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 |
|---|---|---|---|---|---|
| Versor Investments LP | 19,963 | $2.09M | 0.37% | −10,529−34.5% | Reduced |
| Gradient Investments LLC | 19,692 | $2.06M | 0.04% | −895−4.3% | Reduced |
| TD Asset Management Inc | 19,642 | $2.06M | 0.00% | −3,664−15.7% | Reduced |
| Bayesian Capital Management, LP | 19,500 | $2.04M | 0.32% | +19,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,342 | $2.03M | 0.03% | +74+0.4% | Added |
| XTX Topco Ltd | 19,304 | $2.02M | 0.08% | +19,304 | New |
| Police & Firemen's Retirement System of New Jersey | 19,264 | $2.02M | 0.02% | +692+3.7% | Added |
| Danske Bank A/S | 18,008 | $1.89M | 0.00% | −3,134−14.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,776 | $1.86M | 0.03% | +100+0.6% | Added |
| Los Angeles Capital Management LLC | 17,536 | $1.84M | 0.01% | −660−3.6% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.81M | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 16,918 | $1.77M | 0.11% | +12,974+329.0% | Added |
| Goodnow Investment Group, LLC | 16,790 | $1.76M | 0.16% | −210−1.2% | Reduced |
| Gotham Asset Management, LLC | 16,650 | $1.74M | 0.01% | +16,650 | New |
| STRS Ohio | 15,900 | $1.67M | 0.01% | +4,600+40.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,685 | $1.64M | 0.13% | +52+0.3% | Added |
| Bank of Montreal | 15,422 | $1.62M | 0.00% | −2,998−16.3% | Reduced |
| Virtu Financial LLC | 15,393 | $1.61M | 0.08% | +15,393 | New |
| Chesley Taft & Associates LLC | 15,045 | $1.58M | 0.07% | +2,423+19.2% | Added |
| Penn Capital Management Co Inc | 14,359 | $1.53M | 0.13% | +3,091+27.4% | Added |
| ExodusPoint Capital Management, LP | 14,319 | $1.50M | 0.02% | +5,492+62.2% | Added |
| Hancock Whitney Corp | 14,123 | $1.48M | 0.03% | −138−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,121 | $1.48M | 0.04% | +9,742+222.5% | Added |
| Vestcor Inc | 14,069 | $1.47M | 0.04% | −5,586−28.4% | Reduced |
| Prudential Financial Inc | 14,155 | $1.44M | 0.00% | +4,022+39.7% | Added |
| Guggenheim Capital LLC | 13,397 | $1.40M | 0.01% | −653−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 13,390 | $1.40M | 0.00% | +327+2.5% | Added |
| OP Asset Management Ltd | 13,305 | $1.39M | 0.02% | −13,793−50.9% | Reduced |
| Pictet Asset Management Holding SA | 13,226 | $1.39M | 0.00% | −627−4.5% | Reduced |
| Engineers Gate Manager LP | 13,077 | $1.37M | 0.02% | +13,077 | New |
| Vontobel Holding Ltd. | 12,716 | $1.33M | 0.00% | −2,105−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 12,441 | $1.28M | 0.00% | +273+2.2% | Added |
| Xponance, Inc. | 12,163 | $1.27M | 0.01% | −249−2.0% | Reduced |
| Crestwood Advisors Group LLC | 12,104 | $1.27M | 0.02% | −658−5.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,992 | $1.26M | 0.01% | +11,992 | New |
| Amica Mutual Insurance Co | 11,805 | $1.24M | 0.12% | −3,806−24.4% | Reduced |
| Toroso Investments, LLC | 11,700 | $1.23M | 0.01% | +11,700 | New |
| GWM Advisors LLC | 11,681 | $1.22M | 0.01% | −941−7.5% | Reduced |
| PEAK6 LLC | 11,601 | $1.22M | 0.04% | +11,601 | New |
| Prudential PLC | 11,085 | $1.16M | 0.01% | −420−3.7% | Reduced |
| Quadrant Capital Group LLC | 11,035 | $1.16M | 0.04% | +5,436+97.1% | Added |
| Stifel Financial Corp | 10,963 | $1.15M | 0.00% | −4,051−27.0% | Reduced |
| JustInvest LLC | 10,639 | $1.11M | 0.01% | +2,263+27.0% | Added |
| CIBC World Markets Corp | 10,519 | $1.10M | 0.01% | −8,522−44.8% | Reduced |
| Avantax Advisory Services, Inc. | 10,191 | $1.07M | 0.01% | −325−3.1% | Reduced |
| State of Alaska, Department of Revenue | 9,721 | $1.02M | 0.01% | −415−4.1% | Reduced |
| Tudor Investment Corp Et Al | 9,509 | $996.2K | 0.01% | +9,509 | New |
| Federated Hermes, Inc. | 9,383 | $983.0K | 0.00% | −373−3.8% | Reduced |
