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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 36,800 | $3.53M | 0.01% | +317+0.9% | Added |
| Clough Capital Partners L P | 37,200 | $3.57M | 0.41% | +37,200 | New |
| Amalgamated Bank | 39,831 | $3.82M | 0.03% | 00.0% | Unchanged |
| GDS Wealth Management | 41,131 | $3.95M | 0.36% | +12,493+43.6% | Added |
| Frontier Capital Management Co LLC | 43,760 | $4.20M | 0.04% | +43,760 | New |
| LPL Financial LLC | 42,256 | $4.21M | 0.00% | +4,451+11.8% | Added |
| 1492 Capital Management LLC | 45,394 | $4.36M | 2.07% | −445−1.0% | Reduced |
| EFG Asset Management (North America) Corp. | 45,647 | $4.38M | 0.60% | +23,247+103.8% | Added |
| Teachers Retirement System of the State of Kentucky | 45,834 | $4.40M | 0.04% | +1,282+2.9% | Added |
| Moody Aldrich Partners LLC | 45,897 | $4.40M | 0.82% | −10,998−19.3% | Reduced |
| M&T Bank Corp | 45,909 | $4.41M | 0.01% | −3,538−7.2% | Reduced |
| Renaissance Group LLC | 46,740 | $4.49M | 0.19% | +4,838+11.5% | Added |
| Comerica Bank | 48,915 | $4.69M | 0.02% | −1,368−2.7% | Reduced |
| King Luther Capital Management Corp | 50,190 | $4.82M | 0.02% | +4,343+9.5% | Added |
| Cinctive Capital Management LP | 51,679 | $4.96M | 0.27% | +51,679 | New |
| UMA Financial Services, Inc. | 53,549 | $5.14M | 0.87% | −14,296−21.1% | Reduced |
| Thematics Asset Management | 56,587 | $5.43M | 0.24% | −1,160−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 57,384 | $5.51M | 0.02% | −51,778−47.4% | Reduced |
| Price T Rowe Associates Inc | 58,357 | $5.60M | 0.00% | +4,263+7.9% | Added |
| Nordea Investment Management AB | 59,812 | $5.75M | 0.01% | +2,757+4.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 62,198 | $5.97M | 0.06% | −7,141−10.3% | Reduced |
| Nicholas Investment Partners, LP | 64,747 | $6.21M | 0.55% | +64,747 | New |
| TimesSquare Capital Management, LLC | 65,000 | $6.24M | 0.09% | −158,298−70.9% | Reduced |
| Elk River Wealth Management, LLC | 65,685 | $6.30M | 1.14% | −496−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 63,853 | $6.37M | 0.01% | +231+0.4% | Added |
| Segall Bryant & Hamill, LLC | 66,747 | $6.40M | 0.09% | −897−1.3% | Reduced |
| Russell Investments Group, Ltd. | 67,471 | $6.47M | 0.01% | +8,981+15.4% | Added |
| Madison Asset Management, LLC | 70,155 | $6.73M | 0.08% | +3,696+5.6% | Added |
| Madison Investment Advisors, LLC | 70,155 | $6.73M | 0.08% | +70,155 | New |
| Oppenheimer Asset Management Inc. | 70,592 | $6.77M | 0.08% | +1,453+2.1% | Added |
| Advantage Alpha Capital Partners LP | 72,013 | $6.91M | 1.63% | −11,079−13.3% | Reduced |
| Overbrook Management Corp | 73,283 | $7.03M | 1.51% | −261−0.4% | Reduced |
| Great West Life Assurance Co | 74,021 | $7.10M | 0.01% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 75,326 | $7.23M | 0.14% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 75,521 | $7.25M | 0.54% | −41,202−35.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 75,005 | $7.40M | 1.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 78,072 | $7.49M | 0.01% | +32,204+70.2% | Added |
| NBW Capital LLC | 79,163 | $7.60M | 1.41% | −10,493−11.7% | Reduced |
| California State Teachers Retirement System | 81,549 | $7.82M | 0.01% | −586−0.7% | Reduced |
| New York State Teachers Retirement System | 82,551 | $7.92M | 0.02% | −1,446−1.7% | Reduced |
| Pier Capital, LLC | 83,625 | $8.02M | 1.14% | +83,625 | New |
| GM Advisory Group, Inc. | 83,757 | $8.04M | 0.44% | −5,256−5.9% | Reduced |
| First Trust Advisors LP | 84,307 | $8.09M | 0.01% | −61,589−42.2% | Reduced |
| Oberweis Asset Management Inc | 91,500 | $8.78M | 0.41% | +7,100+8.4% | Added |
| HighTower Advisors, LLC | 95,075 | $9.12M | 0.01% | +4,370+4.8% | Added |
| Mutual of America Capital Management LLC | 96,159 | $9.23M | 0.10% | −1,559−1.6% | Reduced |
| Diversify Wealth Management, LLC | 92,322 | $9.26M | 0.72% | −95−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 97,323 | $9.34M | 0.03% | +5,569+6.1% | Added |
| MetLife Investment Management | 99,019 | $9.50M | 0.05% | +7,618+8.3% | Added |
