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Livermore
ZHEN

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
SRS Capital Advisors, Inc.359$37.6K0.00%+45+14.3%Added
Cullen/Frost Bankers, Inc.354$37.1K0.00%+224+172.3%Added
WPG Advisers, LLC353$37.0K0.03%+32+10.0%Added
Covestor Ltd337$35.0K0.02%−876−72.2%Reduced
Caitong International Asset Management Co., Ltd313$32.8K0.02%+313New
Rise Advisors, LLC305$32.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp290$30.4K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.279$29.2K0.00%−24,376−98.9%Reduced
Arcadia Investment Management Corp267$28.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.249$26.1K0.00%−1−0.4%Reduced
Farther Finance Advisors, LLC246$25.8K0.00%+172+232.4%Added
Massmutual Trust Co FSB223$23.4K0.00%+54+32.0%Added
Whittier Trust Co of Nevada Inc222$23.3K0.00%00.0%Unchanged
Sterling Capital Management LLC209$21.9K0.00%+120+134.8%Added
Canada Pension Plan Investment Board200$21.0K0.00%−10,100−98.1%Reduced
Red Tortoise LLC190$19.9K0.01%00.0%Unchanged
Parkside Financial Bank & Trust176$18.4K0.00%+53+43.1%Added
Asset Dedication, LLC171$17.9K0.00%00.0%Unchanged
Vision Financial Markets LLC165$17.3K0.02%00.0%Unchanged
Rothschild Investment LLC160$16.8K0.00%+20+14.3%Added
Ci Investments Inc.144$15.0K0.00%−11−7.1%Reduced
MCF Advisors LLC140$14.7K0.00%+36+34.6%Added
Contravisory Investment Management, Inc.131$13.7K0.00%+131New
Private Trust Co NA110$11.5K0.00%−17−13.4%Reduced
Park Place Capital Corp102$10.5K0.00%00.0%Unchanged
IFP Advisors, Inc44$10.1K0.00%+13+41.9%Added
Hemington Wealth Management99$10.0K0.00%+18+22.2%Added
Washington Trust Advisors, Inc.93$9.74K0.00%00.0%Unchanged
CoreCap Advisors, LLC91$9.53K0.00%+91New
Accent Capital Management, LLC80$8.38K0.00%+80New
Principal Securities, Inc.72$7.54K0.00%+3+4.3%Added
Walleye Capital LLC69$7.23K0.00%−1,042−93.8%Reduced
Farmers & Merchants Investments Inc69$7.23K0.00%+6+9.5%Added
Brown Brothers Harriman & Co65$6.81K0.00%+65New
Global Retirement Partners, LLC58$6.08K0.00%+58New
Central Trust Co57$5.97K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC64$5.95K0.00%+64New
Greykasell Wealth Strategies, Inc.55$5.76K0.00%00.0%Unchanged
Rakuten Securities, Inc.52$5.45K0.00%+51+5,100.0%Added
Bell Investment Advisors, Inc47$4.92K0.00%00.0%Unchanged
High Note Wealth, LLC47$4.92K0.00%00.0%Unchanged
Bogart Wealth, LLC46$4.82K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC45$4.71K0.00%−1−2.2%Reduced
Vermillion & White Wealth Management Group, LLC41$4.29K0.00%+3+7.9%Added
Riggs Asset Managment Co. Inc.38$3.98K0.00%+38New
Bellevue Asset Management, LLC36$3.77K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$3.56K0.00%00.0%Unchanged
Sachetta, LLC31$3.25K0.00%+19+158.3%Added
Meeder Asset Management Inc31$3.25K0.00%+31New
Beacon Capital Management, LLC25$2.62K0.00%00.0%Unchanged
Highline Wealth Partners LLC24$2.51K0.00%00.0%Unchanged
Manchester Capital Management LLC23$2.41K0.00%−26−53.1%Reduced
Bruce G. Allen Investments, LLC20$2.10K0.00%00.0%Unchanged
Atlantic Trust, LLC19$1.99K0.00%+16+533.3%Added
Fortitude Family Office, LLC19$1.99K0.00%+19New
Whipplewood Advisors, LLC15$1.57K0.00%−759−98.1%Reduced
DiNuzzo Private Wealth, Inc.13$1.36K0.00%00.0%Unchanged
Sunbelt Securities, Inc.13$1.25K0.00%00.0%Unchanged
Sierra Ocean, LLC11$1.15K0.00%+11New
Bokf, NA10$1.05K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.05K0.00%00.0%Unchanged
Abound Wealth Management10$1.05K0.00%00.0%Unchanged
True Wealth Design, LLC9$9430.00%+6+200.0%Added
SJS Investment Consulting Inc.8$8390.00%−3−27.3%Reduced
South State Corp.7$7340.00%−11−61.1%Reduced
SWAN Capital LLC6$6290.00%+6New
Financial Management Professionals, Inc.5$5240.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$5240.00%00.0%Unchanged
TFC Financial Management5$5240.00%00.0%Unchanged
Rialto Wealth Management, LLC4$4200.00%+4New
Golden State Wealth Management, LLC4$4190.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$4190.00%+2+100.0%Added
Essential Partners LLC4$4190.00%+4New
MV Capital Management, Inc.3$3150.00%+3New
HFM Investment Advisors, LLC3$3140.00%+2+200.0%Added
Private Wealth Asset Management, LLC2$2100.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$2100.00%00.0%Unchanged
Atlantic Union Bankshares Corp2$2100.00%+2New
AdvisorNet Financial, Inc2$2100.00%+2New
IMA Wealth, Inc.2$2100.00%+2New
NewSquare Capital LLC2$2100.00%+2New
Quaker Wealth Management, LLC2$2100.00%+2New
Principia Wealth Advisory, LLC1$1050.00%00.0%Unchanged
Tortoise Investment Management, LLC1$1050.00%+1New
Annis Gardner Whiting Capital Advisors, LLC1$1050.00%+1New
Evolution Wealth Management Inc.1$1050.00%+1New
Avion Wealth7$00.00%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.0$00.00%−835,413−100.0%Sold out
Ophir Asset Management Pty Ltd0$00.00%−259,977−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−137,179−100.0%Sold out
Alberta Investment Management Corp0$00.00%−63,760−100.0%Sold out
Sone Capital Management, LLC0$00.00%−33,332−100.0%Sold out
Woodline Partners LP0$00.00%−24,870−100.0%Sold out
Carrera Capital Advisors0$00.00%−24,029−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−22,633−100.0%Sold out
TownSquare Capital, LLC0$00.00%−22,344−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−21,192−100.0%Sold out
Amussen Hunsaker Associates LLC0$00.00%−17,723−100.0%Sold out
Resona Asset Management Co.,Ltd.0$00.00%−15,689−100.0%Sold out
Cambiar Investors LLC0$00.00%−13,848−100.0%Sold out