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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Healthequity, Inc. as of Mar 31, 2025. 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
- 464
- +30 vs. Q4 2024
- Shares held
- 93.0M
- +3.42M (+3.8%) vs. Q4 2024
- Total value
- $8.20B
- −$396.8M (−4.6%) vs. Q4 2024
- New holders
- 77
- 198 more added
- Sold out
- 47
- 140 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 500 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,868,100 | $960.4M | 0.02% | −111,387−1.0% | Reduced |
| Vanguard Group Inc | 8,821,838 | $779.6M | 0.01% | −154,253−1.7% | Reduced |
| Wasatch Advisors Inc | 7,234,036 | $639.3M | 3.57% | −279,709−3.7% | Reduced |
| FMR LLC | 4,985,213 | $440.5M | 0.03% | −430,587−8.0% | Reduced |
| State Street Corp | 3,280,068 | $289.9M | 0.01% | +17,722+0.5% | Added |
| Invesco Ltd. | 2,446,198 | $216.2M | 0.04% | +821,425+50.6% | Added |
| Geode Capital Management, LLC | 2,142,792 | $189.4M | 0.01% | +53,394+2.6% | Added |
| Brown Advisory Inc | 1,932,930 | $170.8M | 0.24% | −153,096−7.3% | Reduced |
| Clearbridge Investments, LLC | 1,853,097 | $163.8M | 0.14% | −206,929−10.0% | Reduced |
| Mackenzie Financial Corp | 1,666,578 | $147.3M | 0.21% | −268,576−13.9% | Reduced |
| Dimensional Fund Advisors LP | 1,533,373 | $135.5M | 0.03% | −49,450−3.1% | Reduced |
| Morgan Stanley | 1,407,294 | $124.4M | 0.01% | +610,647+76.7% | Added |
| Franklin Resources Inc | 1,394,667 | $123.2M | 0.04% | +37,230+2.7% | Added |
| Goldman Sachs Group Inc | 1,133,166 | $100.1M | 0.02% | +15,458+1.4% | Added |
| Northern Trust Corp | 1,126,983 | $99.6M | 0.01% | −28,060−2.4% | Reduced |
| Loomis Sayles & Co L P | 1,112,947 | $98.4M | 0.14% | +5,421+0.5% | Added |
| Charles Schwab Investment Management Inc | 1,100,970 | $97.3M | 0.02% | +14,159+1.3% | Added |
| Stephens Investment Management Group LLC | 1,069,446 | $94.5M | 1.36% | +19,009+1.8% | Added |
| Geneva Capital Management LLC | 1,043,754 | $92.2M | 1.72% | −5,149−0.5% | Reduced |
| JPMorgan Chase & Co | 904,359 | $79.9M | 0.01% | −167,907−15.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 884,830 | $77.0M | 0.13% | −66,405−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 978,314 | $75.1M | 0.16% | +914,461+1,432.1% | Added |
| Wellington Management Group LLP | 848,940 | $75.0M | 0.01% | +169,337+24.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 835,413 | $73.8M | 0.74% | +76,950+10.1% | Added |
| Janus Henderson Group PLC | 845,039 | $73.5M | 0.04% | +11,123+1.3% | Added |
| Bamco Inc | 785,000 | $69.4M | 0.20% | +5,000+0.6% | Added |
| Norges Bank | 777,268 | $68.7M | 0.01% | −1,271−0.2% | Reduced |
| American Century Companies Inc | 775,147 | $68.5M | 0.04% | +204,195+35.8% | Added |
| Greenhouse Funds LLLP | 765,185 | $67.6M | 3.30% | −119,219−13.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 725,551 | $64.1M | 0.16% | −47,230−6.1% | Reduced |
| Bank of America Corp | 696,554 | $61.6M | 0.01% | +90,357+14.9% | Added |
| T. Rowe Price Investment Management, Inc. | 694,720 | $61.4M | 0.04% | −119,314−14.7% | Reduced |
| Ameriprise Financial Inc | 669,939 | $59.2M | 0.02% | +399,897+148.1% | Added |
| SEI Investments Co | 669,268 | $59.1M | 0.08% | +4,592+0.7% | Added |
| Bank of New York Mellon Corp | 663,862 | $58.7M | 0.01% | −82,020−11.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 654,266 | $57.8M | 0.94% | −217,496−24.9% | Reduced |
| UBS Group AG | 651,060 | $57.5M | 0.01% | +174,229+36.5% | Added |
| Van Berkom & Associates Inc. | 650,061 | $57.4M | 1.84% | −188,260−22.5% | Reduced |
| Price T Rowe Associates Inc | 639,345 | $56.5M | 0.01% | +580,988+995.6% | Added |
| Nuveen, LLC | 600,607 | $53.1M | 0.02% | +600,607 | New |
| Millennium Management LLC | 588,687 | $52.0M | 0.05% | −912,700−60.8% | Reduced |
| GW&K Investment Management, LLC | 588,548 | $52.0M | 0.48% | −15,923−2.6% | Reduced |
| Westfield Capital Management Co LP | 563,389 | $49.8M | 0.24% | +563,389 | New |
| Massachusetts Financial Services Co | 478,104 | $42.3M | 0.01% | +39,759+9.1% | Added |
| Aristotle Capital Boston, LLC | 477,641 | $42.2M | 2.11% | −95,800−16.7% | Reduced |
| AQR Capital Management LLC | 445,653 | $38.5M | 0.04% | +210,972+89.9% | Added |
| Raymond James Financial Inc | 433,628 | $38.3M | 0.01% | −42,949−9.0% | Reduced |
| Citadel Advisors LLC | 433,238 | $38.3M | 0.04% | +100,832+30.3% | Added |
| Artisan Partners Limited Partnership | 429,395 | $37.9M | 0.06% | +173,344+67.7% | Added |
| Farallon Capital Management, L.L.C. | 421,800 | $37.3M | 0.20% | +419,000+14,964.3% | Added |
| Ranger Investment Management, L.P. | 413,671 | $36.6M | 2.61% | +107,788+35.2% | Added |
| Royal Bank of Canada | 406,234 | $35.9M | 0.01% | −26,956−6.2% | Reduced |
| Premier Fund Managers Ltd | 409,992 | $35.6M | 1.33% | +398,916+3,601.6% | Added |
| Bessemer Group Inc | 400,394 | $35.4M | 0.06% | +103,566+34.9% | Added |
| Lazard Asset Management LLC | 385,370 | $34.1M | 0.05% | +385,370 | New |
| UBS Asset Management Americas Inc | 372,745 | $32.9M | 0.01% | +5,992+1.6% | Added |
| Aureus Asset Management, LLC | 357,086 | $31.6M | 2.21% | +33,478+10.3% | Added |
| California Public Employees Retirement System | 355,024 | $31.4M | 0.02% | −10,754−2.9% | Reduced |
| Eversept Partners, LP | 351,976 | $31.1M | 3.52% | −34,721−9.0% | Reduced |
| Ensign Peak Advisors, Inc | 350,322 | $31.0M | 0.06% | +73,258+26.4% | Added |
| Davenport & Co LLC | 344,181 | $30.4M | 0.18% | −51,708−13.1% | Reduced |
| Thrivent Financial for Lutherans | 340,337 | $30.1M | 0.07% | +400.0% | Added |
| DF Dent & Co Inc | 279,971 | $24.7M | 0.33% | −7,359−2.6% | Reduced |
| Ashford Capital Management Inc | 274,999 | $24.3M | 3.13% | +5,687+2.1% | Added |
| Rhumbline Advisers | 269,977 | $23.9M | 0.02% | +2,689+1.0% | Added |
