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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 95,147 | $8.41M | 0.09% | +32,949+53.0% | Added |
| Mutual of America Capital Management LLC | 94,305 | $8.33M | 0.10% | −1,854−1.9% | Reduced |
| Axiom Investors LLC | 93,654 | $8.28M | 0.08% | +93,654 | New |
| Peregrine Capital Management LLC | 93,332 | $8.25M | 0.27% | −10,050−9.7% | Reduced |
| Public Employees Retirement System of Ohio | 92,814 | $8.20M | 0.03% | −4,509−4.6% | Reduced |
| Frontier Capital Management Co LLC | 90,160 | $7.97M | 0.09% | +46,400+106.0% | Added |
| Diversify Wealth Management, LLC | 90,354 | $7.81M | 0.58% | −1,968−2.1% | Reduced |
| HighTower Advisors, LLC | 87,786 | $7.76M | 0.01% | −7,289−7.7% | Reduced |
| Clough Capital Partners L P | 87,000 | $7.69M | 0.97% | +49,800+133.9% | Added |
| New York State Teachers Retirement System | 84,675 | $7.48M | 0.02% | +2,124+2.6% | Added |
| First Turn Management, LLC | 83,966 | $7.42M | 1.50% | −41,901−33.3% | Reduced |
| GM Advisory Group, Inc. | 83,757 | $7.40M | 0.40% | 00.0% | Unchanged |
| California State Teachers Retirement System | 80,643 | $7.13M | 0.01% | −906−1.1% | Reduced |
| Avidity Partners Management LP | 78,000 | $6.89M | 1.42% | +78,000 | New |
| Castleark Management LLC | 77,960 | $6.89M | 0.24% | −24,970−24.3% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $6.66M | 0.14% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 75,206 | $6.65M | 0.08% | +4,614+6.5% | Added |
| Comerica Bank | 70,153 | $6.20M | 0.03% | +21,238+43.4% | Added |
| Overbrook Management Corp | 69,416 | $6.13M | 1.44% | −3,867−5.3% | Reduced |
| Madison Asset Management, LLC | 69,364 | $6.13M | 0.07% | −791−1.1% | Reduced |
| Great West Life Assurance Co | 68,754 | $6.08M | 0.01% | −5,267−7.1% | Reduced |
| Congress Asset Management Co | 68,253 | $6.03M | 0.05% | +42,785+168.0% | Added |
| GDS Wealth Management | 68,007 | $6.01M | 0.51% | +26,876+65.3% | Added |
| Moody Aldrich Partners LLC | 67,880 | $6.00M | 1.26% | +21,983+47.9% | Added |
| Elk River Wealth Management, LLC | 65,781 | $5.81M | 1.09% | +96+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.74M | 0.80% | −10,005−13.3% | Reduced |
| Alberta Investment Management Corp | 63,760 | $5.63M | 0.04% | +51,414+416.4% | Added |
| Advantage Alpha Capital Partners LP | 61,916 | $5.47M | 1.34% | −10,097−14.0% | Reduced |
| Granahan Investment Management Inc | 59,539 | $5.26M | 0.26% | +59,539 | New |
| Nordea Investment Management AB | 59,568 | $5.15M | 0.01% | −244−0.4% | Reduced |
| Renaissance Group LLC | 56,811 | $5.02M | 0.22% | +10,071+21.5% | Added |
| Intech Investment Management LLC | 56,775 | $5.02M | 0.05% | +24,125+73.9% | Added |
| UMA Financial Services, Inc. | 53,556 | $4.73M | 0.81% | +70.0% | Added |
| 1492 Capital Management LLC | 52,884 | $4.67M | 2.52% | +7,490+16.5% | Added |
| 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 |
| King Luther Capital Management Corp | 50,190 | $4.44M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 49,780 | $4.40M | 0.04% | +3,946+8.6% | Added |
| Lisanti Capital Growth, LLC | 47,100 | $4.16M | 1.24% | +38,800+467.5% | Added |
| LPL Financial LLC | 41,984 | $3.53M | 0.00% | −272−0.6% | Reduced |
| EFG Asset Management (North America) Corp. | 39,419 | $3.48M | 0.58% | −6,228−13.6% | Reduced |
| Harbor Capital Advisors, Inc. | 38,930 | $3.44M | 0.16% | +38,885+86,411.1% | Added |
| Amalgamated Bank | 38,115 | $3.37M | 0.03% | −1,716−4.3% | Reduced |
| Covenant Asset Management, LLC | 37,909 | $3.35M | 0.84% | +37,909 | New |
| Creative Planning | 34,726 | $3.07M | 0.00% | +505+1.5% | Added |
| Forest Hill Capital, LLC | 34,076 | $3.01M | 2.25% | +4,000+13.3% | Added |
| Jane Street Group, LLC | 33,995 | $3.00M | 0.01% | +17,143+101.7% | Added |
| Credit Agricole S A | 33,496 | $2.96M | 0.01% | +7,550+29.1% | Added |
| Sone Capital Management, LLC | 33,332 | $2.95M | 0.30% | +33,332 | New |
