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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Healthequity, Inc. as of Sep 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
- 495
- +17 vs. Q2 2025
- Shares held
- 88.5M
- −1.94M (−2.1%) vs. Q2 2025
- Total value
- $8.38B
- −$1.09B (−11.5%) vs. Q2 2025
- New holders
- 79
- 165 more added
- Sold out
- 62
- 183 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 500 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,165,858 | $1.06B | 0.02% | +441,876+4.1% | Added |
| Vanguard Group Inc | 8,746,255 | $828.9M | 0.01% | +243,549+2.9% | Added |
| Wasatch Advisors Inc | 6,307,675 | $597.8M | 3.22% | +206,611+3.4% | Added |
| FMR LLC | 3,489,781 | $330.7M | 0.02% | −1,550,235−30.8% | Reduced |
| State Street Corp | 3,150,196 | $298.5M | 0.01% | −34,024−1.1% | Reduced |
| Geode Capital Management, LLC | 2,195,561 | $208.1M | 0.01% | +48,383+2.3% | Added |
| Invesco Ltd. | 2,129,154 | $201.8M | 0.03% | −236,706−10.0% | Reduced |
| AQR Capital Management LLC | 1,764,268 | $167.2M | 0.11% | +656,820+59.3% | Added |
| Westfield Capital Management Co LP | 1,716,658 | $162.7M | 0.68% | +451,450+35.7% | Added |
| Brown Advisory Inc | 1,605,273 | $152.1M | 0.20% | −21,751−1.3% | Reduced |
| Dimensional Fund Advisors LP | 1,559,008 | $147.8M | 0.03% | +38,154+2.5% | Added |
| Price T Rowe Associates Inc | 1,533,730 | $145.4M | 0.02% | +833,361+119.0% | Added |
| Clearbridge Investments, LLC | 1,359,832 | $128.9M | 0.10% | +38,449+2.9% | Added |
| Morgan Stanley | 1,302,412 | $123.4M | 0.01% | −101,756−7.2% | Reduced |
| Mackenzie Financial Corp | 1,267,752 | $120.1M | 0.15% | +5840.0% | Added |
| JPMorgan Chase & Co | 1,205,077 | $114.2M | 0.01% | +124,283+11.5% | Added |
| Charles Schwab Investment Management Inc | 1,141,987 | $108.2M | 0.02% | +12,872+1.1% | Added |
| Geneva Capital Management LLC | 1,097,607 | $104.0M | 1.78% | −10,634−1.0% | Reduced |
| Northern Trust Corp | 1,080,140 | $102.4M | 0.01% | −7,199−0.7% | Reduced |
| Greenhouse Funds LLLP | 1,068,921 | $101.3M | 3.94% | +157,106+17.2% | Added |
| Loomis Sayles & Co L P | 985,105 | $93.4M | 0.11% | −46,223−4.5% | Reduced |
| Atalan Capital Partners, LP | 911,600 | $86.4M | 6.03% | +211,600+30.2% | Added |
| Goldman Sachs Group Inc | 875,438 | $83.0M | 0.01% | −41,845−4.6% | Reduced |
| Franklin Resources Inc | 840,248 | $79.6M | 0.02% | +6,299+0.8% | Added |
| Janus Henderson Group PLC | 839,494 | $79.6M | 0.04% | −13,101−1.5% | Reduced |
| Wellington Management Group LLP | 796,249 | $75.5M | 0.01% | −128,673−13.9% | Reduced |
| American Century Companies Inc | 771,205 | $73.1M | 0.04% | +81,464+11.8% | Added |
| Bamco Inc | 759,525 | $72.0M | 0.19% | −20,475−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 764,187 | $69.3M | 0.11% | −32,285−4.1% | Reduced |
| Stephens Investment Management Group LLC | 724,244 | $68.6M | 0.89% | −292,089−28.7% | Reduced |
