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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.

Institutional holdersQ2 2025: 487 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ2 2025: $9.56B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2025.

Institutions holding HQY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna Fundamental Investments, LLC0$00.00%−13,650−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−12,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−11,000−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−10,967−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−10,037−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−8,428−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−7,844−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−6,202−100.0%Sold out
Shay Capital LLC0$00.00%−5,900−100.0%Sold out
United Services Automobile Association0$00.00%−5,637−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−2,936−100.0%Sold out
City Center Advisors, LLC0$00.00%−2,836−100.0%Sold out
Martingale Asset Management L P0$00.00%−2,804−100.0%Sold out
Grant Private Wealth Management Inc0$00.00%−2,631−100.0%Sold out
Ballentine Partners, LLC0$00.00%−2,392−100.0%Sold out
Massar Capital Management, LP0$00.00%−2,359−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−2,330−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−1,988−100.0%Sold out
Ostrum Asset Management0$00.00%−1,533−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−738−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−485−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−278−100.0%Sold out
Transce3nd, LLC0$00.00%−300−100.0%Sold out
Mather Group, LLC.0$00.00%−245−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−244−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−231−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−199−100.0%Sold out
Spire Wealth Management0$00.00%−173−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−103−100.0%Sold out
Fourth Dimension Wealth, LLC0$00.00%−100−100.0%Sold out
Boston Private Wealth LLC0$00.00%−73−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−50−100.0%Sold out
Continuum Advisory, LLC0$00.00%−37−100.0%Sold out
Stephens Consulting, LLC0$00.00%−25−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−16−100.0%Sold out
Creative Financial Designs Inc0$00.00%−9−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−7−100.0%Sold out
Glenmede Trust Co NA––––Not filed
Credit Agricole S A––––Not filed
Redwood Investments, LLC––––Not filed
AlphaQ Advisors LLC––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed