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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 1,358,933 | $124.5M | 0.10% | −899−0.1% | Reduced |
| Morgan Stanley | 1,486,057 | $136.1M | 0.01% | +183,645+14.1% | Added |
| Brown Advisory Inc | 1,515,259 | $138.8M | 0.19% | −90,014−5.6% | Reduced |
| Dimensional Fund Advisors LP | 1,581,752 | $144.9M | 0.03% | +22,744+1.5% | Added |
| AQR Capital Management LLC | 1,762,335 | $161.4M | 0.08% | −1,933−0.1% | Reduced |
| William Blair Investment Management, LLC | 1,855,208 | $170.0M | 0.47% | +1,855,208 | New |
| Westfield Capital Management Co LP | 1,952,452 | $178.9M | 0.75% | +235,794+13.7% | Added |
| FMR LLC | 2,052,571 | $188.0M | 0.01% | −1,437,210−41.2% | Reduced |
| Geode Capital Management, LLC | 2,201,232 | $201.7M | 0.01% | +5,671+0.3% | Added |
| State Street Corp | 3,091,052 | $283.2M | 0.01% | −59,144−1.9% | Reduced |
| Wasatch Advisors Inc | 6,589,646 | $603.7M | 3.59% | +281,971+4.5% | Added |
| Vanguard Group Inc | 8,668,534 | $794.1M | 0.01% | −77,721−0.9% | Reduced |
| BlackRock, Inc. | 11,215,829 | $1.03B | 0.02% | +49,971+0.4% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −633,143−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −66,292−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −65,017−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −50,742−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −37,741−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −36,173−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,823−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −16,340−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,739−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,598−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,573−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,387−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Oregon Pacific Wealth Management, LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,168−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Thematics Asset Management | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |