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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 6,390 | $564.7K | 0.07% | −668−9.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,411 | $566.5K | 0.02% | +7+0.1% | Added |
| Institute for Wealth Management, LLC. | 6,444 | $569.5K | 0.07% | −110−1.7% | Reduced |
| Securian Asset Management, Inc | 6,601 | $583.3K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 6,938 | $613.1K | 0.19% | −3,569−34.0% | Reduced |
| Legato Capital Management LLC | 7,180 | $634.5K | 0.09% | −930−11.5% | Reduced |
| CWM Advisors, LLC | 7,529 | $665.3K | 0.08% | +597+8.6% | Added |
| Pinebridge Investments, L.P. | 7,844 | $693.2K | 0.01% | −19,705−71.5% | Reduced |
| Atria Investments LLC | 7,896 | $697.8K | 0.01% | −470−5.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,169 | $721.9K | 0.01% | +3,534+76.2% | Added |
| Sheets Smith Wealth Management | 8,262 | $730.1K | 0.09% | +297+3.7% | Added |
| JustInvest LLC | 8,376 | $740.2K | 0.01% | +397+5.0% | Added |
| Brevan Howard Capital Management LP | 8,405 | $742.8K | 0.02% | +6,316+302.3% | Added |
| Ontario Teachers Pension Plan Board | 8,428 | $744.8K | 0.01% | +8,428 | New |
| Belpointe Asset Management LLC | 8,550 | $755.6K | 0.04% | +8,550 | New |
| Fortis Capital Advisors, LLC | 8,550 | $755.6K | 0.15% | +8,550 | New |
| Alps Advisors Inc | 8,824 | $779.8K | 0.00% | −1,020−10.4% | Reduced |
| ExodusPoint Capital Management, LP | 8,827 | $780.0K | 0.01% | +8,827 | New |
| HC Advisors, LLC | 8,880 | $784.7K | 0.59% | −150−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,194 | $812.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,598 | $848.2K | 0.00% | +9,598 | New |
| Federated Hermes, Inc. | 9,756 | $862.1K | 0.00% | +1,547+18.8% | Added |
| Rockefeller Capital Management L.P. | 10,037 | $887.0K | 0.00% | +10,037 | New |
| State of Alaska, Department of Revenue | 10,136 | $895.0K | 0.01% | +180+1.8% | Added |
| Canada Pension Plan Investment Board | 10,300 | $910.2K | 0.00% | +3,100+43.1% | Added |
| Avantax Advisory Services, Inc. | 10,516 | $929.3K | 0.01% | +871+9.0% | Added |
| Fred Alger Management, LLC | 10,902 | $963.4K | 0.01% | −5,595−33.9% | Reduced |
| Elo Mutual Pension Insurance Co | 10,967 | $969.2K | 0.02% | +10,967 | New |
| Two Sigma Investments, LP | 11,000 | $972.1K | 0.00% | −2,822−20.4% | Reduced |
| Prudential Financial Inc | 10,133 | $980.9K | 0.00% | +360+3.7% | Added |
| STRS Ohio | 11,300 | $998.6K | 0.00% | +500+4.6% | Added |
| Penn Capital Management Co Inc | 11,268 | $1.01M | 0.10% | +11,268 | New |
| BNP Paribas Arbitrage, SA | 11,488 | $1.02M | 0.00% | −5,388−31.9% | Reduced |
| Prudential PLC | 11,505 | $1.02M | 0.01% | −2,440−17.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 12,000 | $1.06M | 0.00% | +4,000+50.0% | Added |
| Verition Fund Management LLC | 12,105 | $1.07M | 0.01% | +9,247+323.5% | Added |
| Advisor Group Holdings, Inc. | 12,168 | $1.08M | 0.00% | +11,026+965.5% | Added |
| Xponance, Inc. | 12,412 | $1.10M | 0.01% | +136+1.1% | Added |
| Chesley Taft & Associates LLC | 12,622 | $1.12M | 0.05% | +3,897+44.7% | Added |
| GWM Advisors LLC | 12,622 | $1.12M | 0.01% | −361−2.8% | Reduced |
| Blueshift Asset Management, LLC | 12,666 | $1.12M | 0.44% | +12,666 | New |
| Crestwood Advisors Group LLC | 12,762 | $1.13M | 0.02% | +12,762 | New |
| Squarepoint Ops LLC | 12,913 | $1.14M | 0.00% | +12,913 | New |
| Balyasny Asset Management LLC | 12,989 | $1.15M | 0.00% | −1,790−12.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,063 | $1.15M | 0.00% | +4,183+47.1% | Added |
| Mariner, LLC | 13,468 | $1.19M | 0.00% | +159+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 13,650 | $1.21M | 0.02% | +13,650 | New |
| Pictet Asset Management Holding SA | 13,853 | $1.22M | 0.00% | +20+0.1% | Added |
| Cambiar Investors LLC | 13,848 | $1.22M | 0.05% | −9,932−41.8% | Reduced |
| Guggenheim Capital LLC | 14,050 | $1.24M | 0.01% | −297−2.1% | Reduced |
