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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 91,516 | $8.67M | 0.01% | −10,903−10.6% | Reduced |
| Diversify Wealth Management, LLC | 90,506 | $8.58M | 0.50% | −170.0% | Reduced |
| Manufacturers Life Insurance Company, The | 89,487 | $8.48M | 0.01% | −4,723−5.0% | Reduced |
| HighTower Advisors, LLC | 89,133 | $8.45M | 0.01% | +1,621+1.9% | Added |
| Citigroup Inc | 85,570 | $8.11M | 0.01% | −52,054−37.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 84,306 | $7.99M | 0.07% | +730+0.9% | Added |
| GM Advisory Group, Inc. | 83,757 | $7.94M | 0.34% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 80,584 | $7.64M | 0.03% | +30,394+60.6% | Added |
| California State Teachers Retirement System | 80,580 | $7.64M | 0.01% | −63−0.1% | Reduced |
| Renaissance Group LLC | 80,494 | $7.63M | 0.29% | +6,539+8.8% | Added |
| New York State Teachers Retirement System | 78,451 | $7.43M | 0.01% | −200−0.3% | Reduced |
| Tectonic Advisors LLC | 76,931 | $7.29M | 0.40% | +42,378+122.6% | Added |
| Kornitzer Capital Management Inc | 75,326 | $7.14M | 0.14% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 74,895 | $7.10M | 0.00% | +29,583+65.3% | Added |
| Congress Asset Management Co | 74,714 | $7.08M | 0.05% | +6,473+9.5% | Added |
| Engineers Gate Manager LP | 74,386 | $7.05M | 0.08% | +61,309+468.8% | Added |
| Canada Pension Plan Investment Board | 73,900 | $7.00M | 0.00% | +73,700+36,850.0% | Added |
| Nordea Investment Management AB | 68,790 | $6.52M | 0.01% | +9,058+15.2% | Added |
| Great West Life Assurance Co | 66,921 | $6.38M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 66,292 | $6.28M | 0.24% | +60,220+991.8% | Added |
| Jump Financial, LLC | 65,017 | $6.16M | 0.08% | +60,733+1,417.7% | Added |
| Inspirion Wealth Advisors, LLC | 75,005 | $6.14M | 0.86% | +10,005+15.4% | Added |
| Elk River Wealth Management, LLC | 64,474 | $6.11M | 0.98% | −485−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 62,272 | $5.90M | 0.02% | −31,275−33.4% | Reduced |
| Madison Asset Management, LLC | 60,707 | $5.75M | 0.06% | +46+0.1% | Added |
| Moody Aldrich Partners LLC | 59,685 | $5.66M | 1.07% | −11,530−16.2% | Reduced |
| 1492 Capital Management LLC | 54,972 | $5.21M | 2.11% | +2,894+5.6% | Added |
| Warren Averett Asset Management, LLC | 54,610 | $5.18M | 0.05% | −172−0.3% | Reduced |
| First Trust Advisors LP | 53,902 | $5.11M | 0.00% | +2,576+5.0% | Added |
| UMA Financial Services, Inc. | 53,557 | $5.08M | 0.72% | −60.0% | Reduced |
| Eversept Partners, LP | 52,388 | $4.96M | 0.38% | −103,480−66.4% | Reduced |
| Advantage Alpha Capital Partners LP | 50,742 | $4.81M | 1.45% | +6,028+13.5% | Added |
| Creative Planning | 50,414 | $4.78M | 0.00% | +1,350+2.8% | Added |
| EverSource Wealth Advisors, LLC | 49,264 | $4.67M | 0.18% | +16,588+50.8% | Added |
| Ambassador Advisors, LLC | 46,580 | $4.41M | 0.66% | +46,580 | New |
| Intech Investment Management LLC | 46,098 | $4.37M | 0.04% | −5,271−10.3% | Reduced |
| EFG Asset Management (North America) Corp. | 45,147 | $4.28M | 0.55% | +553+1.2% | Added |
| Overbrook Management Corp | 44,970 | $4.26M | 0.77% | −2,515−5.3% | Reduced |
| Mariner, LLC | 44,936 | $4.26M | 0.01% | +16,502+58.0% | Added |
| Baird Financial Group, Inc. | 41,173 | $3.90M | 0.01% | −4,071−9.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 40,612 | $3.85M | 0.03% | −6,771−14.3% | Reduced |
| Formula Growth Ltd | 40,590 | $3.85M | 1.37% | +11,100+37.6% | Added |
| Covea Finance | 39,200 | $3.71M | 0.13% | 00.0% | Unchanged |
| Amalgamated Bank | 37,909 | $3.59M | 0.03% | −156−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 37,741 | $3.58M | 0.00% | +37,741 | New |
| Atria Investments LLC | 37,742 | $3.58M | 0.04% | +15,347+68.5% | Added |
| Gotham Asset Management, LLC | 36,820 | $3.49M | 0.02% | +20,170+121.1% | Added |
| Morningstar Investment Management LLC | 36,173 | $3.43M | 0.13% | +36,173 | New |
| Cerity Partners LLC | 36,027 | $3.41M | 0.01% | +8,623+31.5% | Added |
