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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Healthequity, Inc. as of Dec 31, 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
- 513
- +30 vs. Q3 2025
- Shares held
- 89.1M
- +987.1K (+1.1%) vs. Q3 2025
- Total value
- $8.16B
- −$184.8M (−2.2%) vs. Q3 2025
- New holders
- 91
- 183 more added
- Sold out
- 61
- 180 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 500 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,215,829 | $1.03B | 0.02% | +49,971+0.4% | Added |
| Vanguard Group Inc | 8,668,534 | $794.1M | 0.01% | −77,721−0.9% | Reduced |
| Wasatch Advisors Inc | 6,589,646 | $603.7M | 3.59% | +281,971+4.5% | Added |
| State Street Corp | 3,091,052 | $283.2M | 0.01% | −59,144−1.9% | Reduced |
| Geode Capital Management, LLC | 2,201,232 | $201.7M | 0.01% | +5,671+0.3% | Added |
| FMR LLC | 2,052,571 | $188.0M | 0.01% | −1,437,210−41.2% | Reduced |
| Westfield Capital Management Co LP | 1,952,452 | $178.9M | 0.75% | +235,794+13.7% | Added |
| William Blair Investment Management, LLC | 1,855,208 | $170.0M | 0.47% | +1,855,208 | New |
| AQR Capital Management LLC | 1,762,335 | $161.4M | 0.08% | −1,933−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,581,752 | $144.9M | 0.03% | +22,744+1.5% | Added |
| Brown Advisory Inc | 1,515,259 | $138.8M | 0.19% | −90,014−5.6% | Reduced |
| Morgan Stanley | 1,486,057 | $136.1M | 0.01% | +183,645+14.1% | Added |
| Clearbridge Investments, LLC | 1,358,933 | $124.5M | 0.10% | −899−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,317,719 | $120.7M | 0.01% | −216,011−14.1% | Reduced |
| Mackenzie Financial Corp | 1,171,806 | $108.2M | 0.13% | −95,946−7.6% | Reduced |
| JPMorgan Chase & Co | 1,165,311 | $106.8M | 0.01% | −39,766−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,132,744 | $103.8M | 0.02% | −9,243−0.8% | Reduced |
| Geneva Capital Management LLC | 1,118,576 | $102.5M | 1.92% | +20,969+1.9% | Added |
| Greenhouse Funds LLLP | 1,079,704 | $98.9M | 3.82% | +10,783+1.0% | Added |
| Northern Trust Corp | 1,018,208 | $93.3M | 0.01% | −61,932−5.7% | Reduced |
| Loomis Sayles & Co L P | 953,072 | $87.3M | 0.11% | −32,033−3.3% | Reduced |
| Millennium Management LLC | 951,563 | $87.2M | 0.06% | +573,283+151.5% | Added |
| Goldman Sachs Group Inc | 924,249 | $84.7M | 0.01% | +48,811+5.6% | Added |
| Atalan Capital Partners, LP | 915,150 | $83.8M | 5.97% | +3,550+0.4% | Added |
| Invesco Ltd. | 871,802 | $79.9M | 0.01% | −1,257,352−59.1% | Reduced |
| Janus Henderson Group PLC | 820,233 | $75.1M | 0.03% | −19,261−2.3% | Reduced |
| Wellington Management Group LLP | 767,391 | $70.3M | 0.01% | −28,858−3.6% | Reduced |
| Bamco Inc | 756,025 | $69.3M | 0.19% | −3,500−0.5% | Reduced |
| American Century Companies Inc | 747,398 | $68.5M | 0.03% | −23,807−3.1% | Reduced |
| Norges Bank | 730,567 | $66.9M | 0.01% | +730,567 | New |
| Stephens Investment Management Group LLC | 726,185 | $66.5M | 0.87% | +1,941+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 729,510 | $66.4M | 0.11% | −34,677−4.5% | Reduced |
| Nuveen, LLC | 674,066 | $61.8M | 0.02% | +124,088+22.6% | Added |
| Ameriprise Financial Inc | 673,191 | $61.7M | 0.01% | −17,378−2.5% | Reduced |
| SEI Investments Co | 668,945 | $61.3M | 0.06% | +44,673+7.2% | Added |
| Nomura Asset Management International Inc. | 634,175 | $58.1M | 0.09% | +634,175 | New |
| Bank of New York Mellon Corp | 621,879 | $57.0M | 0.01% | −23,964−3.7% | Reduced |
| UBS Group AG | 617,741 | $56.6M | 0.01% | +68,524+12.5% | Added |
| Bank of America Corp | 600,858 | $55.0M | 0.00% | −74,672−11.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 580,074 | $53.1M | 0.14% | −72,172−11.1% | Reduced |
| Cadian Capital Management, LP | 566,700 | $51.9M | 3.75% | +566,700 | New |
| Artisan Partners Limited Partnership | 542,216 | $49.7M | 0.08% | −55,229−9.2% | Reduced |
| GW&K Investment Management, LLC | 462,891 | $42.4M | 0.37% | +15,898+3.6% | Added |
| Marshall Wace, LLP | 450,322 | $41.3M | 0.04% | +157,140+53.6% | Added |
| Swedbank AB | 437,300 | $40.1M | 0.04% | +437,300 | New |
| Aristotle Capital Boston, LLC | 432,939 | $39.7M | 2.18% | −3,095−0.7% | Reduced |
| Raymond James Financial Inc | 410,811 | $37.8M | 0.01% | −2,352−0.6% | Reduced |
| Davenport & Co LLC | 394,415 | $36.4M | 0.20% | +8,027+2.1% | Added |
| Bessemer Group Inc | 373,389 | $34.2M | 0.05% | +24,047+6.9% | Added |
| Lazard Asset Management LLC | 351,292 | $32.2M | 0.05% | −19,631−5.3% | Reduced |
| Franklin Resources Inc | 341,700 | $31.3M | 0.01% | −498,548−59.3% | Reduced |
| Royal Bank of Canada | 338,465 | $31.0M | 0.01% | −12,637−3.6% | Reduced |
| Premier Fund Managers Ltd | 309,237 | $28.6M | 1.65% | −300,892−49.3% | Reduced |
| Balyasny Asset Management LLC | 281,631 | $25.8M | 0.05% | +281,631 | New |
| Principal Financial Group Inc | 277,417 | $25.4M | 0.01% | +23,637+9.3% | Added |
| Thrivent Financial for Lutherans | 277,342 | $25.4M | 0.05% | −9,938−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 276,723 | $25.4M | 0.04% | +63,317+29.7% | Added |
| Man Group plc | 276,444 | $25.3M | 0.05% | −30,837−10.0% | Reduced |
| Ranger Investment Management, L.P. | 273,288 | $25.0M | 1.72% | −842−0.3% | Reduced |
| Ashford Capital Management Inc | 271,723 | $24.9M | 2.77% | −240−0.1% | Reduced |
| 12th Street Asset Management Company, LLC | 259,134 | $23.7M | 3.91% | −12,934−4.8% | Reduced |
| Rhumbline Advisers | 247,963 | $22.7M | 0.02% | −24,370−8.9% | Reduced |
| WCM Investment Management, LLC | 233,960 | $21.6M | 0.04% | −14,422−5.8% | Reduced |
| Alliancebernstein L.P. | 226,179 | $20.7M | 0.01% | −1,083−0.5% | Reduced |
| Aureus Asset Management, LLC | 219,664 | $20.1M | 1.28% | −72,039−24.7% | Reduced |
