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 |
|---|---|---|---|---|---|
| First Turn Management, LLC | 0 | $0 | 0.00% | −80,880−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −75,730−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −62,100−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −37,157−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −36,345−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −30,203−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,786−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −29,974−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,511−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −25,845−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,963−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −19,642−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,304−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,393−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,738−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −8,243−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −7,056−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,736−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −6,736−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −4,913−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,878−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,027−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| NBW Capital LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Vega Investment Solutions | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |