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 2 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 |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 5,000 | $473.9K | 0.00% | −314,800−98.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $473.9K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 4,978 | $471.8K | 0.00% | −365−6.8% | Reduced |
| Sanctuary Advisors, LLC | 4,868 | $461.3K | 0.00% | −350−6.7% | Reduced |
| State of Wyoming | 4,779 | $452.9K | 0.05% | +1,708+55.6% | Added |
| Atomi Financial Group, Inc. | 4,685 | $444.0K | 0.01% | −302−6.1% | Reduced |
| Optimize Financial Inc | 4,644 | $440.1K | 0.23% | +4,644 | New |
| Polymer Capital Management (US) LLC | 4,584 | $434.4K | 0.06% | +4,584 | New |
| Bayforest Capital Ltd | 4,410 | $417.9K | 0.20% | +1,207+37.7% | Added |
| Fulton Bank, N.A. | 4,296 | $407.1K | 0.01% | +4,296 | New |
| Level Four Advisory Services, LLC | 4,279 | $405.5K | 0.01% | +307+7.7% | Added |
| FourThought Financial Partners, LLC | 4,019 | $380.9K | 0.03% | +4,019 | New |
| PharVision Advisers, LLC | 3,997 | $378.8K | 0.21% | +1,978+98.0% | Added |
| Swiss Life Asset Management Ltd | 3,992 | $378.3K | 0.00% | +1,757+78.6% | Added |
| Arkadios Wealth Advisors | 3,987 | $377.8K | 0.01% | −148−3.6% | Reduced |
| Shaker Investments LLC | 3,953 | $374.6K | 0.15% | −908−18.7% | Reduced |
| Holocene Advisors, LP | 3,869 | $366.7K | 0.00% | +3,869 | New |
| Cim Investment Mangement Inc | 3,816 | $361.6K | 0.10% | −4,018−51.3% | Reduced |
| Brinker Capital Investments, LLC | 3,769 | $357.2K | 0.00% | −10.0% | Reduced |
| Ethic Inc. | 3,758 | $356.1K | 0.01% | −3,112−45.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,746 | $355.0K | 0.00% | −41−1.1% | Reduced |
| Three Seasons Wealth, LLC | 3,685 | $349.2K | 0.03% | +3,685 | New |
| Fiduciary Trust Co | 3,669 | $347.7K | 0.00% | +120+3.4% | Added |
| Jones Financial Companies LLLP | 3,586 | $346.2K | 0.00% | +525+17.2% | Added |
| Virginia Retirement Systems Et Al | 3,600 | $341.2K | 0.00% | +3,600 | New |
| Profund Advisors LLC | 3,596 | $340.8K | 0.01% | +74+2.1% | Added |
| Point72 Europe (London) LLP | 3,566 | $338.0K | 0.02% | +3,566 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,548 | $336.3K | 0.05% | +3,548 | New |
| Neuberger Berman Group LLC | 3,459 | $327.8K | 0.00% | −81,113−95.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,454 | $327.3K | 0.01% | −76−2.2% | Reduced |
| Avanza Fonder AB | 3,372 | $319.6K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 3,357 | $318.1K | 0.01% | +473+16.4% | Added |
| Group One Trading, L.P. | 3,312 | $313.9K | 0.01% | +3,312 | New |
| Point72 (DIFC) Ltd | 3,237 | $306.8K | 0.02% | +3,237 | New |
| Henshaw Capital LLC | 3,193 | $302.6K | 0.01% | +3,193 | New |
| Janney Capital Management LLC | 3,151 | $299.0K | 0.02% | +3,151 | New |
| MeadowBrook Investment Advisors LLC | 3,110 | $294.7K | 0.25% | +20+0.6% | Added |
| Shelton Capital Management | 3,104 | $294.2K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,023 | $286.5K | 0.03% | −1,484−32.9% | Reduced |
| Cresset Asset Management, LLC | 3,014 | $285.6K | 0.00% | +443+17.2% | Added |
| Sivia Capital Partners, LLC | 2,979 | $282.3K | 0.08% | +60+2.1% | Added |
| Prelude Capital Management, LLC | 2,903 | $275.1K | 0.02% | +2,903 | New |
| Keebeck Alpha, LP | 2,868 | $271.8K | 0.38% | +2,868 | New |
| Ieq Capital, LLC | 2,822 | $267.4K | 0.00% | −6−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,750 | $260.6K | 0.01% | −50−1.8% | Reduced |
| HB Wealth Management, LLC | 2,731 | $258.8K | 0.00% | −113−4.0% | Reduced |
| CIBC Asset Management Inc | 2,700 | $255.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,674 | $253.4K | 0.01% | +66+2.5% | Added |
| Forum Financial Management, LP | 2,642 | $250.4K | 0.00% | +346+15.1% | Added |