| Wells Fargo & Company | 216,034 | $19.8M | 0.00% | +37,724+21.2% | Added |
| Citadel Advisors LLC | 215,267 | $19.7M | 0.01% | −211,547−49.6% | Reduced |
| Boone Capital Management LLC | 212,856 | $19.5M | 6.12% | +212,856 | New |
| Retirement Systems of Alabama | 212,306 | $19.4M | 0.06% | −1,152−0.5% | Reduced |
| Qube Research & Technologies Ltd | 202,413 | $18.5M | 0.03% | +85,349+72.9% | Added |
| Glenmede Trust Co NA | 198,884 | $18.2M | 0.09% | +198,884 | New |
| Trexquant Investment LP | 197,874 | $18.1M | 0.16% | +197,874 | New |
| Engineers Gate Manager LP | 194,392 | $17.8M | 0.21% | +120,006+161.3% | Added |
| UBS Asset Management Americas Inc | 190,206 | $17.4M | 0.00% | −3,380−1.7% | Reduced |
| Eversept Partners, LP | 185,739 | $17.0M | 0.95% | +133,351+254.5% | Added |
| Barclays PLC | 185,104 | $17.0M | 0.01% | −29,187−13.6% | Reduced |
| Summit Creek Advisors LLC | 184,841 | $16.9M | 2.66% | −7,684−4.0% | Reduced |
| Point72 Asset Management, L.P. | 182,017 | $16.7M | 0.03% | −379,008−67.6% | Reduced |
| New York State Common Retirement Fund | 178,811 | $16.4M | 0.02% | +1,718+1.0% | Added |
| Segall Bryant & Hamill, LLC | 177,808 | $16.3M | 0.22% | +7,959+4.7% | Added |
| Swiss National Bank | 170,000 | $15.6M | 0.01% | +2,400+1.4% | Added |
| ArrowMark Colorado Holdings LLC | 169,760 | $15.6M | 0.34% | −62,142−26.8% | Reduced |
| Axiom Investors LLC | 168,216 | $15.4M | 0.14% | +16,819+11.1% | Added |
| Oppenheimer Asset Management Inc. | 161,702 | $14.8M | 0.18% | +6,159+4.0% | Added |
| Russell Investments Group, Ltd. | 161,555 | $14.8M | 0.02% | +10,458+6.9% | Added |
| Ensign Peak Advisors, Inc | 155,005 | $14.2M | 0.03% | −21,575−12.2% | Reduced |
| California Public Employees Retirement System | 152,765 | $14.0M | 0.01% | −1,869−1.2% | Reduced |
| Massachusetts Financial Services Co | 149,122 | $13.7M | 0.00% | −166,205−52.7% | Reduced |
| LPL Financial LLC | 143,848 | $13.2M | 0.00% | −1,477−1.0% | Reduced |
| Oberweis Asset Management Inc | 141,580 | $13.0M | 0.47% | +1,500+1.1% | Added |
| DF Dent & Co Inc | 140,169 | $12.8M | 0.18% | −65,690−31.9% | Reduced |
| Legal & General Group Plc | 135,356 | $12.4M | 0.00% | −22,310−14.2% | Reduced |
| Frontier Capital Management Co LLC | 127,646 | $11.7M | 0.12% | +12,895+11.2% | Added |
| State of Wisconsin Investment Board | 118,143 | $10.8M | 0.02% | −877−0.7% | Reduced |
| Deutsche Bank AG | 112,301 | $10.3M | 0.00% | +2,437+2.2% | Added |
| GDS Wealth Management | 110,122 | $10.1M | 0.63% | +9,153+9.1% | Added |
| Peregrine Capital Management LLC | 108,753 | $9.96M | 0.31% | +6,062+5.9% | Added |
| Voya Investment Management LLC | 108,131 | $9.91M | 0.01% | −11,711−9.8% | Reduced |
| Envestnet Asset Management Inc | 107,761 | $9.87M | 0.00% | −31,172−22.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 104,078 | $9.53M | 0.08% | +19,772+23.5% | Added |