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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 83,625 | $8.02M | 1.14% | +83,625 | New |
| New York State Teachers Retirement System | 82,551 | $7.92M | 0.02% | −1,446−1.7% | Reduced |
| California State Teachers Retirement System | 81,549 | $7.82M | 0.01% | −586−0.7% | Reduced |
| NBW Capital LLC | 79,163 | $7.60M | 1.41% | −10,493−11.7% | Reduced |
| Voya Investment Management LLC | 78,072 | $7.49M | 0.01% | +32,204+70.2% | Added |
| Inspirion Wealth Advisors, LLC | 75,005 | $7.40M | 1.03% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 75,521 | $7.25M | 0.54% | −41,202−35.3% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $7.23M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 74,021 | $7.10M | 0.01% | 00.0% | Unchanged |
| Overbrook Management Corp | 73,283 | $7.03M | 1.51% | −261−0.4% | Reduced |
| Advantage Alpha Capital Partners LP | 72,013 | $6.91M | 1.63% | −11,079−13.3% | Reduced |
| Oppenheimer Asset Management Inc. | 70,592 | $6.77M | 0.08% | +1,453+2.1% | 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 |
| Russell Investments Group, Ltd. | 67,471 | $6.47M | 0.01% | +8,981+15.4% | Added |
| Segall Bryant & Hamill, LLC | 66,747 | $6.40M | 0.09% | −897−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 63,853 | $6.37M | 0.01% | +231+0.4% | Added |
| Elk River Wealth Management, LLC | 65,685 | $6.30M | 1.14% | −496−0.7% | Reduced |
| TimesSquare Capital Management, LLC | 65,000 | $6.24M | 0.09% | −158,298−70.9% | Reduced |
| Nicholas Investment Partners, LP | 64,747 | $6.21M | 0.55% | +64,747 | New |
| B. Metzler seel. Sohn & Co. AG | 62,198 | $5.97M | 0.06% | −7,141−10.3% | Reduced |
| Nordea Investment Management AB | 59,812 | $5.75M | 0.01% | +2,757+4.8% | Added |
| Price T Rowe Associates Inc | 58,357 | $5.60M | 0.00% | +4,263+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,384 | $5.51M | 0.02% | −51,778−47.4% | Reduced |
| Thematics Asset Management | 56,587 | $5.43M | 0.24% | −1,160−2.0% | Reduced |
| UMA Financial Services, Inc. | 53,549 | $5.14M | 0.87% | −14,296−21.1% | Reduced |
| Cinctive Capital Management LP | 51,679 | $4.96M | 0.27% | +51,679 | New |
| King Luther Capital Management Corp | 50,190 | $4.82M | 0.02% | +4,343+9.5% | Added |
| Comerica Bank | 48,915 | $4.69M | 0.02% | −1,368−2.7% | Reduced |
| Renaissance Group LLC | 46,740 | $4.49M | 0.19% | +4,838+11.5% | Added |
| M&T Bank Corp | 45,909 | $4.41M | 0.01% | −3,538−7.2% | Reduced |
| Moody Aldrich Partners LLC | 45,897 | $4.40M | 0.82% | −10,998−19.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 45,834 | $4.40M | 0.04% | +1,282+2.9% | Added |
| EFG Asset Management (North America) Corp. | 45,647 | $4.38M | 0.60% | +23,247+103.8% | Added |
| 1492 Capital Management LLC | 45,394 | $4.36M | 2.07% | −445−1.0% | Reduced |
| LPL Financial LLC | 42,256 | $4.21M | 0.00% | +4,451+11.8% | Added |
| Frontier Capital Management Co LLC | 43,760 | $4.20M | 0.04% | +43,760 | New |
| GDS Wealth Management | 41,131 | $3.95M | 0.36% | +12,493+43.6% | Added |
| Amalgamated Bank | 39,831 | $3.82M | 0.03% | 00.0% | Unchanged |
| Clough Capital Partners L P | 37,200 | $3.57M | 0.41% | +37,200 | New |
| Susquehanna International Group, LLP | 36,800 | $3.53M | 0.01% | +317+0.9% | Added |
| Creative Planning | 34,221 | $3.28M | 0.00% | +10,589+44.8% | Added |
| Ameritas Investment Partners, Inc. | 33,856 | $3.25M | 0.11% | +88+0.3% | Added |
| Intech Investment Management LLC | 32,650 | $3.13M | 0.03% | +11,586+55.0% | Added |
| State of New Jersey Common Pension Fund D | 32,615 | $3.13M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,763 | $3.05M | 0.03% | −1,223−3.7% | Reduced |
| Zacks Investment Management | 30,153 | $2.89M | 0.03% | −1,303−4.1% | Reduced |
| Forest Hill Capital, LLC | 30,076 | $2.89M | 2.23% | −7,500−20.0% | Reduced |
| Advisory Research Inc | 29,085 | $2.79M | 0.46% | +30+0.1% | Added |
| ProShare Advisors LLC | 28,253 | $2.71M | 0.01% | +8,462+42.8% | Added |