| 1620 Investment Advisors, Inc. | 2,640 | $250.2K | 0.17% | +550+26.3% | Added |
| Curated Wealth Partners LLC | 2,628 | $249.1K | 0.03% | +247+10.4% | Added |
| Axim Planning & Wealth | 2,620 | $248.3K | 0.20% | +2,620 | New |
| Portside Wealth Group, LLC | 2,611 | $247.4K | 0.03% | −88−3.3% | Reduced |
| City Center Advisors, LLC | 2,606 | $247.0K | 0.24% | +2,606 | New |
| Venturi Wealth Management, LLC | 2,485 | $235.5K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,455 | $232.7K | 0.01% | +2,455 | New |
| Greenleaf Trust | 2,428 | $230.1K | 0.00% | −515−17.5% | Reduced |
| Everence Capital Management Inc | 2,430 | $230.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,418 | $229.2K | 0.00% | −172−6.6% | Reduced |
| Advisors Asset Management, Inc. | 2,413 | $228.7K | 0.00% | −24−1.0% | Reduced |
| KBC Group NV | 2,411 | $228.0K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,404 | $227.8K | 0.05% | +2,404 | New |
| Peapack Gladstone Financial Corp | 2,362 | $224.0K | 0.00% | −94−3.8% | Reduced |
| Grant Private Wealth Management Inc | 2,336 | $221.4K | 0.14% | +2,336 | New |
| Oregon Pacific Wealth Management, LLC | 2,330 | $220.8K | 0.19% | +2,330 | New |
| Concurrent Investment Advisors, LLC | 2,318 | $219.7K | 0.00% | +2,318 | New |
| Colony Group, LLC | 2,244 | $212.7K | 0.00% | +2,244 | New |
| Vident Advisory, LLC | 2,227 | $211.1K | 0.00% | +2,227 | New |
| Evergreen Capital Management LLC | 2,212 | $209.6K | 0.00% | +2,212 | New |
| Bridgefront Capital, LLC | 2,190 | $207.5K | 0.06% | +2,190 | New |
| AE Wealth Management LLC | 2,185 | $207.1K | 0.00% | +2,185 | New |
| Advisory Services Network, LLC | 2,184 | $207.0K | 0.00% | +2,184 | New |
| Summit Trail Advisors, LLC | 2,170 | $205.7K | 0.00% | +161+8.0% | Added |
| Park Avenue Securities LLC | 2,168 | $205.0K | 0.00% | +2,168 | New |
| David Loasby | 2,308 | $204.3K | 0.02% | +41+1.8% | Added |
| Gsa Capital Partners LLP | 2,136 | $202.0K | 0.02% | −5,397−71.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,113 | $200.2K | 0.00% | +2,113 | New |
| Merit Financial Group, LLC | 2,112 | $200.2K | 0.00% | +172+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,988 | $188.4K | 0.00% | +1,634+461.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,932 | $183.1K | 0.00% | +57+3.0% | Added |
| Daiwa Securities Group Inc. | 1,790 | $170.0K | 0.00% | −110−5.8% | Reduced |
| GAMMA Investing LLC | 1,776 | $168.3K | 0.01% | −230−11.5% | Reduced |
| Aviso Financial Inc. | 1,755 | $166.3K | 0.01% | −127−6.7% | Reduced |
| Hantz Financial Services, Inc. | 1,559 | $148.0K | 0.00% | +457+41.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,474 | $139.7K | 0.00% | −199−11.9% | Reduced |
| Bryn Mawr Trust Co | 1,267 | $120.1K | 0.00% | −26−2.0% | Reduced |
| ISAM Funds (UK) Ltd | 1,235 | $117.0K | 0.02% | +1,235 | New |
| Signaturefd, LLC | 1,229 | $116.5K | 0.00% | −57−4.4% | Reduced |
| Parallel Advisors, LLC | 1,214 | $115.1K | 0.00% | −233−16.1% | Reduced |
| Amica Retiree Medical Trust | 1,153 | $109.0K | 0.15% | 00.0% | Unchanged |
| Fifth Third Bancorp | 988 | $93.6K | 0.00% | +80+8.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882 | $84.0K | 0.00% | +19+2.2% | Added |
| Umb Bank N A | 868 | $82.3K | 0.00% | +2+0.2% | Added |
| SBI Securities Co., Ltd. | 840 | $79.6K | 0.00% | +84+11.1% | Added |
| Clearstead Advisors, LLC | 827 | $78.4K | 0.00% | −143−14.7% | Reduced |
| Shell Asset Management Co | 792 | $75.0K | 0.01% | −1,206−60.4% | Reduced |
| Optiver Holding B.V. | 774 | $73.4K | 0.00% | −109−12.3% | Reduced |
| IFP Advisors, Inc | 771 | $73.1K | 0.00% | +727+1,652.3% | Added |
| Harbor Investment Advisory, LLC | 708 | $67.1K | 0.01% | −219−23.6% | Reduced |
| Quarry LP | 633 | $60.0K | 0.01% | −108−14.6% | Reduced |