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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,473 | $518.7K | 0.01% | −8,648−61.2% | Reduced |
| Assetmark, Inc | 5,539 | $524.9K | 0.00% | +72+1.3% | Added |
| Crossmark Global Holdings, Inc. | 5,557 | $526.6K | 0.01% | −266−4.6% | Reduced |
| MML Investors Services, LLC | 5,643 | $534.8K | 0.00% | +1,645+41.1% | Added |
| Radnor Capital Management, LLC | 6,240 | $542.1K | 0.08% | −325−5.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,729 | $542.9K | 0.00% | +5,729 | New |
| Jupiter Asset Management Ltd | 5,836 | $553.1K | 0.00% | +5,836 | New |
| Mutual Advisors, LLC | 5,835 | $562.1K | 0.01% | −45−0.8% | Reduced |
| Narus Financial Partners, LLC | 5,941 | $563.0K | 0.15% | −55−0.9% | Reduced |
| PEAK6 LLC | 6,017 | $570.2K | 0.01% | −5,584−48.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,634 | $587.1K | 0.01% | +189+2.9% | Added |
| Bayesian Capital Management, LP | 6,300 | $597.1K | 0.12% | −13,200−67.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,315 | $598.3K | 0.00% | −246−3.7% | Reduced |
| Farringdon Capital, Ltd. | 6,324 | $599.3K | 0.15% | +3,815+152.1% | Added |
| Bridgewater Associates, LP | 6,379 | $604.5K | 0.00% | +6,379 | New |
| CWM, LLC | 6,426 | $609.0K | 0.00% | +3,183+98.1% | Added |
| Securian Asset Management, Inc | 6,476 | $613.7K | 0.02% | −125−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 6,573 | $622.9K | 0.01% | −1,979−23.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,774 | $642.0K | 0.00% | +5,912+685.8% | Added |
| ExodusPoint Capital Management, LP | 6,790 | $643.5K | 0.01% | −7,529−52.6% | Reduced |
| Mercer Global Advisors Inc | 7,055 | $668.6K | 0.00% | +3,842+119.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 7,060 | $669.1K | 0.01% | +7,060 | New |
| Stephens Inc | 7,123 | $675.0K | 0.01% | +701+10.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $681.0K | 0.01% | +2,588+55.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,713 | $682.6K | 0.00% | +1,820+30.9% | Added |
| Peterson Wealth Services | 20 | $690.6K | 0.17% | −6,918−99.7% | Reduced |
| Suncoast Equity Management | 7,320 | $693.7K | 0.07% | +7,320 | New |
| Susquehanna International Group, LLP | 7,627 | $722.8K | 0.00% | −96,346−92.7% | Reduced |
| Federated Hermes, Inc. | 7,725 | $732.1K | 0.00% | −1,658−17.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,846 | $743.6K | 0.00% | −178−2.2% | Reduced |
| Quadrant Capital Group LLC | 8,021 | $760.2K | 0.02% | −3,014−27.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,046 | $762.5K | 0.01% | +8,046 | New |
| Public Employees Retirement Association of Colorado | 8,231 | $780.0K | 0.00% | −368−4.3% | Reduced |
| FJ Capital Management LLC | 8,376 | $793.8K | 0.09% | +8,376 | New |
| Sheets Smith Wealth Management | 8,525 | $807.9K | 0.09% | +106+1.3% | Added |
| Walleye Capital LLC | 8,598 | $814.8K | 0.01% | +8,529+12,360.9% | Added |
| HC Advisors, LLC | 8,880 | $841.6K | 0.59% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,891 | $842.6K | 0.00% | +919+11.5% | Added |
| Rockefeller Capital Management L.P. | 8,950 | $848.2K | 0.00% | +8,950 | New |
| Amussen Hunsaker Associates LLC | 9,046 | $851.6K | 0.09% | +9,046 | New |
| CIBC Bancorp USA Inc. | 9,100 | $862.4K | 0.01% | +9,100 | New |
| State of Alaska, Department of Revenue | 9,231 | $874.0K | 0.01% | −490−5.0% | Reduced |
| Alps Advisors Inc | 9,403 | $891.1K | 0.00% | +1,288+15.9% | Added |
| Tudor Investment Corp Et Al | 9,698 | $919.1K | 0.01% | +189+2.0% | Added |
| Stansberry Asset Management, LLC | 9,730 | $922.1K | 0.10% | +3,693+61.2% | Added |
| Integrated Quantitative Investments LLC | 10,095 | $956.7K | 0.27% | +4,288+73.8% | Added |
| Ashton Thomas Private Wealth, LLC | 10,270 | $973.3K | 0.03% | +5,158+100.9% | Added |
| Campbell & CO Investment Adviser LLC | 10,389 | $984.6K | 0.07% | −6,529−38.6% | Reduced |
