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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Healthequity, Inc. as of Jun 30, 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
- 487
- +30 vs. Q1 2025
- Shares held
- 91.3M
- −1.42M (−1.5%) vs. Q1 2025
- Total value
- $9.56B
- +$1.39B (+17.0%) vs. Q1 2025
- New holders
- 80
- 177 more added
- Sold out
- 50
- 175 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 500 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,723,982 | $1.12B | 0.02% | −144,118−1.3% | Reduced |
| Vanguard Group Inc | 8,502,706 | $890.7M | 0.01% | −319,132−3.6% | Reduced |
| Wasatch Advisors Inc | 6,101,064 | $639.1M | 3.35% | −1,132,972−15.7% | Reduced |
| FMR LLC | 5,040,016 | $528.0M | 0.03% | +54,803+1.1% | Added |
| State Street Corp | 3,184,220 | $333.6M | 0.01% | −95,848−2.9% | Reduced |
| Invesco Ltd. | 2,365,860 | $247.8M | 0.04% | −80,338−3.3% | Reduced |
| Geode Capital Management, LLC | 2,147,178 | $225.0M | 0.02% | +4,386+0.2% | Added |
| Brown Advisory Inc | 1,627,024 | $170.4M | 0.22% | −305,906−15.8% | Reduced |
| Dimensional Fund Advisors LP | 1,520,854 | $159.3M | 0.04% | −12,519−0.8% | Reduced |
| Morgan Stanley | 1,404,168 | $147.1M | 0.01% | −3,126−0.2% | Reduced |
| Clearbridge Investments, LLC | 1,321,383 | $138.4M | 0.11% | −531,714−28.7% | Reduced |
| Mackenzie Financial Corp | 1,267,168 | $132.7M | 0.17% | −399,410−24.0% | Reduced |
| Westfield Capital Management Co LP | 1,265,208 | $132.5M | 0.56% | +701,819+124.6% | Added |
| Citadel Advisors LLC | 1,210,386 | $126.8M | 0.11% | +777,148+179.4% | Added |
| Charles Schwab Investment Management Inc | 1,129,115 | $118.3M | 0.02% | +28,145+2.6% | Added |
| CIBC Private Wealth Group, LLC | 1,127,054 | $118.1M | 0.21% | +148,740+15.2% | Added |
| Geneva Capital Management LLC | 1,108,241 | $116.1M | 1.94% | +64,487+6.2% | Added |
| AQR Capital Management LLC | 1,107,448 | $116.0M | 0.10% | +661,795+148.5% | Added |
| Northern Trust Corp | 1,087,339 | $113.9M | 0.02% | −39,644−3.5% | Reduced |
| JPMorgan Chase & Co | 1,080,794 | $113.2M | 0.01% | +176,435+19.5% | Added |
| Loomis Sayles & Co L P | 1,031,328 | $108.0M | 0.14% | −81,619−7.3% | Reduced |
| Stephens Investment Management Group LLC | 1,016,333 | $106.5M | 1.41% | −53,113−5.0% | Reduced |
| Wellington Management Group LLP | 924,922 | $96.9M | 0.02% | +75,982+9.0% | Added |
| Goldman Sachs Group Inc | 917,283 | $96.1M | 0.02% | −215,883−19.1% | Reduced |
| Greenhouse Funds LLLP | 911,815 | $95.5M | 3.99% | +146,630+19.2% | Added |
| Janus Henderson Group PLC | 852,595 | $89.3M | 0.04% | +7,556+0.9% | Added |
| Franklin Resources Inc | 833,949 | $87.4M | 0.02% | −560,718−40.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 796,472 | $81.9M | 0.14% | −88,358−10.0% | Reduced |
| Bamco Inc | 780,000 | $81.7M | 0.22% | −5,000−0.6% | Reduced |
| Ameriprise Financial Inc | 732,434 | $76.7M | 0.02% | +62,495+9.3% | Added |
