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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 2 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.

Institutional holdersQ4 2024: 441 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ4 2024: $8.66B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2024.

Institutions holding HQY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management69$6.00K0.00%+14+25.5%Added
Central Trust Co57$5.47K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.50$4.80K0.00%−32−39.0%Reduced
Manchester Capital Management LLC49$4.70K0.00%00.0%Unchanged
Bell Investment Advisors, Inc47$4.51K0.00%00.0%Unchanged
Larson Financial Group LLC47$4.51K0.00%+47New
High Note Wealth, LLC47$4.51K0.00%+47New
Bogart Wealth, LLC46$4.41K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC45$4.32K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.45$4.00K0.00%−1−2.2%Reduced
Farmers & Merchants Investments Inc38$3.65K0.00%00.0%Unchanged
Bellevue Asset Management, LLC36$3.45K0.00%−18−33.3%Reduced
Continuum Advisory, LLC35$3.36K0.00%−5−12.5%Reduced
Private Wealth Management Group, LLC34$3.26K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC32$3.07K0.00%+32New
IFP Advisors, Inc31$2.98K0.00%+22+244.4%Added
Beacon Capital Management, LLC25$2.40K0.00%00.0%Unchanged
Rakuten Securities, Inc.20$1.92K0.00%+20New
Cassady Schiller Wealth Management, LLC16$1.53K0.00%+16New
Fairman Group, LLC15$1.44K0.00%−15−50.0%Reduced
Whipplewood Advisors, LLC15$1.44K0.00%+15New
Sunbelt Securities, Inc.13$1.26K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.25K0.00%00.0%Unchanged
Sachetta, LLC12$1.15K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$1.06K0.00%−2−15.4%Reduced
Parkside Financial Bank & Trust11$1.06K0.00%+11New
Bokf, NA10$1.00K0.00%+10New
Wolff Wiese Magana LLC10$9600.00%00.0%Unchanged
Abound Wealth Management10$9600.00%00.0%Unchanged
Riverview Trust Co6$5760.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$4800.00%00.0%Unchanged
Financial Management Professionals, Inc.5$4800.00%00.0%Unchanged
TFC Financial Management5$4800.00%+5New
Amundi4$3990.00%+4New
Golden State Wealth Management, LLC4$3840.00%+4New
Global Financial Private Client, LLC3$2880.00%+3New
Sandy Spring Bank2$1920.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$1920.00%+2New
Principia Wealth Advisory, LLC2$1920.00%+2New
True Wealth Design, LLC1$960.00%00.0%Unchanged
SBI Securities Co., Ltd.1$960.00%+1New
Great Lakes Advisors, LLC0$00.00%−60,076−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−50,784−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−20,285−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−17,596−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−16,849−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−15,008−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−11,781−100.0%Sold out
Lazard Asset Management LLC0$00.00%−11,156−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−7,983−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−7,797−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−7,355−100.0%Sold out
Teza Capital Management LLC0$00.00%−7,003−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−6,317−100.0%Sold out
Bank of Nova Scotia0$00.00%−6,265−100.0%Sold out
Neo Ivy Capital Management0$00.00%−5,770−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−5,183−100.0%Sold out
Baldwin Brothers Inc0$00.00%−5,130−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,750−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−4,570−100.0%Sold out
Centiva Capital, LP0$00.00%−4,471−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−3,160−100.0%Sold out
Acadian Asset Management LLC0$00.00%−3,133−100.0%Sold out
Corton Capital Inc.0$00.00%−2,985−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,820−100.0%Sold out
Walleye Capital LLC0$00.00%−2,612−100.0%Sold out
Natixis0$00.00%−2,360−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,652−100.0%Sold out
Quarry LP0$00.00%−1,349−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−900−100.0%Sold out
Paladin Wealth, LLC0$00.00%−473−100.0%Sold out
Castleview Partners, LLC0$00.00%−187−100.0%Sold out
Macroview Investment Management LLC0$00.00%−180−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−179−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−150−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−80−100.0%Sold out
Creative Financial Designs Inc0$00.00%−70−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−59−100.0%Sold out
Harbour Investments, Inc.0$00.00%−19−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−19−100.0%Sold out
Claris Advisors, LLC0$00.00%−4−100.0%Sold out
Trust Co of Vermont0$00.00%−2−100.0%Sold out
Quest Partners LLC0$00.00%−2−100.0%Sold out
Avion Wealth0$00.00%−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