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 |
|---|---|---|---|---|---|
| Thematics Asset Management | 102,009 | $10.7M | 0.48% | −9,833−8.8% | Reduced |
| Granahan Investment Management Inc | 100,417 | $10.5M | 0.43% | +40,878+68.7% | Added |
| State of Wisconsin Investment Board | 100,371 | $10.5M | 0.03% | −4,066−3.9% | Reduced |
| Mutual of America Capital Management LLC | 96,818 | $10.1M | 0.11% | +2,513+2.7% | Added |
| MetLife Investment Management | 96,027 | $10.1M | 0.06% | −810−0.8% | Reduced |
| Peregrine Capital Management LLC | 95,778 | $10.0M | 0.30% | +2,446+2.6% | Added |
| Manufacturers Life Insurance Company, The | 94,210 | $9.87M | 0.01% | −3,529−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 93,547 | $9.80M | 0.03% | +733+0.8% | Added |
| Avidity Partners Management LP | 92,000 | $9.64M | 1.93% | +14,000+17.9% | Added |
| HighTower Advisors, LLC | 87,512 | $9.17M | 0.01% | −274−0.3% | Reduced |
| GDS Wealth Management | 87,287 | $9.14M | 0.67% | +19,280+28.4% | Added |
| Neuberger Berman Group LLC | 84,572 | $8.86M | 0.01% | −39,006−31.6% | Reduced |
| GM Advisory Group, Inc. | 83,757 | $8.77M | 0.43% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 83,576 | $8.76M | 0.08% | −11,571−12.2% | Reduced |
| First Turn Management, LLC | 80,880 | $8.47M | 1.58% | −3,086−3.7% | Reduced |
| California State Teachers Retirement System | 80,643 | $8.45M | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 90,523 | $8.42M | 0.52% | +169+0.2% | Added |
| New York State Teachers Retirement System | 78,651 | $8.24M | 0.02% | −6,024−7.1% | Reduced |
| Castleark Management LLC | 75,730 | $7.93M | 0.24% | −2,230−2.9% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $7.89M | 0.16% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 75,204 | $7.88M | 0.01% | +75,204 | New |
| Renaissance Group LLC | 73,955 | $7.75M | 0.30% | +17,144+30.2% | Added |
| Moody Aldrich Partners LLC | 71,215 | $7.46M | 1.44% | +3,335+4.9% | Added |
| Congress Asset Management Co | 68,241 | $7.15M | 0.05% | −120.0% | Reduced |
| Great West Life Assurance Co | 66,921 | $7.01M | 0.01% | −1,833−2.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 65,000 | $6.81M | 0.90% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 64,959 | $6.81M | 1.17% | −822−1.2% | Reduced |
| Renaissance Technologies LLC | 62,100 | $6.51M | 0.01% | +29,900+92.9% | Added |
| Madison Asset Management, LLC | 60,661 | $6.35M | 0.07% | −8,703−12.5% | Reduced |
| Nordea Investment Management AB | 59,732 | $6.32M | 0.01% | +164+0.3% | Added |
| Warren Averett Asset Management, LLC | 54,782 | $5.74M | 0.06% | +2,796+5.4% | Added |
| UMA Financial Services, Inc. | 53,563 | $5.61M | 0.88% | +70.0% | Added |
| NBW Capital LLC | 53,514 | $5.61M | 1.21% | +1,528+2.9% | Added |
| Marshall Wace, LLP | 52,335 | $5.48M | 0.01% | +52,335 | New |
| 1492 Capital Management LLC | 52,078 | $5.46M | 2.51% | −806−1.5% | Reduced |
| Intech Investment Management LLC | 51,369 | $5.38M | 0.05% | −5,406−9.5% | Reduced |
| First Trust Advisors LP | 51,326 | $5.38M | 0.00% | −95,617−65.1% | Reduced |
| King Luther Capital Management Corp | 50,190 | $5.26M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 49,064 | $5.14M | 0.00% | +14,338+41.3% | Added |
| Harbor Capital Advisors, Inc. | 48,631 | $5.09M | 0.21% | +9,701+24.9% | Added |
| Overbrook Management Corp | 47,485 | $4.97M | 0.93% | −21,931−31.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 47,383 | $4.96M | 0.04% | −2,397−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 45,312 | $4.75M | 0.00% | +45,312 | New |
| Baird Financial Group, Inc. | 45,244 | $4.74M | 0.01% | +35,646+371.4% | Added |
| Advantage Alpha Capital Partners LP | 44,714 | $4.68M | 1.26% | −17,202−27.8% | Reduced |
| EFG Asset Management (North America) Corp. | 44,594 | $4.67M | 0.66% | +5,175+13.1% | Added |
| Clough Capital Partners L P | 43,500 | $4.56M | 0.46% | −43,500−50.0% | Reduced |
| LPL Financial LLC | 39,402 | $4.13M | 0.00% | −2,582−6.1% | Reduced |
