC | 7,600 | $729.2K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,965 | $764.2K | 0.09% | +273+3.5% | Added |