| Principal Financial Group Inc | 266,841 | $23.6M | 0.01% | +3,873+1.5% | Added |
| Ophir Asset Management Pty Ltd | 259,977 | $23.0M | 4.01% | +29,951+13.0% | Added |
| Summit Creek Advisors LLC | 244,860 | $21.6M | 3.16% | −41,053−14.4% | Reduced |
| Glenmede Trust Co NA | 234,775 | $20.7M | 0.11% | −5,134−2.1% | Reduced |
| WCM Investment Management, LLC | 232,641 | $20.2M | 0.05% | +232,641 | New |
| Alliancebernstein L.P. | 217,414 | $19.2M | 0.01% | +37,068+20.6% | Added |
| Retirement Systems of Alabama | 214,384 | $18.9M | 0.07% | −700−0.3% | Reduced |
| Citigroup Inc | 194,286 | $17.2M | 0.01% | +9,798+5.3% | Added |
| Natixis Advisors, L.P. | 188,059 | $16.6M | 0.03% | +4,069+2.2% | Added |
| Victory Capital Management Inc | 186,870 | $16.5M | 0.02% | −41,703−18.2% | Reduced |
| Macquarie Group Ltd | 182,150 | $16.1M | 0.02% | −61,908−25.4% | Reduced |
| Swiss National Bank | 167,900 | $14.8M | 0.01% | −3,800−2.2% | Reduced |
| Wells Fargo & Company | 163,695 | $14.5M | 0.00% | +38,755+31.0% | Added |
| Voya Investment Management LLC | 153,413 | $13.6M | 0.02% | +75,341+96.5% | Added |
| Legal & General Group Plc | 149,324 | $13.2M | 0.00% | −565−0.4% | Reduced |
| First Trust Advisors LP | 146,943 | $13.0M | 0.01% | +62,636+74.3% | Added |
| Russell Investments Group, Ltd. | 140,829 | $12.4M | 0.02% | +73,358+108.7% | Added |
| New York State Common Retirement Fund | 140,155 | $12.4M | 0.02% | +37,955+37.1% | Added |
| Corebridge Financial, Inc. | 137,179 | $12.1M | 0.07% | −3,686−2.6% | Reduced |
| Barclays PLC | 130,235 | $11.5M | 0.01% | −70,106−35.0% | Reduced |
| Envestnet Asset Management Inc | 128,657 | $11.4M | 0.00% | +13,918+12.1% | Added |
| Motley Fool Wealth Management, LLC | 125,467 | $11.1M | 0.66% | −11,262−8.2% | Reduced |
| Neuberger Berman Group LLC | 123,578 | $10.9M | 0.01% | +20,175+19.5% | Added |
| Grandeur Peak Global Advisors, LLC | 118,545 | $10.5M | 1.16% | −11,832−9.1% | Reduced |
| Motley Fool Asset Management LLC | 118,409 | $10.5M | 0.59% | −4,183−3.4% | Reduced |
| Susquehanna International Group, LLP | 113,810 | $10.1M | 0.02% | +77,010+209.3% | Added |
| Thematics Asset Management | 111,842 | $9.88M | 0.50% | +55,255+97.6% | Added |
| Deutsche Bank AG | 111,251 | $9.83M | 0.00% | −6,948−5.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 109,191 | $9.65M | 0.02% | −5,695−5.0% | Reduced |
| Oberweis Asset Management Inc | 105,900 | $9.36M | 0.47% | +14,400+15.7% | Added |
| State of Wisconsin Investment Board | 104,437 | $9.23M | 0.02% | +1,900+1.9% | Added |
| Segall Bryant & Hamill, LLC | 100,591 | $8.89M | 0.14% | +33,844+50.7% | Added |
| Next Century Growth Investors LLC | 98,268 | $8.68M | 0.77% | +22,747+30.1% | Added |
| Manufacturers Life Insurance Company, The | 97,739 | $8.64M | 0.01% | −1,289−1.3% | Reduced |
| MetLife Investment Management | 96,837 | $8.56M | 0.05% | −2,182−2.2% | Reduced |