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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 5,880 | $564.7K | 0.01% | +708+13.7% | Added |
| Janney Montgomery Scott LLC | 5,418 | $568.0K | 0.00% | −858−13.7% | Reduced |
| Assetmark, Inc | 5,467 | $572.7K | 0.00% | −419−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,893 | $602.0K | 0.00% | −487−7.6% | Reduced |
| Beck Bode, LLC | 5,771 | $604.6K | 0.10% | +396+7.4% | Added |
| Integrated Quantitative Investments LLC | 5,807 | $608.3K | 0.18% | +5,807 | New |
| Crossmark Global Holdings, Inc. | 5,823 | $610.0K | 0.01% | −473−7.5% | Reduced |
| Benjamin Edwards Inc | 5,972 | $625.6K | 0.01% | +5,972 | New |
| Narus Financial Partners, LLC | 5,996 | $628.1K | 0.20% | +205+3.5% | Added |
| Stansberry Asset Management, LLC | 6,037 | $632.4K | 0.07% | −353−5.5% | Reduced |
| Dark Forest Capital Management LP | 6,072 | $636.1K | 0.03% | +6,072 | New |
| NorthCrest Asset Manangement, LLC | 6,445 | $658.4K | 0.02% | +34+0.5% | Added |
| Institute for Wealth Management, LLC. | 6,376 | $668.0K | 0.07% | −68−1.1% | Reduced |
| Stephens Inc | 6,422 | $672.8K | 0.01% | +1,079+20.2% | Added |
| CWM Advisors, LLC | 6,444 | $675.0K | 0.07% | −1,085−14.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,561 | $686.9K | 0.01% | +2,808+74.8% | Added |
| Radnor Capital Management, LLC | 6,565 | $688.0K | 0.11% | +525+8.7% | Added |
| Securian Asset Management, Inc | 6,601 | $691.5K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,736 | $705.7K | 0.03% | −1,814−21.2% | Reduced |
| Fortis Capital Advisors, LLC | 6,736 | $705.7K | 0.13% | −1,814−21.2% | Reduced |
| Ethic Inc. | 6,870 | $720.5K | 0.01% | +1,826+36.2% | Added |
| Peterson Wealth Services | 6,938 | $726.8K | 0.20% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 7,056 | $739.2K | 0.63% | +7,056 | New |
| Legato Capital Management LLC | 7,180 | $752.2K | 0.09% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 7,834 | $785.7K | 0.15% | +3,927+100.5% | Added |
| One Capital Management, LLC | 7,501 | $785.8K | 0.03% | +7,501 | New |
| Gsa Capital Partners LLP | 7,533 | $789.0K | 0.06% | +7,533 | New |
| HSBC Holdings PLC | 7,561 | $793.3K | 0.00% | +4,472+144.8% | Added |
| Coyle Financial Counsel LLC | 7,813 | $818.5K | 0.22% | +7,813 | New |
| Cetera Investment Advisers | 7,881 | $825.6K | 0.00% | +2,621+49.8% | Added |
| Quantinno Capital Management LP | 7,972 | $835.1K | 0.00% | +3,095+63.5% | Added |
| O'Shaughnessy Asset Management, LLC | 8,024 | $840.6K | 0.01% | −145−1.8% | Reduced |
| Alps Advisors Inc | 8,115 | $850.1K | 0.00% | −709−8.0% | Reduced |
| Polen Capital Management LLC | 8,243 | $863.5K | 0.00% | +8,243 | New |
| Sheets Smith Wealth Management | 8,419 | $882.0K | 0.10% | +157+1.9% | Added |
| Capstone Investment Advisors, LLC | 8,552 | $895.9K | 0.01% | +8,552 | New |
| Public Employees Retirement Association of Colorado | 8,599 | $901.0K | 0.00% | −595−6.5% | Reduced |
| Fox Run Management, L.L.C. | 8,738 | $915.4K | 0.15% | +8,738 | New |
| HC Advisors, LLC | 8,880 | $930.3K | 0.66% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,383 | $983.0K | 0.00% | −373−3.8% | Reduced |
| Tudor Investment Corp Et Al | 9,509 | $996.2K | 0.01% | +9,509 | New |
| State of Alaska, Department of Revenue | 9,721 | $1.02M | 0.01% | −415−4.1% | Reduced |
| Avantax Advisory Services, Inc. | 10,191 | $1.07M | 0.01% | −325−3.1% | Reduced |
| CIBC World Markets Corp | 10,519 | $1.10M | 0.01% | −8,522−44.8% | Reduced |
| JustInvest LLC | 10,639 | $1.11M | 0.01% | +2,263+27.0% | Added |
| Stifel Financial Corp | 10,963 | $1.15M | 0.00% | −4,051−27.0% | Reduced |
| Quadrant Capital Group LLC | 11,035 | $1.16M | 0.04% | +5,436+97.1% | Added |
| Prudential PLC | 11,085 | $1.16M | 0.01% | −420−3.7% | Reduced |
| PEAK6 LLC | 11,601 | $1.22M | 0.04% | +11,601 | New |
| GWM Advisors LLC | 11,681 | $1.22M | 0.01% | −941−7.5% | Reduced |
