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 |
|---|---|---|---|---|---|
| Crown Advisors Management, Inc. | 20,000 | $1.90M | 1.27% | +20,000 | New |
| Schonfeld Strategic Advisors LLC | 20,150 | $1.91M | 0.01% | +8,158+68.0% | Added |
| RSM US Wealth Management LLC | 20,259 | $1.92M | 0.03% | −71−0.3% | Reduced |
| Toroso Investments, LLC | 20,291 | $1.92M | 0.01% | +8,591+73.4% | Added |
| State of Michigan Retirement System | 20,622 | $1.95M | 0.01% | −200−1.0% | Reduced |
| Handelsbanken Fonder AB | 21,516 | $2.04M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 21,900 | $2.08M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,194 | $2.10M | 0.01% | −64−0.3% | Reduced |
| Advisory Research Inc | 22,292 | $2.11M | 0.28% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,313 | $2.20M | 0.00% | +15,752+208.3% | Added |
| New Age Alpha Advisors, LLC | 23,575 | $2.23M | 0.09% | −1,458−5.8% | Reduced |
| Teacher Retirement System of Texas | 23,674 | $2.24M | 0.01% | +523+2.3% | Added |
| State Board of Administration of Florida Retirement System | 23,838 | $2.26M | 0.00% | −115−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,981 | $2.27M | 0.02% | +4,717+24.5% | Added |
| Louisiana State Employees Retirement System | 24,100 | $2.28M | 0.04% | −300−1.2% | Reduced |
| Silphium Asset Management Ltd | 24,400 | $2.31M | 0.68% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,456 | $2.32M | 0.01% | +1,291+5.6% | Added |
| Cetera Investment Advisers | 24,638 | $2.33M | 0.00% | +16,757+212.6% | Added |
| Chesley Taft & Associates LLC | 25,260 | $2.39M | 0.10% | +10,215+67.9% | Added |
| Avidity Partners Management LP | 25,300 | $2.40M | 0.55% | −66,700−72.5% | Reduced |
| Arizona State Retirement System | 25,559 | $2.42M | 0.01% | +333+1.3% | Added |
| Marex Group plc | 26,197 | $2.48M | 0.03% | +26,197 | New |
| Hilton Capital Management, LLC | 26,377 | $2.50M | 0.20% | +26,377 | New |
| Beacon Investment Advisors LLC | 27,366 | $2.59M | 1.06% | +27,366 | New |
| Verition Fund Management LLC | 27,603 | $2.62M | 0.01% | −10,722−28.0% | Reduced |
| Yousif Capital Management, LLC | 27,889 | $2.64M | 0.03% | −2,198−7.3% | Reduced |
| Natixis Advisors, L.P. | 28,027 | $2.66M | 0.00% | −3,704−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 28,898 | $2.68M | 0.00% | +16,457+132.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,731 | $2.72M | 0.01% | +28,731 | New |
| Forest Hill Capital, LLC | 29,576 | $2.80M | 1.65% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,698 | $2.81M | 0.01% | +736+2.5% | Added |
| Squarepoint Ops LLC | 29,823 | $2.83M | 0.01% | −5,319−15.1% | Reduced |
| State of New Jersey Common Pension Fund D | 30,066 | $2.85M | 0.01% | +991+3.4% | Added |
| Ameritas Investment Partners, Inc. | 30,252 | $2.87M | 0.09% | −2,718−8.2% | Reduced |
| Captrust Financial Advisors | 30,341 | $2.88M | 0.01% | −1,882−5.8% | Reduced |
| Los Angeles Capital Management LLC | 30,466 | $2.89M | 0.01% | +12,930+73.7% | Added |
| Future Fund LLC | 31,463 | $2.98M | 1.05% | +10,952+53.4% | Added |
| Sequoia Financial Advisors, LLC | 31,889 | $3.02M | 0.02% | +2,158+7.3% | Added |
| Zacks Investment Management | 32,599 | $3.09M | 0.02% | +1,351+4.3% | Added |
| M&T Bank Corp | 32,746 | $3.10M | 0.01% | −1,139−3.4% | Reduced |
| RE Advisers Corp | 32,800 | $3.11M | 0.07% | +5,900+21.9% | Added |
| Montanaro Asset Management Ltd | 32,900 | $3.12M | 0.78% | +4,800+17.1% | Added |
| BNP Paribas Arbitrage, SA | 33,022 | $3.13M | 0.00% | +11,261+51.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,488 | $3.17M | 0.01% | +8,334+33.1% | Added |
| STRS Ohio | 35,000 | $3.32M | 0.01% | +19,100+120.1% | Added |
| State of Tennessee, Treasury Department | 35,294 | $3.34M | 0.01% | +2,340+7.1% | Added |
| Cerity Partners LLC | 36,027 | $3.41M | 0.01% | +8,623+31.5% | Added |
| Morningstar Investment Management LLC | 36,173 | $3.43M | 0.13% | +36,173 | New |
| Gotham Asset Management, LLC | 36,820 | $3.49M | 0.02% | +20,170+121.1% | Added |
| Atria Investments LLC | 37,742 | $3.58M | 0.04% | +15,347+68.5% | Added |
| Commonwealth Equity Services, LLC | 37,741 | $3.58M | 0.00% | +37,741 | New |
| Amalgamated Bank | 37,909 | $3.59M | 0.03% | −156−0.4% | Reduced |
| Covea Finance | 39,200 | $3.71M | 0.13% | 00.0% | Unchanged |
| Formula Growth Ltd | 40,590 | $3.85M | 1.37% | +11,100+37.6% | Added |
| Teachers Retirement System of the State of Kentucky | 40,612 | $3.85M | 0.03% | −6,771−14.3% | Reduced |
| Baird Financial Group, Inc. | 41,173 | $3.90M | 0.01% | −4,071−9.0% | Reduced |
| Mariner, LLC | 44,936 | $4.26M | 0.01% | +16,502+58.0% | Added |
| Overbrook Management Corp | 44,970 | $4.26M | 0.77% | −2,515−5.3% | Reduced |
| EFG Asset Management (North America) Corp. | 45,147 | $4.28M | 0.55% | +553+1.2% | Added |
| Intech Investment Management LLC | 46,098 | $4.37M | 0.04% | −5,271−10.3% | Reduced |
| Ambassador Advisors, LLC | 46,580 | $4.41M | 0.66% | +46,580 | New |
| EverSource Wealth Advisors, LLC | 49,264 | $4.67M | 0.18% | +16,588+50.8% | Added |
| Creative Planning | 50,414 | $4.78M | 0.00% | +1,350+2.8% | Added |
| Advantage Alpha Capital Partners LP | 50,742 | $4.81M | 1.45% | +6,028+13.5% | Added |
| Eversept Partners, LP | 52,388 | $4.96M | 0.38% | −103,480−66.4% | Reduced |
| UMA Financial Services, Inc. | 53,557 | $5.08M | 0.72% | −60.0% | Reduced |
| First Trust Advisors LP | 53,902 | $5.11M | 0.00% | +2,576+5.0% | Added |
| Warren Averett Asset Management, LLC | 54,610 | $5.18M | 0.05% | −172−0.3% | Reduced |
| 1492 Capital Management LLC | 54,972 | $5.21M | 2.11% | +2,894+5.6% | Added |
| Moody Aldrich Partners LLC | 59,685 | $5.66M | 1.07% | −11,530−16.2% | Reduced |
| Madison Asset Management, LLC | 60,707 | $5.75M | 0.06% | +46+0.1% | Added |
| Public Employees Retirement System of Ohio | 62,272 | $5.90M | 0.02% | −31,275−33.4% | Reduced |
| Elk River Wealth Management, LLC | 64,474 | $6.11M | 0.98% | −485−0.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.14M | 0.86% | +10,005+15.4% | Added |
| Jump Financial, LLC | 65,017 | $6.16M | 0.08% | +60,733+1,417.7% | Added |
| Dark Forest Capital Management LP | 66,292 | $6.28M | 0.24% | +60,220+991.8% | Added |
| Great West Life Assurance Co | 66,921 | $6.38M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 68,790 | $6.52M | 0.01% | +9,058+15.2% | Added |
| Canada Pension Plan Investment Board | 73,900 | $7.00M | 0.00% | +73,700+36,850.0% | Added |
| Engineers Gate Manager LP | 74,386 | $7.05M | 0.08% | +61,309+468.8% | Added |
| Congress Asset Management Co | 74,714 | $7.08M | 0.05% | +6,473+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 74,895 | $7.10M | 0.00% | +29,583+65.3% | Added |
| Kornitzer Capital Management Inc | 75,326 | $7.14M | 0.14% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 76,931 | $7.29M | 0.40% | +42,378+122.6% | Added |
| New York State Teachers Retirement System | 78,451 | $7.43M | 0.01% | −200−0.3% | Reduced |
| Renaissance Group LLC | 80,494 | $7.63M | 0.29% | +6,539+8.8% | Added |
| California State Teachers Retirement System | 80,580 | $7.64M | 0.01% | −63−0.1% | Reduced |
| King Luther Capital Management Corp | 80,584 | $7.64M | 0.03% | +30,394+60.6% | Added |
| GM Advisory Group, Inc. | 83,757 | $7.94M | 0.34% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 84,306 | $7.99M | 0.07% | +730+0.9% | Added |
| Citigroup Inc | 85,570 | $8.11M | 0.01% | −52,054−37.8% | Reduced |
| HighTower Advisors, LLC | 89,133 | $8.45M | 0.01% | +1,621+1.9% | Added |
| Manufacturers Life Insurance Company, The | 89,487 | $8.48M | 0.01% | −4,723−5.0% | Reduced |
| Diversify Wealth Management, LLC | 90,506 | $8.58M | 0.50% | −170.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 91,516 | $8.67M | 0.01% | −10,903−10.6% | Reduced |
| MetLife Investment Management | 93,000 | $8.81M | 0.04% | −3,027−3.2% | Reduced |
| Mutual of America Capital Management LLC | 94,304 | $8.94M | 0.09% | −2,514−2.6% | Reduced |
| Private Advisory Group LLC | 95,507 | $9.05M | 0.79% | +95,507 | New |
| Thematics Asset Management | 99,242 | $9.41M | 0.43% | −2,767−2.7% | Reduced |
| GDS Wealth Management | 100,969 | $9.57M | 0.63% | +13,682+15.7% | Added |