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 |
|---|---|---|---|---|---|
| JustInvest LLC | 7,979 | $765.6K | 0.01% | +482+6.4% | Added |
| Adage Capital Partners GP, L.L.C. | 8,000 | $767.6K | 0.00% | +8,000 | New |
| CIBC World Markets Corp | 8,030 | $770.5K | 0.00% | +8,030 | New |
| Legato Capital Management LLC | 8,110 | $778.2K | 0.10% | +8,110 | New |
| Federated Hermes, Inc. | 8,209 | $787.7K | 0.00% | −936−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,247 | $791.3K | 0.02% | +4,237+105.7% | Added |
| Lisanti Capital Growth, LLC | 8,300 | $796.4K | 0.19% | +8,300 | New |
| Atria Investments LLC | 8,366 | $802.7K | 0.01% | −665−7.4% | Reduced |
| Chesley Taft & Associates LLC | 8,725 | $837.2K | 0.04% | +8,725 | New |
| Beck Bode, LLC | 8,848 | $848.9K | 0.16% | −99−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,880 | $852.0K | 0.00% | −1,529−14.7% | Reduced |
| HC Advisors, LLC | 9,030 | $866.4K | 0.70% | −2,604−22.4% | Reduced |
| Versor Investments LP | 9,100 | $873.1K | 0.15% | +9,100 | New |
| Caption Management, LLC | 9,120 | $875.1K | 0.04% | +9,120 | New |
| Public Employees Retirement Association of Colorado | 9,194 | $882.0K | 0.00% | −109−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 9,645 | $925.4K | 0.01% | +1,827+23.4% | Added |
| Exchange Traded Concepts, LLC | 9,813 | $941.6K | 0.02% | +245+2.6% | Added |
| Alps Advisors Inc | 9,844 | $944.5K | 0.01% | −1,878−16.0% | Reduced |
| State of Alaska, Department of Revenue | 9,956 | $955.0K | 0.01% | −190−1.9% | Reduced |
| Main Management ETF Advisors, LLC | 9,968 | $956.0K | 0.04% | −896−8.2% | Reduced |
| Rockport Wealth LLC | 10,000 | $959.5K | 0.43% | +10,000 | New |
| Prudential Financial Inc | 9,773 | $963.2K | 0.00% | −6,008−38.1% | Reduced |
| Peterson Wealth Services | 10,507 | $1.01M | 0.30% | +509+5.1% | Added |
| STRS Ohio | 10,800 | $1.04M | 0.00% | +1,300+13.7% | Added |
| Holocene Advisors, LP | 10,874 | $1.04M | 0.00% | −4,353−28.6% | Reduced |
| Premier Fund Managers Ltd | 11,076 | $1.07M | 0.04% | +2,046+22.7% | Added |
| Nomura Holdings Inc | 11,566 | $1.11M | 0.01% | +11,566 | New |
| Xponance, Inc. | 12,276 | $1.18M | 0.01% | +718+6.2% | Added |
| Alberta Investment Management Corp | 12,346 | $1.18M | 0.01% | −8,842−41.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,706 | $1.22M | 0.09% | +12,706 | New |
| Pacer Advisors, Inc. | 12,717 | $1.22M | 0.00% | −28−0.2% | Reduced |
| Bank of Montreal | 12,756 | $1.22M | 0.00% | +1,338+11.7% | Added |
| GWM Advisors LLC | 12,983 | $1.25M | 0.01% | +384+3.0% | Added |
| Mariner, LLC | 13,309 | $1.28M | 0.00% | +239+1.8% | Added |
| Hancock Whitney Corp | 13,326 | $1.28M | 0.04% | +133+1.0% | Added |
| Vontobel Holding Ltd. | 13,365 | $1.28M | 0.00% | −8,997−40.2% | Reduced |
| Quinn Opportunity Partners LLC | 13,470 | $1.29M | 0.09% | +13,470 | New |
| Two Sigma Investments, LP | 13,822 | $1.33M | 0.00% | −478−3.3% | Reduced |
| Pictet Asset Management Holding SA | 13,833 | $1.33M | 0.00% | +1,765+14.6% | Added |
| Prudential PLC | 13,945 | $1.34M | 0.01% | −29,024−67.5% | Reduced |
| Guggenheim Capital LLC | 14,347 | $1.38M | 0.01% | +3,065+27.2% | Added |
| Sequoia Financial Advisors, LLC | 14,364 | $1.38M | 0.01% | +1,050+7.9% | Added |
| Balyasny Asset Management LLC | 14,779 | $1.42M | 0.00% | +14,779 | New |
| Assenagon Asset Management S.A. | 15,128 | $1.45M | 0.00% | +15,128 | New |
| Steward Partners Investment Advisory, LLC | 15,313 | $1.47M | 0.01% | −27,617−64.3% | Reduced |
| Walleye Trading LLC | 15,643 | $1.50M | 0.03% | +15,643 | New |
| Schaper Benz & Wise Investment Counsel Inc | 15,666 | $1.50M | 0.12% | −15−0.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,689 | $1.51M | 0.01% | +207+1.3% | Added |
| Cerity Partners LLC | 16,200 | $1.53M | 0.00% | −1,059−6.1% | Reduced |
| Fred Alger Management, LLC | 16,497 | $1.58M | 0.01% | +16,497 | New |
