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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 18,646 | $1.77M | 0.09% | −2,833−13.2% | Reduced |
| US Bancorp | 18,337 | $1.74M | 0.00% | −2,014−9.9% | Reduced |
| ProShare Advisors LLC | 18,275 | $1.73M | 0.00% | −3,072−14.4% | Reduced |
| Walleye Trading LLC | 18,233 | $1.73M | 0.03% | +18,233 | New |
| Oregon Public Employees Retirement Fund | 17,376 | $1.65M | 0.02% | −400−2.3% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.64M | 0.05% | 00.0% | Unchanged |
| First American Bank | 17,233 | $1.63M | 0.10% | +17,233 | New |
| Credit Agricole S A | 16,684 | $1.58M | 0.01% | +16,684 | New |
| Goodnow Investment Group, LLC | 16,340 | $1.55M | 0.15% | −450−2.7% | Reduced |
| Brevan Howard Capital Management LP | 16,314 | $1.55M | 0.02% | −11,141−40.6% | Reduced |
| Harbor Capital Advisors, Inc. | 16,021 | $1.52M | 0.12% | −32,610−67.1% | Reduced |
| Jane Street Group, LLC | 15,902 | $1.51M | 0.00% | −186,177−92.1% | Reduced |
| Simplify Asset Management Inc. | 15,805 | $1.50M | 0.03% | +15,805 | New |
| Penn Capital Management Co Inc | 15,363 | $1.48M | 0.11% | +1,004+7.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 15,595 | $1.48M | 0.11% | −90−0.6% | Reduced |
| Coyle Financial Counsel LLC | 15,433 | $1.46M | 0.34% | +7,620+97.5% | Added |
| The PNC Financial Services Group, Inc. | 15,183 | $1.44M | 0.00% | +1,793+13.4% | Added |
| One Capital Management, LLC | 15,053 | $1.43M | 0.05% | +7,552+100.7% | Added |
| Maridea Wealth Management LLC | 15,262 | $1.42M | 0.22% | +15,262 | New |
| Entropy Technologies, LP | 14,569 | $1.38M | 0.10% | +14,569 | New |
| CWM Advisors, LLC | 14,438 | $1.37M | 0.13% | +7,994+124.1% | Added |
| Hancock Whitney Corp | 13,843 | $1.31M | 0.02% | −280−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 13,563 | $1.29M | 0.13% | +7,187+112.7% | Added |
| Guggenheim Capital LLC | 13,446 | $1.27M | 0.01% | +49+0.4% | Added |
| OP Asset Management Ltd | 13,305 | $1.26M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 13,176 | $1.25M | 0.00% | −2,246−14.6% | Reduced |
| Danske Bank A/S | 13,109 | $1.24M | 0.00% | −4,899−27.2% | Reduced |
| Omers Administration Corp | 13,100 | $1.24M | 0.01% | +13,100 | New |
| Prudential Financial Inc | 13,055 | $1.24M | 0.00% | −1,100−7.8% | Reduced |
| Benjamin Edwards Inc | 12,957 | $1.23M | 0.01% | +6,985+117.0% | Added |
| SG Americas Securities, LLC | 12,715 | $1.21M | 0.00% | +8,152+178.7% | Added |
| GWM Advisors LLC | 12,601 | $1.19M | 0.01% | +920+7.9% | Added |
| Xponance, Inc. | 12,265 | $1.16M | 0.01% | +102+0.8% | Added |
| Pictet Asset Management Holding SA | 11,849 | $1.12M | 0.00% | −1,377−10.4% | Reduced |
| Amica Mutual Insurance Co | 11,805 | $1.12M | 0.10% | 00.0% | Unchanged |
| Sciencast Management LP | 11,739 | $1.11M | 0.21% | +11,739 | New |
| T. Rowe Price Investment Management, Inc. | 11,553 | $1.09M | 0.00% | −590,267−98.1% | Reduced |
| Pacer Advisors, Inc. | 11,490 | $1.09M | 0.00% | +11,490 | New |
| Crestwood Advisors Group LLC | 11,211 | $1.06M | 0.02% | −893−7.4% | Reduced |
| Prudential PLC | 11,085 | $1.05M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 11,082 | $1.05M | 0.03% | −2,987−21.2% | Reduced |
| Milestone Asset Management, LLC | 10,925 | $1.04M | 0.20% | +10,925 | New |
| Graham Capital Management, L.P. | 10,918 | $1.03M | 0.04% | +8,026+277.5% | Added |
| Elo Mutual Pension Insurance Co | 10,884 | $1.03M | 0.02% | +10,884 | New |
| JustInvest LLC | 10,742 | $1.02M | 0.01% | +103+1.0% | Added |
| Wolverine Trading, LLC | 10,636 | $1.01M | 0.02% | +10,636 | New |
| Vontobel Holding Ltd. | 10,537 | $998.6K | 0.00% | −2,179−17.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,389 | $984.6K | 0.07% | −6,529−38.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,270 | $973.3K | 0.03% | +5,158+100.9% | Added |
| Integrated Quantitative Investments LLC | 10,095 | $956.7K | 0.27% | +4,288+73.8% | Added |
