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.
| 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, 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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 713 | $65.3K | 0.00% | +713 | New |
| Vega Investment Solutions | 779 | $71.4K | 0.01% | +779 | New |
| Smartleaf Asset Management LLC | 793 | $73.4K | 0.00% | +271+51.9% | Added |
| Farther Finance Advisors, LLC | 851 | $78.0K | 0.00% | +459+117.1% | Added |
| SBI Securities Co., Ltd. | 872 | $79.9K | 0.00% | +32+3.8% | Added |
| NBC Securities, Inc. | 905 | $82.9K | 0.01% | +905 | New |
| Umb Bank N A | 985 | $90.2K | 0.00% | +117+13.5% | Added |
| Fifth Third Bancorp | 1,020 | $93.4K | 0.00% | +32+3.2% | Added |
| Kemnay Advisory Services Inc. | 1,024 | $93.8K | 0.01% | +1,024 | New |
| Exchange Traded Concepts, LLC | 1,030 | $94.4K | 0.00% | +1,030 | New |
| Horizon Investments, LLC | 1,030 | $94.4K | 0.00% | +1,030 | New |
| Signaturefd, LLC | 1,070 | $98.0K | 0.00% | −159−12.9% | Reduced |
| Huntington National Bank | 1,177 | $107.8K | 0.00% | +564+92.0% | Added |
| Eurizon Capital SGR S.p.A. | 1,256 | $116.0K | 0.00% | +1,256 | New |
| Bryn Mawr Trust Co | 1,267 | $116.1K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 1,299 | $119.0K | 0.05% | +1,299 | New |
| Parallel Advisors, LLC | 1,387 | $127.1K | 0.00% | +173+14.3% | Added |
| Assetmark, Inc | 1,451 | $132.9K | 0.00% | −4,088−73.8% | Reduced |
| Daiwa Securities Group Inc. | 1,650 | $151.0K | 0.00% | −140−7.8% | Reduced |
| Aviso Financial Inc. | 1,674 | $153.4K | 0.01% | −81−4.6% | Reduced |
| GAMMA Investing LLC | 1,944 | $178.1K | 0.01% | +168+9.5% | Added |
| Coldstream Capital Management Inc | 2,221 | $203.5K | 0.00% | +2,221 | New |
| ISAM Funds (UK) Ltd | 2,239 | $205.1K | 0.07% | +1,004+81.3% | Added |
| Greenleaf Trust | 2,260 | $207.0K | 0.00% | −168−6.9% | Reduced |
| Hantz Financial Services, Inc. | 2,305 | $211.0K | 0.00% | +746+47.9% | Added |
| Grant Private Wealth Management Inc | 2,306 | $211.3K | 0.13% | −30−1.3% | Reduced |
| Johnson Investment Counsel Inc | 2,311 | $211.7K | 0.00% | +2,311 | New |
| CI Private Wealth, LLC | 2,384 | $218.6K | 0.00% | +2,384 | New |
| AE Wealth Management LLC | 2,396 | $219.5K | 0.00% | +211+9.7% | Added |
| Sowell Financial Services LLC | 2,399 | $219.8K | 0.01% | −56−2.3% | Reduced |
| Great Lakes Advisors, LLC | 2,407 | $220.5K | 0.00% | +2,407 | New |
| Tudor Investment Corp Et Al | 2,411 | $220.9K | 0.00% | −7,287−75.1% | Reduced |
| KBC Group NV | 2,411 | $221.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,428 | $222.4K | 0.00% | +15+0.6% | Added |
| Ritholtz Wealth Management | 2,432 | $222.8K | 0.00% | +2,432 | New |
| Everence Capital Management Inc | 2,430 | $223.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,456 | $223.7K | 0.00% | +524+27.1% | Added |
| Callan Family Office, LLC | 2,484 | $227.6K | 0.00% | +2,484 | New |
| Venturi Wealth Management, LLC | 2,485 | $227.7K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,537 | $232.4K | 0.00% | +119+4.9% | Added |
| NewEdge Wealth, LLC | 2,570 | $235.4K | 0.00% | +2,570 | New |
| National Asset Management, Inc. | 2,606 | $238.7K | 0.01% | −68−2.5% | Reduced |
| Clearstead Advisors, LLC | 2,610 | $239.1K | 0.00% | +1,783+215.6% | Added |
| Forum Financial Management, LP | 2,642 | $242.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,700 | $247.3K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,708 | $248.1K | 0.17% | +68+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 2,756 | $252.5K | 0.01% | +6+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,818 | $258.1K | 0.00% | +830+41.8% | Added |
| Merit Financial Group, LLC | 2,857 | $261.7K | 0.00% | +745+35.3% | Added |
