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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 102,000 | $9.34M | 0.01% | +28,100+38.0% | Added |
| Congress Asset Management Co | 101,816 | $9.33M | 0.07% | +27,102+36.3% | Added |
| Motley Fool Asset Management LLC | 101,475 | $9.30M | 0.36% | −5,848−5.4% | Reduced |
| Private Advisory Group LLC | 101,382 | $9.29M | 0.73% | +5,875+6.2% | Added |
| Mutual of America Capital Management LLC | 98,079 | $8.99M | 0.09% | +3,775+4.0% | Added |
| King Luther Capital Management Corp | 95,764 | $8.77M | 0.04% | +15,180+18.8% | Added |
| Granahan Investment Management Inc | 91,020 | $8.34M | 0.36% | +91,020 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 89,403 | $8.19M | 0.01% | −2,113−2.3% | Reduced |
| HighTower Advisors, LLC | 89,048 | $8.16M | 0.01% | −85−0.1% | Reduced |
| MetLife Investment Management | 87,677 | $8.03M | 0.04% | −5,323−5.7% | Reduced |
| Motley Fool Wealth Management, LLC | 87,171 | $7.99M | 0.62% | −14,144−14.0% | Reduced |
| Manufacturers Life Insurance Company, The | 85,271 | $7.81M | 0.01% | −4,216−4.7% | Reduced |
| Diversify Wealth Management, LLC | 90,437 | $7.62M | 0.36% | −69−0.1% | Reduced |
| California State Teachers Retirement System | 81,316 | $7.45M | 0.01% | +736+0.9% | Added |
| Citigroup Inc | 79,677 | $7.30M | 0.00% | −5,893−6.9% | Reduced |
| Renaissance Group LLC | 79,477 | $7.28M | 0.29% | −1,017−1.3% | Reduced |
| Parkwood LLC | 79,018 | $7.24M | 0.62% | +79,018 | New |
| Jane Street Group, LLC | 78,838 | $7.22M | 0.01% | +62,936+395.8% | Added |
| New York State Teachers Retirement System | 78,803 | $7.22M | 0.01% | +352+0.4% | Added |
| Tectonic Advisors LLC | 77,525 | $7.10M | 0.37% | +594+0.8% | Added |
| Capricorn Fund Managers Ltd | 75,602 | $6.93M | 1.67% | +75,602 | New |
| Woodline Partners LP | 75,461 | $6.91M | 0.03% | −200,929−72.7% | Reduced |
| GM Advisory Group, Inc. | 75,382 | $6.91M | 0.27% | −8,375−10.0% | Reduced |
| Kornitzer Capital Management Inc | 75,326 | $6.90M | 0.14% | 00.0% | Unchanged |
| Victory Capital Management Inc | 69,938 | $6.41M | 0.00% | −100,492−59.0% | Reduced |
| iA Global Asset Management Inc. | 68,830 | $6.31M | 0.08% | +68,830 | New |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.95M | 0.73% | −10,005−13.3% | Reduced |
| STRS Ohio | 64,400 | $5.90M | 0.02% | +29,400+84.0% | Added |
| Elk River Wealth Management, LLC | 64,089 | $5.86M | 0.94% | −385−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 63,137 | $5.78M | 0.02% | +865+1.4% | Added |
| Warren Averett Asset Management, LLC | 62,761 | $5.75M | 0.05% | +8,151+14.9% | Added |
| Grandeur Peak Global Advisors, LLC | 61,806 | $5.66M | 0.76% | −48,268−43.9% | Reduced |
| Madison Asset Management, LLC | 60,938 | $5.58M | 0.06% | +231+0.4% | Added |
| Bridger Management, LLC | 60,484 | $5.54M | 3.56% | +60,484 | New |
| Nordea Investment Management AB | 60,252 | $5.51M | 0.00% | −8,538−12.4% | Reduced |
| Creative Planning | 59,645 | $5.46M | 0.00% | +9,231+18.3% | Added |
| 1492 Capital Management LLC | 55,927 | $5.12M | 1.96% | +955+1.7% | Added |
| EverSource Wealth Advisors, LLC | 54,345 | $4.98M | 0.18% | +5,081+10.3% | Added |
| Mariner, LLC | 49,604 | $4.55M | 0.01% | +4,668+10.4% | Added |
| Great West Life Assurance Co | 49,615 | $4.54M | 0.01% | −17,306−25.9% | Reduced |
| Moody Aldrich Partners LLC | 47,978 | $4.40M | 0.82% | −11,707−19.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 47,817 | $4.38M | 0.03% | +47,817 | New |
| UMA Financial Services, Inc. | 47,044 | $4.31M | 0.60% | −6,513−12.2% | Reduced |
| Intech Investment Management LLC | 46,880 | $4.29M | 0.04% | +782+1.7% | Added |
| BNP Paribas Arbitrage, SA | 44,721 | $4.10M | 0.00% | +11,699+35.4% | Added |
| Future Fund LLC | 44,317 | $4.06M | 1.43% | +12,854+40.9% | Added |
| EFG International AG | 44,025 | $4.03M | 0.08% | +44,025 | New |
| Y-Intercept (Hong Kong) Ltd | 42,019 | $3.85M | 0.09% | +42,019 | New |
| Overbrook Management Corp | 40,471 | $3.71M | 0.64% | −4,499−10.0% | Reduced |
| Formula Growth Ltd | 39,400 | $3.61M | 1.39% | −1,190−2.9% | Reduced |
| Covea Finance | 39,200 | $3.59M | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 38,339 | $3.51M | 0.03% | +37,971+10,318.2% | Added |
| Atria Investments LLC | 38,285 | $3.51M | 0.04% | +543+1.4% | Added |
| Baird Financial Group, Inc. | 38,231 | $3.50M | 0.01% | −2,942−7.1% | Reduced |
| Prudential Financial Inc | 37,965 | $3.48M | 0.00% | +24,910+190.8% | Added |
| Teachers Retirement System of the State of Kentucky | 37,506 | $3.44M | 0.03% | −3,106−7.6% | Reduced |
| Montanaro Asset Management Ltd | 37,200 | $3.41M | 0.95% | +4,300+13.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,889 | $3.38M | 0.00% | +36,007+4,082.4% | Added |
| Ambassador Advisors, LLC | 36,374 | $3.33M | 0.49% | −10,206−21.9% | Reduced |
| Amalgamated Bank | 36,254 | $3.32M | 0.02% | −1,655−4.4% | Reduced |
| Los Angeles Capital Management LLC | 35,690 | $3.32M | 0.01% | +5,224+17.1% | Added |
| Sequoia Financial Advisors, LLC | 36,141 | $3.31M | 0.02% | +4,252+13.3% | Added |
| Hilton Capital Management, LLC | 33,449 | $3.06M | 0.23% | +7,072+26.8% | Added |
| Zacks Investment Management | 33,382 | $3.06M | 0.02% | +783+2.4% | Added |
| Magnetar Financial LLC | 33,020 | $3.02M | 0.03% | +33,020 | New |
| RE Advisers Corp | 32,800 | $3.00M | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 31,526 | $2.89M | 1.16% | +4,160+15.2% | Added |
| First Trust Advisors LP | 30,647 | $2.81M | 0.00% | −23,255−43.1% | Reduced |
| M&T Bank Corp | 30,207 | $2.77M | 0.01% | −2,539−7.8% | Reduced |
| Cerity Partners LLC | 30,170 | $2.76M | 0.00% | −5,857−16.3% | Reduced |
| Forest Hill Capital, LLC | 29,576 | $2.71M | 1.39% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,309 | $2.68M | 0.01% | −389−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 29,174 | $2.67M | 0.08% | −1,078−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,209 | $2.58M | 0.01% | −522−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 28,135 | $2.58M | 0.01% | −1,931−6.4% | Reduced |
| Verition Fund Management LLC | 28,023 | $2.57M | 0.01% | +420+1.5% | Added |
| Simplify Asset Management Inc. | 27,329 | $2.50M | 0.04% | +11,524+72.9% | Added |
| Captrust Financial Advisors | 27,314 | $2.50M | 0.00% | −3,027−10.0% | Reduced |
| Econ Financial Services Corp | 27,249 | $2.50M | 1.25% | +7,770+39.9% | Added |
| State of Tennessee, Treasury Department | 28,634 | $2.45M | 0.01% | −6,660−18.9% | Reduced |
| Chesley Taft & Associates LLC | 26,399 | $2.42M | 0.10% | +1,139+4.5% | Added |
| Comerica Bank | 26,332 | $2.41M | 0.01% | −316,938−92.3% | Reduced |
| Natixis Advisors, L.P. | 26,293 | $2.41M | 0.00% | −1,734−6.2% | Reduced |
| KLP Kapitalforvaltning AS | 26,000 | $2.38M | 0.01% | +4,100+18.7% | Added |
| Cetera Investment Advisers | 25,943 | $2.38M | 0.00% | +1,305+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,602 | $2.35M | 0.01% | +1,146+4.7% | Added |
| Yousif Capital Management, LLC | 27,547 | $2.31M | 0.03% | −342−1.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,163 | $2.31M | 0.00% | −8,325−24.9% | Reduced |
| Advisor Group Holdings, Inc. | 25,102 | $2.30M | 0.00% | −3,796−13.1% | Reduced |
| Toroso Investments, LLC | 24,956 | $2.29M | 0.01% | +4,665+23.0% | Added |
| OP Asset Management Ltd | 24,883 | $2.28M | 0.03% | +11,578+87.0% | Added |
| Arrowstreet Capital, Limited Partnership | 24,657 | $2.26M | 0.00% | −50,238−67.1% | Reduced |
| Handelsbanken Fonder AB | 24,616 | $2.25M | 0.01% | +3,100+14.4% | Added |
| SummitTX Capital, L.P. | 24,187 | $2.22M | 0.07% | +24,187 | New |
| Arizona State Retirement System | 23,899 | $2.19M | 0.01% | −1,660−6.5% | Reduced |
| Stifel Financial Corp | 23,878 | $2.19M | 0.00% | +4,332+22.2% | Added |
| Louisiana State Employees Retirement System | 23,800 | $2.18M | 0.04% | −300−1.2% | Reduced |
| One Capital Management, LLC | 23,695 | $2.17M | 0.07% | +8,642+57.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,021 | $2.11M | 0.02% | −960−4.0% | Reduced |
| New Age Alpha Advisors, LLC | 22,864 | $2.09M | 0.09% | −711−3.0% | Reduced |