| Jane Street Group, LLC | 16,852 | $1.62M | 0.00% | −56,271−77.0% | Reduced |
| BNP Paribas Arbitrage, SA | 16,876 | $1.62M | 0.00% | −3,561−17.4% | Reduced |
| Caisse des Depots Et Consignations | 17,298 | $1.66M | 0.08% | +17,298 | New |
| New Mexico Educational Retirement Board | 17,300 | $1.66M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,776 | $1.71M | 0.03% | +100+0.6% | Added |
| Covea Finance | 18,000 | $1.73M | 0.08% | +18,000 | New |
| US Bancorp | 18,106 | $1.74M | 0.00% | −2,395−11.7% | Reduced |
| Redwood Investments, LLC | 18,246 | $1.75M | 0.47% | −17−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 18,322 | $1.76M | 0.02% | +18,322 | New |
| Pathstone Holdings, LLC | 18,383 | $1.76M | 0.01% | +1,605+9.6% | Added |
| Teacher Retirement System of Texas | 19,039 | $1.83M | 0.01% | +1,880+11.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,286 | $1.85M | 0.01% | +106+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,407 | $1.86M | 0.04% | +103+0.5% | Added |
| South Dakota Investment Council | 19,876 | $1.91M | 0.04% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 20,175 | $1.94M | 0.20% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,722 | $1.99M | 0.01% | +100+0.5% | Added |
| TownSquare Capital, LLC | 20,846 | $2.00M | 0.02% | −1,446−6.5% | Reduced |
| Danske Bank A/S | 20,872 | $2.00M | 0.01% | −53,005−71.7% | Reduced |
| KLP Kapitalforvaltning AS | 21,400 | $2.05M | 0.01% | +21,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,580 | $2.07M | 0.01% | −946−4.2% | Reduced |
| ABLE Financial Group, LLC | 21,725 | $2.08M | 0.62% | +1,709+8.5% | Added |
| Captrust Financial Advisors | 21,959 | $2.11M | 0.01% | +11,871+117.7% | Added |
| Stifel Financial Corp | 22,232 | $2.13M | 0.00% | +2,964+15.4% | Added |
| Handelsbanken Fonder AB | 22,316 | $2.14M | 0.01% | +1,700+8.2% | Added |
| Carrera Capital Advisors | 22,611 | $2.17M | 0.51% | +6,743+42.5% | Added |
| RSM US Wealth Management LLC | 22,879 | $2.20M | 0.03% | +1,533+7.2% | Added |
| Gradient Investments LLC | 23,003 | $2.21M | 0.04% | −1,369−5.6% | Reduced |
| Cambiar Investors LLC | 23,780 | $2.28M | 0.09% | −164,965−87.4% | Reduced |
| Amussen Hunsaker Associates LLC | 23,888 | $2.29M | 0.32% | −1,330−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 23,953 | $2.30M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,200 | $2.32M | 0.04% | +100+0.4% | Added |
| Zions Bancorporation, N.A. | 24,244 | $2.33M | 0.15% | +3,636+17.6% | Added |
| Arizona State Retirement System | 25,343 | $2.43M | 0.01% | +289+1.2% | Added |
| Congress Asset Management Co | 25,468 | $2.44M | 0.02% | +25,468 | New |
| Kestra Advisory Services, LLC | 25,546 | $2.45M | 0.01% | +5,650+28.4% | Added |
| Credit Agricole S A | 25,946 | $2.49M | 0.01% | +19,850+325.6% | Added |
| Los Angeles Capital Management LLC | 26,120 | $2.51M | 0.01% | −29,477−53.0% | Reduced |
| TD Asset Management Inc | 26,344 | $2.53M | 0.00% | +26,344 | New |
| State of Tennessee, Treasury Department | 26,900 | $2.58M | 0.01% | −759−2.7% | Reduced |
| Silphium Asset Management Ltd | 27,500 | $2.64M | 0.96% | +27,500 | New |
| Pinebridge Investments, L.P. | 27,549 | $2.64M | 0.02% | +8,241+42.7% | Added |
| ProShare Advisors LLC | 28,253 | $2.71M | 0.01% | +8,462+42.8% | Added |
| Advisory Research Inc | 29,085 | $2.79M | 0.46% | +30+0.1% | Added |
| Forest Hill Capital, LLC | 30,076 | $2.89M | 2.23% | −7,500−20.0% | Reduced |
| Zacks Investment Management | 30,153 | $2.89M | 0.03% | −1,303−4.1% | Reduced |
| Yousif Capital Management, LLC | 31,763 | $3.05M | 0.03% | −1,223−3.7% | Reduced |
| State of New Jersey Common Pension Fund D | 32,615 | $3.13M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 32,650 | $3.13M | 0.03% | +11,586+55.0% | Added |
| Ameritas Investment Partners, Inc. | 33,856 | $3.25M | 0.11% | +88+0.3% | Added |
| Creative Planning | 34,221 | $3.28M | 0.00% | +10,589+44.8% | Added |