| Stansberry Asset Management, LLC | 9,730 | $922.1K | 0.10% | +3,693+61.2% | Added |
| Tudor Investment Corp Et Al | 9,698 | $919.1K | 0.01% | +189+2.0% | Added |
| Alps Advisors Inc | 9,403 | $891.1K | 0.00% | +1,288+15.9% | Added |
| State of Alaska, Department of Revenue | 9,231 | $874.0K | 0.01% | −490−5.0% | Reduced |
| CIBC Bancorp USA Inc. | 9,100 | $862.4K | 0.01% | +9,100 | New |
| Amussen Hunsaker Associates LLC | 9,046 | $851.6K | 0.09% | +9,046 | New |
| Rockefeller Capital Management L.P. | 8,950 | $848.2K | 0.00% | +8,950 | New |
| Quantinno Capital Management LP | 8,891 | $842.6K | 0.00% | +919+11.5% | Added |
| HC Advisors, LLC | 8,880 | $841.6K | 0.59% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,598 | $814.8K | 0.01% | +8,529+12,360.9% | Added |
| Sheets Smith Wealth Management | 8,525 | $807.9K | 0.09% | +106+1.3% | Added |
| FJ Capital Management LLC | 8,376 | $793.8K | 0.09% | +8,376 | New |
| Public Employees Retirement Association of Colorado | 8,231 | $780.0K | 0.00% | −368−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,046 | $762.5K | 0.01% | +8,046 | New |
| Quadrant Capital Group LLC | 8,021 | $760.2K | 0.02% | −3,014−27.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,846 | $743.6K | 0.00% | −178−2.2% | Reduced |
| Federated Hermes, Inc. | 7,725 | $732.1K | 0.00% | −1,658−17.7% | Reduced |
| Susquehanna International Group, LLP | 7,627 | $722.8K | 0.00% | −96,346−92.7% | Reduced |
| Suncoast Equity Management | 7,320 | $693.7K | 0.07% | +7,320 | New |
| Peterson Wealth Services | 20 | $690.6K | 0.17% | −6,918−99.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,713 | $682.6K | 0.00% | +1,820+30.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $681.0K | 0.01% | +2,588+55.5% | Added |
| Stephens Inc | 7,123 | $675.0K | 0.01% | +701+10.9% | Added |
| Deerfield Management Company, L.P. (Series C) | 7,060 | $669.1K | 0.01% | +7,060 | New |
| Mercer Global Advisors Inc | 7,055 | $668.6K | 0.00% | +3,842+119.6% | Added |
| ExodusPoint Capital Management, LP | 6,790 | $643.5K | 0.01% | −7,529−52.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,774 | $642.0K | 0.00% | +5,912+685.8% | Added |
| Capstone Investment Advisors, LLC | 6,573 | $622.9K | 0.01% | −1,979−23.1% | Reduced |
| Securian Asset Management, Inc | 6,476 | $613.7K | 0.02% | −125−1.9% | Reduced |
| CWM, LLC | 6,426 | $609.0K | 0.00% | +3,183+98.1% | Added |
| Bridgewater Associates, LP | 6,379 | $604.5K | 0.00% | +6,379 | New |
| Farringdon Capital, Ltd. | 6,324 | $599.3K | 0.15% | +3,815+152.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,315 | $598.3K | 0.00% | −246−3.7% | Reduced |
| Bayesian Capital Management, LP | 6,300 | $597.1K | 0.12% | −13,200−67.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,634 | $587.1K | 0.01% | +189+2.9% | Added |
| PEAK6 LLC | 6,017 | $570.2K | 0.01% | −5,584−48.1% | Reduced |
| Narus Financial Partners, LLC | 5,941 | $563.0K | 0.15% | −55−0.9% | Reduced |
| Mutual Advisors, LLC | 5,835 | $562.1K | 0.01% | −45−0.8% | Reduced |
| Jupiter Asset Management Ltd | 5,836 | $553.1K | 0.00% | +5,836 | New |
| Federation des caisses Desjardins du Quebec | 5,729 | $542.9K | 0.00% | +5,729 | New |
| Radnor Capital Management, LLC | 6,240 | $542.1K | 0.08% | −325−5.0% | Reduced |
| MML Investors Services, LLC | 5,643 | $534.8K | 0.00% | +1,645+41.1% | Added |
| Crossmark Global Holdings, Inc. | 5,557 | $526.6K | 0.01% | −266−4.6% | Reduced |
| Assetmark, Inc | 5,539 | $524.9K | 0.00% | +72+1.3% | Added |
| Tower Research Capital LLC (TRC) | 5,473 | $518.7K | 0.01% | −8,648−61.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,457 | $517.2K | 0.02% | +1,636+42.8% | Added |
| Janney Montgomery Scott LLC | 5,387 | $511.0K | 0.00% | −31−0.6% | Reduced |
| Aigen Investment Management, LP | 5,387 | $510.5K | 0.08% | +5,387 | New |
| BTC Capital Management, Inc. | 5,152 | $488.3K | 0.03% | +506+10.9% | Added |
| SRS Capital Advisors, Inc. | 5,077 | $481.1K | 0.01% | +4,718+1,314.2% | Added |