| Toroso Investments, LLC | 11,700 | $1.23M | 0.01% | +11,700 | New |
| Amica Mutual Insurance Co | 11,805 | $1.24M | 0.12% | −3,806−24.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,992 | $1.26M | 0.01% | +11,992 | New |
| Crestwood Advisors Group LLC | 12,104 | $1.27M | 0.02% | −658−5.2% | Reduced |
| Xponance, Inc. | 12,163 | $1.27M | 0.01% | −249−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 12,441 | $1.28M | 0.00% | +273+2.2% | Added |
| Vontobel Holding Ltd. | 12,716 | $1.33M | 0.00% | −2,105−14.2% | Reduced |
| Engineers Gate Manager LP | 13,077 | $1.37M | 0.02% | +13,077 | New |
| Pictet Asset Management Holding SA | 13,226 | $1.39M | 0.00% | −627−4.5% | Reduced |
| OP Asset Management Ltd | 13,305 | $1.39M | 0.02% | −13,793−50.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,390 | $1.40M | 0.00% | +327+2.5% | Added |
| Guggenheim Capital LLC | 13,397 | $1.40M | 0.01% | −653−4.6% | Reduced |
| Prudential Financial Inc | 14,155 | $1.44M | 0.00% | +4,022+39.7% | Added |
| Vestcor Inc | 14,069 | $1.47M | 0.04% | −5,586−28.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,121 | $1.48M | 0.04% | +9,742+222.5% | Added |
| Hancock Whitney Corp | 14,123 | $1.48M | 0.03% | −138−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 14,319 | $1.50M | 0.02% | +5,492+62.2% | Added |
| Penn Capital Management Co Inc | 14,359 | $1.53M | 0.13% | +3,091+27.4% | Added |
| Chesley Taft & Associates LLC | 15,045 | $1.58M | 0.07% | +2,423+19.2% | Added |
| Virtu Financial LLC | 15,393 | $1.61M | 0.08% | +15,393 | New |
| Bank of Montreal | 15,422 | $1.62M | 0.00% | −2,998−16.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 15,685 | $1.64M | 0.13% | +52+0.3% | Added |
| STRS Ohio | 15,900 | $1.67M | 0.01% | +4,600+40.7% | Added |
| Gotham Asset Management, LLC | 16,650 | $1.74M | 0.01% | +16,650 | New |
| Goodnow Investment Group, LLC | 16,790 | $1.76M | 0.16% | −210−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,918 | $1.77M | 0.11% | +12,974+329.0% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.81M | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 17,536 | $1.84M | 0.01% | −660−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 17,776 | $1.86M | 0.03% | +100+0.6% | Added |
| Danske Bank A/S | 18,008 | $1.89M | 0.00% | −3,134−14.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,264 | $2.02M | 0.02% | +692+3.7% | Added |
| XTX Topco Ltd | 19,304 | $2.02M | 0.08% | +19,304 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,342 | $2.03M | 0.03% | +74+0.4% | Added |
| Bayesian Capital Management, LP | 19,500 | $2.04M | 0.32% | +19,500 | New |
| TD Asset Management Inc | 19,642 | $2.06M | 0.00% | −3,664−15.7% | Reduced |
| Gradient Investments LLC | 19,692 | $2.06M | 0.04% | −895−4.3% | Reduced |
| Versor Investments LP | 19,963 | $2.09M | 0.37% | −10,529−34.5% | Reduced |
| RSM US Wealth Management LLC | 20,330 | $2.13M | 0.03% | −258−1.3% | Reduced |
| US Bancorp | 20,351 | $2.13M | 0.00% | +2,001+10.9% | Added |
| Future Fund LLC | 20,511 | $2.15M | 0.96% | +20,511 | New |
| State of Michigan Retirement System | 20,822 | $2.18M | 0.01% | +100+0.5% | Added |
| ProShare Advisors LLC | 21,347 | $2.24M | 0.00% | −922−4.1% | Reduced |
| Zions Bancorporation, National Association | 21,479 | $2.25M | 0.12% | −1,043−4.6% | Reduced |
| Hodges Capital Management Inc. | 21,500 | $2.25M | 0.22% | −1,000−4.4% | Reduced |
| Handelsbanken Fonder AB | 21,516 | $2.25M | 0.01% | −800−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 21,761 | $2.28M | 0.00% | +10,273+89.4% | Added |
| KLP Kapitalforvaltning AS | 21,900 | $2.29M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,258 | $2.33M | 0.01% | +1,542+7.4% | Added |
| Advisory Research Inc | 22,292 | $2.34M | 0.36% | −6,776−23.3% | Reduced |
| Atria Investments LLC | 22,395 | $2.35M | 0.03% | +14,499+183.6% | Added |