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 |
|---|---|---|---|---|---|
| UBS Group AG | 476,831 | $45.8M | 0.01% | +190,267+66.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 502,572 | $48.2M | 0.18% | +40,097+8.7% | Added |
| Nuveen Asset Management, LLC | 548,725 | $52.7M | 0.01% | −54,221−9.0% | Reduced |
| American Century Companies Inc | 570,952 | $54.8M | 0.03% | +39,185+7.4% | Added |
| Aristotle Capital Boston, LLC | 573,441 | $55.0M | 2.04% | +35,128+6.5% | Added |
| GW&K Investment Management, LLC | 604,471 | $58.0M | 0.49% | −186,437−23.6% | Reduced |
| Bank of America Corp | 606,197 | $58.2M | 0.01% | −40,998−6.3% | Reduced |
| SEI Investments Co | 664,676 | $63.8M | 0.08% | +34,307+5.4% | Added |
| Wellington Management Group LLP | 679,603 | $65.2M | 0.01% | −10,836−1.6% | Reduced |
| Bank of New York Mellon Corp | 745,882 | $71.6M | 0.01% | +996+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 758,463 | $72.8M | 0.68% | −84,960−10.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 772,781 | $74.1M | 0.17% | +203,617+35.8% | Added |
| Norges Bank | 778,539 | $74.7M | 0.01% | −101,093−11.5% | Reduced |
| Bamco Inc | 780,000 | $74.8M | 0.19% | +30,000+4.0% | Added |
| Morgan Stanley | 796,647 | $76.4M | 0.01% | +91,392+13.0% | Added |
| T. Rowe Price Investment Management, Inc. | 814,034 | $78.1M | 0.05% | +814,034 | New |
| Janus Henderson Group PLC | 833,916 | $80.0M | 0.04% | −65,324−7.3% | Reduced |
| Van Berkom & Associates Inc. | 838,321 | $80.4M | 2.39% | −97,260−10.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 871,762 | $83.6M | 1.12% | −114,072−11.6% | Reduced |
| Greenhouse Funds LLLP | 884,404 | $84.9M | 3.76% | +91,935+11.6% | Added |
| Allspring Global Investments Holdings, LLC | 951,235 | $92.1M | 0.15% | −86,545−8.3% | Reduced |
| Geneva Capital Management LLC | 1,048,903 | $100.6M | 1.75% | +206,894+24.6% | Added |
| Stephens Investment Management Group LLC | 1,050,437 | $100.8M | 1.35% | −198,645−15.9% | Reduced |
| JPMorgan Chase & Co | 1,072,266 | $102.9M | 0.01% | −143,055−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,086,811 | $104.3M | 0.02% | +25,004+2.4% | Added |
| Loomis Sayles & Co L P | 1,107,526 | $106.3M | 0.13% | −19,119−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,117,708 | $107.2M | 0.02% | +471,837+73.1% | Added |
| Northern Trust Corp | 1,155,043 | $110.8M | 0.02% | +121,001+11.7% | Added |
| Franklin Resources Inc | 1,357,437 | $130.2M | 0.04% | −282,778−17.2% | Reduced |
| Millennium Management LLC | 1,501,387 | $144.1M | 0.12% | +554,093+58.5% | Added |
| Dimensional Fund Advisors LP | 1,582,823 | $151.9M | 0.04% | +1,100+0.1% | Added |
| Invesco Ltd. | 1,624,773 | $155.9M | 0.03% | +12,425+0.8% | Added |
| Mackenzie Financial Corp | 1,935,154 | $185.7M | 0.25% | −422,382−17.9% | Reduced |
| Clearbridge Investments, LLC | 2,060,026 | $197.7M | 0.16% | −328,366−13.7% | Reduced |
| Brown Advisory Inc | 2,086,026 | $200.2M | 0.25% | +224,016+12.0% | Added |
| Geode Capital Management, LLC | 2,089,398 | $200.5M | 0.02% | +10,421+0.5% | Added |
| State Street Corp | 3,262,346 | $313.0M | 0.01% | +130,446+4.2% | Added |
| FMR LLC | 5,415,800 | $519.6M | 0.03% | +125,684+2.4% | Added |
| Wasatch Advisors Inc | 7,513,745 | $720.9M | 3.57% | −245,145−3.2% | Reduced |
| Vanguard Group Inc | 8,976,091 | $861.3M | 0.02% | +99,624+1.1% | Added |
| BlackRock, Inc. | 10,979,487 | $1.05B | 0.02% | +37,817+0.3% | Added |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −60,076−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −50,784−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,285−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,008−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −11,781−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,156−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −7,983−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,355−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |