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 2 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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 17,676 | $1.56M | 0.03% | −100−0.6% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.53M | 0.05% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 17,298 | $1.53M | 0.07% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 17,000 | $1.50M | 0.16% | +17,000 | New |
| Sequoia Financial Advisors, LLC | 16,645 | $1.47M | 0.01% | +2,281+15.9% | Added |
| Resona Asset Management Co.,Ltd. | 15,689 | $1.39M | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 15,633 | $1.38M | 0.11% | −33−0.2% | Reduced |
| Amica Mutual Insurance Co | 15,611 | $1.38M | 0.15% | −4,564−22.6% | Reduced |
| Montanaro Asset Management Ltd | 15,300 | $1.35M | 0.40% | +15,300 | New |
| Steward Partners Investment Advisory, LLC | 15,041 | $1.33M | 0.01% | −272−1.8% | Reduced |
| Cerity Partners LLC | 15,023 | $1.33M | 0.00% | −1,177−7.3% | Reduced |
| Stifel Financial Corp | 15,014 | $1.33M | 0.00% | −7,218−32.5% | Reduced |
| Vontobel Holding Ltd. | 14,821 | $1.31M | 0.00% | +1,456+10.9% | Added |
| Hancock Whitney Corp | 14,261 | $1.26M | 0.04% | +935+7.0% | Added |
| Guggenheim Capital LLC | 14,050 | $1.24M | 0.01% | −297−2.1% | Reduced |
| Cambiar Investors LLC | 13,848 | $1.22M | 0.05% | −9,932−41.8% | Reduced |
| Pictet Asset Management Holding SA | 13,853 | $1.22M | 0.00% | +20+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 13,650 | $1.21M | 0.02% | +13,650 | New |
| Mariner, LLC | 13,468 | $1.19M | 0.00% | +159+1.2% | Added |
| The PNC Financial Services Group, Inc. | 13,063 | $1.15M | 0.00% | +4,183+47.1% | Added |
| Balyasny Asset Management LLC | 12,989 | $1.15M | 0.00% | −1,790−12.1% | Reduced |
| Squarepoint Ops LLC | 12,913 | $1.14M | 0.00% | +12,913 | New |
| Crestwood Advisors Group LLC | 12,762 | $1.13M | 0.02% | +12,762 | New |
| Blueshift Asset Management, LLC | 12,666 | $1.12M | 0.44% | +12,666 | New |
| GWM Advisors LLC | 12,622 | $1.12M | 0.01% | −361−2.8% | Reduced |
| Chesley Taft & Associates LLC | 12,622 | $1.12M | 0.05% | +3,897+44.7% | Added |
| Xponance, Inc. | 12,412 | $1.10M | 0.01% | +136+1.1% | Added |
| Advisor Group Holdings, Inc. | 12,168 | $1.08M | 0.00% | +11,026+965.5% | Added |
| Verition Fund Management LLC | 12,105 | $1.07M | 0.01% | +9,247+323.5% | Added |
| Adage Capital Partners GP, L.L.C. | 12,000 | $1.06M | 0.00% | +4,000+50.0% | Added |
| Prudential PLC | 11,505 | $1.02M | 0.01% | −2,440−17.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,488 | $1.02M | 0.00% | −5,388−31.9% | Reduced |
| Penn Capital Management Co Inc | 11,268 | $1.01M | 0.10% | +11,268 | New |
| STRS Ohio | 11,300 | $998.6K | 0.00% | +500+4.6% | Added |
| Prudential Financial Inc | 10,133 | $980.9K | 0.00% | +360+3.7% | Added |
| Two Sigma Investments, LP | 11,000 | $972.1K | 0.00% | −2,822−20.4% | Reduced |
| Elo Mutual Pension Insurance Co | 10,967 | $969.2K | 0.02% | +10,967 | New |
| Fred Alger Management, LLC | 10,902 | $963.4K | 0.01% | −5,595−33.9% | Reduced |
| Avantax Advisory Services, Inc. | 10,516 | $929.3K | 0.01% | +871+9.0% | Added |
| Canada Pension Plan Investment Board | 10,300 | $910.2K | 0.00% | +3,100+43.1% | Added |
| State of Alaska, Department of Revenue | 10,136 | $895.0K | 0.01% | +180+1.8% | Added |
| Rockefeller Capital Management L.P. | 10,037 | $887.0K | 0.00% | +10,037 | New |
| Federated Hermes, Inc. | 9,756 | $862.1K | 0.00% | +1,547+18.8% | Added |
| Baird Financial Group, Inc. | 9,598 | $848.2K | 0.00% | +9,598 | New |
| Public Employees Retirement Association of Colorado | 9,194 | $812.0K | 0.00% | 00.0% | Unchanged |
| HC Advisors, LLC | 8,880 | $784.7K | 0.59% | −150−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 8,827 | $780.0K | 0.01% | +8,827 | New |
| Alps Advisors Inc | 8,824 | $779.8K | 0.00% | −1,020−10.4% | Reduced |
| 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 |
| Ontario Teachers Pension Plan Board | 8,428 | $744.8K | 0.01% | +8,428 | New |
| Brevan Howard Capital Management LP | 8,405 | $742.8K | 0.02% | +6,316+302.3% | Added |
| JustInvest LLC | 8,376 | $740.2K | 0.01% | +397+5.0% | Added |
| Sheets Smith Wealth Management | 8,262 | $730.1K | 0.09% | +297+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 8,169 | $721.9K | 0.01% | +3,534+76.2% | Added |
| Atria Investments LLC | 7,896 | $697.8K | 0.01% | −470−5.6% | Reduced |
| Pinebridge Investments, L.P. | 7,844 | $693.2K | 0.01% | −19,705−71.5% | Reduced |
| CWM Advisors, LLC | 7,529 | $665.3K | 0.08% | +597+8.6% | Added |
| Legato Capital Management LLC | 7,180 | $634.5K | 0.09% | −930−11.5% | Reduced |
| Peterson Wealth Services | 6,938 | $613.1K | 0.19% | −3,569−34.0% | Reduced |
| Securian Asset Management, Inc | 6,601 | $583.3K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,444 | $569.5K | 0.07% | −110−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,411 | $566.5K | 0.02% | +7+0.1% | Added |
| Stansberry Asset Management, LLC | 6,390 | $564.7K | 0.07% | −668−9.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $563.8K | 0.00% | +1,265+24.7% | Added |
| Crossmark Global Holdings, Inc. | 6,296 | $556.4K | 0.01% | +261+4.3% | Added |
| Janney Montgomery Scott LLC | 6,276 | $555.0K | 0.00% | +924+17.3% | Added |
| EntryPoint Capital, LLC | 6,202 | $548.1K | 0.25% | +44+0.7% | Added |
| Radnor Capital Management, LLC | 6,040 | $534.0K | 0.09% | +350+6.2% | Added |
| Commerce Bank | 6,030 | $532.9K | 0.00% | −62−1.0% | Reduced |
| State of Wyoming | 5,915 | $522.7K | 0.07% | +169+2.9% | Added |
| Shay Capital LLC | 5,900 | $521.4K | 0.15% | +200+3.5% | Added |
| Assetmark, Inc | 5,886 | $520.1K | 0.00% | +1,184+25.2% | Added |
| SG Americas Securities, LLC | 5,843 | $516.0K | 0.00% | +388+7.1% | Added |
| Narus Financial Partners, LLC | 5,791 | $511.8K | 0.17% | −79−1.3% | Reduced |
| Quadrant Capital Group LLC | 5,599 | $494.8K | 0.02% | +3,269+140.3% | Added |
| BTC Capital Management, Inc. | 5,593 | $494.3K | 0.05% | −957−14.6% | Reduced |
| United Services Automobile Association | 5,637 | $490.2K | 0.02% | +5,637 | New |
| Simplex Trading, LLC | 5,517 | $487.0K | 0.02% | +1,244+29.1% | Added |
| Beck Bode, LLC | 5,375 | $475.0K | 0.09% | −3,473−39.3% | Reduced |
| EP Wealth Advisors, LLC | 5,372 | $474.7K | 0.00% | +817+17.9% | Added |
| Cresset Asset Management, LLC | 5,347 | $472.5K | 0.00% | +1,317+32.7% | Added |
| Stephens Inc | 5,343 | $472.2K | 0.01% | −702−11.6% | Reduced |
| Cetera Investment Advisers | 5,260 | $464.8K | 0.00% | +1,688+47.3% | Added |
| Mutual Advisors, LLC | 5,172 | $444.1K | 0.01% | +5,172 | New |
| Bayforest Capital Ltd | 5,025 | $444.1K | 0.19% | +1,992+65.7% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $441.9K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 5,044 | $439.1K | 0.01% | +1,490+41.9% | Added |
| Quantinno Capital Management LP | 4,877 | $431.0K | 0.00% | +1,703+53.7% | Added |
| Atomi Financial Group, Inc. | 4,711 | $416.3K | 0.02% | +1,158+32.6% | Added |
| Tower Research Capital LLC (TRC) | 4,379 | $387.0K | 0.01% | −3,868−46.9% | Reduced |
| Sanctuary Advisors, LLC | 4,075 | $360.1K | 0.00% | +740+22.2% | Added |
| Campbell & CO Investment Adviser LLC | 3,944 | $348.5K | 0.03% | −8,762−69.0% | Reduced |
| Cim Investment Mangement Inc | 3,907 | $345.3K | 0.08% | −65−1.6% | Reduced |
| Fiduciary Trust Co | 3,774 | $333.5K | 0.00% | +3,774 | New |
| KBC Group NV | 3,752 | $332.0K | 0.00% | −108−2.8% | Reduced |
| Profund Advisors LLC | 3,710 | $327.9K | 0.01% | −386−9.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,753 | $326.7K | 0.00% | +3,753 | New |
| Arkadios Wealth Advisors | 3,689 | $326.0K | 0.01% | −1,064−22.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,679 | $325.1K | 0.00% | −40−1.1% | Reduced |