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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 5,041 | $461.8K | 0.01% | −976−16.2% | Reduced |
| Mutual Advisors, LLC | 5,105 | $467.7K | 0.01% | −730−12.5% | Reduced |
| BTC Capital Management, Inc. | 5,118 | $469.4K | 0.03% | −34−0.7% | Reduced |
| Fulton Bank, N.A. | 5,137 | $470.6K | 0.02% | +841+19.6% | Added |
| EP Wealth Advisors, LLC | 5,151 | $471.9K | 0.00% | +5,151 | New |
| Level Four Advisory Services, LLC | 5,207 | $477.0K | 0.02% | +928+21.7% | Added |
| Gotham Asset Management, LLC | 5,285 | $484.2K | 0.00% | −31,535−85.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,309 | $486.4K | 0.02% | −148−2.7% | Reduced |
| MML Investors Services, LLC | 5,348 | $489.9K | 0.00% | −295−5.2% | Reduced |
| Quest Partners LLC | 5,363 | $491.3K | 0.03% | +4,739+759.5% | Added |
| Sivia Capital Partners, LLC | 5,447 | $499.0K | 0.10% | +2,468+82.8% | Added |
| Three Seasons Wealth, LLC | 5,521 | $505.8K | 0.05% | +1,836+49.8% | Added |
| Lighthouse Investment Partners, LLC | 5,532 | $506.8K | 0.02% | +5,532 | New |
| David Loasby | 6,021 | $509.1K | 0.03% | +3,713+160.9% | Added |
| CIBC World Markets Corp | 5,648 | $517.4K | 0.00% | +5,648 | New |
| Mercer Global Advisors Inc | 5,831 | $534.2K | 0.00% | −1,224−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,939 | $544.1K | 0.01% | +382+6.9% | Added |
| HSBC Holdings PLC | 5,951 | $545.9K | 0.00% | −17,362−74.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,993 | $553.4K | 0.00% | −1,261−17.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,042 | $553.5K | 0.01% | +569+10.4% | Added |
| Virginia Retirement Systems Et Al | 6,200 | $568.0K | 0.00% | +2,600+72.2% | Added |
| Securian Asset Management, Inc | 6,266 | $574.0K | 0.02% | −210−3.2% | Reduced |
| Fieldview Capital Management, LLC | 6,486 | $594.2K | 0.10% | +6,486 | New |
| Crestwood Advisors Group LLC | 6,560 | $601.0K | 0.01% | −4,651−41.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,620 | $606.5K | 0.00% | +891+15.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,656 | $622.1K | 0.01% | +22+0.3% | Added |
| Federated Hermes, Inc. | 6,929 | $634.8K | 0.00% | −796−10.3% | Reduced |
| Amussen Hunsaker Associates LLC | 6,949 | $636.6K | 0.07% | −2,097−23.2% | Reduced |
| Peterson Wealth Services | 7,217 | $661.1K | 0.17% | +7,197+35,985.0% | Added |
| CWM, LLC | 7,405 | $678.0K | 0.00% | +979+15.2% | Added |
| Stephens Inc | 7,498 | $686.9K | 0.01% | +375+5.3% | Added |
| Vestcor Inc | 7,705 | $706.0K | 0.02% | −3,377−30.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,842 | $718.4K | 0.00% | −4−0.1% | Reduced |
| Janney Montgomery Scott LLC | 8,009 | $734.0K | 0.00% | +2,622+48.7% | Added |
| Quadrant Capital Group LLC | 8,022 | $734.9K | 0.02% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,047 | $737.2K | 0.00% | +1,273+18.8% | Added |
| Public Employees Retirement Association of Colorado | 8,231 | $754.0K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 8,525 | $781.0K | 0.09% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,536 | $781.0K | 0.01% | −695−7.5% | Reduced |
| Entropy Technologies, LP | 8,592 | $787.1K | 0.04% | −5,977−41.0% | Reduced |
| Oxford Asset Management LLP | 8,606 | $788.4K | 0.28% | +8,606 | New |
| Two Sigma Securities, LLC | 8,692 | $796.3K | 0.11% | +8,692 | New |
| Alps Advisors Inc | 8,711 | $798.0K | 0.00% | −692−7.4% | Reduced |
| Acadian Asset Management LLC | 8,775 | $803.0K | 0.00% | +8,444+2,551.1% | Added |
| HC Advisors, LLC | 8,880 | $813.5K | 0.56% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 8,949 | $819.8K | 0.08% | −781−8.0% | Reduced |
| Concurrent Investment Advisors, LLC | 8,996 | $824.1K | 0.01% | +6,678+288.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,478 | $851.9K | 0.00% | +3,163+50.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,010 | $873.2K | 0.00% | +1,297+16.8% | Added |
| Cinctive Capital Management LP | 9,746 | $892.8K | 0.05% | +9,746 | New |
