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 |
|---|---|---|---|---|---|
| Ashford Capital Management Inc | 274,999 | $24.3M | 3.13% | +5,687+2.1% | Added |
| DF Dent & Co Inc | 279,971 | $24.7M | 0.33% | −7,359−2.6% | Reduced |
| Thrivent Financial for Lutherans | 340,337 | $30.1M | 0.07% | +400.0% | Added |
| Davenport & Co LLC | 344,181 | $30.4M | 0.18% | −51,708−13.1% | Reduced |
| Ensign Peak Advisors, Inc | 350,322 | $31.0M | 0.06% | +73,258+26.4% | Added |
| Eversept Partners, LP | 351,976 | $31.1M | 3.52% | −34,721−9.0% | Reduced |
| California Public Employees Retirement System | 355,024 | $31.4M | 0.02% | −10,754−2.9% | Reduced |
| Aureus Asset Management, LLC | 357,086 | $31.6M | 2.21% | +33,478+10.3% | Added |
| UBS Asset Management Americas Inc | 372,745 | $32.9M | 0.01% | +5,992+1.6% | Added |
| Lazard Asset Management LLC | 385,370 | $34.1M | 0.05% | +385,370 | New |
| Bessemer Group Inc | 400,394 | $35.4M | 0.06% | +103,566+34.9% | Added |
| Premier Fund Managers Ltd | 409,992 | $35.6M | 1.33% | +398,916+3,601.6% | Added |
| Royal Bank of Canada | 406,234 | $35.9M | 0.01% | −26,956−6.2% | Reduced |
| Ranger Investment Management, L.P. | 413,671 | $36.6M | 2.61% | +107,788+35.2% | Added |
| Farallon Capital Management, L.L.C. | 421,800 | $37.3M | 0.20% | +419,000+14,964.3% | Added |
| Artisan Partners Limited Partnership | 429,395 | $37.9M | 0.06% | +173,344+67.7% | Added |
| Citadel Advisors LLC | 433,238 | $38.3M | 0.04% | +100,832+30.3% | Added |
| Raymond James Financial Inc | 433,628 | $38.3M | 0.01% | −42,949−9.0% | Reduced |
| AQR Capital Management LLC | 445,653 | $38.5M | 0.04% | +210,972+89.9% | Added |
| Aristotle Capital Boston, LLC | 477,641 | $42.2M | 2.11% | −95,800−16.7% | Reduced |
| Massachusetts Financial Services Co | 478,104 | $42.3M | 0.01% | +39,759+9.1% | Added |
| Westfield Capital Management Co LP | 563,389 | $49.8M | 0.24% | +563,389 | New |
| GW&K Investment Management, LLC | 588,548 | $52.0M | 0.48% | −15,923−2.6% | Reduced |
| Millennium Management LLC | 588,687 | $52.0M | 0.05% | −912,700−60.8% | Reduced |
| Nuveen, LLC | 600,607 | $53.1M | 0.02% | +600,607 | New |
| Price T Rowe Associates Inc | 639,345 | $56.5M | 0.01% | +580,988+995.6% | Added |
| Van Berkom & Associates Inc. | 650,061 | $57.4M | 1.84% | −188,260−22.5% | Reduced |
| UBS Group AG | 651,060 | $57.5M | 0.01% | +174,229+36.5% | Added |
| ArrowMark Colorado Holdings LLC | 654,266 | $57.8M | 0.94% | −217,496−24.9% | Reduced |
| Bank of New York Mellon Corp | 663,862 | $58.7M | 0.01% | −82,020−11.0% | Reduced |
| SEI Investments Co | 669,268 | $59.1M | 0.08% | +4,592+0.7% | Added |
| Ameriprise Financial Inc | 669,939 | $59.2M | 0.02% | +399,897+148.1% | Added |
| T. Rowe Price Investment Management, Inc. | 694,720 | $61.4M | 0.04% | −119,314−14.7% | Reduced |
| Bank of America Corp | 696,554 | $61.6M | 0.01% | +90,357+14.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 725,551 | $64.1M | 0.16% | −47,230−6.1% | Reduced |
| Greenhouse Funds LLLP | 765,185 | $67.6M | 3.30% | −119,219−13.5% | Reduced |
| American Century Companies Inc | 775,147 | $68.5M | 0.04% | +204,195+35.8% | Added |
| Norges Bank | 777,268 | $68.7M | 0.01% | −1,271−0.2% | Reduced |
| Bamco Inc | 785,000 | $69.4M | 0.20% | +5,000+0.6% | Added |
| Janus Henderson Group PLC | 845,039 | $73.5M | 0.04% | +11,123+1.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 835,413 | $73.8M | 0.74% | +76,950+10.1% | Added |
| Wellington Management Group LLP | 848,940 | $75.0M | 0.01% | +169,337+24.9% | Added |
| CIBC Private Wealth Group, LLC | 978,314 | $75.1M | 0.16% | +914,461+1,432.1% | Added |
| Allspring Global Investments Holdings, LLC | 884,830 | $77.0M | 0.13% | −66,405−7.0% | Reduced |
| JPMorgan Chase & Co | 904,359 | $79.9M | 0.01% | −167,907−15.7% | Reduced |
| Geneva Capital Management LLC | 1,043,754 | $92.2M | 1.72% | −5,149−0.5% | Reduced |
| Stephens Investment Management Group LLC | 1,069,446 | $94.5M | 1.36% | +19,009+1.8% | Added |
| Charles Schwab Investment Management Inc | 1,100,970 | $97.3M | 0.02% | +14,159+1.3% | Added |
| Loomis Sayles & Co L P | 1,112,947 | $98.4M | 0.14% | +5,421+0.5% | Added |
| Northern Trust Corp | 1,126,983 | $99.6M | 0.01% | −28,060−2.4% | Reduced |
| Goldman Sachs Group Inc | 1,133,166 | $100.1M | 0.02% | +15,458+1.4% | Added |
| Franklin Resources Inc | 1,394,667 | $123.2M | 0.04% | +37,230+2.7% | Added |
| Morgan Stanley | 1,407,294 | $124.4M | 0.01% | +610,647+76.7% | Added |
| Dimensional Fund Advisors LP | 1,533,373 | $135.5M | 0.03% | −49,450−3.1% | Reduced |
| Mackenzie Financial Corp | 1,666,578 | $147.3M | 0.21% | −268,576−13.9% | Reduced |
| Clearbridge Investments, LLC | 1,853,097 | $163.8M | 0.14% | −206,929−10.0% | Reduced |
| Brown Advisory Inc | 1,932,930 | $170.8M | 0.24% | −153,096−7.3% | Reduced |
| Geode Capital Management, LLC | 2,142,792 | $189.4M | 0.01% | +53,394+2.6% | Added |
| Invesco Ltd. | 2,446,198 | $216.2M | 0.04% | +821,425+50.6% | Added |
| State Street Corp | 3,280,068 | $289.9M | 0.01% | +17,722+0.5% | Added |
| FMR LLC | 4,985,213 | $440.5M | 0.03% | −430,587−8.0% | Reduced |
| Wasatch Advisors Inc | 7,234,036 | $639.3M | 3.57% | −279,709−3.7% | Reduced |
| Vanguard Group Inc | 8,821,838 | $779.6M | 0.01% | −154,253−1.7% | Reduced |
| BlackRock, Inc. | 10,868,100 | $960.4M | 0.02% | −111,387−1.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −335,614−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −135,857−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −83,625−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −64,747−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −51,679−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −25,546−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −19,876−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,643−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −15,128−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −12,717−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
| Rockport Wealth LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −9,813−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −7,405−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,609−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |