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 |
|---|---|---|---|---|---|
| Citigroup Inc | 137,624 | $14.4M | 0.01% | −56,662−29.2% | Reduced |
| Balyasny Asset Management LLC | 141,779 | $14.9M | 0.03% | +128,790+991.5% | Added |
| California Public Employees Retirement System | 143,794 | $15.1M | 0.01% | −211,230−59.5% | Reduced |
| Eversept Partners, LP | 155,868 | $16.3M | 1.65% | −196,108−55.7% | Reduced |
| Legal & General Group Plc | 163,248 | $17.1M | 0.00% | +13,924+9.3% | Added |
| Swiss National Bank | 165,200 | $17.3M | 0.01% | −2,700−1.6% | Reduced |
| Segall Bryant & Hamill, LLC | 165,742 | $17.4M | 0.24% | +65,151+64.8% | Added |
| Macquarie Group Ltd | 176,617 | $18.5M | 0.02% | −5,533−3.0% | Reduced |
| Wells Fargo & Company | 190,439 | $20.0M | 0.00% | +26,744+16.3% | Added |
| Russell Investments Group, Ltd. | 191,418 | $20.1M | 0.03% | +50,589+35.9% | Added |
| Victory Capital Management Inc | 193,181 | $20.2M | 0.01% | +6,311+3.4% | Added |
| New York State Common Retirement Fund | 195,041 | $20.4M | 0.03% | +54,886+39.2% | Added |
| Barclays PLC | 200,369 | $21.0M | 0.01% | +70,134+53.9% | Added |
| Jane Street Group, LLC | 202,079 | $21.2M | 0.03% | +168,084+494.4% | Added |
| Summit Creek Advisors LLC | 208,195 | $21.8M | 3.04% | −36,665−15.0% | Reduced |
| Retirement Systems of Alabama | 214,787 | $22.5M | 0.08% | +403+0.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 219,746 | $23.0M | 0.07% | +219,746 | New |
| Glenmede Investment Management, LP | 228,819 | $24.0M | 0.12% | +228,819 | New |
| Alliancebernstein L.P. | 230,652 | $24.2M | 0.01% | +13,238+6.1% | Added |
| Comerica Bank | 237,668 | $24.9M | 0.10% | +167,515+238.8% | Added |
| Principal Financial Group Inc | 248,754 | $26.1M | 0.01% | −18,087−6.8% | Reduced |
| WCM Investment Management, LLC | 248,950 | $26.1M | 0.06% | +16,309+7.0% | Added |
| Man Group plc | 254,652 | $26.7M | 0.06% | +236,867+1,331.8% | Added |
| Rhumbline Advisers | 277,915 | $29.1M | 0.02% | +7,938+2.9% | Added |
| Ashford Capital Management Inc | 279,404 | $29.3M | 3.44% | +4,405+1.6% | Added |
| Thrivent Financial for Lutherans | 282,442 | $29.6M | 0.06% | −57,895−17.0% | Reduced |
| Ranger Investment Management, L.P. | 282,480 | $29.6M | 2.07% | −131,191−31.7% | Reduced |
| DF Dent & Co Inc | 284,667 | $29.8M | 0.38% | +4,696+1.7% | Added |
| Bessemer Group Inc | 288,025 | $30.2M | 0.05% | −112,369−28.1% | Reduced |
| Voya Investment Management LLC | 289,317 | $30.3M | 0.03% | +135,904+88.6% | Added |
| Aureus Asset Management, LLC | 297,459 | $31.2M | 1.99% | −59,627−16.7% | Reduced |
| Davenport & Co LLC | 311,957 | $32.7M | 0.18% | −32,224−9.4% | Reduced |
| Farallon Capital Management, L.L.C. | 319,800 | $33.5M | 0.15% | −102,000−24.2% | Reduced |
| Ensign Peak Advisors, Inc | 331,208 | $34.7M | 0.06% | −19,114−5.5% | Reduced |
| Massachusetts Financial Services Co | 380,013 | $39.8M | 0.01% | −98,091−20.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 382,706 | $40.1M | 0.72% | −271,560−41.5% | Reduced |
| Lazard Asset Management LLC | 387,801 | $40.6M | 0.06% | +2,431+0.6% | Added |
| UBS Asset Management Americas Inc | 417,729 | $43.8M | 0.01% | +44,984+12.1% | Added |
| Raymond James Financial Inc | 425,005 | $44.5M | 0.02% | −8,623−2.0% | Reduced |
| Van Berkom & Associates Inc. | 442,830 | $46.4M | 1.38% | −207,231−31.9% | Reduced |
| Aristotle Capital Boston, LLC | 443,325 | $46.4M | 2.36% | −34,316−7.2% | Reduced |
| Royal Bank of Canada | 474,587 | $49.7M | 0.01% | +68,353+16.8% | Added |
| Millennium Management LLC | 475,392 | $49.8M | 0.04% | −113,295−19.2% | Reduced |
| GW&K Investment Management, LLC | 498,898 | $52.3M | 0.47% | −89,650−15.2% | Reduced |
| Nuveen, LLC | 545,494 | $57.1M | 0.02% | −55,113−9.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 601,820 | $63.0M | 0.04% | −92,900−13.4% | Reduced |
| Premier Fund Managers Ltd | 612,927 | $64.3M | 2.35% | +202,935+49.5% | Added |
| Artisan Partners Limited Partnership | 621,647 | $65.1M | 0.10% | +192,252+44.8% | Added |
| UBS Group AG | 630,877 | $66.1M | 0.01% | −20,183−3.1% | Reduced |
| SEI Investments Co | 642,013 | $67.3M | 0.08% | −27,255−4.1% | Reduced |
| Bank of New York Mellon Corp | 659,559 | $69.1M | 0.01% | −4,303−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,672 | $71.9M | 0.17% | −38,879−5.4% | Reduced |
| American Century Companies Inc | 689,741 | $72.3M | 0.04% | −85,406−11.0% | Reduced |
| Atalan Capital Partners, LP | 700,000 | $73.3M | 5.63% | +700,000 | New |
| Price T Rowe Associates Inc | 700,369 | $73.4M | 0.01% | +61,024+9.5% | Added |
| Bank of America Corp | 708,734 | $74.2M | 0.01% | +12,180+1.7% | Added |
| Norges Bank | 716,613 | $75.1M | 0.01% | −60,655−7.8% | Reduced |
| Ameriprise Financial Inc | 732,434 | $76.7M | 0.02% | +62,495+9.3% | Added |
| Bamco Inc | 780,000 | $81.7M | 0.22% | −5,000−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 796,472 | $81.9M | 0.14% | −88,358−10.0% | Reduced |
| Franklin Resources Inc | 833,949 | $87.4M | 0.02% | −560,718−40.2% | Reduced |
| Janus Henderson Group PLC | 852,595 | $89.3M | 0.04% | +7,556+0.9% | Added |
| Greenhouse Funds LLLP | 911,815 | $95.5M | 3.99% | +146,630+19.2% | Added |
| Goldman Sachs Group Inc | 917,283 | $96.1M | 0.02% | −215,883−19.1% | Reduced |
| Wellington Management Group LLP | 924,922 | $96.9M | 0.02% | +75,982+9.0% | Added |
| Stephens Investment Management Group LLC | 1,016,333 | $106.5M | 1.41% | −53,113−5.0% | Reduced |
| Loomis Sayles & Co L P | 1,031,328 | $108.0M | 0.14% | −81,619−7.3% | Reduced |
| JPMorgan Chase & Co | 1,080,794 | $113.2M | 0.01% | +176,435+19.5% | Added |
| Northern Trust Corp | 1,087,339 | $113.9M | 0.02% | −39,644−3.5% | Reduced |
| AQR Capital Management LLC | 1,107,448 | $116.0M | 0.10% | +661,795+148.5% | Added |
| Geneva Capital Management LLC | 1,108,241 | $116.1M | 1.94% | +64,487+6.2% | Added |
| CIBC Private Wealth Group, LLC | 1,127,054 | $118.1M | 0.21% | +148,740+15.2% | Added |
| Charles Schwab Investment Management Inc | 1,129,115 | $118.3M | 0.02% | +28,145+2.6% | Added |
| Citadel Advisors LLC | 1,210,386 | $126.8M | 0.11% | +777,148+179.4% | Added |
| Westfield Capital Management Co LP | 1,265,208 | $132.5M | 0.56% | +701,819+124.6% | Added |
| Mackenzie Financial Corp | 1,267,168 | $132.7M | 0.17% | −399,410−24.0% | Reduced |
| Clearbridge Investments, LLC | 1,321,383 | $138.4M | 0.11% | −531,714−28.7% | Reduced |
| Morgan Stanley | 1,404,168 | $147.1M | 0.01% | −3,126−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,520,854 | $159.3M | 0.04% | −12,519−0.8% | Reduced |
| Brown Advisory Inc | 1,627,024 | $170.4M | 0.22% | −305,906−15.8% | Reduced |
| Geode Capital Management, LLC | 2,147,178 | $225.0M | 0.02% | +4,386+0.2% | Added |
| Invesco Ltd. | 2,365,860 | $247.8M | 0.04% | −80,338−3.3% | Reduced |
| State Street Corp | 3,184,220 | $333.6M | 0.01% | −95,848−2.9% | Reduced |
| FMR LLC | 5,040,016 | $528.0M | 0.03% | +54,803+1.1% | Added |
| Wasatch Advisors Inc | 6,101,064 | $639.1M | 3.35% | −1,132,972−15.7% | Reduced |
| Vanguard Group Inc | 8,502,706 | $890.7M | 0.01% | −319,132−3.6% | Reduced |
| BlackRock, Inc. | 10,723,982 | $1.12B | 0.02% | −144,118−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −835,413−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −259,977−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −137,179−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −63,760−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −33,332−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −24,870−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −24,029−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,633−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −22,344−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −21,192−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −17,723−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −15,689−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −13,848−100.0% | Sold out |