| Global Retirement Partners, LLC | 2,879 | $263.7K | 0.00% | +2,806+3,843.8% | Added |
| Shelton Capital Management | 2,885 | $264.3K | 0.01% | −219−7.1% | Reduced |
| Abacus Wealth Partners, LLC | 2,937 | $269.1K | 0.03% | +2,937 | New |
| Unique Wealth, LLC | 3,029 | $277.5K | 0.04% | +3,029 | New |
| Amundi | 3,030 | $277.6K | 0.00% | +3,030 | New |
| MeadowBrook Investment Advisors LLC | 3,065 | $280.8K | 0.24% | −45−1.4% | Reduced |
| Steadtrust LLC | 3,070 | $281.2K | 0.17% | +3,070 | New |
| Avanza Fonder AB | 3,078 | $282.0K | 0.01% | −294−8.7% | Reduced |
| XTX Topco Ltd | 3,160 | $289.5K | 0.01% | +3,160 | New |
| Axq Capital, LP | 3,201 | $293.2K | 0.07% | +3,201 | New |
| Janney Capital Management LLC | 3,208 | $294.0K | 0.02% | +57+1.8% | Added |
| Cresset Asset Management, LLC | 3,224 | $295.4K | 0.00% | +210+7.0% | Added |
| Curated Wealth Partners LLC | 3,267 | $299.3K | 0.03% | +639+24.3% | Added |
| City Center Advisors, LLC | 3,323 | $304.4K | 0.28% | +717+27.5% | Added |
| Scientech Research LLC | 3,329 | $305.0K | 0.19% | +3,329 | New |
| Hennion & Walsh Asset Management, Inc. | 3,379 | $309.6K | 0.01% | −75−2.2% | Reduced |
| Colony Group, LLC | 3,409 | $312.3K | 0.00% | +1,165+51.9% | Added |
| Brinker Capital Investments, LLC | 3,461 | $317.1K | 0.00% | −308−8.2% | Reduced |
| Prelude Capital Management, LLC | 3,490 | $319.7K | 0.02% | +587+20.2% | Added |
| Keebeck Alpha, LP | 3,490 | $319.7K | 0.85% | +622+21.7% | Added |
| 111 Capital | 3,528 | $323.2K | 0.07% | +3,528 | New |
| Virtu Financial LLC | 3,544 | $325.0K | 0.01% | +3,544 | New |
| Profund Advisors LLC | 3,580 | $328.0K | 0.01% | −16−0.4% | Reduced |
| CWM Advisors, LLC | 3,623 | $331.9K | 0.03% | −10,815−74.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,651 | $334.5K | 0.00% | −95−2.5% | Reduced |
| Fiduciary Trust Co | 3,659 | $335.2K | 0.00% | −10−0.3% | Reduced |
| Mattson Financial Services, LLC | 3,681 | $337.2K | 0.08% | +1,277+53.1% | Added |
| Mirabella Financial Services LLP | 3,687 | $337.8K | 0.03% | +3,687 | New |
| AlphaGrep UK Ltd | 3,725 | $341.2K | 0.11% | +3,725 | New |
| Atomi Financial Group, Inc. | 3,793 | $347.5K | 0.01% | −892−19.0% | Reduced |
| Cim Investment Mangement Inc | 3,816 | $349.6K | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,790 | $351.6K | 0.02% | +3,790 | New |
| Ethic Inc. | 3,867 | $354.3K | 0.01% | +109+2.9% | Added |
| Neuberger Berman Group LLC | 3,945 | $361.4K | 0.00% | +486+14.1% | Added |
| Summitry LLC | 3,963 | $363.1K | 0.02% | +606+18.1% | Added |
| Swiss Life Asset Management Ltd | 3,992 | $365.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,072 | $373.0K | 0.01% | −14,161−77.7% | Reduced |
| Qsemble Capital Management, LP | 4,096 | $375.2K | 0.03% | +4,096 | New |
| Yorktown Management & Research Co Inc | 4,125 | $377.9K | 0.30% | +4,125 | New |
| Jones Financial Companies LLLP | 4,385 | $401.7K | 0.00% | +799+22.3% | Added |
| CSS LLC | 4,610 | $422.3K | 0.02% | +4,610 | New |
| Blueshift Asset Management, LLC | 4,652 | $426.2K | 0.12% | +4,652 | New |
| Optimize Financial Inc | 4,708 | $431.3K | 0.22% | +64+1.4% | Added |
| Keebeck Wealth Management, LLC | 4,746 | $434.8K | 0.05% | +1,723+57.0% | Added |
| Brevan Howard Capital Management LP | 4,757 | $435.8K | 0.01% | −11,557−70.8% | Reduced |
| Commerce Bank | 4,878 | $446.9K | 0.00% | −100−2.0% | Reduced |
| Narus Financial Partners, LLC | 4,941 | $452.6K | 0.12% | −1,000−16.8% | Reduced |
| Sanctuary Advisors, LLC | 4,974 | $455.7K | 0.00% | +106+2.2% | Added |
| Polen Capital Management LLC | 4,980 | $456.2K | 0.00% | +4,980 | New |
| Farallon Capital Management, L.L.C. | 5,000 | $458.1K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,000 | $458.1K | 0.03% | +5,000 | New |