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 |
|---|---|---|---|---|---|
| Aubrey Capital Management Ltd | 26,000 | $2.30M | 0.92% | +26,000 | New |
| Pathstone Holdings, LLC | 26,662 | $2.36M | 0.01% | +8,279+45.0% | Added |
| OP Asset Management Ltd | 27,098 | $2.39M | 0.04% | +27,098 | New |
| Silphium Asset Management Ltd | 27,500 | $2.43M | 1.96% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 29,030 | $2.57M | 0.01% | −3,585−11.0% | Reduced |
| Advisory Research Inc | 29,068 | $2.57M | 0.45% | −17−0.1% | Reduced |
| Formula Growth Ltd | 30,000 | $2.65M | 1.08% | +30,000 | New |
| Versor Investments LP | 30,492 | $2.69M | 0.44% | +21,392+235.1% | Added |
| Yousif Capital Management, LLC | 30,837 | $2.73M | 0.03% | −926−2.9% | Reduced |
| M&T Bank Corp | 31,883 | $2.82M | 0.01% | −14,026−30.6% | Reduced |
| Zacks Investment Management | 31,982 | $2.83M | 0.03% | +1,829+6.1% | Added |
| Covea Finance | 32,000 | $2.83M | 0.13% | +14,000+77.8% | Added |
| Renaissance Technologies LLC | 32,200 | $2.85M | 0.00% | +32,200 | New |
| State of Tennessee, Treasury Department | 32,954 | $2.91M | 0.01% | +6,054+22.5% | Added |
| Ameritas Investment Partners, Inc. | 33,291 | $2.94M | 0.10% | −565−1.7% | Reduced |
| Sone Capital Management, LLC | 33,332 | $2.95M | 0.30% | +33,332 | New |
| Credit Agricole S A | 33,496 | $2.96M | 0.01% | +7,550+29.1% | Added |
| Jane Street Group, LLC | 33,995 | $3.00M | 0.01% | +17,143+101.7% | Added |
| Forest Hill Capital, LLC | 34,076 | $3.01M | 2.25% | +4,000+13.3% | Added |
| Creative Planning | 34,726 | $3.07M | 0.00% | +505+1.5% | Added |
| Covenant Asset Management, LLC | 37,909 | $3.35M | 0.84% | +37,909 | New |
| Amalgamated Bank | 38,115 | $3.37M | 0.03% | −1,716−4.3% | Reduced |
| Harbor Capital Advisors, Inc. | 38,930 | $3.44M | 0.16% | +38,885+86,411.1% | Added |
| EFG Asset Management (North America) Corp. | 39,419 | $3.48M | 0.58% | −6,228−13.6% | Reduced |
| LPL Financial LLC | 41,984 | $3.53M | 0.00% | −272−0.6% | Reduced |
| Lisanti Capital Growth, LLC | 47,100 | $4.16M | 1.24% | +38,800+467.5% | Added |
| Teachers Retirement System of the State of Kentucky | 49,780 | $4.40M | 0.04% | +3,946+8.6% | Added |
| King Luther Capital Management Corp | 50,190 | $4.44M | 0.02% | 00.0% | Unchanged |
| NBW Capital LLC | 51,986 | $4.59M | 1.02% | −27,177−34.3% | Reduced |
| Warren Averett Asset Management, LLC | 51,986 | $4.59M | 0.06% | +51,986 | New |
| 1492 Capital Management LLC | 52,884 | $4.67M | 2.52% | +7,490+16.5% | Added |
| UMA Financial Services, Inc. | 53,556 | $4.73M | 0.81% | +70.0% | Added |
| Intech Investment Management LLC | 56,775 | $5.02M | 0.05% | +24,125+73.9% | Added |
| Renaissance Group LLC | 56,811 | $5.02M | 0.22% | +10,071+21.5% | Added |
| Nordea Investment Management AB | 59,568 | $5.15M | 0.01% | −244−0.4% | Reduced |
| Granahan Investment Management Inc | 59,539 | $5.26M | 0.26% | +59,539 | New |
| Advantage Alpha Capital Partners LP | 61,916 | $5.47M | 1.34% | −10,097−14.0% | Reduced |
| Alberta Investment Management Corp | 63,760 | $5.63M | 0.04% | +51,414+416.4% | Added |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.74M | 0.80% | −10,005−13.3% | Reduced |
| Elk River Wealth Management, LLC | 65,781 | $5.81M | 1.09% | +96+0.1% | Added |
| Moody Aldrich Partners LLC | 67,880 | $6.00M | 1.26% | +21,983+47.9% | Added |
| GDS Wealth Management | 68,007 | $6.01M | 0.51% | +26,876+65.3% | Added |
| Congress Asset Management Co | 68,253 | $6.03M | 0.05% | +42,785+168.0% | Added |
| Great West Life Assurance Co | 68,754 | $6.08M | 0.01% | −5,267−7.1% | Reduced |
| Madison Asset Management, LLC | 69,364 | $6.13M | 0.07% | −791−1.1% | Reduced |
| Overbrook Management Corp | 69,416 | $6.13M | 1.44% | −3,867−5.3% | Reduced |
| Comerica Bank | 70,153 | $6.20M | 0.03% | +21,238+43.4% | Added |
| Oppenheimer Asset Management Inc. | 75,206 | $6.65M | 0.08% | +4,614+6.5% | Added |
| Kornitzer Capital Management Inc | 75,326 | $6.66M | 0.14% | 00.0% | Unchanged |
| Castleark Management LLC | 77,960 | $6.89M | 0.24% | −24,970−24.3% | Reduced |
| Avidity Partners Management LP | 78,000 | $6.89M | 1.42% | +78,000 | New |
| California State Teachers Retirement System | 80,643 | $7.13M | 0.01% | −906−1.1% | Reduced |
| GM Advisory Group, Inc. | 83,757 | $7.40M | 0.40% | 00.0% | Unchanged |
| First Turn Management, LLC | 83,966 | $7.42M | 1.50% | −41,901−33.3% | Reduced |
| New York State Teachers Retirement System | 84,675 | $7.48M | 0.02% | +2,124+2.6% | Added |
| Clough Capital Partners L P | 87,000 | $7.69M | 0.97% | +49,800+133.9% | Added |
| HighTower Advisors, LLC | 87,786 | $7.76M | 0.01% | −7,289−7.7% | Reduced |
| Diversify Wealth Management, LLC | 90,354 | $7.81M | 0.58% | −1,968−2.1% | Reduced |
| Frontier Capital Management Co LLC | 90,160 | $7.97M | 0.09% | +46,400+106.0% | Added |
| Public Employees Retirement System of Ohio | 92,814 | $8.20M | 0.03% | −4,509−4.6% | Reduced |
| Peregrine Capital Management LLC | 93,332 | $8.25M | 0.27% | −10,050−9.7% | Reduced |
| Axiom Investors LLC | 93,654 | $8.28M | 0.08% | +93,654 | New |
| Mutual of America Capital Management LLC | 94,305 | $8.33M | 0.10% | −1,854−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 95,147 | $8.41M | 0.09% | +32,949+53.0% | Added |
| MetLife Investment Management | 96,837 | $8.56M | 0.05% | −2,182−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 97,739 | $8.64M | 0.01% | −1,289−1.3% | Reduced |
| Next Century Growth Investors LLC | 98,268 | $8.68M | 0.77% | +22,747+30.1% | Added |
| Segall Bryant & Hamill, LLC | 100,591 | $8.89M | 0.14% | +33,844+50.7% | Added |
| State of Wisconsin Investment Board | 104,437 | $9.23M | 0.02% | +1,900+1.9% | Added |
| Oberweis Asset Management Inc | 105,900 | $9.36M | 0.47% | +14,400+15.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 109,191 | $9.65M | 0.02% | −5,695−5.0% | Reduced |
| Deutsche Bank AG | 111,251 | $9.83M | 0.00% | −6,948−5.9% | Reduced |
| Thematics Asset Management | 111,842 | $9.88M | 0.50% | +55,255+97.6% | Added |
| Susquehanna International Group, LLP | 113,810 | $10.1M | 0.02% | +77,010+209.3% | Added |
| Motley Fool Asset Management LLC | 118,409 | $10.5M | 0.59% | −4,183−3.4% | Reduced |
| Grandeur Peak Global Advisors, LLC | 118,545 | $10.5M | 1.16% | −11,832−9.1% | Reduced |
| Neuberger Berman Group LLC | 123,578 | $10.9M | 0.01% | +20,175+19.5% | Added |
| Motley Fool Wealth Management, LLC | 125,467 | $11.1M | 0.66% | −11,262−8.2% | Reduced |
| Envestnet Asset Management Inc | 128,657 | $11.4M | 0.00% | +13,918+12.1% | Added |
| Barclays PLC | 130,235 | $11.5M | 0.01% | −70,106−35.0% | Reduced |
| Corebridge Financial, Inc. | 137,179 | $12.1M | 0.07% | −3,686−2.6% | Reduced |
| New York State Common Retirement Fund | 140,155 | $12.4M | 0.02% | +37,955+37.1% | Added |
| Russell Investments Group, Ltd. | 140,829 | $12.4M | 0.02% | +73,358+108.7% | Added |
| First Trust Advisors LP | 146,943 | $13.0M | 0.01% | +62,636+74.3% | Added |
| Legal & General Group Plc | 149,324 | $13.2M | 0.00% | −565−0.4% | Reduced |
| Voya Investment Management LLC | 153,413 | $13.6M | 0.02% | +75,341+96.5% | Added |
| Wells Fargo & Company | 163,695 | $14.5M | 0.00% | +38,755+31.0% | Added |
| Swiss National Bank | 167,900 | $14.8M | 0.01% | −3,800−2.2% | Reduced |
| Macquarie Group Ltd | 182,150 | $16.1M | 0.02% | −61,908−25.4% | Reduced |
| Victory Capital Management Inc | 186,870 | $16.5M | 0.02% | −41,703−18.2% | Reduced |
| Natixis Advisors, L.P. | 188,059 | $16.6M | 0.03% | +4,069+2.2% | Added |
| Citigroup Inc | 194,286 | $17.2M | 0.01% | +9,798+5.3% | Added |
| Retirement Systems of Alabama | 214,384 | $18.9M | 0.07% | −700−0.3% | Reduced |
| Alliancebernstein L.P. | 217,414 | $19.2M | 0.01% | +37,068+20.6% | Added |
| WCM Investment Management, LLC | 232,641 | $20.2M | 0.05% | +232,641 | New |
| Glenmede Trust Co NA | 234,775 | $20.7M | 0.11% | −5,134−2.1% | Reduced |
| Summit Creek Advisors LLC | 244,860 | $21.6M | 3.16% | −41,053−14.4% | Reduced |
| Ophir Asset Management Pty Ltd | 259,977 | $23.0M | 4.01% | +29,951+13.0% | Added |
| Principal Financial Group Inc | 266,841 | $23.6M | 0.01% | +3,873+1.5% | Added |
| Rhumbline Advisers | 269,977 | $23.9M | 0.02% | +2,689+1.0% | Added |