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 2 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 |
|---|---|---|---|---|---|
| Integrated Quantitative Investments LLC | 21,800 | $2.00M | 0.43% | +11,705+115.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,560 | $1.98M | 0.01% | −634−2.9% | Reduced |
| Twinbeech Capital LP | 21,100 | $1.93M | 0.14% | +21,100 | New |
| Advisory Research Inc | 21,069 | $1.93M | 0.24% | −1,223−5.5% | Reduced |
| First American Bank | 20,952 | $1.92M | 0.12% | +3,719+21.6% | Added |
| Maridea Wealth Management LLC | 20,893 | $1.91M | 0.29% | +5,631+36.9% | Added |
| Bridgewater Associates, LP | 20,827 | $1.91M | 0.01% | +14,448+226.5% | Added |
| Quantbot Technologies LP | 20,723 | $1.90M | 0.06% | +20,723 | New |
| Keating Financial Advisory Services, Inc. | 20,412 | $1.87M | 0.25% | +20,412 | New |
| RSM US Wealth Management LLC | 20,146 | $1.86M | 0.02% | −113−0.6% | Reduced |
| State of Michigan Retirement System | 20,322 | $1.86M | 0.01% | −300−1.5% | Reduced |
| Crown Advisors Management, Inc. | 20,000 | $1.83M | 1.21% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 19,277 | $1.77M | 0.02% | +20.0% | Added |
| Gradient Investments LLC | 19,217 | $1.76M | 0.03% | +377+2.0% | Added |
| State Board of Administration of Florida Retirement System | 19,063 | $1.75M | 0.00% | −4,775−20.0% | Reduced |
| ProShare Advisors LLC | 19,058 | $1.75M | 0.00% | +783+4.3% | Added |
| Harbor Capital Advisors, Inc. | 17,744 | $1.63M | 0.13% | +1,723+10.8% | Added |
| Zions Bancorporation, National Association | 17,400 | $1.59M | 0.07% | −1,246−6.7% | Reduced |
| US Bancorp | 17,359 | $1.59M | 0.00% | −978−5.3% | Reduced |
| New Mexico Educational Retirement Board | 17,300 | $1.58M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,176 | $1.57M | 0.02% | −200−1.2% | Reduced |
| Teacher Retirement System of Texas | 16,922 | $1.55M | 0.01% | −6,752−28.5% | Reduced |
| Avidity Partners Management LP | 16,900 | $1.55M | 0.45% | −8,400−33.2% | Reduced |
| Credit Agricole S A | 16,684 | $1.53M | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 16,231 | $1.49M | 0.02% | +9,171+129.9% | Added |
| Penn Capital Management Co Inc | 15,944 | $1.49M | 0.12% | +581+3.8% | Added |
| The PNC Financial Services Group, Inc. | 15,076 | $1.38M | 0.00% | −107−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $1.35M | 0.10% | −811−5.2% | Reduced |
| Elo Mutual Pension Insurance Co | 14,760 | $1.35M | 0.02% | +3,876+35.6% | Added |
| Graham Capital Management, L.P. | 14,556 | $1.33M | 0.05% | +3,638+33.3% | Added |
| Rockefeller Capital Management L.P. | 14,491 | $1.33M | 0.00% | +5,541+61.9% | Added |
| Susquehanna International Group, LLP | 14,164 | $1.30M | 0.00% | +6,537+85.7% | Added |
| Hancock Whitney Corp | 13,960 | $1.28M | 0.02% | +117+0.8% | Added |
| Radnor Capital Management, LLC | 14,366 | $1.27M | 0.19% | +8,126+130.2% | Added |
| Marex Group plc | 13,781 | $1.26M | 0.01% | −12,416−47.4% | Reduced |
| FJ Capital Management LLC | 13,556 | $1.24M | 0.14% | +5,180+61.8% | Added |
| Silphium Asset Management Ltd | 13,478 | $1.23M | 0.52% | −10,922−44.8% | Reduced |
| Pacer Advisors, Inc. | 13,427 | $1.23M | 0.00% | +1,937+16.9% | Added |
| Quantinno Capital Management LP | 13,365 | $1.22M | 0.00% | +4,474+50.3% | Added |
| SG Americas Securities, LLC | 13,242 | $1.21M | 0.00% | +527+4.1% | Added |
| Versor Investments LP | 12,920 | $1.18M | 0.18% | +12,920 | New |
| HRT Financial LP | 12,806 | $1.17M | 0.00% | +12,806 | New |
| Coyle Financial Counsel LLC | 12,795 | $1.17M | 0.25% | −2,638−17.1% | Reduced |
| Guggenheim Capital LLC | 12,693 | $1.16M | 0.01% | −753−5.6% | Reduced |
| Pictet Asset Management Holding SA | 12,340 | $1.13M | 0.00% | +491+4.1% | Added |
| GWM Advisors LLC | 12,231 | $1.12M | 0.00% | −370−2.9% | Reduced |
| Benjamin Edwards Inc | 12,198 | $1.12M | 0.01% | −759−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,175 | $1.12M | 0.05% | +1,786+17.2% | Added |
| Bank of Montreal | 11,945 | $1.09M | 0.00% | −1,231−9.3% | Reduced |
