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.
| 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, 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 827 | $78.4K | 0.00% | −143−14.7% | Reduced |
| SBI Securities Co., Ltd. | 840 | $79.6K | 0.00% | +84+11.1% | Added |
| Umb Bank N A | 868 | $82.3K | 0.00% | +2+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882 | $84.0K | 0.00% | +19+2.2% | Added |
| Fifth Third Bancorp | 988 | $93.6K | 0.00% | +80+8.8% | Added |
| Amica Retiree Medical Trust | 1,153 | $109.0K | 0.15% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,214 | $115.1K | 0.00% | −233−16.1% | Reduced |
| Signaturefd, LLC | 1,229 | $116.5K | 0.00% | −57−4.4% | Reduced |
| ISAM Funds (UK) Ltd | 1,235 | $117.0K | 0.02% | +1,235 | New |
| Bryn Mawr Trust Co | 1,267 | $120.1K | 0.00% | −26−2.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,474 | $139.7K | 0.00% | −199−11.9% | Reduced |
| Hantz Financial Services, Inc. | 1,559 | $148.0K | 0.00% | +457+41.5% | Added |
| Aviso Financial Inc. | 1,755 | $166.3K | 0.01% | −127−6.7% | Reduced |
| GAMMA Investing LLC | 1,776 | $168.3K | 0.01% | −230−11.5% | Reduced |
| Daiwa Securities Group Inc. | 1,790 | $170.0K | 0.00% | −110−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,932 | $183.1K | 0.00% | +57+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,988 | $188.4K | 0.00% | +1,634+461.6% | Added |
| Merit Financial Group, LLC | 2,112 | $200.2K | 0.00% | +172+8.9% | Added |
| Foundations Investment Advisors, LLC | 2,113 | $200.2K | 0.00% | +2,113 | New |
| Gsa Capital Partners LLP | 2,136 | $202.0K | 0.02% | −5,397−71.6% | Reduced |
| David Loasby | 2,308 | $204.3K | 0.02% | +41+1.8% | Added |
| Park Avenue Securities LLC | 2,168 | $205.0K | 0.00% | +2,168 | New |
| Summit Trail Advisors, LLC | 2,170 | $205.7K | 0.00% | +161+8.0% | Added |
| Advisory Services Network, LLC | 2,184 | $207.0K | 0.00% | +2,184 | New |
| AE Wealth Management LLC | 2,185 | $207.1K | 0.00% | +2,185 | New |
| Bridgefront Capital, LLC | 2,190 | $207.5K | 0.06% | +2,190 | New |
| Evergreen Capital Management LLC | 2,212 | $209.6K | 0.00% | +2,212 | New |
| Vident Advisory, LLC | 2,227 | $211.1K | 0.00% | +2,227 | New |
| Colony Group, LLC | 2,244 | $212.7K | 0.00% | +2,244 | New |
| Concurrent Investment Advisors, LLC | 2,318 | $219.7K | 0.00% | +2,318 | New |
| Oregon Pacific Wealth Management, LLC | 2,330 | $220.8K | 0.19% | +2,330 | New |
| Grant Private Wealth Management Inc | 2,336 | $221.4K | 0.14% | +2,336 | New |
| Peapack Gladstone Financial Corp | 2,362 | $224.0K | 0.00% | −94−3.8% | Reduced |
| Mattson Financial Services, LLC | 2,404 | $227.8K | 0.05% | +2,404 | New |
| KBC Group NV | 2,411 | $228.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,413 | $228.7K | 0.00% | −24−1.0% | Reduced |
| Truist Financial Corp | 2,418 | $229.2K | 0.00% | −172−6.6% | Reduced |
| Everence Capital Management Inc | 2,430 | $230.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,428 | $230.1K | 0.00% | −515−17.5% | Reduced |
| Sowell Financial Services LLC | 2,455 | $232.7K | 0.01% | +2,455 | New |
| Venturi Wealth Management, LLC | 2,485 | $235.5K | 0.01% | 00.0% | Unchanged |
| City Center Advisors, LLC | 2,606 | $247.0K | 0.24% | +2,606 | New |
| Portside Wealth Group, LLC | 2,611 | $247.4K | 0.03% | −88−3.3% | Reduced |
| Axim Planning & Wealth | 2,620 | $248.3K | 0.20% | +2,620 | New |
| Curated Wealth Partners LLC | 2,628 | $249.1K | 0.03% | +247+10.4% | Added |
| 1620 Investment Advisors, Inc. | 2,640 | $250.2K | 0.17% | +550+26.3% | Added |
| Forum Financial Management, LP | 2,642 | $250.4K | 0.00% | +346+15.1% | Added |
| National Asset Management, Inc. | 2,674 | $253.4K | 0.01% | +66+2.5% | Added |
| CIBC Asset Management Inc | 2,700 | $255.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,731 | $258.8K | 0.00% | −113−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,750 | $260.6K | 0.01% | −50−1.8% | Reduced |
| Ieq Capital, LLC | 2,822 | $267.4K | 0.00% | −6−0.2% | Reduced |
| Keebeck Alpha, LP | 2,868 | $271.8K | 0.38% | +2,868 | New |
| Prelude Capital Management, LLC | 2,903 | $275.1K | 0.02% | +2,903 | New |
| Sivia Capital Partners, LLC | 2,979 | $282.3K | 0.08% | +60+2.1% | Added |
| Cresset Asset Management, LLC | 3,014 | $285.6K | 0.00% | +443+17.2% | Added |
| Keebeck Wealth Management, LLC | 3,023 | $286.5K | 0.03% | −1,484−32.9% | Reduced |
| Shelton Capital Management | 3,104 | $294.2K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,110 | $294.7K | 0.25% | +20+0.6% | Added |
| Janney Capital Management LLC | 3,151 | $299.0K | 0.02% | +3,151 | New |
| Henshaw Capital LLC | 3,193 | $302.6K | 0.01% | +3,193 | New |
| Point72 (DIFC) Ltd | 3,237 | $306.8K | 0.02% | +3,237 | New |
| Group One Trading, L.P. | 3,312 | $313.9K | 0.01% | +3,312 | New |
| Summitry LLC | 3,357 | $318.1K | 0.01% | +473+16.4% | Added |
| Avanza Fonder AB | 3,372 | $319.6K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,454 | $327.3K | 0.01% | −76−2.2% | Reduced |
| Neuberger Berman Group LLC | 3,459 | $327.8K | 0.00% | −81,113−95.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,548 | $336.3K | 0.05% | +3,548 | New |
| Point72 Europe (London) LLP | 3,566 | $338.0K | 0.02% | +3,566 | New |
| Profund Advisors LLC | 3,596 | $340.8K | 0.01% | +74+2.1% | Added |
| Virginia Retirement Systems Et Al | 3,600 | $341.2K | 0.00% | +3,600 | New |
| Jones Financial Companies LLLP | 3,586 | $346.2K | 0.00% | +525+17.2% | Added |
| Fiduciary Trust Co | 3,669 | $347.7K | 0.00% | +120+3.4% | Added |
| Three Seasons Wealth, LLC | 3,685 | $349.2K | 0.03% | +3,685 | New |
| Nisa Investment Advisors, LLC | 3,746 | $355.0K | 0.00% | −41−1.1% | Reduced |
| Ethic Inc. | 3,758 | $356.1K | 0.01% | −3,112−45.3% | Reduced |
| Brinker Capital Investments, LLC | 3,769 | $357.2K | 0.00% | −10.0% | Reduced |
| Cim Investment Mangement Inc | 3,816 | $361.6K | 0.10% | −4,018−51.3% | Reduced |
| Holocene Advisors, LP | 3,869 | $366.7K | 0.00% | +3,869 | New |
| Shaker Investments LLC | 3,953 | $374.6K | 0.15% | −908−18.7% | Reduced |
| Arkadios Wealth Advisors | 3,987 | $377.8K | 0.01% | −148−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 3,992 | $378.3K | 0.00% | +1,757+78.6% | Added |
| PharVision Advisers, LLC | 3,997 | $378.8K | 0.21% | +1,978+98.0% | Added |
| FourThought Financial Partners, LLC | 4,019 | $380.9K | 0.03% | +4,019 | New |
| Level Four Advisory Services, LLC | 4,279 | $405.5K | 0.01% | +307+7.7% | Added |
| Fulton Bank, N.A. | 4,296 | $407.1K | 0.01% | +4,296 | New |
| Bayforest Capital Ltd | 4,410 | $417.9K | 0.20% | +1,207+37.7% | Added |
| Polymer Capital Management (US) LLC | 4,584 | $434.4K | 0.06% | +4,584 | New |
| Optimize Financial Inc | 4,644 | $440.1K | 0.23% | +4,644 | New |
| Atomi Financial Group, Inc. | 4,685 | $444.0K | 0.01% | −302−6.1% | Reduced |
| State of Wyoming | 4,779 | $452.9K | 0.05% | +1,708+55.6% | Added |
| Sanctuary Advisors, LLC | 4,868 | $461.3K | 0.00% | −350−6.7% | Reduced |
| Commerce Bank | 4,978 | $471.8K | 0.00% | −365−6.8% | Reduced |
| Farallon Capital Management, L.L.C. | 5,000 | $473.9K | 0.00% | −314,800−98.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $473.9K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,077 | $481.1K | 0.01% | +4,718+1,314.2% | Added |
| BTC Capital Management, Inc. | 5,152 | $488.3K | 0.03% | +506+10.9% | Added |
| Aigen Investment Management, LP | 5,387 | $510.5K | 0.08% | +5,387 | New |
| Janney Montgomery Scott LLC | 5,387 | $511.0K | 0.00% | −31−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,457 | $517.2K | 0.02% | +1,636+42.8% | Added |