| Hodges Capital Management Inc. | 10,000 | $916.1K | 0.08% | −9,000−47.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,217 | $936.0K | 0.02% | −53−0.5% | Reduced |
| Xponance, Inc. | 10,581 | $969.3K | 0.01% | −1,684−13.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,616 | $972.5K | 0.10% | −2,947−21.7% | Reduced |
| Assenagon Asset Management S.A. | 10,710 | $981.1K | 0.00% | +10,710 | New |
| Dynamic Technology Lab Private Ltd | 10,750 | $985.0K | 0.22% | +10,750 | New |
| Vontobel Holding Ltd. | 11,052 | $1.01M | 0.00% | +515+4.9% | Added |
| Suncoast Equity Management | 11,490 | $1.05M | 0.11% | +4,170+57.0% | Added |
| Sumitomo Life Insurance Co | 11,554 | $1.06M | 0.03% | +11,554 | New |
| T. Rowe Price Investment Management, Inc. | 11,553 | $1.06M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 11,582 | $1.06M | 0.01% | +840+7.8% | Added |
| Jupiter Asset Management Ltd | 11,705 | $1.07M | 0.01% | +5,869+100.6% | Added |
| Milestone Asset Management, LLC | 11,778 | $1.08M | 0.20% | +853+7.8% | Added |
| Amica Mutual Insurance Co | 11,805 | $1.08M | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 11,945 | $1.09M | 0.00% | −1,231−9.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,175 | $1.12M | 0.05% | +1,786+17.2% | Added |
| Benjamin Edwards Inc | 12,198 | $1.12M | 0.01% | −759−5.9% | Reduced |
| GWM Advisors LLC | 12,231 | $1.12M | 0.00% | −370−2.9% | Reduced |
| Pictet Asset Management Holding SA | 12,340 | $1.13M | 0.00% | +491+4.1% | Added |
| Guggenheim Capital LLC | 12,693 | $1.16M | 0.01% | −753−5.6% | Reduced |
| Coyle Financial Counsel LLC | 12,795 | $1.17M | 0.25% | −2,638−17.1% | Reduced |
| HRT Financial LP | 12,806 | $1.17M | 0.00% | +12,806 | New |
| Versor Investments LP | 12,920 | $1.18M | 0.18% | +12,920 | New |
| SG Americas Securities, LLC | 13,242 | $1.21M | 0.00% | +527+4.1% | Added |
| Quantinno Capital Management LP | 13,365 | $1.22M | 0.00% | +4,474+50.3% | Added |
| Pacer Advisors, Inc. | 13,427 | $1.23M | 0.00% | +1,937+16.9% | Added |
| Silphium Asset Management Ltd | 13,478 | $1.23M | 0.52% | −10,922−44.8% | Reduced |
| FJ Capital Management LLC | 13,556 | $1.24M | 0.14% | +5,180+61.8% | Added |
| Marex Group plc | 13,781 | $1.26M | 0.01% | −12,416−47.4% | Reduced |
| Radnor Capital Management, LLC | 14,366 | $1.27M | 0.19% | +8,126+130.2% | Added |
| Hancock Whitney Corp | 13,960 | $1.28M | 0.02% | +117+0.8% | Added |
| Susquehanna International Group, LLP | 14,164 | $1.30M | 0.00% | +6,537+85.7% | Added |
| Rockefeller Capital Management L.P. | 14,491 | $1.33M | 0.00% | +5,541+61.9% | Added |
| Graham Capital Management, L.P. | 14,556 | $1.33M | 0.05% | +3,638+33.3% | Added |
| Elo Mutual Pension Insurance Co | 14,760 | $1.35M | 0.02% | +3,876+35.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $1.35M | 0.10% | −811−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,076 | $1.38M | 0.00% | −107−0.7% | Reduced |
| Penn Capital Management Co Inc | 15,944 | $1.49M | 0.12% | +581+3.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 16,231 | $1.49M | 0.02% | +9,171+129.9% | Added |
| Credit Agricole S A | 16,684 | $1.53M | 0.00% | 00.0% | Unchanged |
| Avidity Partners Management LP | 16,900 | $1.55M | 0.45% | −8,400−33.2% | Reduced |
| Teacher Retirement System of Texas | 16,922 | $1.55M | 0.01% | −6,752−28.5% | Reduced |
| Oregon Public Employees Retirement Fund | 17,176 | $1.57M | 0.02% | −200−1.2% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.58M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 17,359 | $1.59M | 0.00% | −978−5.3% | Reduced |
| Zions Bancorporation, National Association | 17,400 | $1.59M | 0.07% | −1,246−6.7% | Reduced |
| Harbor Capital Advisors, Inc. | 17,744 | $1.63M | 0.13% | +1,723+10.8% | Added |
| ProShare Advisors LLC | 19,058 | $1.75M | 0.00% | +783+4.3% | Added |
| State Board of Administration of Florida Retirement System | 19,063 | $1.75M | 0.00% | −4,775−20.0% | Reduced |
| Gradient Investments LLC | 19,217 | $1.76M | 0.03% | +377+2.0% | Added |