| Ameritas Investment Partners, Inc. | 33,291 | $2.94M | 0.10% | −565−1.7% | Reduced |
| State of Tennessee, Treasury Department | 32,954 | $2.91M | 0.01% | +6,054+22.5% | Added |
| Renaissance Technologies LLC | 32,200 | $2.85M | 0.00% | +32,200 | New |
| Covea Finance | 32,000 | $2.83M | 0.13% | +14,000+77.8% | Added |
| Zacks Investment Management | 31,982 | $2.83M | 0.03% | +1,829+6.1% | Added |
| M&T Bank Corp | 31,883 | $2.82M | 0.01% | −14,026−30.6% | Reduced |
| Yousif Capital Management, LLC | 30,837 | $2.73M | 0.03% | −926−2.9% | Reduced |
| Versor Investments LP | 30,492 | $2.69M | 0.44% | +21,392+235.1% | Added |
| Formula Growth Ltd | 30,000 | $2.65M | 1.08% | +30,000 | New |
| Advisory Research Inc | 29,068 | $2.57M | 0.45% | −17−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 29,030 | $2.57M | 0.01% | −3,585−11.0% | Reduced |
| Silphium Asset Management Ltd | 27,500 | $2.43M | 1.96% | 00.0% | Unchanged |
| OP Asset Management Ltd | 27,098 | $2.39M | 0.04% | +27,098 | New |
| Pathstone Holdings, LLC | 26,662 | $2.36M | 0.01% | +8,279+45.0% | Added |
| Aubrey Capital Management Ltd | 26,000 | $2.30M | 0.92% | +26,000 | New |
| Amundi | 27,629 | $2.29M | 0.00% | +27,625+690,625.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,767 | $2.28M | 0.00% | +25,767 | New |
| Woodline Partners LP | 24,870 | $2.20M | 0.01% | −163,086−86.8% | Reduced |
| Arizona State Retirement System | 24,837 | $2.19M | 0.01% | −506−2.0% | Reduced |
| Louisiana State Employees Retirement System | 24,300 | $2.15M | 0.04% | +100+0.4% | Added |
| Carrera Capital Advisors | 24,029 | $2.12M | 0.47% | +1,418+6.3% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.12M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,829 | $2.11M | 0.01% | +4,790+25.2% | Added |
| TD Asset Management Inc | 23,306 | $2.06M | 0.00% | −3,038−11.5% | Reduced |
| ABLE Financial Group, LLC | 22,671 | $2.00M | 0.56% | +946+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,633 | $2.00M | 0.01% | −34,751−60.6% | Reduced |
| Zions Bancorporation, National Association | 22,522 | $1.99M | 0.13% | +22,522 | New |
| Hodges Capital Management Inc. | 22,500 | $1.99M | 0.20% | +22,500 | New |
| TownSquare Capital, LLC | 22,344 | $1.97M | 0.02% | +1,498+7.2% | Added |
| Handelsbanken Fonder AB | 22,316 | $1.97M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,269 | $1.97M | 0.00% | −5,984−21.2% | Reduced |
| New Age Alpha Advisors, LLC | 22,175 | $1.96M | 0.09% | +19,584+755.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,988 | $1.94M | 0.01% | +408+1.9% | Added |
| KLP Kapitalforvaltning AS | 21,900 | $1.94M | 0.01% | +500+2.3% | Added |
| Quinn Opportunity Partners LLC | 21,192 | $1.87M | 0.13% | +7,722+57.3% | Added |
| Danske Bank A/S | 21,142 | $1.87M | 0.01% | +270+1.3% | Added |
| State of Michigan Retirement System | 20,722 | $1.83M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,716 | $1.83M | 0.01% | +1,430+7.4% | Added |
| RSM US Wealth Management LLC | 20,588 | $1.82M | 0.03% | −2,291−10.0% | Reduced |
| Gradient Investments LLC | 20,587 | $1.82M | 0.04% | −2,416−10.5% | Reduced |
| Vestcor Inc | 19,655 | $1.74M | 0.06% | +14,694+296.2% | Added |
| Captrust Financial Advisors | 19,371 | $1.71M | 0.00% | −2,588−11.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,268 | $1.70M | 0.03% | −139−0.7% | Reduced |
| CIBC World Markets Corp | 19,041 | $1.68M | 0.01% | +11,011+137.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,572 | $1.64M | 0.02% | +250+1.4% | Added |
| Bank of Montreal | 18,420 | $1.63M | 0.00% | +5,664+44.4% | Added |
| US Bancorp | 18,350 | $1.62M | 0.00% | +244+1.3% | Added |
| Redwood Investments, LLC | 18,214 | $1.61M | 0.60% | −32−0.2% | Reduced |
| Los Angeles Capital Management LLC | 18,196 | $1.61M | 0.01% | −7,924−30.3% | Reduced |
| Man Group plc | 17,785 | $1.57M | 0.00% | −199,997−91.8% | Reduced |
| Amussen Hunsaker Associates LLC | 17,723 | $1.57M | 0.22% | −6,165−25.8% | Reduced |