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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 19,277 | $1.77M | 0.02% | +20.0% | Added |
| Crown Advisors Management, Inc. | 20,000 | $1.83M | 1.21% | 00.0% | Unchanged |
| State of Michigan Retirement System | 20,322 | $1.86M | 0.01% | −300−1.5% | Reduced |
| RSM US Wealth Management LLC | 20,146 | $1.86M | 0.02% | −113−0.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 20,412 | $1.87M | 0.25% | +20,412 | New |
| Quantbot Technologies LP | 20,723 | $1.90M | 0.06% | +20,723 | New |
| Bridgewater Associates, LP | 20,827 | $1.91M | 0.01% | +14,448+226.5% | Added |
| Maridea Wealth Management LLC | 20,893 | $1.91M | 0.29% | +5,631+36.9% | Added |
| First American Bank | 20,952 | $1.92M | 0.12% | +3,719+21.6% | Added |
| Advisory Research Inc | 21,069 | $1.93M | 0.24% | −1,223−5.5% | Reduced |
| Twinbeech Capital LP | 21,100 | $1.93M | 0.14% | +21,100 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,560 | $1.98M | 0.01% | −634−2.9% | Reduced |
| Integrated Quantitative Investments LLC | 21,800 | $2.00M | 0.43% | +11,705+115.9% | Added |
| New Age Alpha Advisors, LLC | 22,864 | $2.09M | 0.09% | −711−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,021 | $2.11M | 0.02% | −960−4.0% | Reduced |
| One Capital Management, LLC | 23,695 | $2.17M | 0.07% | +8,642+57.4% | Added |
| Louisiana State Employees Retirement System | 23,800 | $2.18M | 0.04% | −300−1.2% | Reduced |
| Stifel Financial Corp | 23,878 | $2.19M | 0.00% | +4,332+22.2% | Added |
| Arizona State Retirement System | 23,899 | $2.19M | 0.01% | −1,660−6.5% | Reduced |
| SummitTX Capital, L.P. | 24,187 | $2.22M | 0.07% | +24,187 | New |
| Handelsbanken Fonder AB | 24,616 | $2.25M | 0.01% | +3,100+14.4% | Added |
| Arrowstreet Capital, Limited Partnership | 24,657 | $2.26M | 0.00% | −50,238−67.1% | Reduced |
| OP Asset Management Ltd | 24,883 | $2.28M | 0.03% | +11,578+87.0% | Added |
| Toroso Investments, LLC | 24,956 | $2.29M | 0.01% | +4,665+23.0% | Added |
| Advisor Group Holdings, Inc. | 25,102 | $2.30M | 0.00% | −3,796−13.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,163 | $2.31M | 0.00% | −8,325−24.9% | Reduced |
| Yousif Capital Management, LLC | 27,547 | $2.31M | 0.03% | −342−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,602 | $2.35M | 0.01% | +1,146+4.7% | Added |
| Cetera Investment Advisers | 25,943 | $2.38M | 0.00% | +1,305+5.3% | Added |
| KLP Kapitalforvaltning AS | 26,000 | $2.38M | 0.01% | +4,100+18.7% | Added |
| Natixis Advisors, L.P. | 26,293 | $2.41M | 0.00% | −1,734−6.2% | Reduced |
| Comerica Bank | 26,332 | $2.41M | 0.01% | −316,938−92.3% | Reduced |
| Chesley Taft & Associates LLC | 26,399 | $2.42M | 0.10% | +1,139+4.5% | Added |
| State of Tennessee, Treasury Department | 28,634 | $2.45M | 0.01% | −6,660−18.9% | Reduced |
| Econ Financial Services Corp | 27,249 | $2.50M | 1.25% | +7,770+39.9% | Added |
| Captrust Financial Advisors | 27,314 | $2.50M | 0.00% | −3,027−10.0% | Reduced |
| Simplify Asset Management Inc. | 27,329 | $2.50M | 0.04% | +11,524+72.9% | Added |
| Verition Fund Management LLC | 28,023 | $2.57M | 0.01% | +420+1.5% | Added |
| State of New Jersey Common Pension Fund D | 28,135 | $2.58M | 0.01% | −1,931−6.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,209 | $2.58M | 0.01% | −522−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 29,174 | $2.67M | 0.08% | −1,078−3.6% | Reduced |
| Pathstone Holdings, LLC | 29,309 | $2.68M | 0.01% | −389−1.3% | Reduced |
| Forest Hill Capital, LLC | 29,576 | $2.71M | 1.39% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,170 | $2.76M | 0.00% | −5,857−16.3% | Reduced |
| M&T Bank Corp | 30,207 | $2.77M | 0.01% | −2,539−7.8% | Reduced |
| First Trust Advisors LP | 30,647 | $2.81M | 0.00% | −23,255−43.1% | Reduced |
| Beacon Investment Advisors LLC | 31,526 | $2.89M | 1.16% | +4,160+15.2% | Added |
| RE Advisers Corp | 32,800 | $3.00M | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 33,020 | $3.02M | 0.03% | +33,020 | New |