| Ameriprise Financial Inc | 690,569 | $65.4M | 0.02% | −41,865−5.7% | Reduced |
| Bank of America Corp | 675,530 | $64.0M | 0.00% | −33,204−4.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 652,246 | $61.8M | 0.15% | −34,426−5.0% | Reduced |
| Bank of New York Mellon Corp | 645,843 | $61.2M | 0.01% | −13,716−2.1% | Reduced |
| Macquarie Group Ltd | 633,143 | $60.0M | 0.07% | +456,526+258.5% | Added |
| SEI Investments Co | 624,272 | $59.2M | 0.06% | −17,741−2.8% | Reduced |
| Premier Fund Managers Ltd | 610,129 | $58.2M | 2.39% | −2,798−0.5% | Reduced |
| Artisan Partners Limited Partnership | 597,445 | $56.6M | 0.08% | −24,202−3.9% | Reduced |
| Point72 Asset Management, L.P. | 561,025 | $53.2M | 0.12% | +561,025 | New |
| Nuveen, LLC | 549,978 | $52.1M | 0.01% | +4,484+0.8% | Added |
| UBS Group AG | 549,217 | $52.0M | 0.01% | −81,660−12.9% | Reduced |
| GW&K Investment Management, LLC | 446,993 | $42.4M | 0.37% | −51,905−10.4% | Reduced |
| Aristotle Capital Boston, LLC | 436,034 | $41.3M | 2.13% | −7,291−1.6% | Reduced |
| Citadel Advisors LLC | 426,814 | $40.4M | 0.03% | −783,572−64.7% | Reduced |
| Raymond James Financial Inc | 413,163 | $39.2M | 0.01% | −11,842−2.8% | Reduced |
| Davenport & Co LLC | 386,388 | $36.8M | 0.20% | +74,431+23.9% | Added |
| Millennium Management LLC | 378,280 | $35.8M | 0.03% | −97,112−20.4% | Reduced |
| Lazard Asset Management LLC | 370,923 | $35.2M | 0.05% | −16,878−4.4% | Reduced |
| Royal Bank of Canada | 351,102 | $33.3M | 0.01% | −123,485−26.0% | Reduced |
| Bessemer Group Inc | 349,342 | $33.1M | 0.05% | +61,317+21.3% | Added |
| Comerica Bank | 343,270 | $32.5M | 0.12% | +105,602+44.4% | Added |
| Massachusetts Financial Services Co | 315,327 | $29.9M | 0.01% | −64,686−17.0% | Reduced |
| Man Group plc | 307,281 | $29.1M | 0.06% | +52,629+20.7% | Added |
| Marshall Wace, LLP | 293,182 | $27.8M | 0.03% | +240,847+460.2% | Added |
| Aureus Asset Management, LLC | 291,703 | $27.6M | 1.80% | −5,756−1.9% | Reduced |
| Thrivent Financial for Lutherans | 287,280 | $27.2M | 0.05% | +4,838+1.7% | Added |
| Woodline Partners LP | 276,390 | $26.2M | 0.12% | +276,390 | New |
| Ranger Investment Management, L.P. | 274,130 | $26.0M | 1.81% | −8,350−3.0% | Reduced |
| Rhumbline Advisers | 272,333 | $25.8M | 0.02% | −5,582−2.0% | Reduced |
| 12th Street Asset Management Company, LLC | 272,068 | $25.8M | 4.36% | +145,151+114.4% | Added |
| Ashford Capital Management Inc | 271,963 | $25.8M | 2.87% | −7,441−2.7% | Reduced |
| Principal Financial Group Inc | 253,780 | $24.1M | 0.01% | +5,026+2.0% | Added |
| WCM Investment Management, LLC | 248,382 | $23.7M | 0.05% | −568−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 231,902 | $22.0M | 0.41% | −150,804−39.4% | Reduced |
| Alliancebernstein L.P. | 227,262 | $21.5M | 0.01% | −3,390−1.5% | Reduced |
