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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 90,437 | $7.62M | 0.36% | −69−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 85,271 | $7.81M | 0.01% | −4,216−4.7% | Reduced |
| Motley Fool Wealth Management, LLC | 87,171 | $7.99M | 0.62% | −14,144−14.0% | Reduced |
| MetLife Investment Management | 87,677 | $8.03M | 0.04% | −5,323−5.7% | Reduced |
| HighTower Advisors, LLC | 89,048 | $8.16M | 0.01% | −85−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 89,403 | $8.19M | 0.01% | −2,113−2.3% | Reduced |
| Granahan Investment Management Inc | 91,020 | $8.34M | 0.36% | +91,020 | New |
| King Luther Capital Management Corp | 95,764 | $8.77M | 0.04% | +15,180+18.8% | Added |
| Mutual of America Capital Management LLC | 98,079 | $8.99M | 0.09% | +3,775+4.0% | Added |
| Private Advisory Group LLC | 101,382 | $9.29M | 0.73% | +5,875+6.2% | Added |
| Motley Fool Asset Management LLC | 101,475 | $9.30M | 0.36% | −5,848−5.4% | Reduced |
| Congress Asset Management Co | 101,816 | $9.33M | 0.07% | +27,102+36.3% | Added |
| Canada Pension Plan Investment Board | 102,000 | $9.34M | 0.01% | +28,100+38.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 104,078 | $9.53M | 0.08% | +19,772+23.5% | Added |
| Envestnet Asset Management Inc | 107,761 | $9.87M | 0.00% | −31,172−22.4% | Reduced |
| Voya Investment Management LLC | 108,131 | $9.91M | 0.01% | −11,711−9.8% | Reduced |
| Peregrine Capital Management LLC | 108,753 | $9.96M | 0.31% | +6,062+5.9% | Added |
| GDS Wealth Management | 110,122 | $10.1M | 0.63% | +9,153+9.1% | Added |
| Deutsche Bank AG | 112,301 | $10.3M | 0.00% | +2,437+2.2% | Added |
| State of Wisconsin Investment Board | 118,143 | $10.8M | 0.02% | −877−0.7% | Reduced |
| Frontier Capital Management Co LLC | 127,646 | $11.7M | 0.12% | +12,895+11.2% | Added |
| Legal & General Group Plc | 135,356 | $12.4M | 0.00% | −22,310−14.2% | Reduced |
| DF Dent & Co Inc | 140,169 | $12.8M | 0.18% | −65,690−31.9% | Reduced |
| Oberweis Asset Management Inc | 141,580 | $13.0M | 0.47% | +1,500+1.1% | Added |
| LPL Financial LLC | 143,848 | $13.2M | 0.00% | −1,477−1.0% | Reduced |
| Massachusetts Financial Services Co | 149,122 | $13.7M | 0.00% | −166,205−52.7% | Reduced |
| California Public Employees Retirement System | 152,765 | $14.0M | 0.01% | −1,869−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 155,005 | $14.2M | 0.03% | −21,575−12.2% | Reduced |
| Russell Investments Group, Ltd. | 161,555 | $14.8M | 0.02% | +10,458+6.9% | Added |
| Oppenheimer Asset Management Inc. | 161,702 | $14.8M | 0.18% | +6,159+4.0% | Added |
| Axiom Investors LLC | 168,216 | $15.4M | 0.14% | +16,819+11.1% | Added |
| ArrowMark Colorado Holdings LLC | 169,760 | $15.6M | 0.34% | −62,142−26.8% | Reduced |
| Swiss National Bank | 170,000 | $15.6M | 0.01% | +2,400+1.4% | Added |
| Segall Bryant & Hamill, LLC | 177,808 | $16.3M | 0.22% | +7,959+4.7% | Added |
| New York State Common Retirement Fund | 178,811 | $16.4M | 0.02% | +1,718+1.0% | Added |
| Point72 Asset Management, L.P. | 182,017 | $16.7M | 0.03% | −379,008−67.6% | Reduced |
| Summit Creek Advisors LLC | 184,841 | $16.9M | 2.66% | −7,684−4.0% | Reduced |
| Barclays PLC | 185,104 | $17.0M | 0.01% | −29,187−13.6% | Reduced |
| Eversept Partners, LP | 185,739 | $17.0M | 0.95% | +133,351+254.5% | Added |
| UBS Asset Management Americas Inc | 190,206 | $17.4M | 0.00% | −3,380−1.7% | Reduced |
| Engineers Gate Manager LP | 194,392 | $17.8M | 0.21% | +120,006+161.3% | Added |
| Trexquant Investment LP | 197,874 | $18.1M | 0.16% | +197,874 | New |
| Glenmede Trust Co NA | 198,884 | $18.2M | 0.09% | +198,884 | New |
| Qube Research & Technologies Ltd | 202,413 | $18.5M | 0.03% | +85,349+72.9% | Added |
| Retirement Systems of Alabama | 212,306 | $19.4M | 0.06% | −1,152−0.5% | Reduced |
| Boone Capital Management LLC | 212,856 | $19.5M | 6.12% | +212,856 | New |
| Citadel Advisors LLC | 215,267 | $19.7M | 0.01% | −211,547−49.6% | Reduced |
| Wells Fargo & Company | 216,034 | $19.8M | 0.00% | +37,724+21.2% | Added |
| Aureus Asset Management, LLC | 219,664 | $20.1M | 1.28% | −72,039−24.7% | Reduced |
| Alliancebernstein L.P. | 226,179 | $20.7M | 0.01% | −1,083−0.5% | Reduced |
| WCM Investment Management, LLC | 233,960 | $21.6M | 0.04% | −14,422−5.8% | Reduced |
| Rhumbline Advisers | 247,963 | $22.7M | 0.02% | −24,370−8.9% | Reduced |
| 12th Street Asset Management Company, LLC | 259,134 | $23.7M | 3.91% | −12,934−4.8% | Reduced |
| Ashford Capital Management Inc | 271,723 | $24.9M | 2.77% | −240−0.1% | Reduced |
| Ranger Investment Management, L.P. | 273,288 | $25.0M | 1.72% | −842−0.3% | Reduced |
| Man Group plc | 276,444 | $25.3M | 0.05% | −30,837−10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 276,723 | $25.4M | 0.04% | +63,317+29.7% | Added |
| Thrivent Financial for Lutherans | 277,342 | $25.4M | 0.05% | −9,938−3.5% | Reduced |
| Principal Financial Group Inc | 277,417 | $25.4M | 0.01% | +23,637+9.3% | Added |
| Balyasny Asset Management LLC | 281,631 | $25.8M | 0.05% | +281,631 | New |
| Premier Fund Managers Ltd | 309,237 | $28.6M | 1.65% | −300,892−49.3% | Reduced |
| Royal Bank of Canada | 338,465 | $31.0M | 0.01% | −12,637−3.6% | Reduced |
| Franklin Resources Inc | 341,700 | $31.3M | 0.01% | −498,548−59.3% | Reduced |
| Lazard Asset Management LLC | 351,292 | $32.2M | 0.05% | −19,631−5.3% | Reduced |
| Bessemer Group Inc | 373,389 | $34.2M | 0.05% | +24,047+6.9% | Added |
| Davenport & Co LLC | 394,415 | $36.4M | 0.20% | +8,027+2.1% | Added |
| Raymond James Financial Inc | 410,811 | $37.8M | 0.01% | −2,352−0.6% | Reduced |
| Aristotle Capital Boston, LLC | 432,939 | $39.7M | 2.18% | −3,095−0.7% | Reduced |
| Swedbank AB | 437,300 | $40.1M | 0.04% | +437,300 | New |
| Marshall Wace, LLP | 450,322 | $41.3M | 0.04% | +157,140+53.6% | Added |
| GW&K Investment Management, LLC | 462,891 | $42.4M | 0.37% | +15,898+3.6% | Added |
| Artisan Partners Limited Partnership | 542,216 | $49.7M | 0.08% | −55,229−9.2% | Reduced |
| Cadian Capital Management, LP | 566,700 | $51.9M | 3.75% | +566,700 | New |
| Kayne Anderson Rudnick Investment Management LLC | 580,074 | $53.1M | 0.14% | −72,172−11.1% | Reduced |
| Bank of America Corp | 600,858 | $55.0M | 0.00% | −74,672−11.1% | Reduced |
| UBS Group AG | 617,741 | $56.6M | 0.01% | +68,524+12.5% | Added |
| Bank of New York Mellon Corp | 621,879 | $57.0M | 0.01% | −23,964−3.7% | Reduced |
| Nomura Asset Management International Inc. | 634,175 | $58.1M | 0.09% | +634,175 | New |
| SEI Investments Co | 668,945 | $61.3M | 0.06% | +44,673+7.2% | Added |
| Ameriprise Financial Inc | 673,191 | $61.7M | 0.01% | −17,378−2.5% | Reduced |
| Nuveen, LLC | 674,066 | $61.8M | 0.02% | +124,088+22.6% | Added |
| Allspring Global Investments Holdings, LLC | 729,510 | $66.4M | 0.11% | −34,677−4.5% | Reduced |
| Stephens Investment Management Group LLC | 726,185 | $66.5M | 0.87% | +1,941+0.3% | Added |
| Norges Bank | 730,567 | $66.9M | 0.01% | +730,567 | New |
| American Century Companies Inc | 747,398 | $68.5M | 0.03% | −23,807−3.1% | Reduced |
| Bamco Inc | 756,025 | $69.3M | 0.19% | −3,500−0.5% | Reduced |
| Wellington Management Group LLP | 767,391 | $70.3M | 0.01% | −28,858−3.6% | Reduced |
| Janus Henderson Group PLC | 820,233 | $75.1M | 0.03% | −19,261−2.3% | Reduced |
| Invesco Ltd. | 871,802 | $79.9M | 0.01% | −1,257,352−59.1% | Reduced |
| Atalan Capital Partners, LP | 915,150 | $83.8M | 5.97% | +3,550+0.4% | Added |
| Goldman Sachs Group Inc | 924,249 | $84.7M | 0.01% | +48,811+5.6% | Added |
| Millennium Management LLC | 951,563 | $87.2M | 0.06% | +573,283+151.5% | Added |
| Loomis Sayles & Co L P | 953,072 | $87.3M | 0.11% | −32,033−3.3% | Reduced |
| Northern Trust Corp | 1,018,208 | $93.3M | 0.01% | −61,932−5.7% | Reduced |
| Greenhouse Funds LLLP | 1,079,704 | $98.9M | 3.82% | +10,783+1.0% | Added |
| Geneva Capital Management LLC | 1,118,576 | $102.5M | 1.92% | +20,969+1.9% | Added |
| Charles Schwab Investment Management Inc | 1,132,744 | $103.8M | 0.02% | −9,243−0.8% | Reduced |
| JPMorgan Chase & Co | 1,165,311 | $106.8M | 0.01% | −39,766−3.3% | Reduced |
| Mackenzie Financial Corp | 1,171,806 | $108.2M | 0.13% | −95,946−7.6% | Reduced |
| Price T Rowe Associates Inc | 1,317,719 | $120.7M | 0.01% | −216,011−14.1% | Reduced |