| Hancock Whitney Corp | 14,261 | $1.26M | 0.04% | +935+7.0% | Added |
| Vontobel Holding Ltd. | 14,821 | $1.31M | 0.00% | +1,456+10.9% | Added |
| Stifel Financial Corp | 15,014 | $1.33M | 0.00% | −7,218−32.5% | Reduced |
| Cerity Partners LLC | 15,023 | $1.33M | 0.00% | −1,177−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,041 | $1.33M | 0.01% | −272−1.8% | Reduced |
| Montanaro Asset Management Ltd | 15,300 | $1.35M | 0.40% | +15,300 | New |
| Amica Mutual Insurance Co | 15,611 | $1.38M | 0.15% | −4,564−22.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,633 | $1.38M | 0.11% | −33−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,689 | $1.39M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,645 | $1.47M | 0.01% | +2,281+15.9% | Added |
| Goodnow Investment Group, LLC | 17,000 | $1.50M | 0.16% | +17,000 | New |
| Caisse des Depots Et Consignations | 17,298 | $1.53M | 0.07% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,300 | $1.53M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,676 | $1.56M | 0.03% | −100−0.6% | Reduced |
| Amussen Hunsaker Associates LLC | 17,723 | $1.57M | 0.22% | −6,165−25.8% | Reduced |
| Man Group plc | 17,785 | $1.57M | 0.00% | −199,997−91.8% | Reduced |
| Los Angeles Capital Management LLC | 18,196 | $1.61M | 0.01% | −7,924−30.3% | Reduced |
| Redwood Investments, LLC | 18,214 | $1.61M | 0.60% | −32−0.2% | Reduced |
| US Bancorp | 18,350 | $1.62M | 0.00% | +244+1.3% | Added |
| Bank of Montreal | 18,420 | $1.63M | 0.00% | +5,664+44.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,572 | $1.64M | 0.02% | +250+1.4% | Added |
| CIBC World Markets Corp | 19,041 | $1.68M | 0.01% | +11,011+137.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,268 | $1.70M | 0.03% | −139−0.7% | Reduced |
| Captrust Financial Advisors | 19,371 | $1.71M | 0.00% | −2,588−11.8% | Reduced |
| Vestcor Inc | 19,655 | $1.74M | 0.06% | +14,694+296.2% | Added |
| Gradient Investments LLC | 20,587 | $1.82M | 0.04% | −2,416−10.5% | Reduced |
| RSM US Wealth Management LLC | 20,588 | $1.82M | 0.03% | −2,291−10.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,716 | $1.83M | 0.01% | +1,430+7.4% | Added |
| State of Michigan Retirement System | 20,722 | $1.83M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 21,142 | $1.87M | 0.01% | +270+1.3% | Added |
| Quinn Opportunity Partners LLC | 21,192 | $1.87M | 0.13% | +7,722+57.3% | Added |
| KLP Kapitalforvaltning AS | 21,900 | $1.94M | 0.01% | +500+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,988 | $1.94M | 0.01% | +408+1.9% | Added |
| New Age Alpha Advisors, LLC | 22,175 | $1.96M | 0.09% | +19,584+755.8% | Added |
| ProShare Advisors LLC | 22,269 | $1.97M | 0.00% | −5,984−21.2% | Reduced |
| Handelsbanken Fonder AB | 22,316 | $1.97M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 22,344 | $1.97M | 0.02% | +1,498+7.2% | Added |
| Hodges Capital Management Inc. | 22,500 | $1.99M | 0.20% | +22,500 | New |
| Zions Bancorporation, National Association | 22,522 | $1.99M | 0.13% | +22,522 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,633 | $2.00M | 0.01% | −34,751−60.6% | Reduced |
| ABLE Financial Group, LLC | 22,671 | $2.00M | 0.56% | +946+4.4% | Added |
| TD Asset Management Inc | 23,306 | $2.06M | 0.00% | −3,038−11.5% | Reduced |
| Teacher Retirement System of Texas | 23,829 | $2.11M | 0.01% | +4,790+25.2% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.12M | 0.00% | 00.0% | Unchanged |
| Carrera Capital Advisors | 24,029 | $2.12M | 0.47% | +1,418+6.3% | Added |
| Louisiana State Employees Retirement System | 24,300 | $2.15M | 0.04% | +100+0.4% | Added |
| Arizona State Retirement System | 24,837 | $2.19M | 0.01% | −506−2.0% | Reduced |
| Woodline Partners LP | 24,870 | $2.20M | 0.01% | −163,086−86.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,767 | $2.28M | 0.00% | +25,767 | New |
| Amundi | 27,629 | $2.29M | 0.00% | +27,625+690,625.0% | Added |