| State of Tennessee, Treasury Department | 35,294 | $3.34M | 0.01% | +2,340+7.1% | Added |
| STRS Ohio | 35,000 | $3.32M | 0.01% | +19,100+120.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,488 | $3.17M | 0.01% | +8,334+33.1% | Added |
| BNP Paribas Arbitrage, SA | 33,022 | $3.13M | 0.00% | +11,261+51.7% | Added |
| Montanaro Asset Management Ltd | 32,900 | $3.12M | 0.78% | +4,800+17.1% | Added |
| RE Advisers Corp | 32,800 | $3.11M | 0.07% | +5,900+21.9% | Added |
| M&T Bank Corp | 32,746 | $3.10M | 0.01% | −1,139−3.4% | Reduced |
| Zacks Investment Management | 32,599 | $3.09M | 0.02% | +1,351+4.3% | Added |
| Sequoia Financial Advisors, LLC | 31,889 | $3.02M | 0.02% | +2,158+7.3% | Added |
| Future Fund LLC | 31,463 | $2.98M | 1.05% | +10,952+53.4% | Added |
| Los Angeles Capital Management LLC | 30,466 | $2.89M | 0.01% | +12,930+73.7% | Added |
| Captrust Financial Advisors | 30,341 | $2.88M | 0.01% | −1,882−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 30,252 | $2.87M | 0.09% | −2,718−8.2% | Reduced |
| State of New Jersey Common Pension Fund D | 30,066 | $2.85M | 0.01% | +991+3.4% | Added |
| Squarepoint Ops LLC | 29,823 | $2.83M | 0.01% | −5,319−15.1% | Reduced |
| Pathstone Holdings, LLC | 29,698 | $2.81M | 0.01% | +736+2.5% | Added |
| Forest Hill Capital, LLC | 29,576 | $2.80M | 1.65% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,731 | $2.72M | 0.01% | +28,731 | New |
| Advisor Group Holdings, Inc. | 28,898 | $2.68M | 0.00% | +16,457+132.3% | Added |
| Natixis Advisors, L.P. | 28,027 | $2.66M | 0.00% | −3,704−11.7% | Reduced |
| Yousif Capital Management, LLC | 27,889 | $2.64M | 0.03% | −2,198−7.3% | Reduced |
| Verition Fund Management LLC | 27,603 | $2.62M | 0.01% | −10,722−28.0% | Reduced |
| Beacon Investment Advisors LLC | 27,366 | $2.59M | 1.06% | +27,366 | New |
| Hilton Capital Management, LLC | 26,377 | $2.50M | 0.20% | +26,377 | New |
| Marex Group plc | 26,197 | $2.48M | 0.03% | +26,197 | New |
| Arizona State Retirement System | 25,559 | $2.42M | 0.01% | +333+1.3% | Added |
| Avidity Partners Management LP | 25,300 | $2.40M | 0.55% | −66,700−72.5% | Reduced |
| Chesley Taft & Associates LLC | 25,260 | $2.39M | 0.10% | +10,215+67.9% | Added |
| Cetera Investment Advisers | 24,638 | $2.33M | 0.00% | +16,757+212.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,456 | $2.32M | 0.01% | +1,291+5.6% | Added |
| Silphium Asset Management Ltd | 24,400 | $2.31M | 0.68% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,100 | $2.28M | 0.04% | −300−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,981 | $2.27M | 0.02% | +4,717+24.5% | Added |
| State Board of Administration of Florida Retirement System | 23,838 | $2.26M | 0.00% | −115−0.5% | Reduced |
| Teacher Retirement System of Texas | 23,674 | $2.24M | 0.01% | +523+2.3% | Added |
| New Age Alpha Advisors, LLC | 23,575 | $2.23M | 0.09% | −1,458−5.8% | Reduced |
| HSBC Holdings PLC | 23,313 | $2.20M | 0.00% | +15,752+208.3% | Added |
| Advisory Research Inc | 22,292 | $2.11M | 0.28% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,194 | $2.10M | 0.01% | −64−0.3% | Reduced |
| KLP Kapitalforvaltning AS | 21,900 | $2.08M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,516 | $2.04M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,622 | $1.95M | 0.01% | −200−1.0% | Reduced |
| Toroso Investments, LLC | 20,291 | $1.92M | 0.01% | +8,591+73.4% | Added |
| RSM US Wealth Management LLC | 20,259 | $1.92M | 0.03% | −71−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,150 | $1.91M | 0.01% | +8,158+68.0% | Added |
| Crown Advisors Management, Inc. | 20,000 | $1.90M | 1.27% | +20,000 | New |
| Stifel Financial Corp | 19,546 | $1.85M | 0.00% | +8,583+78.3% | Added |
| Econ Financial Services Corp | 19,479 | $1.85M | 0.92% | +19,479 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,275 | $1.83M | 0.03% | −67−0.3% | Reduced |
| Hodges Capital Management Inc. | 19,000 | $1.80M | 0.15% | −2,500−11.6% | Reduced |
| Gradient Investments LLC | 18,840 | $1.79M | 0.03% | −852−4.3% | Reduced |