| Zacks Investment Management | 33,382 | $3.06M | 0.02% | +783+2.4% | Added |
| Hilton Capital Management, LLC | 33,449 | $3.06M | 0.23% | +7,072+26.8% | Added |
| Sequoia Financial Advisors, LLC | 36,141 | $3.31M | 0.02% | +4,252+13.3% | Added |
| Los Angeles Capital Management LLC | 35,690 | $3.32M | 0.01% | +5,224+17.1% | Added |
| Amalgamated Bank | 36,254 | $3.32M | 0.02% | −1,655−4.4% | Reduced |
| Ambassador Advisors, LLC | 36,374 | $3.33M | 0.49% | −10,206−21.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,889 | $3.38M | 0.00% | +36,007+4,082.4% | Added |
| Montanaro Asset Management Ltd | 37,200 | $3.41M | 0.95% | +4,300+13.1% | Added |
| Teachers Retirement System of the State of Kentucky | 37,506 | $3.44M | 0.03% | −3,106−7.6% | Reduced |
| Prudential Financial Inc | 37,965 | $3.48M | 0.00% | +24,910+190.8% | Added |
| Baird Financial Group, Inc. | 38,231 | $3.50M | 0.01% | −2,942−7.1% | Reduced |
| Atria Investments LLC | 38,285 | $3.51M | 0.04% | +543+1.4% | Added |
| Wealthspire Advisors, LLC | 38,339 | $3.51M | 0.03% | +37,971+10,318.2% | Added |
| Covea Finance | 39,200 | $3.59M | 0.12% | 00.0% | Unchanged |
| Formula Growth Ltd | 39,400 | $3.61M | 1.39% | −1,190−2.9% | Reduced |
| Overbrook Management Corp | 40,471 | $3.71M | 0.64% | −4,499−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,019 | $3.85M | 0.09% | +42,019 | New |
| EFG International AG | 44,025 | $4.03M | 0.08% | +44,025 | New |
| Future Fund LLC | 44,317 | $4.06M | 1.43% | +12,854+40.9% | Added |
| BNP Paribas Arbitrage, SA | 44,721 | $4.10M | 0.00% | +11,699+35.4% | Added |
| Intech Investment Management LLC | 46,880 | $4.29M | 0.04% | +782+1.7% | Added |
| UMA Financial Services, Inc. | 47,044 | $4.31M | 0.60% | −6,513−12.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 47,817 | $4.38M | 0.03% | +47,817 | New |
| Moody Aldrich Partners LLC | 47,978 | $4.40M | 0.82% | −11,707−19.6% | Reduced |
| Great West Life Assurance Co | 49,615 | $4.54M | 0.01% | −17,306−25.9% | Reduced |
| Mariner, LLC | 49,604 | $4.55M | 0.01% | +4,668+10.4% | Added |
| EverSource Wealth Advisors, LLC | 54,345 | $4.98M | 0.18% | +5,081+10.3% | Added |
| 1492 Capital Management LLC | 55,927 | $5.12M | 1.96% | +955+1.7% | Added |
| Creative Planning | 59,645 | $5.46M | 0.00% | +9,231+18.3% | Added |
| Nordea Investment Management AB | 60,252 | $5.51M | 0.00% | −8,538−12.4% | Reduced |
| Bridger Management, LLC | 60,484 | $5.54M | 3.56% | +60,484 | New |
| Madison Asset Management, LLC | 60,938 | $5.58M | 0.06% | +231+0.4% | Added |
| Grandeur Peak Global Advisors, LLC | 61,806 | $5.66M | 0.76% | −48,268−43.9% | Reduced |
| Warren Averett Asset Management, LLC | 62,761 | $5.75M | 0.05% | +8,151+14.9% | Added |
| Public Employees Retirement System of Ohio | 63,137 | $5.78M | 0.02% | +865+1.4% | Added |
| Elk River Wealth Management, LLC | 64,089 | $5.86M | 0.94% | −385−0.6% | Reduced |
| STRS Ohio | 64,400 | $5.90M | 0.02% | +29,400+84.0% | Added |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.95M | 0.73% | −10,005−13.3% | Reduced |
| iA Global Asset Management Inc. | 68,830 | $6.31M | 0.08% | +68,830 | New |
| Victory Capital Management Inc | 69,938 | $6.41M | 0.00% | −100,492−59.0% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $6.90M | 0.14% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 75,382 | $6.91M | 0.27% | −8,375−10.0% | Reduced |
| Woodline Partners LP | 75,461 | $6.91M | 0.03% | −200,929−72.7% | Reduced |
| Capricorn Fund Managers Ltd | 75,602 | $6.93M | 1.67% | +75,602 | New |
| Tectonic Advisors LLC | 77,525 | $7.10M | 0.37% | +594+0.8% | Added |
| New York State Teachers Retirement System | 78,803 | $7.22M | 0.01% | +352+0.4% | Added |
| Jane Street Group, LLC | 78,838 | $7.22M | 0.01% | +62,936+395.8% | Added |
| Parkwood LLC | 79,018 | $7.24M | 0.62% | +79,018 | New |
| Renaissance Group LLC | 79,477 | $7.28M | 0.29% | −1,017−1.3% | Reduced |
| Citigroup Inc | 79,677 | $7.30M | 0.00% | −5,893−6.9% | Reduced |
| California State Teachers Retirement System | 81,316 | $7.45M | 0.01% | +736+0.9% | Added |