| HC Advisors, LLC | 8,880 | $930.3K | 0.66% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,738 | $915.4K | 0.15% | +8,738 | New |
| Public Employees Retirement Association of Colorado | 8,599 | $901.0K | 0.00% | −595−6.5% | Reduced |
| Capstone Investment Advisors, LLC | 8,552 | $895.9K | 0.01% | +8,552 | New |
| Sheets Smith Wealth Management | 8,419 | $882.0K | 0.10% | +157+1.9% | Added |
| Polen Capital Management LLC | 8,243 | $863.5K | 0.00% | +8,243 | New |
| Alps Advisors Inc | 8,115 | $850.1K | 0.00% | −709−8.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,024 | $840.6K | 0.01% | −145−1.8% | Reduced |
| Quantinno Capital Management LP | 7,972 | $835.1K | 0.00% | +3,095+63.5% | Added |
| Cetera Investment Advisers | 7,881 | $825.6K | 0.00% | +2,621+49.8% | Added |
| Coyle Financial Counsel LLC | 7,813 | $818.5K | 0.22% | +7,813 | New |
| HSBC Holdings PLC | 7,561 | $793.3K | 0.00% | +4,472+144.8% | Added |
| Gsa Capital Partners LLP | 7,533 | $789.0K | 0.06% | +7,533 | New |
| One Capital Management, LLC | 7,501 | $785.8K | 0.03% | +7,501 | New |
| Cim Investment Mangement Inc | 7,834 | $785.7K | 0.15% | +3,927+100.5% | Added |
| Legato Capital Management LLC | 7,180 | $752.2K | 0.09% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 7,056 | $739.2K | 0.63% | +7,056 | New |
| Peterson Wealth Services | 6,938 | $726.8K | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 6,870 | $720.5K | 0.01% | +1,826+36.2% | Added |
| 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 |
| Securian Asset Management, Inc | 6,601 | $691.5K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 6,565 | $688.0K | 0.11% | +525+8.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,561 | $686.9K | 0.01% | +2,808+74.8% | Added |
| CWM Advisors, LLC | 6,444 | $675.0K | 0.07% | −1,085−14.4% | Reduced |
| Stephens Inc | 6,422 | $672.8K | 0.01% | +1,079+20.2% | Added |
| Institute for Wealth Management, LLC. | 6,376 | $668.0K | 0.07% | −68−1.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,445 | $658.4K | 0.02% | +34+0.5% | Added |
| Dark Forest Capital Management LP | 6,072 | $636.1K | 0.03% | +6,072 | New |
| Stansberry Asset Management, LLC | 6,037 | $632.4K | 0.07% | −353−5.5% | Reduced |
| Narus Financial Partners, LLC | 5,996 | $628.1K | 0.20% | +205+3.5% | Added |
| Benjamin Edwards Inc | 5,972 | $625.6K | 0.01% | +5,972 | New |
| Crossmark Global Holdings, Inc. | 5,823 | $610.0K | 0.01% | −473−7.5% | Reduced |
| Integrated Quantitative Investments LLC | 5,807 | $608.3K | 0.18% | +5,807 | New |
| Beck Bode, LLC | 5,771 | $604.6K | 0.10% | +396+7.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,893 | $602.0K | 0.00% | −487−7.6% | Reduced |
| Assetmark, Inc | 5,467 | $572.7K | 0.00% | −419−7.1% | Reduced |
| Janney Montgomery Scott LLC | 5,418 | $568.0K | 0.00% | −858−13.7% | Reduced |
| Mutual Advisors, LLC | 5,880 | $564.7K | 0.01% | +708+13.7% | Added |
| Commerce Bank | 5,343 | $559.7K | 0.00% | −687−11.4% | Reduced |
| Sanctuary Advisors, LLC | 5,218 | $546.6K | 0.00% | +1,143+28.0% | Added |
| EP Wealth Advisors, LLC | 5,164 | $541.0K | 0.00% | −208−3.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,112 | $535.5K | 0.02% | +5,112 | New |
| Congress Wealth Management LLC | 5,107 | $535.0K | 0.01% | +1,834+56.0% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $523.8K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,987 | $522.4K | 0.02% | +276+5.9% | Added |
| CI Private Wealth, LLC | 4,913 | $514.7K | 0.00% | +4,913 | New |
| Shaker Investments LLC | 4,861 | $509.2K | 0.21% | +4,861 | New |
| Scientech Research LLC | 4,770 | $499.7K | 0.12% | +4,770 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,666 | $492.2K | 0.00% | +4,666 | New |
| BTC Capital Management, Inc. | 4,646 | $485.6K | 0.04% | −947−16.9% | Reduced |
| SG Americas Securities, LLC | 4,563 | $478.0K | 0.00% | −1,280−21.9% | Reduced |