| Norges Bank | 716,613 | $75.1M | 0.01% | −60,655−7.8% | Reduced |
| Bank of America Corp | 708,734 | $74.2M | 0.01% | +12,180+1.7% | Added |
| Price T Rowe Associates Inc | 700,369 | $73.4M | 0.01% | +61,024+9.5% | Added |
| Atalan Capital Partners, LP | 700,000 | $73.3M | 5.63% | +700,000 | New |
| American Century Companies Inc | 689,741 | $72.3M | 0.04% | −85,406−11.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,672 | $71.9M | 0.17% | −38,879−5.4% | Reduced |
| Bank of New York Mellon Corp | 659,559 | $69.1M | 0.01% | −4,303−0.6% | Reduced |
| SEI Investments Co | 642,013 | $67.3M | 0.08% | −27,255−4.1% | Reduced |
| UBS Group AG | 630,877 | $66.1M | 0.01% | −20,183−3.1% | Reduced |
| Artisan Partners Limited Partnership | 621,647 | $65.1M | 0.10% | +192,252+44.8% | Added |
| Premier Fund Managers Ltd | 612,927 | $64.3M | 2.35% | +202,935+49.5% | Added |
| T. Rowe Price Investment Management, Inc. | 601,820 | $63.0M | 0.04% | −92,900−13.4% | Reduced |
| Nuveen, LLC | 545,494 | $57.1M | 0.02% | −55,113−9.2% | Reduced |
| GW&K Investment Management, LLC | 498,898 | $52.3M | 0.47% | −89,650−15.2% | Reduced |
| Millennium Management LLC | 475,392 | $49.8M | 0.04% | −113,295−19.2% | Reduced |
| Royal Bank of Canada | 474,587 | $49.7M | 0.01% | +68,353+16.8% | Added |
| Aristotle Capital Boston, LLC | 443,325 | $46.4M | 2.36% | −34,316−7.2% | Reduced |
| Van Berkom & Associates Inc. | 442,830 | $46.4M | 1.38% | −207,231−31.9% | Reduced |
| Raymond James Financial Inc | 425,005 | $44.5M | 0.02% | −8,623−2.0% | Reduced |
| UBS Asset Management Americas Inc | 417,729 | $43.8M | 0.01% | +44,984+12.1% | Added |
| Lazard Asset Management LLC | 387,801 | $40.6M | 0.06% | +2,431+0.6% | Added |
| ArrowMark Colorado Holdings LLC | 382,706 | $40.1M | 0.72% | −271,560−41.5% | Reduced |
| Massachusetts Financial Services Co | 380,013 | $39.8M | 0.01% | −98,091−20.5% | Reduced |
| Ensign Peak Advisors, Inc | 331,208 | $34.7M | 0.06% | −19,114−5.5% | Reduced |
| Farallon Capital Management, L.L.C. | 319,800 | $33.5M | 0.15% | −102,000−24.2% | Reduced |
| Davenport & Co LLC | 311,957 | $32.7M | 0.18% | −32,224−9.4% | Reduced |
| Aureus Asset Management, LLC | 297,459 | $31.2M | 1.99% | −59,627−16.7% | Reduced |
| Voya Investment Management LLC | 289,317 | $30.3M | 0.03% | +135,904+88.6% | Added |
| Bessemer Group Inc | 288,025 | $30.2M | 0.05% | −112,369−28.1% | Reduced |
| DF Dent & Co Inc | 284,667 | $29.8M | 0.38% | +4,696+1.7% | Added |
| Ranger Investment Management, L.P. | 282,480 | $29.6M | 2.07% | −131,191−31.7% | Reduced |
| Thrivent Financial for Lutherans | 282,442 | $29.6M | 0.06% | −57,895−17.0% | Reduced |
| Ashford Capital Management Inc | 279,404 | $29.3M | 3.44% | +4,405+1.6% | Added |
| Rhumbline Advisers | 277,915 | $29.1M | 0.02% | +7,938+2.9% | Added |
| Man Group plc | 254,652 | $26.7M | 0.06% | +236,867+1,331.8% | Added |
| WCM Investment Management, LLC | 248,950 | $26.1M | 0.06% | +16,309+7.0% | Added |
| Principal Financial Group Inc | 248,754 | $26.1M | 0.01% | −18,087−6.8% | Reduced |
| Comerica Bank | 237,668 | $24.9M | 0.10% | +167,515+238.8% | Added |
| Alliancebernstein L.P. | 230,652 | $24.2M | 0.01% | +13,238+6.1% | Added |
| Glenmede Investment Management, LP | 228,819 | $24.0M | 0.12% | +228,819 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 219,746 | $23.0M | 0.07% | +219,746 | New |
| Retirement Systems of Alabama | 214,787 | $22.5M | 0.08% | +403+0.2% | Added |
| Summit Creek Advisors LLC | 208,195 | $21.8M | 3.04% | −36,665−15.0% | Reduced |
| Jane Street Group, LLC | 202,079 | $21.2M | 0.03% | +168,084+494.4% | Added |
| Barclays PLC | 200,369 | $21.0M | 0.01% | +70,134+53.9% | Added |
| New York State Common Retirement Fund | 195,041 | $20.4M | 0.03% | +54,886+39.2% | Added |
| Victory Capital Management Inc | 193,181 | $20.2M | 0.01% | +6,311+3.4% | Added |
| Russell Investments Group, Ltd. | 191,418 | $20.1M | 0.03% | +50,589+35.9% | Added |
| Wells Fargo & Company | 190,439 | $20.0M | 0.00% | +26,744+16.3% | Added |
| Macquarie Group Ltd | 176,617 | $18.5M | 0.02% | −5,533−3.0% | Reduced |
| Segall Bryant & Hamill, LLC | 165,742 | $17.4M | 0.24% | +65,151+64.8% | Added |
| Swiss National Bank | 165,200 | $17.3M | 0.01% | −2,700−1.6% | Reduced |
| Legal & General Group Plc | 163,248 | $17.1M | 0.00% | +13,924+9.3% | Added |
| Eversept Partners, LP | 155,868 | $16.3M | 1.65% | −196,108−55.7% | Reduced |
| California Public Employees Retirement System | 143,794 | $15.1M | 0.01% | −211,230−59.5% | Reduced |
| Balyasny Asset Management LLC | 141,779 | $14.9M | 0.03% | +128,790+991.5% | Added |
| Citigroup Inc | 137,624 | $14.4M | 0.01% | −56,662−29.2% | Reduced |
| Envestnet Asset Management Inc | 136,259 | $14.2M | 0.00% | +7,602+5.9% | Added |
| Next Century Growth Investors LLC | 129,465 | $13.6M | 1.05% | +31,197+31.7% | Added |
| 12th Street Asset Management Company, LLC | 126,917 | $13.3M | 2.29% | +126,917 | New |
| Axiom Investors LLC | 124,269 | $13.0M | 0.11% | +30,615+32.7% | Added |
| Motley Fool Asset Management LLC | 114,567 | $12.0M | 0.55% | −3,842−3.2% | Reduced |
| Oberweis Asset Management Inc | 113,820 | $11.9M | 0.52% | +7,920+7.5% | Added |
| Grandeur Peak Global Advisors, LLC | 113,577 | $11.9M | 1.43% | −4,968−4.2% | Reduced |
| Motley Fool Wealth Management, LLC | 113,555 | $11.9M | 0.72% | −11,912−9.5% | Reduced |
| Frontier Capital Management Co LLC | 112,597 | $11.8M | 0.11% | +22,437+24.9% | Added |
| Oppenheimer Asset Management Inc. | 106,922 | $11.2M | 0.13% | +31,716+42.2% | Added |
| Susquehanna International Group, LLP | 103,973 | $10.9M | 0.02% | −9,837−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 102,419 | $10.7M | 0.02% | −6,772−6.2% | Reduced |
| Deutsche Bank AG | 102,080 | $10.7M | 0.00% | −9,171−8.2% | Reduced |