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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 14,347 | $1.38M | 0.01% | +3,065+27.2% | Added |
| Prudential PLC | 13,945 | $1.34M | 0.01% | −29,024−67.5% | Reduced |
| Pictet Asset Management Holding SA | 13,833 | $1.33M | 0.00% | +1,765+14.6% | Added |
| Two Sigma Investments, LP | 13,822 | $1.33M | 0.00% | −478−3.3% | Reduced |
| Quinn Opportunity Partners LLC | 13,470 | $1.29M | 0.09% | +13,470 | New |
| Vontobel Holding Ltd. | 13,365 | $1.28M | 0.00% | −8,997−40.2% | Reduced |
| Hancock Whitney Corp | 13,326 | $1.28M | 0.04% | +133+1.0% | Added |
| Mariner, LLC | 13,309 | $1.28M | 0.00% | +239+1.8% | Added |
| GWM Advisors LLC | 12,983 | $1.25M | 0.01% | +384+3.0% | Added |
| Bank of Montreal | 12,756 | $1.22M | 0.00% | +1,338+11.7% | Added |
| Pacer Advisors, Inc. | 12,717 | $1.22M | 0.00% | −28−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,706 | $1.22M | 0.09% | +12,706 | New |
| Alberta Investment Management Corp | 12,346 | $1.18M | 0.01% | −8,842−41.7% | Reduced |
| Xponance, Inc. | 12,276 | $1.18M | 0.01% | +718+6.2% | Added |
| Nomura Holdings Inc | 11,566 | $1.11M | 0.01% | +11,566 | New |
| Premier Fund Managers Ltd | 11,076 | $1.07M | 0.04% | +2,046+22.7% | Added |
| Holocene Advisors, LP | 10,874 | $1.04M | 0.00% | −4,353−28.6% | Reduced |
| STRS Ohio | 10,800 | $1.04M | 0.00% | +1,300+13.7% | Added |
| Peterson Wealth Services | 10,507 | $1.01M | 0.30% | +509+5.1% | Added |
| Prudential Financial Inc | 9,773 | $963.2K | 0.00% | −6,008−38.1% | Reduced |
| Rockport Wealth LLC | 10,000 | $959.5K | 0.43% | +10,000 | New |
| Main Management ETF Advisors, LLC | 9,968 | $956.0K | 0.04% | −896−8.2% | Reduced |
| State of Alaska, Department of Revenue | 9,956 | $955.0K | 0.01% | −190−1.9% | Reduced |
| Alps Advisors Inc | 9,844 | $944.5K | 0.01% | −1,878−16.0% | Reduced |
| Exchange Traded Concepts, LLC | 9,813 | $941.6K | 0.02% | +245+2.6% | Added |
| Avantax Advisory Services, Inc. | 9,645 | $925.4K | 0.01% | +1,827+23.4% | Added |
| Public Employees Retirement Association of Colorado | 9,194 | $882.0K | 0.00% | −109−1.2% | Reduced |
| Caption Management, LLC | 9,120 | $875.1K | 0.04% | +9,120 | New |
| Versor Investments LP | 9,100 | $873.1K | 0.15% | +9,100 | New |
| HC Advisors, LLC | 9,030 | $866.4K | 0.70% | −2,604−22.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,880 | $852.0K | 0.00% | −1,529−14.7% | Reduced |
| Beck Bode, LLC | 8,848 | $848.9K | 0.16% | −99−1.1% | Reduced |
| Chesley Taft & Associates LLC | 8,725 | $837.2K | 0.04% | +8,725 | New |
| Atria Investments LLC | 8,366 | $802.7K | 0.01% | −665−7.4% | Reduced |
| Lisanti Capital Growth, LLC | 8,300 | $796.4K | 0.19% | +8,300 | New |
| Tower Research Capital LLC (TRC) | 8,247 | $791.3K | 0.02% | +4,237+105.7% | Added |
| Federated Hermes, Inc. | 8,209 | $787.7K | 0.00% | −936−10.2% | Reduced |
| Legato Capital Management LLC | 8,110 | $778.2K | 0.10% | +8,110 | New |
| CIBC World Markets Corp | 8,030 | $770.5K | 0.00% | +8,030 | New |
| Adage Capital Partners GP, L.L.C. | 8,000 | $767.6K | 0.00% | +8,000 | New |
| JustInvest LLC | 7,979 | $765.6K | 0.01% | +482+6.4% | Added |
| Sheets Smith Wealth Management | 7,965 | $764.2K | 0.09% | +273+3.5% | Added |
| Sendero Wealth Management, LLC | 7,600 | $729.2K | 0.11% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 7,420 | $711.0K | 0.23% | +1,497+25.3% | Added |
| Cornercap Investment Counsel Inc | 7,405 | $710.5K | 0.23% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,200 | $690.8K | 0.00% | −10,200−58.6% | Reduced |
| Stansberry Asset Management, LLC | 7,058 | $677.2K | 0.09% | +7,058 | New |
| Schroder Investment Management Group | 6,915 | $665.9K | 0.00% | −4,926−41.6% | Reduced |
