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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 5,532 | $506.8K | 0.02% | +5,532 | New |
| Three Seasons Wealth, LLC | 5,521 | $505.8K | 0.05% | +1,836+49.8% | Added |
| Sivia Capital Partners, LLC | 5,447 | $499.0K | 0.10% | +2,468+82.8% | Added |
| Quest Partners LLC | 5,363 | $491.3K | 0.03% | +4,739+759.5% | Added |
| MML Investors Services, LLC | 5,348 | $489.9K | 0.00% | −295−5.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,309 | $486.4K | 0.02% | −148−2.7% | Reduced |
| Gotham Asset Management, LLC | 5,285 | $484.2K | 0.00% | −31,535−85.6% | Reduced |
| Level Four Advisory Services, LLC | 5,207 | $477.0K | 0.02% | +928+21.7% | Added |
| EP Wealth Advisors, LLC | 5,151 | $471.9K | 0.00% | +5,151 | New |
| Fulton Bank, N.A. | 5,137 | $470.6K | 0.02% | +841+19.6% | Added |
| BTC Capital Management, Inc. | 5,118 | $469.4K | 0.03% | −34−0.7% | Reduced |
| Mutual Advisors, LLC | 5,105 | $467.7K | 0.01% | −730−12.5% | Reduced |
| PEAK6 LLC | 5,041 | $461.8K | 0.01% | −976−16.2% | Reduced |
| Farallon Capital Management, L.L.C. | 5,000 | $458.1K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,000 | $458.1K | 0.03% | +5,000 | New |
| Polen Capital Management LLC | 4,980 | $456.2K | 0.00% | +4,980 | New |
| Sanctuary Advisors, LLC | 4,974 | $455.7K | 0.00% | +106+2.2% | Added |
| Narus Financial Partners, LLC | 4,941 | $452.6K | 0.12% | −1,000−16.8% | Reduced |
| Commerce Bank | 4,878 | $446.9K | 0.00% | −100−2.0% | Reduced |
| Brevan Howard Capital Management LP | 4,757 | $435.8K | 0.01% | −11,557−70.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,746 | $434.8K | 0.05% | +1,723+57.0% | Added |
| Optimize Financial Inc | 4,708 | $431.3K | 0.22% | +64+1.4% | Added |
| Blueshift Asset Management, LLC | 4,652 | $426.2K | 0.12% | +4,652 | New |
| CSS LLC | 4,610 | $422.3K | 0.02% | +4,610 | New |
| Jones Financial Companies LLLP | 4,385 | $401.7K | 0.00% | +799+22.3% | Added |
| Yorktown Management & Research Co Inc | 4,125 | $377.9K | 0.30% | +4,125 | New |
| Qsemble Capital Management, LP | 4,096 | $375.2K | 0.03% | +4,096 | New |
| Walleye Trading LLC | 4,072 | $373.0K | 0.01% | −14,161−77.7% | Reduced |
| Swiss Life Asset Management Ltd | 3,992 | $365.7K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 3,963 | $363.1K | 0.02% | +606+18.1% | Added |
| Neuberger Berman Group LLC | 3,945 | $361.4K | 0.00% | +486+14.1% | Added |
| Ethic Inc. | 3,867 | $354.3K | 0.01% | +109+2.9% | Added |
| Skopos Labs, Inc. | 3,790 | $351.6K | 0.02% | +3,790 | New |
| Cim Investment Mangement Inc | 3,816 | $349.6K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,793 | $347.5K | 0.01% | −892−19.0% | Reduced |
| AlphaGrep UK Ltd | 3,725 | $341.2K | 0.11% | +3,725 | New |
| Mirabella Financial Services LLP | 3,687 | $337.8K | 0.03% | +3,687 | New |
| Mattson Financial Services, LLC | 3,681 | $337.2K | 0.08% | +1,277+53.1% | Added |
| Fiduciary Trust Co | 3,659 | $335.2K | 0.00% | −10−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,651 | $334.5K | 0.00% | −95−2.5% | Reduced |
| CWM Advisors, LLC | 3,623 | $331.9K | 0.03% | −10,815−74.9% | Reduced |
| Profund Advisors LLC | 3,580 | $328.0K | 0.01% | −16−0.4% | Reduced |
| Virtu Financial LLC | 3,544 | $325.0K | 0.01% | +3,544 | New |
| 111 Capital | 3,528 | $323.2K | 0.07% | +3,528 | New |
| Prelude Capital Management, LLC | 3,490 | $319.7K | 0.02% | +587+20.2% | Added |
| Keebeck Alpha, LP | 3,490 | $319.7K | 0.85% | +622+21.7% | Added |
| Brinker Capital Investments, LLC | 3,461 | $317.1K | 0.00% | −308−8.2% | Reduced |
| Colony Group, LLC | 3,409 | $312.3K | 0.00% | +1,165+51.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,379 | $309.6K | 0.01% | −75−2.2% | Reduced |
