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.
| 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, 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 955 | $84.4K | 0.00% | +142+17.5% | Added |
| Signaturefd, LLC | 1,064 | $94.0K | 0.00% | −96−8.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,071 | $94.7K | 0.00% | +603+128.8% | Added |
| First Horizon Advisors, Inc. | 1,082 | $95.6K | 0.00% | −33−3.0% | Reduced |
| Walleye Capital LLC | 1,111 | $98.2K | 0.00% | +1,111 | New |
| Parallel Advisors, LLC | 1,182 | $104.5K | 0.00% | +28+2.4% | Added |
| Covestor Ltd | 1,213 | $107.0K | 0.07% | −279−18.7% | Reduced |
| Bryn Mawr Trust Co | 1,293 | $114.3K | 0.00% | −533−29.2% | Reduced |
| Quest Partners LLC | 1,430 | $126.4K | 0.01% | +1,430 | New |
| Amica Retiree Medical Trust | 1,528 | $135.0K | 0.21% | −858−36.0% | Reduced |
| Ostrum Asset Management | 1,533 | $135.5K | 0.01% | −335−17.9% | Reduced |
| Vega Investment Solutions | 1,533 | $135.5K | 0.03% | +1,533 | New |
| GAMMA Investing LLC | 1,571 | $138.8K | 0.01% | +323+25.9% | Added |
| Aviso Financial Inc. | 1,793 | $158.4K | 0.01% | +1,793 | New |
| Coldstream Capital Management Inc | 1,889 | $166.9K | 0.00% | +1,889 | New |
| Mattson Financial Services, LLC | 1,988 | $175.7K | 0.05% | +267+15.5% | Added |
| RiverPark Advisors, LLC | 2,006 | $177.3K | 0.14% | +253+14.4% | Added |
| 1620 Investment Advisors, Inc. | 2,097 | $185.3K | 0.14% | +124+6.3% | Added |
| Daiwa Securities Group Inc. | 2,100 | $186.0K | 0.00% | +150+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,166 | $191.4K | 0.00% | +192+9.7% | Added |
| Anb Bank | 2,268 | $200.4K | 0.09% | +2,268 | New |
| Summitry LLC | 2,273 | $200.9K | 0.01% | +2,273 | New |
| Gibbs Wealth Management | 2,290 | $202.4K | 0.05% | +2,290 | New |
| Forum Financial Management, LP | 2,291 | $202.5K | 0.00% | +59+2.6% | Added |
| Advisors Asset Management, Inc. | 2,327 | $205.6K | 0.00% | +2,327 | New |
| Susquehanna Portfolio Strategies, LLC | 2,330 | $205.9K | 0.09% | +2,330 | New |
| Peapack Gladstone Financial Corp | 2,344 | $207.0K | 0.00% | −13−0.6% | Reduced |
| Massar Capital Management, LP | 2,359 | $208.5K | 0.25% | +2,359 | New |
| Ballentine Partners, LLC | 2,392 | $211.4K | 0.00% | +15+0.6% | Added |
| Greenleaf Trust | 2,407 | $212.7K | 0.00% | +175+7.8% | Added |
| Shell Asset Management Co | 2,435 | $215.0K | 0.01% | −105−4.1% | Reduced |
| Everence Capital Management Inc | 2,430 | $215.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,485 | $219.6K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,538 | $224.3K | 0.00% | +2,538 | New |
| David Loasby | 2,838 | $226.9K | 0.02% | −38−1.3% | Reduced |
| Grant Private Wealth Management Inc | 2,631 | $232.5K | 0.25% | −128−4.6% | Reduced |
| Scharf Investments, LLC | 2,652 | $234.4K | 0.01% | −228−7.9% | Reduced |
| Portside Wealth Group, LLC | 2,667 | $235.7K | 0.04% | +318+13.5% | Added |
| CIBC Asset Management Inc | 2,700 | $238.6K | 0.00% | +60+2.3% | Added |
| Fifth Third Wealth Advisors LLC | 2,793 | $246.8K | 0.01% | −17−0.6% | Reduced |
| Dakota Wealth Management | 2,794 | $246.9K | 0.01% | −49−1.7% | Reduced |
| Martingale Asset Management L P | 2,804 | $247.8K | 0.01% | +2,804 | New |
| City Center Advisors, LLC | 2,836 | $250.6K | 0.29% | −990−25.9% | Reduced |
| Jones Financial Companies LLLP | 2,934 | $255.1K | 0.00% | +1,649+128.3% | Added |
| Integrated Advisors Network LLC | 2,936 | $259.5K | 0.01% | +2,936 | New |
| Ieq Capital, LLC | 2,945 | $260.3K | 0.00% | +123+4.4% | Added |
| Curated Wealth Partners LLC | 2,946 | $260.3K | 0.03% | +425+16.9% | Added |
| Private Advisor Group, LLC | 3,038 | $268.5K | 0.00% | +926+43.8% | Added |
| HSBC Holdings PLC | 3,089 | $272.6K | 0.00% | +395+14.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,137 | $277.2K | 0.01% | +897+40.0% | Added |