| Pinebridge Investments, L.P. | 27,549 | $2.64M | 0.02% | +8,241+42.7% | Added |
| Silphium Asset Management Ltd | 27,500 | $2.64M | 0.96% | +27,500 | New |
| State of Tennessee, Treasury Department | 26,900 | $2.58M | 0.01% | −759−2.7% | Reduced |
| TD Asset Management Inc | 26,344 | $2.53M | 0.00% | +26,344 | New |
| Los Angeles Capital Management LLC | 26,120 | $2.51M | 0.01% | −29,477−53.0% | Reduced |
| Credit Agricole S A | 25,946 | $2.49M | 0.01% | +19,850+325.6% | Added |
| Kestra Advisory Services, LLC | 25,546 | $2.45M | 0.01% | +5,650+28.4% | Added |
| Congress Asset Management Co | 25,468 | $2.44M | 0.02% | +25,468 | New |
| Arizona State Retirement System | 25,343 | $2.43M | 0.01% | +289+1.2% | Added |
| Zions Bancorporation, N.A. | 24,244 | $2.33M | 0.15% | +3,636+17.6% | Added |
| Louisiana State Employees Retirement System | 24,200 | $2.32M | 0.04% | +100+0.4% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.30M | 0.00% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 23,888 | $2.29M | 0.32% | −1,330−5.3% | Reduced |
| Cambiar Investors LLC | 23,780 | $2.28M | 0.09% | −164,965−87.4% | Reduced |
| Gradient Investments LLC | 23,003 | $2.21M | 0.04% | −1,369−5.6% | Reduced |
| RSM US Wealth Management LLC | 22,879 | $2.20M | 0.03% | +1,533+7.2% | Added |
| Carrera Capital Advisors | 22,611 | $2.17M | 0.51% | +6,743+42.5% | Added |
| Handelsbanken Fonder AB | 22,316 | $2.14M | 0.01% | +1,700+8.2% | Added |
| Stifel Financial Corp | 22,232 | $2.13M | 0.00% | +2,964+15.4% | Added |
| Captrust Financial Advisors | 21,959 | $2.11M | 0.01% | +11,871+117.7% | Added |
| ABLE Financial Group, LLC | 21,725 | $2.08M | 0.62% | +1,709+8.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,580 | $2.07M | 0.01% | −946−4.2% | Reduced |
| KLP Kapitalforvaltning AS | 21,400 | $2.05M | 0.01% | +21,400 | New |
| Danske Bank A/S | 20,872 | $2.00M | 0.01% | −53,005−71.7% | Reduced |
| TownSquare Capital, LLC | 20,846 | $2.00M | 0.02% | −1,446−6.5% | Reduced |
| State of Michigan Retirement System | 20,722 | $1.99M | 0.01% | +100+0.5% | Added |
| Amica Mutual Insurance Co | 20,175 | $1.94M | 0.20% | 00.0% | Unchanged |
| South Dakota Investment Council | 19,876 | $1.91M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 19,407 | $1.86M | 0.04% | +103+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,286 | $1.85M | 0.01% | +106+0.6% | Added |
| Teacher Retirement System of Texas | 19,039 | $1.83M | 0.01% | +1,880+11.0% | Added |
| Pathstone Holdings, LLC | 18,383 | $1.76M | 0.01% | +1,605+9.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,322 | $1.76M | 0.02% | +18,322 | New |
| Redwood Investments, LLC | 18,246 | $1.75M | 0.47% | −17−0.1% | Reduced |
| US Bancorp | 18,106 | $1.74M | 0.00% | −2,395−11.7% | Reduced |
| Covea Finance | 18,000 | $1.73M | 0.08% | +18,000 | New |
| Oregon Public Employees Retirement Fund | 17,776 | $1.71M | 0.03% | +100+0.6% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.66M | 0.06% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 17,298 | $1.66M | 0.08% | +17,298 | New |
| BNP Paribas Arbitrage, SA | 16,876 | $1.62M | 0.00% | −3,561−17.4% | Reduced |
| Jane Street Group, LLC | 16,852 | $1.62M | 0.00% | −56,271−77.0% | Reduced |
| Fred Alger Management, LLC | 16,497 | $1.58M | 0.01% | +16,497 | New |
| Cerity Partners LLC | 16,200 | $1.53M | 0.00% | −1,059−6.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,689 | $1.51M | 0.01% | +207+1.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,666 | $1.50M | 0.12% | −15−0.1% | Reduced |
| Walleye Trading LLC | 15,643 | $1.50M | 0.03% | +15,643 | New |
| Steward Partners Investment Advisory, LLC | 15,313 | $1.47M | 0.01% | −27,617−64.3% | Reduced |
| Assenagon Asset Management S.A. | 15,128 | $1.45M | 0.00% | +15,128 | New |
| Balyasny Asset Management LLC | 14,779 | $1.42M | 0.00% | +14,779 | New |
| Sequoia Financial Advisors, LLC | 14,364 | $1.38M | 0.01% | +1,050+7.9% | Added |