| Glenmede Investment Management, LP | 214,988 | $20.4M | 0.10% | −13,831−6.0% | Reduced |
| Barclays PLC | 214,291 | $20.3M | 0.01% | +13,922+6.9% | Added |
| Retirement Systems of Alabama | 213,458 | $20.2M | 0.07% | −1,329−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 213,406 | $20.2M | 0.03% | −913,648−81.1% | Reduced |
| DF Dent & Co Inc | 205,859 | $19.5M | 0.25% | −78,808−27.7% | Reduced |
| UBS Asset Management Americas Inc | 193,586 | $18.3M | 0.00% | −224,143−53.7% | Reduced |
| Summit Creek Advisors LLC | 192,525 | $18.2M | 2.66% | −15,670−7.5% | Reduced |
| Wells Fargo & Company | 178,310 | $16.9M | 0.00% | −12,129−6.4% | Reduced |
| New York State Common Retirement Fund | 177,093 | $16.8M | 0.02% | −17,948−9.2% | Reduced |
| Ensign Peak Advisors, Inc | 176,580 | $16.7M | 0.03% | −154,628−46.7% | Reduced |
| Victory Capital Management Inc | 170,430 | $16.2M | 0.01% | −22,751−11.8% | Reduced |
| Segall Bryant & Hamill, LLC | 169,849 | $16.1M | 0.21% | +4,107+2.5% | Added |
| Swiss National Bank | 167,600 | $15.9M | 0.01% | +2,400+1.5% | Added |
| Legal & General Group Plc | 157,666 | $14.9M | 0.00% | −5,582−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 155,543 | $14.7M | 0.16% | +48,621+45.5% | Added |
| California Public Employees Retirement System | 154,634 | $14.7M | 0.01% | +10,840+7.5% | Added |
| Axiom Investors LLC | 151,397 | $14.3M | 0.11% | +27,128+21.8% | Added |
| Russell Investments Group, Ltd. | 151,097 | $14.3M | 0.02% | −40,321−21.1% | Reduced |
| LPL Financial LLC | 145,325 | $13.8M | 0.00% | +105,923+268.8% | Added |
| Oberweis Asset Management Inc | 140,080 | $13.3M | 0.51% | +26,260+23.1% | Added |
| Envestnet Asset Management Inc | 138,933 | $13.2M | 0.00% | +2,674+2.0% | Added |
| Voya Investment Management LLC | 119,842 | $11.4M | 0.01% | −169,475−58.6% | Reduced |
| State of Wisconsin Investment Board | 119,020 | $11.3M | 0.03% | +18,649+18.6% | Added |
| Qube Research & Technologies Ltd | 117,064 | $11.1M | 0.02% | +41,860+55.7% | Added |
| Frontier Capital Management Co LLC | 114,751 | $10.9M | 0.10% | +2,154+1.9% | Added |
| Grandeur Peak Global Advisors, LLC | 110,074 | $10.4M | 1.40% | −3,503−3.1% | Reduced |
| Deutsche Bank AG | 109,864 | $10.4M | 0.00% | +7,784+7.6% | Added |
| Motley Fool Asset Management LLC | 107,323 | $10.2M | 0.42% | −7,244−6.3% | Reduced |
| Peregrine Capital Management LLC | 102,691 | $9.73M | 0.29% | +6,913+7.2% | Added |
| Motley Fool Wealth Management, LLC | 101,315 | $9.60M | 0.65% | −12,240−10.8% | Reduced |
| GDS Wealth Management | 100,969 | $9.57M | 0.63% | +13,682+15.7% | Added |
| Thematics Asset Management | 99,242 | $9.41M | 0.43% | −2,767−2.7% | Reduced |
| Private Advisory Group LLC | 95,507 | $9.05M | 0.79% | +95,507 | New |
| Mutual of America Capital Management LLC | 94,304 | $8.94M | 0.09% | −2,514−2.6% | Reduced |
| MetLife Investment Management | 93,000 | $8.81M | 0.04% | −3,027−3.2% | Reduced |