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Livermore
ZHEN

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, 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.

Institutional holdersQ4 2025: 513 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ4 2025: $8.16B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q3 2025.

Institutions holding HQY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth7$00.00%00.0%Unchanged
Tradewinds Capital Management, LLC1$920.00%00.0%Unchanged
MV Capital Management, Inc.1$920.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1$920.00%00.0%Unchanged
Evolution Wealth Management Inc.1$920.00%00.0%Unchanged
Dunhill Financial, LLC2$1650.00%+2New
AdvisorNet Financial, Inc2$1830.00%00.0%Unchanged
IMA Wealth, Inc.2$1830.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$1830.00%00.0%Unchanged
Harbour Investments, Inc.2$1830.00%+2New
Atlantic Union Bankshares Corp2$1840.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1840.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2750.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2750.00%00.0%Unchanged
International Assets Investment Management, LLC3$2750.00%+3New
Financial Management Professionals, Inc.5$4580.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$4590.00%00.0%Unchanged
Marquette Asset Management, LLC5$4590.00%+5New
Bay Harbor Wealth Management, LLC7$6410.00%+3+75.0%Added
South State Corp.7$6420.00%00.0%Unchanged
Rakuten Securities, Inc.8$7330.00%−12−60.0%Reduced
Abound Wealth Management10$9170.00%00.0%Unchanged
Atlantic Trust, LLC11$1.01K0.00%00.0%Unchanged
Sachetta, LLC12$1.10K0.00%00.0%Unchanged
Chilton Capital Management LLC12$1.10K0.00%+12New
Sunbelt Securities, Inc.13$1.19K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.19K0.00%00.0%Unchanged
Kingdom Financial Group LLC.18$1.65K0.00%+18New
Piscataqua Savings Bank19$1.74K0.00%+19New
Bruce G. Allen Investments, LLC20$1.83K0.00%00.0%Unchanged
Rialto Wealth Management, LLC21$1.92K0.00%+17+425.0%Added
Fortitude Family Office, LLC22$2.02K0.00%+3+15.8%Added
Manchester Capital Management LLC23$2.11K0.00%00.0%Unchanged
Golden State Wealth Management, LLC24$2.20K0.00%00.0%Unchanged
Bayban29$2.66K0.00%+29New
Flagship Harbor Advisors, LLC31$2.84K0.00%+31New
Brown Brothers Harriman & Co35$3.21K0.00%−30−46.2%Reduced
Bellevue Asset Management, LLC36$3.30K0.00%00.0%Unchanged
Meeder Asset Management Inc36$3.30K0.00%+2+5.9%Added
Vermillion & White Wealth Management Group, LLC41$3.76K0.00%00.0%Unchanged
High Note Wealth, LLC45$4.12K0.00%−1−2.2%Reduced
Bogart Wealth, LLC46$4.21K0.00%00.0%Unchanged
Rossby Financial, LCC46$4.21K0.00%+46New
Hilton Head Capital Partners, LLC47$4.31K0.00%+47New
IFP Advisors, Inc50$4.58K0.00%−721−93.5%Reduced
Private Wealth Management Group, LLC52$4.76K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.55$5.04K0.00%00.0%Unchanged
Cornerstone Financial Management LLC57$5.22K0.00%+57New
JFS Wealth Advisors, LLC62$5.68K0.00%+17+37.8%Added
Central Trust Co63$5.77K0.00%+6+10.5%Added
Farmers & Merchants Investments Inc74$6.78K0.00%00.0%Unchanged
Chesapeake Asset Management LLC78$7.14K0.01%+78New
Accent Capital Management, LLC80$7.33K0.00%00.0%Unchanged
Bell Investment Advisors, Inc92$8.43K0.00%+45+95.7%Added
SJS Investment Consulting Inc.93$8.52K0.00%+85+1,062.5%Added
Quarry LP98$8.98K0.00%−535−84.5%Reduced
Park Place Capital Corp102$9.34K0.00%00.0%Unchanged
Elyxium Wealth, LLC103$9.44K0.00%+103New
Vision Financial Markets LLC115$10.5K0.01%−50−30.3%Reduced
City Holding Co125$11.4K0.00%+125New
Rothschild Investment LLC132$12.1K0.00%+15+12.8%Added
Basecamp Wealth Advisors LLC138$12.6K0.00%+138New
SRS Capital Advisors, Inc.140$12.8K0.00%−4,937−97.2%Reduced
Leonteq Securities AG147$13.5K0.00%+147New
Covestor Ltd156$14.0K0.01%−125−44.5%Reduced
Massmutual Trust Co FSB154$14.1K0.00%+1+0.7%Added
Signature Equity Partners, LLC163$14.9K0.01%+163New
Asset Dedication, LLC171$15.7K0.00%00.0%Unchanged
Red Tortoise LLC190$17.4K0.01%00.0%Unchanged
CoreCap Advisors, LLC195$17.9K0.00%00.0%Unchanged
Private Trust Co NA198$18.1K0.00%+88+80.0%Added
Geneos Wealth Management Inc.205$18.8K0.00%+205New
True Wealth Design, LLC211$19.3K0.01%−115−35.3%Reduced
Nomura Asset Management Co Ltd220$20.2K0.00%−200−47.6%Reduced
Whittier Trust Co of Nevada Inc213$20.3K0.00%−4−1.8%Reduced
MAI Capital Management227$20.8K0.00%−100−30.6%Reduced
Root Financial Partners, LLC248$22.7K0.00%+17+7.4%Added
First Horizon Corp251$23.0K0.00%+49+24.3%Added
Larson Financial Group LLC262$24.0K0.00%−366−58.3%Reduced
Arcadia Investment Management Corp267$24.5K0.00%00.0%Unchanged
SageView Advisory Group, LLC271$24.8K0.00%+271New
Toth Financial Advisory Corp290$26.6K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC295$27.0K0.01%+295New
Aster Capital Management (DIFC) Ltd301$27.6K0.01%+301New
Mirae Asset Global Investments Co., Ltd.319$29.2K0.00%+56+21.3%Added
Parkside Financial Bank & Trust330$30.2K0.00%+77+30.4%Added
Versant Capital Management, Inc335$30.7K0.00%−22−6.2%Reduced
WPG Advisers, LLC356$32.6K0.02%+11+3.2%Added
Caitong International Asset Management Co., Ltd438$40.1K0.01%+421+2,476.5%Added
Torren Management, LLC442$40.5K0.02%+442New
Essential Partners LLC443$40.6K0.01%+6+1.4%Added
Pinnacle Wealth Planning Services, Inc.454$41.6K0.00%+454New
Harbor Investment Advisory, LLC493$45.2K0.00%−215−30.4%Reduced
DekaBank Deutsche Girozentrale549$48.0K0.00%00.0%Unchanged
Sellwood Investment Partners LLC550$50.4K0.02%00.0%Unchanged
Sterling Capital Management LLC558$51.1K0.00%+351+169.6%Added
Optiver Holding B.V.602$55.1K0.00%−172−22.2%Reduced
Northwestern Mutual Wealth Management Co604$55.3K0.00%+396+190.4%Added
Danske Bank A/S700$64.1K0.00%−12,409−94.7%Reduced
Allworth Financial LP706$64.7K0.00%+331+88.3%Added