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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 23,151 | $2.43M | 0.01% | −678−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,165 | $2.43M | 0.01% | +1,177+5.4% | Added |
| State Board of Administration of Florida Retirement System | 23,953 | $2.51M | 0.00% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 24,400 | $2.56M | 0.91% | −3,100−11.3% | Reduced |
| Louisiana State Employees Retirement System | 24,400 | $2.56M | 0.05% | +100+0.4% | Added |
| New Age Alpha Advisors, LLC | 25,033 | $2.62M | 0.12% | +2,858+12.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,154 | $2.64M | 0.00% | −613−2.4% | Reduced |
| Arizona State Retirement System | 25,226 | $2.64M | 0.02% | +389+1.6% | Added |
| ABLE Financial Group, LLC | 25,845 | $2.71M | 0.65% | +3,174+14.0% | Added |
| RE Advisers Corp | 26,900 | $2.82M | 0.07% | +26,900 | New |
| Cerity Partners LLC | 27,404 | $2.87M | 0.01% | +12,381+82.4% | Added |
| Brevan Howard Capital Management LP | 27,455 | $2.88M | 0.03% | +19,050+226.7% | Added |
| Dynamic Technology Lab Private Ltd | 27,511 | $2.88M | 0.39% | +27,511 | New |
| Fred Alger Management, LLC | 29,974 | $2.90M | 0.01% | +19,072+174.9% | Added |
| Montanaro Asset Management Ltd | 28,100 | $2.94M | 0.76% | +12,800+83.7% | Added |
| Mariner, LLC | 28,434 | $2.98M | 0.00% | +14,966+111.1% | Added |
| Cinctive Capital Management LP | 28,786 | $3.02M | 0.17% | +28,786 | New |
| Pathstone Holdings, LLC | 28,962 | $3.03M | 0.01% | +2,300+8.6% | Added |
| State of New Jersey Common Pension Fund D | 29,075 | $3.05M | 0.01% | +45+0.2% | Added |
| Amundi | 30,203 | $3.06M | 0.00% | +2,574+9.3% | Added |
| Formula Growth Ltd | 29,490 | $3.09M | 1.17% | −510−1.7% | Reduced |
| Forest Hill Capital, LLC | 29,576 | $3.10M | 2.20% | −4,500−13.2% | Reduced |
| Sequoia Financial Advisors, LLC | 29,731 | $3.11M | 0.02% | +13,086+78.6% | Added |
| Yousif Capital Management, LLC | 30,087 | $3.15M | 0.03% | −750−2.4% | Reduced |
| Zacks Investment Management | 31,248 | $3.27M | 0.03% | −734−2.3% | Reduced |
| Natixis Advisors, L.P. | 31,731 | $3.32M | 0.01% | −156,328−83.1% | Reduced |
| Captrust Financial Advisors | 32,223 | $3.38M | 0.01% | +12,852+66.3% | Added |
| EverSource Wealth Advisors, LLC | 32,676 | $3.42M | 0.15% | +32,521+20,981.3% | Added |
| State of Tennessee, Treasury Department | 32,954 | $3.45M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 32,970 | $3.45M | 0.11% | −321−1.0% | Reduced |
| M&T Bank Corp | 33,885 | $3.55M | 0.01% | +2,002+6.3% | Added |
| Tectonic Advisors LLC | 34,553 | $3.62M | 0.21% | +34,553 | New |
| Squarepoint Ops LLC | 35,142 | $3.68M | 0.01% | +22,229+172.1% | Added |
| Lisanti Capital Growth, LLC | 36,345 | $3.81M | 1.06% | −10,755−22.8% | Reduced |
| Aubrey Capital Management Ltd | 36,500 | $3.82M | 1.39% | +10,500+40.4% | Added |
| Covenant Asset Management, LLC | 37,157 | $3.89M | 0.80% | −752−2.0% | Reduced |
| Amalgamated Bank | 38,065 | $3.99M | 0.03% | −50−0.1% | Reduced |
| Verition Fund Management LLC | 38,325 | $4.01M | 0.02% | +26,220+216.6% | Added |
| Covea Finance | 39,200 | $4.11M | 0.15% | +7,200+22.5% | Added |
| LPL Financial LLC | 39,402 | $4.13M | 0.00% | −2,582−6.1% | Reduced |
| Clough Capital Partners L P | 43,500 | $4.56M | 0.46% | −43,500−50.0% | Reduced |
| EFG Asset Management (North America) Corp. | 44,594 | $4.67M | 0.66% | +5,175+13.1% | Added |
| Advantage Alpha Capital Partners LP | 44,714 | $4.68M | 1.26% | −17,202−27.8% | Reduced |
| Baird Financial Group, Inc. | 45,244 | $4.74M | 0.01% | +35,646+371.4% | Added |
| Arrowstreet Capital, Limited Partnership | 45,312 | $4.75M | 0.00% | +45,312 | New |
| Teachers Retirement System of the State of Kentucky | 47,383 | $4.96M | 0.04% | −2,397−4.8% | Reduced |
| Overbrook Management Corp | 47,485 | $4.97M | 0.93% | −21,931−31.6% | Reduced |
| Harbor Capital Advisors, Inc. | 48,631 | $5.09M | 0.21% | +9,701+24.9% | Added |
| Creative Planning | 49,064 | $5.14M | 0.00% | +14,338+41.3% | Added |
| King Luther Capital Management Corp | 50,190 | $5.26M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 51,326 | $5.38M | 0.00% | −95,617−65.1% | Reduced |
| Intech Investment Management LLC | 51,369 | $5.38M | 0.05% | −5,406−9.5% | Reduced |
| 1492 Capital Management LLC | 52,078 | $5.46M | 2.51% | −806−1.5% | Reduced |
| Marshall Wace, LLP | 52,335 | $5.48M | 0.01% | +52,335 | New |
| NBW Capital LLC | 53,514 | $5.61M | 1.21% | +1,528+2.9% | Added |
| UMA Financial Services, Inc. | 53,563 | $5.61M | 0.88% | +70.0% | Added |
| Warren Averett Asset Management, LLC | 54,782 | $5.74M | 0.06% | +2,796+5.4% | Added |
| Nordea Investment Management AB | 59,732 | $6.32M | 0.01% | +164+0.3% | Added |
| Madison Asset Management, LLC | 60,661 | $6.35M | 0.07% | −8,703−12.5% | Reduced |
| Renaissance Technologies LLC | 62,100 | $6.51M | 0.01% | +29,900+92.9% | Added |
| Elk River Wealth Management, LLC | 64,959 | $6.81M | 1.17% | −822−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 65,000 | $6.81M | 0.90% | 00.0% | Unchanged |
| Great West Life Assurance Co | 66,921 | $7.01M | 0.01% | −1,833−2.7% | Reduced |
| Congress Asset Management Co | 68,241 | $7.15M | 0.05% | −120.0% | Reduced |
| Moody Aldrich Partners LLC | 71,215 | $7.46M | 1.44% | +3,335+4.9% | Added |
| Renaissance Group LLC | 73,955 | $7.75M | 0.30% | +17,144+30.2% | Added |
| Qube Research & Technologies Ltd | 75,204 | $7.88M | 0.01% | +75,204 | New |
| Kornitzer Capital Management Inc | 75,326 | $7.89M | 0.16% | 00.0% | Unchanged |
| Castleark Management LLC | 75,730 | $7.93M | 0.24% | −2,230−2.9% | Reduced |
| New York State Teachers Retirement System | 78,651 | $8.24M | 0.02% | −6,024−7.1% | Reduced |
| Diversify Wealth Management, LLC | 90,523 | $8.42M | 0.52% | +169+0.2% | Added |
| California State Teachers Retirement System | 80,643 | $8.45M | 0.01% | 00.0% | Unchanged |
| First Turn Management, LLC | 80,880 | $8.47M | 1.58% | −3,086−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 83,576 | $8.76M | 0.08% | −11,571−12.2% | Reduced |
| GM Advisory Group, Inc. | 83,757 | $8.77M | 0.43% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 84,572 | $8.86M | 0.01% | −39,006−31.6% | Reduced |
| GDS Wealth Management | 87,287 | $9.14M | 0.67% | +19,280+28.4% | Added |
| HighTower Advisors, LLC | 87,512 | $9.17M | 0.01% | −274−0.3% | Reduced |
| Avidity Partners Management LP | 92,000 | $9.64M | 1.93% | +14,000+17.9% | Added |
| Public Employees Retirement System of Ohio | 93,547 | $9.80M | 0.03% | +733+0.8% | Added |
| Manufacturers Life Insurance Company, The | 94,210 | $9.87M | 0.01% | −3,529−3.6% | Reduced |
| Peregrine Capital Management LLC | 95,778 | $10.0M | 0.30% | +2,446+2.6% | Added |
| MetLife Investment Management | 96,027 | $10.1M | 0.06% | −810−0.8% | Reduced |
| Mutual of America Capital Management LLC | 96,818 | $10.1M | 0.11% | +2,513+2.7% | Added |
| State of Wisconsin Investment Board | 100,371 | $10.5M | 0.03% | −4,066−3.9% | Reduced |
| Granahan Investment Management Inc | 100,417 | $10.5M | 0.43% | +40,878+68.7% | Added |
| Thematics Asset Management | 102,009 | $10.7M | 0.48% | −9,833−8.8% | Reduced |
| Deutsche Bank AG | 102,080 | $10.7M | 0.00% | −9,171−8.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 102,419 | $10.7M | 0.02% | −6,772−6.2% | Reduced |
| Susquehanna International Group, LLP | 103,973 | $10.9M | 0.02% | −9,837−8.6% | Reduced |
| Oppenheimer Asset Management Inc. | 106,922 | $11.2M | 0.13% | +31,716+42.2% | Added |
| Frontier Capital Management Co LLC | 112,597 | $11.8M | 0.11% | +22,437+24.9% | Added |
| Motley Fool Wealth Management, LLC | 113,555 | $11.9M | 0.72% | −11,912−9.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 113,577 | $11.9M | 1.43% | −4,968−4.2% | Reduced |
| Oberweis Asset Management Inc | 113,820 | $11.9M | 0.52% | +7,920+7.5% | Added |
| Motley Fool Asset Management LLC | 114,567 | $12.0M | 0.55% | −3,842−3.2% | Reduced |
| Axiom Investors LLC | 124,269 | $13.0M | 0.11% | +30,615+32.7% | Added |
| 12th Street Asset Management Company, LLC | 126,917 | $13.3M | 2.29% | +126,917 | New |
| Next Century Growth Investors LLC | 129,465 | $13.6M | 1.05% | +31,197+31.7% | Added |
| Envestnet Asset Management Inc | 136,259 | $14.2M | 0.00% | +7,602+5.9% | Added |