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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 3 sales; 501 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.

Institutional holdersQ1 2025: 464 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 heldQ1 2025: $8.20B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2024.

Institutions holding HQY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth7$00.00%+7New
Principia Wealth Advisory, LLC1$830.00%−1−50.0%Reduced
Rakuten Securities, Inc.1$880.00%−19−95.0%Reduced
HFM Investment Advisors, LLC1$890.00%+1New
Bay Harbor Wealth Management, LLC2$1760.00%+2New
Sandy Spring Bank2$1770.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$1770.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$1770.00%+2New
SBI Securities Co., Ltd.3$2650.00%+2+200.0%Added
True Wealth Design, LLC3$2660.00%+2+200.0%Added
Atlantic Trust, LLC3$2660.00%+3New
Mirae Asset Global Investments Co., Ltd.24,655$2790.00%+24,350+7,983.6%Added
Golden State Wealth Management, LLC4$3530.00%00.0%Unchanged
Financial Management Professionals, Inc.5$4420.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$4420.00%00.0%Unchanged
TFC Financial Management5$4420.00%00.0%Unchanged
Hughes Financial Services, LLC7$6090.00%+7New
Creative Financial Designs Inc9$7950.00%+9New
Bokf, NA10$8840.00%00.0%Unchanged
Wolff Wiese Magana LLC10$8840.00%00.0%Unchanged
Abound Wealth Management10$8840.00%00.0%Unchanged
SJS Investment Consulting Inc.11$9730.00%00.0%Unchanged
Sachetta, LLC12$1.06K0.00%00.0%Unchanged
Sunbelt Securities, Inc.13$1.15K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.15K0.00%00.0%Unchanged
Whipplewood Advisors, LLC774$1.33K0.00%+759+5,060.0%Added
TD Private Client Wealth LLC16$1.41K0.00%+16New
South State Corp.18$1.59K0.00%+18New
Bruce G. Allen Investments, LLC20$1.77K0.00%+20New
Highline Wealth Partners LLC24$2.12K0.00%+24New
Beacon Capital Management, LLC25$2.21K0.00%00.0%Unchanged
Stephens Consulting, LLC25$2.21K0.00%+25New
IFP Advisors, Inc31$2.74K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$3.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC36$3.18K0.00%00.0%Unchanged
Continuum Advisory, LLC37$3.27K0.00%+2+5.7%Added
Vermillion & White Wealth Management Group, LLC38$3.36K0.00%+38New
Hantz Financial Services, Inc.41$4.00K0.00%+41New
Bogart Wealth, LLC46$4.07K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC46$4.07K0.00%+1+2.2%Added
High Note Wealth, LLC47$4.15K0.00%00.0%Unchanged
Bell Investment Advisors, Inc47$4.15K0.00%00.0%Unchanged
Manchester Capital Management LLC49$4.33K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$4.42K0.00%+50New
Greykasell Wealth Strategies, Inc.55$4.86K0.00%+55New
Central Trust Co57$5.04K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc63$5.57K0.00%+25+65.8%Added
Farther Finance Advisors, LLC74$6.44K0.00%+3+4.2%Added
Boston Private Wealth LLC73$6.45K0.00%+73New
Principal Securities, Inc.69$6.62K0.00%00.0%Unchanged
Hemington Wealth Management81$7.00K0.00%+12+17.4%Added
Sterling Capital Management LLC89$7.87K0.00%+2+2.3%Added
Washington Trust Advisors, Inc.93$8.22K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$8.84K0.00%+100New
Park Place Capital Corp102$9.01K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.103$9.10K0.00%00.0%Unchanged
MCF Advisors LLC104$9.19K0.00%+29+38.7%Added
Parkside Financial Bank & Trust123$10.9K0.00%+112+1,018.2%Added
Private Trust Co NA127$11.2K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.130$11.5K0.00%+24+22.6%Added
Quarry LP133$11.8K0.00%+133New
Rothschild Investment LLC140$12.4K0.00%+40+40.0%Added
EverSource Wealth Advisors, LLC155$13.7K0.00%+16+11.5%Added
Ci Investments Inc.155$14.0K0.00%−4−2.5%Reduced
Vision Financial Markets LLC165$14.6K0.02%+165New
Massmutual Trust Co FSB169$14.9K0.00%+9+5.6%Added
Asset Dedication, LLC171$15.1K0.00%−19−10.0%Reduced
Spire Wealth Management173$15.3K0.00%+173New
Skopos Labs, Inc.187$16.5K0.00%+122+187.7%Added
Allworth Financial LP195$16.7K0.00%+33+20.4%Added
Red Tortoise LLC190$16.8K0.01%00.0%Unchanged
USA Financial Portformulas Corp199$17.6K0.00%+199New
Whittier Trust Co of Nevada Inc222$19.6K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd231$20.0K0.00%−5,103−95.7%Reduced
Global Financial Private Client, LLC244$21.6K0.01%+241+8,033.3%Added
Mather Group, LLC.245$21.7K0.00%+29+13.4%Added
Geneos Wealth Management Inc.250$22.1K0.00%+41+19.6%Added
Arcadia Investment Management Corp267$23.6K0.00%00.0%Unchanged
Toth Financial Advisory Corp290$25.6K0.00%00.0%Unchanged
Clearstead Advisors, LLC291$25.7K0.00%+15+5.4%Added
Transce3nd, LLC300$26.5K0.01%00.0%Unchanged
Rise Advisors, LLC305$27.0K0.01%−40−11.6%Reduced
SRS Capital Advisors, Inc.314$27.7K0.00%+264+528.0%Added
WPG Advisers, LLC321$28.4K0.03%+89+38.4%Added
Versant Capital Management, Inc322$28.5K0.00%+322New
Huntington National Bank342$30.2K0.00%−425−55.4%Reduced
Aster Capital Management (DIFC) Ltd278$30.5K0.01%+278New
MAI Capital Management353$31.2K0.00%+3+0.9%Added
Smartleaf Asset Management LLC391$34.0K0.00%+7+1.8%Added
Nomura Asset Management Co Ltd420$37.1K0.00%+420New
Johnson Financial Group, Inc.485$42.9K0.00%+420+646.2%Added
DekaBank Deutsche Girozentrale549$47.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co655$57.9K0.00%+418+176.4%Added
Larson Financial Group LLC689$60.9K0.00%+642+1,366.0%Added
BI Asset Management Fondsmaeglerselskab A/S738$65.0K0.00%+738New
Fuller & Thaler Asset Management, Inc.757$66.9K0.00%−501,815−99.8%Reduced
Lindbrook Capital, LLC770$68.0K0.01%+20+2.7%Added
Optiver Holding B.V.840$74.2K0.00%+840New
Umb Bank N A848$74.9K0.00%+434+104.8%Added
Harbor Investment Advisory, LLC927$81.9K0.01%00.0%Unchanged