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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 453 | $37.9K | 0.00% | +118+35.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 464 | $38.8K | 0.00% | +10+2.2% | Added |
| Kemnay Advisory Services Inc. | 497 | $41.5K | 0.01% | −527−51.5% | Reduced |
| Sterling Capital Management LLC | 550 | $46.0K | 0.00% | −8−1.4% | Reduced |
| Sellwood Investment Partners LLC | 550 | $46.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 549 | $46.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 553 | $46.1K | 0.00% | +550+18,333.3% | Added |
| SBI Securities Co., Ltd. | 578 | $48.3K | 0.00% | −294−33.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 610 | $51.0K | 0.00% | +6+1.0% | Added |
| Vega Investment Solutions | 779 | $65.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 867 | $72.5K | 0.00% | −310−26.3% | Reduced |
| Assetmark, Inc | 901 | $75.3K | 0.00% | −550−37.9% | Reduced |
| Umb Bank N A | 958 | $80.1K | 0.00% | −27−2.7% | Reduced |
| Westpac Banking Corp | 986 | $82.4K | 0.01% | +986 | New |
| Allworth Financial LP | 1,035 | $86.5K | 0.00% | +329+46.6% | Added |
| GAMMA Investing LLC | 1,128 | $94.3K | 0.00% | −816−42.0% | Reduced |
| MAI Capital Management | 1,269 | $106.1K | 0.00% | +1,042+459.0% | Added |
| Signaturefd, LLC | 1,299 | $108.6K | 0.00% | +229+21.4% | Added |
| Parallel Advisors, LLC | 1,306 | $109.1K | 0.00% | −81−5.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,368 | $112.0K | 0.00% | +112+8.9% | Added |
| Daiwa Securities Group Inc. | 1,550 | $129.5K | 0.00% | −100−6.1% | Reduced |
| Rothschild Investment LLC | 1,610 | $134.5K | 0.01% | +1,478+1,119.7% | Added |
| Aviso Financial Inc. | 1,615 | $135.0K | 0.00% | −59−3.5% | Reduced |
| Los Angeles Capital Management LLC | 1,738 | $145.2K | 0.00% | −33,952−95.1% | Reduced |
| Advisory Services Network, LLC | 1,962 | $164.0K | 0.00% | +1,962 | New |
| Advisors Asset Management, Inc. | 2,341 | $195.6K | 0.00% | −87−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,386 | $199.4K | 0.00% | −432−15.3% | Reduced |
| KBC Group NV | 2,411 | $201.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,416 | $201.9K | 0.00% | −40−1.6% | Reduced |
| AE Wealth Management LLC | 2,459 | $205.5K | 0.00% | +63+2.6% | Added |
| Ethic Inc. | 2,479 | $207.2K | 0.00% | −1,388−35.9% | Reduced |
| Vident Advisory, LLC | 2,505 | $209.3K | 0.00% | +2,505 | New |
| Sowell Financial Services LLC | 2,578 | $215.4K | 0.01% | +179+7.5% | Added |
| Holocene Advisors, LP | 2,680 | $224.0K | 0.00% | +2,680 | New |
| CIBC Asset Management Inc | 2,700 | $225.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,706 | $226.1K | 0.15% | −2−0.1% | Reduced |
| Abacus Wealth Partners, LLC | 2,720 | $227.3K | 0.02% | −217−7.4% | Reduced |
| MML Investors Services, LLC | 2,741 | $229.1K | 0.00% | −2,607−48.7% | Reduced |
| HB Wealth Management, LLC | 2,744 | $229.3K | 0.00% | +2,744 | New |
| Fox Run Management, L.L.C. | 2,839 | $231.3K | 0.04% | +2,839 | New |
| Arrowstreet Capital, Limited Partnership | 2,781 | $232.4K | 0.00% | −21,876−88.7% | Reduced |
| Farallon Capital Management, L.L.C. | 2,800 | $234.0K | 0.00% | −2,200−44.0% | Reduced |
| Everence Capital Management Inc | 2,811 | $235.0K | 0.01% | +381+15.7% | Added |
| Engineers Gate Manager LP | 2,835 | $236.9K | 0.00% | −191,557−98.5% | Reduced |
| Merit Financial Group, LLC | 2,839 | $237.3K | 0.00% | −18−0.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,872 | $240.0K | 0.01% | +116+4.2% | Added |
| Brinker Capital Investments, LLC | 2,880 | $240.7K | 0.00% | −581−16.8% | Reduced |
| Shelton Capital Management | 2,885 | $241.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,896 | $242.0K | 0.00% | +2,896 | New |
| MeadowBrook Investment Advisors LLC | 3,035 | $253.6K | 0.22% | −30−1.0% | Reduced |
| Cresset Asset Management, LLC | 3,101 | $259.2K | 0.00% | −123−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,140 | $262.4K | 0.00% | −4,702−60.0% | Reduced |
| Ritholtz Wealth Management | 3,170 | $264.9K | 0.00% | +738+30.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,354 | $280.3K | 0.01% | −25−0.7% | Reduced |
| Equitable Holdings, Inc. | 3,077 | $281.9K | 0.00% | +3,077 | New |
| Vestcor Inc | 3,377 | $282.0K | 0.01% | −4,328−56.2% | Reduced |
| Hantz Financial Services, Inc. | 3,419 | $286.0K | 0.00% | +1,114+48.3% | Added |
| Crestwood Advisors Group LLC | 3,446 | $288.0K | 0.00% | −3,114−47.5% | Reduced |
| Avanza Fonder AB | 3,469 | $289.9K | 0.01% | +391+12.7% | Added |
| Greenleaf Trust | 3,494 | $292.0K | 0.00% | +1,234+54.6% | Added |
| City Center Advisors, LLC | 3,502 | $292.7K | 0.27% | +179+5.4% | Added |
| Profund Advisors LLC | 3,642 | $304.4K | 0.01% | +62+1.7% | Added |
| Fiduciary Trust Co | 3,684 | $307.9K | 0.00% | +25+0.7% | Added |
| Nisa Investment Advisors, LLC | 3,687 | $308.1K | 0.00% | +36+1.0% | Added |
| DnB Asset Management AS | 3,720 | $310.9K | 0.00% | +3,720 | New |
| Evergreen Capital Management LLC | 3,795 | $317.1K | 0.01% | +3,795 | New |
| Cim Investment Mangement Inc | 3,816 | $318.9K | 0.09% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3,872 | $323.6K | 0.05% | −16,540−81.0% | Reduced |
| Curated Wealth Partners LLC | 4,113 | $343.7K | 0.04% | +846+25.9% | Added |
| Mattson Financial Services, LLC | 4,247 | $354.9K | 0.08% | +566+15.4% | Added |
| Summitry LLC | 4,371 | $365.3K | 0.01% | +408+10.3% | Added |
| Skopos Labs, Inc. | 4,435 | $370.6K | 0.01% | +645+17.0% | Added |
| Citizens Financial Group Inc | 4,471 | $373.6K | 0.01% | +4,471 | New |
| Commerce Bank | 4,553 | $380.5K | 0.00% | −325−6.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,859 | $400.1K | 0.00% | −1,134−18.9% | Reduced |
| Narus Financial Partners, LLC | 4,998 | $417.7K | 0.11% | +57+1.2% | Added |
| Hodges Capital Management Inc. | 5,000 | $417.9K | 0.03% | −5,000−50.0% | Reduced |
| Van Hulzen Asset Management, LLC | 5,000 | $417.9K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,055 | $422.4K | 0.01% | −50−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,056 | $422.5K | 0.00% | −1,564−23.6% | Reduced |
| Fieldview Capital Management, LLC | 5,094 | $425.7K | 0.12% | −1,392−21.5% | Reduced |
| EP Wealth Advisors, LLC | 5,200 | $434.6K | 0.00% | +49+1.0% | Added |
| Neuberger Berman Group LLC | 5,354 | $447.4K | 0.00% | +1,409+35.7% | Added |
| Acadian Asset Management LLC | 5,375 | $449.0K | 0.00% | −3,400−38.7% | Reduced |
| Keebeck Wealth Management, LLC | 5,373 | $449.0K | 0.05% | +627+13.2% | Added |
| Amussen Hunsaker Associates LLC | 5,413 | $452.4K | 0.05% | −1,536−22.1% | Reduced |
| Colony Group, LLC | 5,509 | $460.4K | 0.00% | +2,100+61.6% | Added |
| Bridgefront Capital, LLC | 5,539 | $462.9K | 0.12% | +5,539 | New |
| Abel Hall, LLC | 5,694 | $475.8K | 0.10% | +5,694 | New |
| Mount Yale Investment Advisors, LLC | 5,836 | $487.7K | 0.01% | +5,836 | New |
| Brevan Howard Capital Management LP | 5,881 | $491.5K | 0.01% | +1,124+23.6% | Added |
| Crossmark Global Holdings, Inc. | 5,902 | $493.2K | 0.01% | −37−0.6% | Reduced |
| Level Four Advisory Services, LLC | 5,914 | $494.2K | 0.02% | +707+13.6% | Added |
| Diametric Capital, LP | 6,088 | $508.8K | 0.13% | +6,088 | New |
| Swiss Life Asset Management Ltd | 6,170 | $515.6K | 0.00% | +2,178+54.6% | Added |
| Havemeyer Place LP | 6,189 | $517.2K | 0.06% | +6,189 | New |
| Securian Asset Management, Inc | 6,266 | $523.6K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 6,325 | $528.6K | 0.00% | +1,351+27.2% | Added |
| Washington Capital Management Inc | 6,350 | $530.7K | 0.45% | +6,350 | New |
| XTX Topco Ltd | 6,354 | $531.0K | 0.01% | +3,194+101.1% | Added |