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; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Healthequity, Inc. as of Mar 31, 2026. 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
- 488
- −17 vs. Q4 2025
- Shares held
- 86.3M
- +6.92M (+8.7%) vs. Q4 2025
- Total value
- $7.21B
- −$65.6M (−0.9%) vs. Q4 2025
- New holders
- 79
- 182 more added
- Sold out
- 96
- 180 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 500 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,532,394 | $880.2M | 0.02% | −683,435−6.1% | Reduced |
| Wasatch Advisors Inc | 7,202,934 | $601.9M | 4.00% | +613,288+9.3% | Added |
| Vanguard Portfolio Management LLC | 4,163,593 | $348.0M | 0.02% | +4,163,593 | New |
| Vanguard Capital Management LLC | 3,823,804 | $319.6M | 0.01% | +3,823,804 | New |
| State Street Corp | 3,099,897 | $259.1M | 0.01% | +8,845+0.3% | Added |
| Morgan Stanley | 2,485,913 | $207.7M | 0.01% | +999,856+67.3% | Added |
| Geode Capital Management, LLC | 2,259,646 | $188.9M | 0.01% | +58,414+2.7% | Added |
| AQR Capital Management LLC | 2,092,223 | $172.6M | 0.08% | +329,888+18.7% | Added |
| William Blair Investment Management, LLC | 1,659,616 | $138.7M | 0.46% | −195,592−10.5% | Reduced |
| Dimensional Fund Advisors LP | 1,627,039 | $136.0M | 0.03% | +45,287+2.9% | Added |
| Brown Advisory Inc | 1,412,784 | $118.1M | 0.19% | −102,475−6.8% | Reduced |
| Clearbridge Investments, LLC | 1,309,972 | $109.5M | 0.10% | −48,961−3.6% | Reduced |
| Mackenzie Financial Corp | 1,281,657 | $107.1M | 0.13% | +109,851+9.4% | Added |
| Greenhouse Funds LLLP | 1,257,854 | $105.1M | 4.98% | +178,150+16.5% | Added |
| Charles Schwab Investment Management Inc | 1,175,339 | $98.2M | 0.02% | +42,595+3.8% | Added |
| Geneva Capital Management LLC | 1,174,070 | $98.1M | 2.09% | +55,494+5.0% | Added |
| JPMorgan Chase & Co | 1,183,411 | $96.4M | 0.01% | +18,100+1.6% | Added |
| FMR LLC | 1,134,933 | $94.8M | 0.00% | −917,638−44.7% | Reduced |
| Northern Trust Corp | 1,036,174 | $86.6M | 0.01% | +17,966+1.8% | Added |
| Davenport & Co LLC | 1,015,434 | $84.9M | 0.47% | +621,019+157.5% | Added |
| Loomis Sayles & Co L P | 931,906 | $77.9M | 0.10% | −21,166−2.2% | Reduced |
| Atalan Capital Partners, LP | 883,670 | $73.8M | 6.81% | −31,480−3.4% | Reduced |
| Bank of America Corp | 862,008 | $72.0M | 0.01% | +261,150+43.5% | Added |
| Janus Henderson Group PLC | 850,411 | $71.1M | 0.03% | +30,178+3.7% | Added |
| Balyasny Asset Management LLC | 835,072 | $69.8M | 0.14% | +553,441+196.5% | Added |
| Cadian Capital Management, LP | 832,700 | $69.6M | 8.47% | +266,000+46.9% | Added |
| Millennium Management LLC | 808,867 | $67.6M | 0.05% | −142,696−15.0% | Reduced |
| Price T Rowe Associates Inc | 803,427 | $67.1M | 0.01% | −514,292−39.0% | Reduced |
| Goldman Sachs Group Inc | 800,818 | $66.9M | 0.01% | −123,431−13.4% | Reduced |
| UBS Group AG | 786,667 | $65.7M | 0.01% | +168,926+27.3% | Added |