| Manufacturers Life Insurance Company, The | 99,028 | $9.50M | 0.01% | −1,643−1.6% | Reduced |
| New York State Common Retirement Fund | 102,200 | $9.81M | 0.01% | +60,077+142.6% | Added |
| State of Wisconsin Investment Board | 102,537 | $9.84M | 0.03% | +3,427+3.5% | Added |
| Castleark Management LLC | 102,930 | $9.88M | 0.34% | +30,800+42.7% | Added |
| Peregrine Capital Management LLC | 103,382 | $9.92M | 0.29% | −9,412−8.3% | Reduced |
| Neuberger Berman Group LLC | 103,403 | $9.92M | 0.01% | +41,425+66.8% | Added |
| Envestnet Asset Management Inc | 114,739 | $11.0M | 0.00% | +3,178+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 114,886 | $11.0M | 0.02% | +5,080+4.6% | Added |
| Deutsche Bank AG | 118,199 | $11.3M | 0.00% | +24,289+25.9% | Added |
| Motley Fool Asset Management LLC | 122,592 | $11.8M | 0.61% | +10,835+9.7% | Added |
| Wells Fargo & Company | 124,940 | $12.0M | 0.00% | +5,594+4.7% | Added |
| First Turn Management, LLC | 125,867 | $12.1M | 2.16% | +125,867 | New |
| Grandeur Peak Global Advisors, LLC | 130,377 | $12.5M | 1.11% | +4,566+3.6% | Added |
| Agf Management Ltd | 135,857 | $13.0M | 0.06% | +4,819+3.7% | Added |
| Motley Fool Wealth Management, LLC | 136,729 | $13.3M | 0.69% | −4,406−3.1% | Reduced |
| Corebridge Financial, Inc. | 140,865 | $13.5M | 0.07% | −6,650−4.5% | Reduced |
| Legal & General Group Plc | 149,889 | $14.4M | 0.00% | +9,736+6.9% | Added |
| Swiss National Bank | 171,700 | $16.5M | 0.01% | +1,800+1.1% | Added |
| Alliancebernstein L.P. | 180,346 | $17.3M | 0.01% | −4,290−2.3% | Reduced |
| Natixis Advisors, L.P. | 183,990 | $17.7M | 0.03% | −25,185−12.0% | Reduced |
| Citigroup Inc | 184,488 | $17.7M | 0.02% | +82,381+80.7% | Added |
| Woodline Partners LP | 187,956 | $18.0M | 0.12% | −148,827−44.2% | Reduced |
| Barclays PLC | 200,341 | $19.2M | 0.01% | +33,849+20.3% | Added |
| Retirement Systems of Alabama | 215,084 | $20.6M | 0.08% | +481+0.2% | Added |
| Man Group plc | 217,782 | $20.9M | 0.06% | +5,685+2.7% | Added |
| Victory Capital Management Inc | 228,573 | $21.9M | 0.02% | −39,024−14.6% | Reduced |
| Ophir Asset Management Pty Ltd | 230,026 | $22.1M | 3.29% | −21,793−8.7% | Reduced |
| AQR Capital Management LLC | 234,681 | $22.5M | 0.03% | −148,964−38.8% | Reduced |
| Glenmede Trust Co NA | 239,909 | $23.0M | 0.12% | −3,268−1.3% | Reduced |
| Macquarie Group Ltd | 244,058 | $23.4M | 0.03% | −52,593−17.7% | Reduced |
| Artisan Partners Limited Partnership | 256,051 | $24.6M | 0.04% | +256,051 | New |
| Principal Financial Group Inc | 262,968 | $25.2M | 0.01% | +20,563+8.5% | Added |
| Rhumbline Advisers | 267,288 | $25.6M | 0.02% | +1,011+0.4% | Added |
| Ashford Capital Management Inc | 269,312 | $25.8M | 3.05% | −35,910−11.8% | Reduced |
| Ameriprise Financial Inc | 270,042 | $25.9M | 0.01% | +97,329+56.4% | Added |
| Ensign Peak Advisors, Inc | 277,064 | $26.6M | 0.05% | −58,354−17.4% | Reduced |
| Summit Creek Advisors LLC | 285,913 | $27.4M | 3.61% | +28,424+11.0% | Added |
| DF Dent & Co Inc | 287,330 | $27.6M | 0.35% | −9,249−3.1% | Reduced |
| Bessemer Group Inc | 296,828 | $28.5M | 0.05% | +114,865+63.1% | Added |
| Ranger Investment Management, L.P. | 305,883 | $29.3M | 1.85% | +45,130+17.3% | Added |
| Aureus Asset Management, LLC | 323,608 | $31.1M | 2.01% | −99,474−23.5% | Reduced |
| Citadel Advisors LLC | 332,406 | $31.9M | 0.03% | +220,451+196.9% | Added |
| Iron Triangle Partners LP | 335,614 | $32.2M | 3.75% | +335,614 | New |
| Thrivent Financial for Lutherans | 340,297 | $32.7M | 0.06% | +46,673+15.9% | Added |
| California Public Employees Retirement System | 365,778 | $35.1M | 0.02% | +32,807+9.9% | Added |
| UBS Asset Management Americas Inc | 366,753 | $35.2M | 0.01% | +37,276+11.3% | Added |
| Eversept Partners, LP | 386,697 | $37.1M | 3.83% | +67,619+21.2% | Added |
| Davenport & Co LLC | 395,889 | $38.3M | 0.22% | −84,524−17.6% | Reduced |
| Royal Bank of Canada | 433,190 | $41.6M | 0.01% | +41,434+10.6% | Added |
| Massachusetts Financial Services Co | 438,345 | $42.1M | 0.01% | −46,437−9.6% | Reduced |
| Raymond James Financial Inc | 476,577 | $45.7M | 0.02% | +476,577 | New |