| Scientech Research LLC | 3,329 | $305.0K | 0.19% | +3,329 | New |
| City Center Advisors, LLC | 3,323 | $304.4K | 0.28% | +717+27.5% | Added |
| Curated Wealth Partners LLC | 3,267 | $299.3K | 0.03% | +639+24.3% | Added |
| Cresset Asset Management, LLC | 3,224 | $295.4K | 0.00% | +210+7.0% | Added |
| Janney Capital Management LLC | 3,208 | $294.0K | 0.02% | +57+1.8% | Added |
| Axq Capital, LP | 3,201 | $293.2K | 0.07% | +3,201 | New |
| XTX Topco Ltd | 3,160 | $289.5K | 0.01% | +3,160 | New |
| Avanza Fonder AB | 3,078 | $282.0K | 0.01% | −294−8.7% | Reduced |
| Steadtrust LLC | 3,070 | $281.2K | 0.17% | +3,070 | New |
| MeadowBrook Investment Advisors LLC | 3,065 | $280.8K | 0.24% | −45−1.4% | Reduced |
| Amundi | 3,030 | $277.6K | 0.00% | +3,030 | New |
| Unique Wealth, LLC | 3,029 | $277.5K | 0.04% | +3,029 | New |
| Abacus Wealth Partners, LLC | 2,937 | $269.1K | 0.03% | +2,937 | New |
| Shelton Capital Management | 2,885 | $264.3K | 0.01% | −219−7.1% | Reduced |
| Global Retirement Partners, LLC | 2,879 | $263.7K | 0.00% | +2,806+3,843.8% | Added |
| Merit Financial Group, LLC | 2,857 | $261.7K | 0.00% | +745+35.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,818 | $258.1K | 0.00% | +830+41.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,756 | $252.5K | 0.01% | +6+0.2% | Added |
| 1620 Investment Advisors, Inc. | 2,708 | $248.1K | 0.17% | +68+2.6% | Added |
| CIBC Asset Management Inc | 2,700 | $247.3K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,642 | $242.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,610 | $239.1K | 0.00% | +1,783+215.6% | Added |
| National Asset Management, Inc. | 2,606 | $238.7K | 0.01% | −68−2.5% | Reduced |
| NewEdge Wealth, LLC | 2,570 | $235.4K | 0.00% | +2,570 | New |
| Truist Financial Corp | 2,537 | $232.4K | 0.00% | +119+4.9% | Added |
| Venturi Wealth Management, LLC | 2,485 | $227.7K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,484 | $227.6K | 0.00% | +2,484 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,456 | $223.7K | 0.00% | +524+27.1% | Added |
| Everence Capital Management Inc | 2,430 | $223.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,432 | $222.8K | 0.00% | +2,432 | New |
| Advisors Asset Management, Inc. | 2,428 | $222.4K | 0.00% | +15+0.6% | Added |
| KBC Group NV | 2,411 | $221.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,411 | $220.9K | 0.00% | −7,287−75.1% | Reduced |
| Great Lakes Advisors, LLC | 2,407 | $220.5K | 0.00% | +2,407 | New |
| Sowell Financial Services LLC | 2,399 | $219.8K | 0.01% | −56−2.3% | Reduced |
| AE Wealth Management LLC | 2,396 | $219.5K | 0.00% | +211+9.7% | Added |
| CI Private Wealth, LLC | 2,384 | $218.6K | 0.00% | +2,384 | New |
| Johnson Investment Counsel Inc | 2,311 | $211.7K | 0.00% | +2,311 | New |
| Grant Private Wealth Management Inc | 2,306 | $211.3K | 0.13% | −30−1.3% | Reduced |
| Hantz Financial Services, Inc. | 2,305 | $211.0K | 0.00% | +746+47.9% | Added |
| Greenleaf Trust | 2,260 | $207.0K | 0.00% | −168−6.9% | Reduced |
| ISAM Funds (UK) Ltd | 2,239 | $205.1K | 0.07% | +1,004+81.3% | Added |
| Coldstream Capital Management Inc | 2,221 | $203.5K | 0.00% | +2,221 | New |
| GAMMA Investing LLC | 1,944 | $178.1K | 0.01% | +168+9.5% | Added |
| Aviso Financial Inc. | 1,674 | $153.4K | 0.01% | −81−4.6% | Reduced |
| Daiwa Securities Group Inc. | 1,650 | $151.0K | 0.00% | −140−7.8% | Reduced |
| Assetmark, Inc | 1,451 | $132.9K | 0.00% | −4,088−73.8% | Reduced |
| Parallel Advisors, LLC | 1,387 | $127.1K | 0.00% | +173+14.3% | Added |
| Estate Planners Group, LLC | 1,299 | $119.0K | 0.05% | +1,299 | New |
| Bryn Mawr Trust Co | 1,267 | $116.1K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,256 | $116.0K | 0.00% | +1,256 | New |