| Amica Mutual Insurance Co | 11,805 | $1.08M | 0.09% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 11,778 | $1.08M | 0.20% | +853+7.8% | Added |
| Jupiter Asset Management Ltd | 11,705 | $1.07M | 0.01% | +5,869+100.6% | Added |
| JustInvest LLC | 11,582 | $1.06M | 0.01% | +840+7.8% | Added |
| T. Rowe Price Investment Management, Inc. | 11,553 | $1.06M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 11,554 | $1.06M | 0.03% | +11,554 | New |
| Suncoast Equity Management | 11,490 | $1.05M | 0.11% | +4,170+57.0% | Added |
| Vontobel Holding Ltd. | 11,052 | $1.01M | 0.00% | +515+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 10,750 | $985.0K | 0.22% | +10,750 | New |
| Assenagon Asset Management S.A. | 10,710 | $981.1K | 0.00% | +10,710 | New |
| Institute for Wealth Management, LLC. | 10,616 | $972.5K | 0.10% | −2,947−21.7% | Reduced |
| Xponance, Inc. | 10,581 | $969.3K | 0.01% | −1,684−13.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,217 | $936.0K | 0.02% | −53−0.5% | Reduced |
| Hodges Capital Management Inc. | 10,000 | $916.1K | 0.08% | −9,000−47.4% | Reduced |
| Cinctive Capital Management LP | 9,746 | $892.8K | 0.05% | +9,746 | New |
| Wealth Enhancement Advisory Services, LLC | 9,010 | $873.2K | 0.00% | +1,297+16.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,478 | $851.9K | 0.00% | +3,163+50.1% | Added |
| Concurrent Investment Advisors, LLC | 8,996 | $824.1K | 0.01% | +6,678+288.1% | Added |
| Stansberry Asset Management, LLC | 8,949 | $819.8K | 0.08% | −781−8.0% | Reduced |
| HC Advisors, LLC | 8,880 | $813.5K | 0.56% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,775 | $803.0K | 0.00% | +8,444+2,551.1% | Added |
| Alps Advisors Inc | 8,711 | $798.0K | 0.00% | −692−7.4% | Reduced |
| Two Sigma Securities, LLC | 8,692 | $796.3K | 0.11% | +8,692 | New |
| Oxford Asset Management LLP | 8,606 | $788.4K | 0.28% | +8,606 | New |
| Entropy Technologies, LP | 8,592 | $787.1K | 0.04% | −5,977−41.0% | Reduced |
| State of Alaska, Department of Revenue | 8,536 | $781.0K | 0.01% | −695−7.5% | Reduced |
| Sheets Smith Wealth Management | 8,525 | $781.0K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,231 | $754.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,047 | $737.2K | 0.00% | +1,273+18.8% | Added |
| Quadrant Capital Group LLC | 8,022 | $734.9K | 0.02% | +10.0% | Added |
| Janney Montgomery Scott LLC | 8,009 | $734.0K | 0.00% | +2,622+48.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,842 | $718.4K | 0.00% | −4−0.1% | Reduced |
| Vestcor Inc | 7,705 | $706.0K | 0.02% | −3,377−30.5% | Reduced |
| Stephens Inc | 7,498 | $686.9K | 0.01% | +375+5.3% | Added |
| CWM, LLC | 7,405 | $678.0K | 0.00% | +979+15.2% | Added |
| Peterson Wealth Services | 7,217 | $661.1K | 0.17% | +7,197+35,985.0% | Added |
| Amussen Hunsaker Associates LLC | 6,949 | $636.6K | 0.07% | −2,097−23.2% | Reduced |
| Federated Hermes, Inc. | 6,929 | $634.8K | 0.00% | −796−10.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,656 | $622.1K | 0.01% | +22+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 6,620 | $606.5K | 0.00% | +891+15.6% | Added |
| Crestwood Advisors Group LLC | 6,560 | $601.0K | 0.01% | −4,651−41.5% | Reduced |
| Fieldview Capital Management, LLC | 6,486 | $594.2K | 0.10% | +6,486 | New |
| Securian Asset Management, Inc | 6,266 | $574.0K | 0.02% | −210−3.2% | Reduced |
| Virginia Retirement Systems Et Al | 6,200 | $568.0K | 0.00% | +2,600+72.2% | Added |
| Tower Research Capital LLC (TRC) | 6,042 | $553.5K | 0.01% | +569+10.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,993 | $553.4K | 0.00% | −1,261−17.4% | Reduced |
| HSBC Holdings PLC | 5,951 | $545.9K | 0.00% | −17,362−74.5% | Reduced |
| Crossmark Global Holdings, Inc. | 5,939 | $544.1K | 0.01% | +382+6.9% | Added |
| Mercer Global Advisors Inc | 5,831 | $534.2K | 0.00% | −1,224−17.3% | Reduced |
| CIBC World Markets Corp | 5,648 | $517.4K | 0.00% | +5,648 | New |
| David Loasby | 6,021 | $509.1K | 0.03% | +3,713+160.9% | Added |