| Shelton Capital Management | 3,177 | $280.8K | 0.01% | −101−3.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,200 | $282.8K | 0.26% | −310−8.8% | Reduced |
| HB Wealth Management, LLC | 3,248 | $287.0K | 0.00% | +531+19.5% | Added |
| Congress Wealth Management LLC | 3,273 | $289.4K | 0.00% | +3,273 | New |
| Brinker Capital Investments, LLC | 3,280 | $289.9K | 0.00% | +885+37.0% | Added |
| Orion Portfolio Solutions, LLC | 3,280 | $289.9K | 0.00% | +885+37.0% | Added |
| CWM, LLC | 3,287 | $290.0K | 0.00% | +410+14.3% | Added |
| Level Four Advisory Services, LLC | 3,380 | $298.7K | 0.01% | +644+23.5% | Added |
| Avanza Fonder AB | 3,372 | $299.2K | 0.01% | −600−15.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,410 | $301.3K | 0.03% | −47−1.4% | Reduced |
| AlphaQ Advisors LLC | 3,430 | $303.1K | 0.73% | +165+5.1% | Added |
| Aristeia Capital LLC | 3,492 | $308.6K | 0.01% | +1,315+60.4% | Added |
| MML Investors Services, LLC | 3,583 | $317.0K | 0.00% | +918+34.4% | Added |
| Summit Trail Advisors, LLC | 3,636 | $321.3K | 0.01% | +508+16.2% | Added |
| Nisa Investment Advisors, LLC | 3,679 | $325.1K | 0.00% | −40−1.1% | Reduced |
| Arkadios Wealth Advisors | 3,689 | $326.0K | 0.01% | −1,064−22.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,753 | $326.7K | 0.00% | +3,753 | New |
| Profund Advisors LLC | 3,710 | $327.9K | 0.01% | −386−9.4% | Reduced |
| KBC Group NV | 3,752 | $332.0K | 0.00% | −108−2.8% | Reduced |
| Fiduciary Trust Co | 3,774 | $333.5K | 0.00% | +3,774 | New |
| Cim Investment Mangement Inc | 3,907 | $345.3K | 0.08% | −65−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,944 | $348.5K | 0.03% | −8,762−69.0% | Reduced |
| Sanctuary Advisors, LLC | 4,075 | $360.1K | 0.00% | +740+22.2% | Added |
| Tower Research Capital LLC (TRC) | 4,379 | $387.0K | 0.01% | −3,868−46.9% | Reduced |
| Atomi Financial Group, Inc. | 4,711 | $416.3K | 0.02% | +1,158+32.6% | Added |
| Quantinno Capital Management LP | 4,877 | $431.0K | 0.00% | +1,703+53.7% | Added |
| Ethic Inc. | 5,044 | $439.1K | 0.01% | +1,490+41.9% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $441.9K | 0.06% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 5,025 | $444.1K | 0.19% | +1,992+65.7% | Added |
| Mutual Advisors, LLC | 5,172 | $444.1K | 0.01% | +5,172 | New |
| Cetera Investment Advisers | 5,260 | $464.8K | 0.00% | +1,688+47.3% | Added |
| Stephens Inc | 5,343 | $472.2K | 0.01% | −702−11.6% | Reduced |
| Cresset Asset Management, LLC | 5,347 | $472.5K | 0.00% | +1,317+32.7% | Added |
| EP Wealth Advisors, LLC | 5,372 | $474.7K | 0.00% | +817+17.9% | Added |
| Beck Bode, LLC | 5,375 | $475.0K | 0.09% | −3,473−39.3% | Reduced |
| Simplex Trading, LLC | 5,517 | $487.0K | 0.02% | +1,244+29.1% | Added |
| United Services Automobile Association | 5,637 | $490.2K | 0.02% | +5,637 | New |
| BTC Capital Management, Inc. | 5,593 | $494.3K | 0.05% | −957−14.6% | Reduced |
| Quadrant Capital Group LLC | 5,599 | $494.8K | 0.02% | +3,269+140.3% | Added |
| Narus Financial Partners, LLC | 5,791 | $511.8K | 0.17% | −79−1.3% | Reduced |
| SG Americas Securities, LLC | 5,843 | $516.0K | 0.00% | +388+7.1% | Added |
| Assetmark, Inc | 5,886 | $520.1K | 0.00% | +1,184+25.2% | Added |
| Shay Capital LLC | 5,900 | $521.4K | 0.15% | +200+3.5% | Added |
| State of Wyoming | 5,915 | $522.7K | 0.07% | +169+2.9% | Added |
| Commerce Bank | 6,030 | $532.9K | 0.00% | −62−1.0% | Reduced |
| Radnor Capital Management, LLC | 6,040 | $534.0K | 0.09% | +350+6.2% | Added |
| EntryPoint Capital, LLC | 6,202 | $548.1K | 0.25% | +44+0.7% | Added |
| Janney Montgomery Scott LLC | 6,276 | $555.0K | 0.00% | +924+17.3% | Added |
| Crossmark Global Holdings, Inc. | 6,296 | $556.4K | 0.01% | +261+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $563.8K | 0.00% | +1,265+24.7% | Added |