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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, 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.

Institutional holdersQ3 2025: 495 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 heldQ3 2025: $8.38B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2025.

Institutions holding HQY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth7$00.00%00.0%Unchanged
MV Capital Management, Inc.1$950.00%−2−66.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC1$950.00%00.0%Unchanged
Evolution Wealth Management Inc.1$950.00%00.0%Unchanged
Tradewinds Capital Management, LLC1$950.00%+1New
Atlantic Union Bankshares Corp2$1900.00%00.0%Unchanged
AdvisorNet Financial, Inc2$1900.00%00.0%Unchanged
IMA Wealth, Inc.2$1900.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1900.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$1900.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2840.00%00.0%Unchanged
Tortoise Investment Management, LLC3$2840.00%+2+200.0%Added
Principia Wealth Advisory, LLC3$2840.00%+2+200.0%Added
Bay Harbor Wealth Management, LLC4$3790.00%00.0%Unchanged
Rialto Wealth Management, LLC4$3800.00%00.0%Unchanged
Financial Management Professionals, Inc.5$4740.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$4740.00%00.0%Unchanged
TFC Financial Management5$4740.00%00.0%Unchanged
South State Corp.7$6640.00%00.0%Unchanged
SJS Investment Consulting Inc.8$7590.00%00.0%Unchanged
Abound Wealth Management10$9480.00%00.0%Unchanged
Montag A & Associates Inc10$9480.00%+10New
Cloud Capital Management, LLC12$1.00K0.00%+12New
Atlantic Trust, LLC11$1.04K0.00%−8−42.1%Reduced
Sachetta, LLC12$1.14K0.00%−19−61.3%Reduced
DiNuzzo Private Wealth, Inc.13$1.16K0.00%00.0%Unchanged
Sunbelt Securities, Inc.13$1.23K0.00%00.0%Unchanged
Proffitt & Goodson Inc14$1.33K0.00%+14New
Caitong International Asset Management Co., Ltd17$1.61K0.00%−296−94.6%Reduced
Grey Fox Wealth Advisors, LLC17$1.61K0.00%+17New
Fortitude Family Office, LLC19$1.80K0.00%00.0%Unchanged
Rakuten Securities, Inc.20$1.90K0.00%−32−61.5%Reduced
Bruce G. Allen Investments, LLC20$1.90K0.00%00.0%Unchanged
Simplex Trading, LLC25$2.00K0.00%−3,441−99.3%Reduced
Manchester Capital Management LLC23$2.18K0.00%00.0%Unchanged
Highline Wealth Partners LLC24$2.27K0.00%00.0%Unchanged
Golden State Wealth Management, LLC24$2.27K0.00%+20+500.0%Added
Meeder Asset Management Inc34$3.22K0.00%+3+9.7%Added
Bellevue Asset Management, LLC36$3.41K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC41$3.89K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC45$4.26K0.00%00.0%Unchanged
High Note Wealth, LLC46$4.36K0.00%−1−2.1%Reduced
Bogart Wealth, LLC46$4.36K0.00%00.0%Unchanged
Bell Investment Advisors, Inc47$4.46K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.50$4.74K0.00%+50New
Private Wealth Management Group, LLC52$4.93K0.00%+18+52.9%Added
Greykasell Wealth Strategies, Inc.55$5.21K0.00%00.0%Unchanged
Central Trust Co57$5.40K0.00%00.0%Unchanged
Johnson Financial Group, Inc.57$5.40K0.00%+57New
Brown Brothers Harriman & Co65$6.16K0.00%00.0%Unchanged
Principal Securities, Inc.72$6.82K0.00%00.0%Unchanged
Global Retirement Partners, LLC73$6.92K0.00%+15+25.9%Added
Farmers & Merchants Investments Inc74$7.01K0.00%+5+7.2%Added
Accent Capital Management, LLC80$7.58K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.93$8.81K0.00%00.0%Unchanged
Hemington Wealth Management95$9.00K0.00%−4−4.0%Reduced
Park Place Capital Corp102$9.67K0.00%00.0%Unchanged
Private Trust Co NA110$10.4K0.00%00.0%Unchanged
Rothschild Investment LLC117$11.1K0.00%−43−26.9%Reduced
Contravisory Investment Management, Inc.131$12.4K0.00%00.0%Unchanged
Ci Investments Inc.141$13.0K0.00%−3−2.1%Reduced
Massmutual Trust Co FSB153$14.5K0.00%−70−31.4%Reduced
Vision Financial Markets LLC165$15.6K0.01%00.0%Unchanged
Asset Dedication, LLC171$16.2K0.00%00.0%Unchanged
Red Tortoise LLC190$18.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC195$18.5K0.00%+104+114.3%Added
Abich Financial Wealth Management LLC200$19.0K0.01%+200New
First Horizon Corp202$19.1K0.00%+202New
Whittier Trust Co of Nevada Inc217$19.2K0.00%−5−2.3%Reduced
Sterling Capital Management LLC207$19.6K0.00%−2−1.0%Reduced
Northwestern Mutual Wealth Management Co208$19.7K0.00%−502−70.7%Reduced
Root Financial Partners, LLC231$21.9K0.00%+231New
Mather Group, LLC.235$22.3K0.00%+235New
Parkside Financial Bank & Trust253$24.0K0.00%+77+43.8%Added
Mirae Asset Global Investments Co., Ltd.263$24.9K0.00%−16−5.7%Reduced
Arcadia Investment Management Corp267$25.3K0.00%00.0%Unchanged
Covestor Ltd281$27.0K0.01%−56−16.6%Reduced
Toth Financial Advisory Corp290$27.5K0.00%00.0%Unchanged
Rise Advisors, LLC305$28.9K0.01%00.0%Unchanged
True Wealth Design, LLC326$30.9K0.01%+317+3,522.2%Added
MAI Capital Management327$31.0K0.00%−41−11.1%Reduced
Acadian Asset Management LLC331$31.0K0.00%+331New
WPG Advisers, LLC345$32.7K0.03%−8−2.3%Reduced
Versant Capital Management, Inc357$33.8K0.00%−98−21.5%Reduced
Wealthspire Advisors, LLC368$34.9K0.00%+368New
Allworth Financial LP375$35.5K0.00%−372−49.8%Reduced
Farther Finance Advisors, LLC392$37.1K0.00%+146+59.3%Added
Nomura Asset Management Co Ltd420$39.8K0.00%00.0%Unchanged
Essential Partners LLC437$41.4K0.01%+433+10,825.0%Added
Smartleaf Asset Management LLC522$49.8K0.00%+102+24.3%Added
DekaBank Deutsche Girozentrale549$52.0K0.00%00.0%Unchanged
Sellwood Investment Partners LLC550$52.1K0.02%00.0%Unchanged
Huntington National Bank613$58.1K0.00%−137−18.3%Reduced
Quest Partners LLC624$59.1K0.00%+214+52.2%Added
Larson Financial Group LLC628$59.5K0.00%+123+24.4%Added
Quarry LP633$60.0K0.01%−108−14.6%Reduced
Harbor Investment Advisory, LLC708$67.1K0.01%−219−23.6%Reduced
IFP Advisors, Inc771$73.1K0.00%+727+1,652.3%Added
Optiver Holding B.V.774$73.4K0.00%−109−12.3%Reduced
Shell Asset Management Co792$75.0K0.01%−1,206−60.4%Reduced