| CWM Advisors, LLC | 6,932 | $665.1K | 0.07% | −17,095−71.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,666 | $639.6K | 0.00% | −111,794−94.4% | Reduced |
| Securian Asset Management, Inc | 6,601 | $633.4K | 0.02% | −165−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 6,554 | $628.9K | 0.08% | −12−0.2% | Reduced |
| BTC Capital Management, Inc. | 6,550 | $628.5K | 0.06% | −695−9.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,404 | $614.5K | 0.02% | +10.0% | Added |
| EntryPoint Capital, LLC | 6,158 | $590.9K | 0.25% | +6,158 | New |
| Commerce Bank | 6,092 | $584.5K | 0.00% | −1,841−23.2% | Reduced |
| Stephens Inc | 6,045 | $580.0K | 0.01% | −431−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,035 | $579.0K | 0.01% | +57+1.0% | Added |
| Narus Financial Partners, LLC | 5,870 | $563.2K | 0.19% | −663−10.1% | Reduced |
| State of Wyoming | 5,746 | $551.3K | 0.07% | +14+0.2% | Added |
| Shay Capital LLC | 5,700 | $546.9K | 0.13% | +5,700 | New |
| Radnor Capital Management, LLC | 5,690 | $546.0K | 0.09% | +436+8.3% | Added |
| FORA Capital, LLC | 5,582 | $535.6K | 0.06% | +5,582 | New |
| SG Americas Securities, LLC | 5,455 | $523.0K | 0.00% | −6,216−53.3% | Reduced |
| Janney Montgomery Scott LLC | 5,352 | $514.0K | 0.00% | +420+8.5% | Added |
| Harvest Fund Management Co., Ltd | 5,334 | $512.0K | 0.02% | +5,334 | New |
| Wealth Enhancement Advisory Services, LLC | 5,115 | $490.8K | 0.00% | +1,466+40.2% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $479.8K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 4,961 | $476.0K | 0.02% | +67+1.4% | Added |
| Arkadios Wealth Advisors | 4,753 | $456.1K | 0.02% | −185−3.7% | Reduced |
| Assetmark, Inc | 4,702 | $451.2K | 0.00% | +158+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,635 | $444.7K | 0.00% | +1,108+31.4% | Added |
| EP Wealth Advisors, LLC | 4,555 | $437.1K | 0.00% | +403+9.7% | Added |
| Wolverine Trading, LLC | 4,499 | $435.7K | 0.01% | +1,114+32.9% | Added |
| XTX Topco Ltd | 4,500 | $431.8K | 0.04% | +4,500 | New |
| Severin Investments, LLC | 4,397 | $421.9K | 0.42% | +4,397 | New |
| Simplex Trading, LLC | 4,273 | $409.0K | 0.01% | +1,137+36.3% | Added |
| Profund Advisors LLC | 4,096 | $393.0K | 0.01% | −34−0.8% | Reduced |
| Keybank National Association | 4,092 | $392.6K | 0.00% | +4,092 | New |
| Cresset Asset Management, LLC | 4,030 | $386.7K | 0.00% | −288−6.7% | Reduced |
| 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 |
| KBC Group NV | 3,860 | $370.0K | 0.00% | +1,397+56.7% | Added |
| Sanctuary Advisors, LLC | 3,335 | $368.8K | 0.00% | +159+5.0% | Added |
| City Center Advisors, LLC | 3,826 | $367.1K | 0.41% | −98−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,719 | $356.8K | 0.00% | +299+8.7% | Added |
| Toroso Investments, LLC | 3,609 | $346.3K | 0.00% | +66+1.9% | Added |
| Cetera Investment Advisers | 3,572 | $342.7K | 0.00% | +225+6.7% | Added |
| Ethic Inc. | 3,554 | $341.0K | 0.01% | +3,554 | New |
| Atomi Financial Group, Inc. | 3,553 | $340.9K | 0.02% | +1,012+39.8% | Added |
| MeadowBrook Investment Advisors LLC | 3,510 | $336.8K | 0.30% | −565−13.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,506 | $336.4K | 0.00% | −315−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,457 | $331.7K | 0.03% | −570−14.2% | Reduced |
| Shelton Capital Management | 3,278 | $314.5K | 0.01% | −162−4.7% | Reduced |
| AlphaQ Advisors LLC | 3,265 | $313.3K | 0.86% | +3,265 | New |
| Quantinno Capital Management LP | 3,174 | $304.5K | 0.00% | +3,174 | New |
| Summit Trail Advisors, LLC | 3,128 | $300.1K | 0.01% | −876−21.9% | Reduced |
| Bayforest Capital Ltd | 3,033 | $291.0K | 0.36% | +3,033 | New |
| David Loasby | 2,876 | $288.5K | 0.03% | −1,342−31.8% | Reduced |
| Scharf Investments, LLC | 2,880 | $276.3K | 0.01% | 00.0% | Unchanged |