| Vontobel Holding Ltd. | 10,537 | $998.6K | 0.00% | −2,179−17.1% | Reduced |
| Wolverine Trading, LLC | 10,636 | $1.01M | 0.02% | +10,636 | New |
| JustInvest LLC | 10,742 | $1.02M | 0.01% | +103+1.0% | Added |
| Elo Mutual Pension Insurance Co | 10,884 | $1.03M | 0.02% | +10,884 | New |
| Graham Capital Management, L.P. | 10,918 | $1.03M | 0.04% | +8,026+277.5% | Added |
| Milestone Asset Management, LLC | 10,925 | $1.04M | 0.20% | +10,925 | New |
| Vestcor Inc | 11,082 | $1.05M | 0.03% | −2,987−21.2% | Reduced |
| Prudential PLC | 11,085 | $1.05M | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,211 | $1.06M | 0.02% | −893−7.4% | Reduced |
| Pacer Advisors, Inc. | 11,490 | $1.09M | 0.00% | +11,490 | New |
| T. Rowe Price Investment Management, Inc. | 11,553 | $1.09M | 0.00% | −590,267−98.1% | Reduced |
| Sciencast Management LP | 11,739 | $1.11M | 0.21% | +11,739 | New |
| Amica Mutual Insurance Co | 11,805 | $1.12M | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,849 | $1.12M | 0.00% | −1,377−10.4% | Reduced |
| Xponance, Inc. | 12,265 | $1.16M | 0.01% | +102+0.8% | Added |
| GWM Advisors LLC | 12,601 | $1.19M | 0.01% | +920+7.9% | Added |
| SG Americas Securities, LLC | 12,715 | $1.21M | 0.00% | +8,152+178.7% | Added |
| Benjamin Edwards Inc | 12,957 | $1.23M | 0.01% | +6,985+117.0% | Added |
| Prudential Financial Inc | 13,055 | $1.24M | 0.00% | −1,100−7.8% | Reduced |
| Omers Administration Corp | 13,100 | $1.24M | 0.01% | +13,100 | New |
| Danske Bank A/S | 13,109 | $1.24M | 0.00% | −4,899−27.2% | Reduced |
| Bank of Montreal | 13,176 | $1.25M | 0.00% | −2,246−14.6% | Reduced |
| OP Asset Management Ltd | 13,305 | $1.26M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,446 | $1.27M | 0.01% | +49+0.4% | Added |
| Institute for Wealth Management, LLC. | 13,563 | $1.29M | 0.13% | +7,187+112.7% | Added |
| Hancock Whitney Corp | 13,843 | $1.31M | 0.02% | −280−2.0% | Reduced |
| CWM Advisors, LLC | 14,438 | $1.37M | 0.13% | +7,994+124.1% | Added |
| Entropy Technologies, LP | 14,569 | $1.38M | 0.10% | +14,569 | New |
| Maridea Wealth Management LLC | 15,262 | $1.42M | 0.22% | +15,262 | New |
| One Capital Management, LLC | 15,053 | $1.43M | 0.05% | +7,552+100.7% | Added |
| The PNC Financial Services Group, Inc. | 15,183 | $1.44M | 0.00% | +1,793+13.4% | Added |
| Coyle Financial Counsel LLC | 15,433 | $1.46M | 0.34% | +7,620+97.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,595 | $1.48M | 0.11% | −90−0.6% | Reduced |
| Penn Capital Management Co Inc | 15,363 | $1.48M | 0.11% | +1,004+7.0% | Added |
| Simplify Asset Management Inc. | 15,805 | $1.50M | 0.03% | +15,805 | New |
| Jane Street Group, LLC | 15,902 | $1.51M | 0.00% | −186,177−92.1% | Reduced |
| Harbor Capital Advisors, Inc. | 16,021 | $1.52M | 0.12% | −32,610−67.1% | Reduced |
| Brevan Howard Capital Management LP | 16,314 | $1.55M | 0.02% | −11,141−40.6% | Reduced |
| Goodnow Investment Group, LLC | 16,340 | $1.55M | 0.15% | −450−2.7% | Reduced |
| Credit Agricole S A | 16,684 | $1.58M | 0.01% | +16,684 | New |
| First American Bank | 17,233 | $1.63M | 0.10% | +17,233 | New |
| New Mexico Educational Retirement Board | 17,300 | $1.64M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,376 | $1.65M | 0.02% | −400−2.3% | Reduced |
| Walleye Trading LLC | 18,233 | $1.73M | 0.03% | +18,233 | New |
| ProShare Advisors LLC | 18,275 | $1.73M | 0.00% | −3,072−14.4% | Reduced |
| US Bancorp | 18,337 | $1.74M | 0.00% | −2,014−9.9% | Reduced |
| Zions Bancorporation, National Association | 18,646 | $1.77M | 0.09% | −2,833−13.2% | Reduced |
| Gradient Investments LLC | 18,840 | $1.79M | 0.03% | −852−4.3% | Reduced |
| Hodges Capital Management Inc. | 19,000 | $1.80M | 0.15% | −2,500−11.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,275 | $1.83M | 0.03% | −67−0.3% | Reduced |
| Econ Financial Services Corp | 19,479 | $1.85M | 0.92% | +19,479 | New |
| Stifel Financial Corp | 19,546 | $1.85M | 0.00% | +8,583+78.3% | Added |