| Bamco Inc | 750,025 | $62.7M | 0.19% | −6,000−0.8% | Reduced |
| American Century Companies Inc | 742,849 | $62.1M | 0.03% | −4,549−0.6% | Reduced |
| Westfield Capital Management Co LP | 712,848 | $59.6M | 0.25% | −1,239,604−63.5% | Reduced |
| Swedbank AB | 706,300 | $59.0M | 0.06% | +269,000+61.5% | Added |
| Stephens Investment Management Group LLC | 684,619 | $57.2M | 0.78% | −41,566−5.7% | Reduced |
| Nuveen, LLC | 680,462 | $56.9M | 0.02% | +6,396+0.9% | Added |
| Ameriprise Financial Inc | 638,034 | $53.3M | 0.01% | −35,157−5.2% | Reduced |
| Park West Asset Management LLC | 623,156 | $52.1M | 4.60% | +623,156 | New |
| SEI Investments Co | 602,721 | $50.4M | 0.05% | −66,224−9.9% | Reduced |
| Bank of New York Mellon Corp | 599,254 | $50.1M | 0.01% | −22,625−3.6% | Reduced |
| Vanguard Fiduciary Trust Co | 594,435 | $49.7M | 0.01% | +594,435 | New |
| Nomura Asset Management International Inc. | 592,014 | $49.5M | 0.08% | −42,161−6.6% | Reduced |
| Wellington Management Group LLP | 497,520 | $41.6M | 0.01% | −269,871−35.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 485,444 | $40.6M | 0.12% | −94,630−16.3% | Reduced |
| GW&K Investment Management, LLC | 464,315 | $38.8M | 0.34% | +1,424+0.3% | Added |
| Invesco Ltd. | 452,743 | $37.8M | 0.00% | −419,059−48.1% | Reduced |
| Man Group plc | 423,282 | $35.4M | 0.07% | +146,838+53.1% | Added |
| Aristotle Capital Boston, LLC | 397,229 | $33.2M | 2.06% | −35,710−8.2% | Reduced |
| Bessemer Group Inc | 388,422 | $32.5M | 0.05% | +15,033+4.0% | Added |
| Raymond James Financial Inc | 380,494 | $31.6M | 0.01% | −30,317−7.4% | Reduced |
| Lazard Asset Management LLC | 341,399 | $28.5M | 0.05% | −9,893−2.8% | Reduced |
| Franklin Resources Inc | 341,388 | $28.5M | 0.01% | −312−0.1% | Reduced |
| CIBC Bancorp USA Inc. | 322,228 | $26.9M | 0.04% | +322,228 | New |
| Principal Financial Group Inc | 304,049 | $25.4M | 0.01% | +26,632+9.6% | Added |
| Royal Bank of Canada | 299,007 | $25.0M | 0.00% | −39,458−11.7% | Reduced |
| Premier Fund Managers Ltd | 287,847 | $23.5M | 1.66% | −21,390−6.9% | Reduced |
| Ranger Investment Management, L.P. | 271,223 | $22.7M | 1.64% | −2,065−0.8% | Reduced |
| Artisan Partners Limited Partnership | 270,942 | $22.6M | 0.04% | −271,274−50.0% | Reduced |
| Citadel Advisors LLC | 268,832 | $22.5M | 0.02% | +53,565+24.9% | Added |
| Ashford Capital Management Inc | 266,481 | $22.3M | 2.75% | −5,242−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 266,615 | $22.2M | 0.04% | −462,895−63.5% | Reduced |
| Citigroup Inc | 253,336 | $21.2M | 0.01% | +173,659+218.0% | Added |
| 12th Street Asset Management Company, LLC | 251,361 | $21.0M | 3.44% | −7,773−3.0% | Reduced |
| Rhumbline Advisers | 248,915 | $20.8M | 0.02% | +952+0.4% | Added |
| Alliancebernstein L.P. | 222,217 | $20.4M | 0.01% | −3,962−1.8% | Reduced |