| Covea Finance | 39,200 | $4.11M | 0.15% | +7,200+22.5% | Added |
| Verition Fund Management LLC | 38,325 | $4.01M | 0.02% | +26,220+216.6% | Added |
| Amalgamated Bank | 38,065 | $3.99M | 0.03% | −50−0.1% | Reduced |
| Covenant Asset Management, LLC | 37,157 | $3.89M | 0.80% | −752−2.0% | Reduced |
| Aubrey Capital Management Ltd | 36,500 | $3.82M | 1.39% | +10,500+40.4% | Added |
| Lisanti Capital Growth, LLC | 36,345 | $3.81M | 1.06% | −10,755−22.8% | Reduced |
| Squarepoint Ops LLC | 35,142 | $3.68M | 0.01% | +22,229+172.1% | Added |
| Tectonic Advisors LLC | 34,553 | $3.62M | 0.21% | +34,553 | New |
| M&T Bank Corp | 33,885 | $3.55M | 0.01% | +2,002+6.3% | Added |
| Ameritas Investment Partners, Inc. | 32,970 | $3.45M | 0.11% | −321−1.0% | Reduced |
| State of Tennessee, Treasury Department | 32,954 | $3.45M | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32,676 | $3.42M | 0.15% | +32,521+20,981.3% | Added |
| Captrust Financial Advisors | 32,223 | $3.38M | 0.01% | +12,852+66.3% | Added |
| Natixis Advisors, L.P. | 31,731 | $3.32M | 0.01% | −156,328−83.1% | Reduced |
| Zacks Investment Management | 31,248 | $3.27M | 0.03% | −734−2.3% | Reduced |
| Yousif Capital Management, LLC | 30,087 | $3.15M | 0.03% | −750−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 29,731 | $3.11M | 0.02% | +13,086+78.6% | Added |
| Forest Hill Capital, LLC | 29,576 | $3.10M | 2.20% | −4,500−13.2% | Reduced |
| Formula Growth Ltd | 29,490 | $3.09M | 1.17% | −510−1.7% | Reduced |
| Amundi | 30,203 | $3.06M | 0.00% | +2,574+9.3% | Added |
| State of New Jersey Common Pension Fund D | 29,075 | $3.05M | 0.01% | +45+0.2% | Added |
| Pathstone Holdings, LLC | 28,962 | $3.03M | 0.01% | +2,300+8.6% | Added |
| Cinctive Capital Management LP | 28,786 | $3.02M | 0.17% | +28,786 | New |
| Mariner, LLC | 28,434 | $2.98M | 0.00% | +14,966+111.1% | Added |
| Montanaro Asset Management Ltd | 28,100 | $2.94M | 0.76% | +12,800+83.7% | Added |
| Fred Alger Management, LLC | 29,974 | $2.90M | 0.01% | +19,072+174.9% | Added |
| Dynamic Technology Lab Private Ltd | 27,511 | $2.88M | 0.39% | +27,511 | New |
| Brevan Howard Capital Management LP | 27,455 | $2.88M | 0.03% | +19,050+226.7% | Added |
| Cerity Partners LLC | 27,404 | $2.87M | 0.01% | +12,381+82.4% | Added |
| RE Advisers Corp | 26,900 | $2.82M | 0.07% | +26,900 | New |
| ABLE Financial Group, LLC | 25,845 | $2.71M | 0.65% | +3,174+14.0% | Added |
| Arizona State Retirement System | 25,226 | $2.64M | 0.02% | +389+1.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,154 | $2.64M | 0.00% | −613−2.4% | Reduced |
| New Age Alpha Advisors, LLC | 25,033 | $2.62M | 0.12% | +2,858+12.9% | Added |
| 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 |
| State Board of Administration of Florida Retirement System | 23,953 | $2.51M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,165 | $2.43M | 0.01% | +1,177+5.4% | Added |
| Teacher Retirement System of Texas | 23,151 | $2.43M | 0.01% | −678−2.8% | Reduced |
| Atria Investments LLC | 22,395 | $2.35M | 0.03% | +14,499+183.6% | Added |
| Advisory Research Inc | 22,292 | $2.34M | 0.36% | −6,776−23.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,258 | $2.33M | 0.01% | +1,542+7.4% | Added |
| KLP Kapitalforvaltning AS | 21,900 | $2.29M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,761 | $2.28M | 0.00% | +10,273+89.4% | Added |
| Handelsbanken Fonder AB | 21,516 | $2.25M | 0.01% | −800−3.6% | Reduced |
| Hodges Capital Management Inc. | 21,500 | $2.25M | 0.22% | −1,000−4.4% | Reduced |
| Zions Bancorporation, National Association | 21,479 | $2.25M | 0.12% | −1,043−4.6% | Reduced |
| ProShare Advisors LLC | 21,347 | $2.24M | 0.00% | −922−4.1% | Reduced |
| State of Michigan Retirement System | 20,822 | $2.18M | 0.01% | +100+0.5% | Added |
| Future Fund LLC | 20,511 | $2.15M | 0.96% | +20,511 | New |
| US Bancorp | 20,351 | $2.13M | 0.00% | +2,001+10.9% | Added |
| RSM US Wealth Management LLC | 20,330 | $2.13M | 0.03% | −258−1.3% | Reduced |