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 |
|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | 101,315 | $9.60M | 0.65% | −12,240−10.8% | Reduced |
| Peregrine Capital Management LLC | 102,691 | $9.73M | 0.29% | +6,913+7.2% | Added |
| Motley Fool Asset Management LLC | 107,323 | $10.2M | 0.42% | −7,244−6.3% | Reduced |
| Deutsche Bank AG | 109,864 | $10.4M | 0.00% | +7,784+7.6% | Added |
| Grandeur Peak Global Advisors, LLC | 110,074 | $10.4M | 1.40% | −3,503−3.1% | Reduced |
| Frontier Capital Management Co LLC | 114,751 | $10.9M | 0.10% | +2,154+1.9% | Added |
| Qube Research & Technologies Ltd | 117,064 | $11.1M | 0.02% | +41,860+55.7% | Added |
| State of Wisconsin Investment Board | 119,020 | $11.3M | 0.03% | +18,649+18.6% | Added |
| Voya Investment Management LLC | 119,842 | $11.4M | 0.01% | −169,475−58.6% | Reduced |
| Envestnet Asset Management Inc | 138,933 | $13.2M | 0.00% | +2,674+2.0% | Added |
| Oberweis Asset Management Inc | 140,080 | $13.3M | 0.51% | +26,260+23.1% | Added |
| LPL Financial LLC | 145,325 | $13.8M | 0.00% | +105,923+268.8% | Added |
| Russell Investments Group, Ltd. | 151,097 | $14.3M | 0.02% | −40,321−21.1% | Reduced |
| Axiom Investors LLC | 151,397 | $14.3M | 0.11% | +27,128+21.8% | Added |
| California Public Employees Retirement System | 154,634 | $14.7M | 0.01% | +10,840+7.5% | Added |
| Oppenheimer Asset Management Inc. | 155,543 | $14.7M | 0.16% | +48,621+45.5% | Added |
| Legal & General Group Plc | 157,666 | $14.9M | 0.00% | −5,582−3.4% | Reduced |
| Swiss National Bank | 167,600 | $15.9M | 0.01% | +2,400+1.5% | Added |
| Segall Bryant & Hamill, LLC | 169,849 | $16.1M | 0.21% | +4,107+2.5% | Added |
| Victory Capital Management Inc | 170,430 | $16.2M | 0.01% | −22,751−11.8% | Reduced |
| Ensign Peak Advisors, Inc | 176,580 | $16.7M | 0.03% | −154,628−46.7% | Reduced |
| New York State Common Retirement Fund | 177,093 | $16.8M | 0.02% | −17,948−9.2% | Reduced |
| Wells Fargo & Company | 178,310 | $16.9M | 0.00% | −12,129−6.4% | Reduced |
| Summit Creek Advisors LLC | 192,525 | $18.2M | 2.66% | −15,670−7.5% | Reduced |
| UBS Asset Management Americas Inc | 193,586 | $18.3M | 0.00% | −224,143−53.7% | Reduced |
| DF Dent & Co Inc | 205,859 | $19.5M | 0.25% | −78,808−27.7% | Reduced |
| CIBC Private Wealth Group, LLC | 213,406 | $20.2M | 0.03% | −913,648−81.1% | Reduced |
| Retirement Systems of Alabama | 213,458 | $20.2M | 0.07% | −1,329−0.6% | Reduced |
| Barclays PLC | 214,291 | $20.3M | 0.01% | +13,922+6.9% | Added |
| Glenmede Investment Management, LP | 214,988 | $20.4M | 0.10% | −13,831−6.0% | Reduced |
| Alliancebernstein L.P. | 227,262 | $21.5M | 0.01% | −3,390−1.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 231,902 | $22.0M | 0.41% | −150,804−39.4% | Reduced |
| WCM Investment Management, LLC | 248,382 | $23.7M | 0.05% | −568−0.2% | Reduced |
| Principal Financial Group Inc | 253,780 | $24.1M | 0.01% | +5,026+2.0% | Added |
| Ashford Capital Management Inc | 271,963 | $25.8M | 2.87% | −7,441−2.7% | Reduced |
| 12th Street Asset Management Company, LLC | 272,068 | $25.8M | 4.36% | +145,151+114.4% | Added |
| Rhumbline Advisers | 272,333 | $25.8M | 0.02% | −5,582−2.0% | Reduced |
| Ranger Investment Management, L.P. | 274,130 | $26.0M | 1.81% | −8,350−3.0% | Reduced |
| Woodline Partners LP | 276,390 | $26.2M | 0.12% | +276,390 | New |
| Thrivent Financial for Lutherans | 287,280 | $27.2M | 0.05% | +4,838+1.7% | Added |
| Aureus Asset Management, LLC | 291,703 | $27.6M | 1.80% | −5,756−1.9% | Reduced |
| Marshall Wace, LLP | 293,182 | $27.8M | 0.03% | +240,847+460.2% | Added |
| Man Group plc | 307,281 | $29.1M | 0.06% | +52,629+20.7% | Added |
| Massachusetts Financial Services Co | 315,327 | $29.9M | 0.01% | −64,686−17.0% | Reduced |
| Comerica Bank | 343,270 | $32.5M | 0.12% | +105,602+44.4% | Added |
| Bessemer Group Inc | 349,342 | $33.1M | 0.05% | +61,317+21.3% | Added |
| Royal Bank of Canada | 351,102 | $33.3M | 0.01% | −123,485−26.0% | Reduced |
| Lazard Asset Management LLC | 370,923 | $35.2M | 0.05% | −16,878−4.4% | Reduced |
| Millennium Management LLC | 378,280 | $35.8M | 0.03% | −97,112−20.4% | Reduced |
| Davenport & Co LLC | 386,388 | $36.8M | 0.20% | +74,431+23.9% | Added |
| Raymond James Financial Inc | 413,163 | $39.2M | 0.01% | −11,842−2.8% | Reduced |
| Citadel Advisors LLC | 426,814 | $40.4M | 0.03% | −783,572−64.7% | Reduced |
| Aristotle Capital Boston, LLC | 436,034 | $41.3M | 2.13% | −7,291−1.6% | Reduced |
| GW&K Investment Management, LLC | 446,993 | $42.4M | 0.37% | −51,905−10.4% | Reduced |
| UBS Group AG | 549,217 | $52.0M | 0.01% | −81,660−12.9% | Reduced |
| Nuveen, LLC | 549,978 | $52.1M | 0.01% | +4,484+0.8% | Added |
| Point72 Asset Management, L.P. | 561,025 | $53.2M | 0.12% | +561,025 | New |
| Artisan Partners Limited Partnership | 597,445 | $56.6M | 0.08% | −24,202−3.9% | Reduced |
| Premier Fund Managers Ltd | 610,129 | $58.2M | 2.39% | −2,798−0.5% | Reduced |
| SEI Investments Co | 624,272 | $59.2M | 0.06% | −17,741−2.8% | Reduced |
| Macquarie Group Ltd | 633,143 | $60.0M | 0.07% | +456,526+258.5% | Added |
| Bank of New York Mellon Corp | 645,843 | $61.2M | 0.01% | −13,716−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 652,246 | $61.8M | 0.15% | −34,426−5.0% | Reduced |
| Bank of America Corp | 675,530 | $64.0M | 0.00% | −33,204−4.7% | Reduced |
| Ameriprise Financial Inc | 690,569 | $65.4M | 0.02% | −41,865−5.7% | Reduced |
| Stephens Investment Management Group LLC | 724,244 | $68.6M | 0.89% | −292,089−28.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 764,187 | $69.3M | 0.11% | −32,285−4.1% | Reduced |
| Bamco Inc | 759,525 | $72.0M | 0.19% | −20,475−2.6% | Reduced |
| American Century Companies Inc | 771,205 | $73.1M | 0.04% | +81,464+11.8% | Added |
| Wellington Management Group LLP | 796,249 | $75.5M | 0.01% | −128,673−13.9% | Reduced |
| Janus Henderson Group PLC | 839,494 | $79.6M | 0.04% | −13,101−1.5% | Reduced |
| Franklin Resources Inc | 840,248 | $79.6M | 0.02% | +6,299+0.8% | Added |
| Goldman Sachs Group Inc | 875,438 | $83.0M | 0.01% | −41,845−4.6% | Reduced |
| Atalan Capital Partners, LP | 911,600 | $86.4M | 6.03% | +211,600+30.2% | Added |
| Loomis Sayles & Co L P | 985,105 | $93.4M | 0.11% | −46,223−4.5% | Reduced |
| Greenhouse Funds LLLP | 1,068,921 | $101.3M | 3.94% | +157,106+17.2% | Added |
| Northern Trust Corp | 1,080,140 | $102.4M | 0.01% | −7,199−0.7% | Reduced |
| Geneva Capital Management LLC | 1,097,607 | $104.0M | 1.78% | −10,634−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,141,987 | $108.2M | 0.02% | +12,872+1.1% | Added |
| JPMorgan Chase & Co | 1,205,077 | $114.2M | 0.01% | +124,283+11.5% | Added |
| Mackenzie Financial Corp | 1,267,752 | $120.1M | 0.15% | +5840.0% | Added |
| Morgan Stanley | 1,302,412 | $123.4M | 0.01% | −101,756−7.2% | Reduced |
| Clearbridge Investments, LLC | 1,359,832 | $128.9M | 0.10% | +38,449+2.9% | Added |
| Price T Rowe Associates Inc | 1,533,730 | $145.4M | 0.02% | +833,361+119.0% | Added |
| Dimensional Fund Advisors LP | 1,559,008 | $147.8M | 0.03% | +38,154+2.5% | Added |
| Brown Advisory Inc | 1,605,273 | $152.1M | 0.20% | −21,751−1.3% | Reduced |
| Westfield Capital Management Co LP | 1,716,658 | $162.7M | 0.68% | +451,450+35.7% | Added |
| AQR Capital Management LLC | 1,764,268 | $167.2M | 0.11% | +656,820+59.3% | Added |
| Invesco Ltd. | 2,129,154 | $201.8M | 0.03% | −236,706−10.0% | Reduced |
| Geode Capital Management, LLC | 2,195,561 | $208.1M | 0.01% | +48,383+2.3% | Added |
| State Street Corp | 3,150,196 | $298.5M | 0.01% | −34,024−1.1% | Reduced |
| FMR LLC | 3,489,781 | $330.7M | 0.02% | −1,550,235−30.8% | Reduced |
| Wasatch Advisors Inc | 6,307,675 | $597.8M | 3.22% | +206,611+3.4% | Added |
| Vanguard Group Inc | 8,746,255 | $828.9M | 0.01% | +243,549+2.9% | Added |
| BlackRock, Inc. | 11,165,858 | $1.06B | 0.02% | +441,876+4.1% | Added |
| Van Berkom & Associates Inc. | 0 | $0 | 0.00% | −442,830−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −219,746−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −141,779−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −129,465−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −100,417−100.0% | Sold out |