| Retirement Systems of Alabama | 213,645 | $17.9M | 0.06% | +1,339+0.6% | Added |
| UBS Asset Management Americas Inc | 194,861 | $16.3M | 0.00% | +4,655+2.4% | Added |
| Jane Street Group, LLC | 192,993 | $16.1M | 0.02% | +114,155+144.8% | Added |
| Frontier Capital Management Co LLC | 192,400 | $16.1M | 0.17% | +64,754+50.7% | Added |
| WCM Investment Management, LLC | 193,371 | $15.8M | 0.04% | −40,589−17.3% | Reduced |
| Trexquant Investment LP | 186,537 | $15.6M | 0.11% | −11,337−5.7% | Reduced |
| Glenmede Trust Co NA | 179,823 | $15.0M | 0.07% | −19,061−9.6% | Reduced |
| Squarepoint Ops LLC | 179,353 | $15.0M | 0.03% | +179,353 | New |
| Oppenheimer Asset Management Inc. | 173,854 | $14.5M | 0.17% | +12,152+7.5% | Added |
| Swiss National Bank | 169,200 | $14.1M | 0.01% | −800−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 169,049 | $14.1M | 0.20% | −8,759−4.9% | Reduced |
| Oberweis Asset Management Inc | 166,641 | $13.9M | 0.41% | +25,061+17.7% | Added |
| Summit Creek Advisors LLC | 161,123 | $13.5M | 2.77% | −23,718−12.8% | Reduced |
| Axiom Investors LLC | 153,644 | $12.8M | 0.14% | −14,572−8.7% | Reduced |
| California Public Employees Retirement System | 153,570 | $12.8M | 0.01% | +805+0.5% | Added |
| ArrowMark Colorado Holdings LLC | 145,827 | $12.2M | 0.32% | −23,933−14.1% | Reduced |
| Canada Pension Plan Investment Board | 141,900 | $11.9M | 0.01% | +39,900+39.1% | Added |
| Wells Fargo & Company | 140,107 | $11.7M | 0.00% | −75,927−35.1% | Reduced |
| Envestnet Asset Management Inc | 138,868 | $11.6M | 0.00% | +31,107+28.9% | Added |
| Ensign Peak Advisors, Inc | 134,377 | $11.2M | 0.02% | −20,628−13.3% | Reduced |
| DF Dent & Co Inc | 133,782 | $11.2M | 0.21% | −6,387−4.6% | Reduced |
| Russell Investments Group, Ltd. | 131,738 | $11.0M | 0.01% | −29,817−18.5% | Reduced |
| Private Advisory Group LLC | 127,156 | $10.6M | 0.74% | +25,774+25.4% | Added |
| Peregrine Capital Management LLC | 126,231 | $10.5M | 0.39% | +17,478+16.1% | Added |
| GDS Wealth Management | 125,608 | $10.5M | 0.63% | +15,486+14.1% | Added |
| Granahan Investment Management Inc | 122,099 | $10.2M | 0.49% | +31,079+34.1% | Added |
| Deutsche Bank AG | 120,368 | $10.1M | 0.00% | +8,067+7.2% | Added |
| LPL Financial LLC | 120,073 | $10.0M | 0.00% | −23,775−16.5% | Reduced |
| Legal & General Group Plc | 117,659 | $9.83M | 0.00% | −17,697−13.1% | Reduced |
| New York State Common Retirement Fund | 106,821 | $8.93M | 0.01% | −71,990−40.3% | Reduced |
| Portolan Capital Management, LLC | 101,646 | $8.49M | 0.45% | +101,646 | New |
| State of Wisconsin Investment Board | 101,512 | $8.48M | 0.02% | −16,631−14.1% | Reduced |
| California State Teachers Retirement System | 100,604 | $8.41M | 0.01% | +19,288+23.7% | Added |
| Motley Fool Asset Management LLC | 98,540 | $8.23M | 0.35% | −2,935−2.9% | Reduced |
| Renaissance Group LLC | 98,314 | $8.22M | 0.34% | +18,837+23.7% | Added |