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 |
|---|---|---|---|---|---|
| Stephens Inc | 6,361 | $531.6K | 0.01% | −1,137−15.2% | Reduced |
| Fulton Bank, N.A. | 6,526 | $545.4K | 0.02% | +1,389+27.0% | Added |
| Nicolet Bankshares Inc | 6,700 | $558.6K | 0.02% | +6,700 | New |
| Ieq Capital, LLC | 6,790 | $567.4K | 0.00% | +6,790 | New |
| NorthCrest Asset Manangement, LLC | 6,783 | $574.3K | 0.02% | +127+1.9% | Added |
| BTC Capital Management, Inc. | 6,907 | $577.2K | 0.04% | +1,789+35.0% | Added |
| Entropy Technologies, LP | 6,911 | $577.6K | 0.03% | −1,681−19.6% | Reduced |
| Steadtrust LLC | 7,020 | $586.7K | 0.33% | +3,950+128.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,359 | $615.0K | 0.00% | −2,119−22.4% | Reduced |
| Janney Montgomery Scott LLC | 7,568 | $632.0K | 0.00% | −441−5.5% | Reduced |
| Numerai GP LLC | 7,658 | $640.0K | 0.06% | +7,658 | New |
| Peterson Wealth Services | 7,723 | $645.4K | 0.16% | +506+7.0% | Added |
| Quadrant Capital Group LLC | 7,844 | $655.5K | 0.02% | −178−2.2% | Reduced |
| Concurrent Investment Advisors, LLC | 7,846 | $655.7K | 0.01% | −1,150−12.8% | Reduced |
| CWM Advisors, LLC | 7,922 | $662.1K | 0.04% | +4,299+118.7% | Added |
| Graham Capital Management, L.P. | 8,032 | $671.2K | 0.02% | −6,524−44.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,231 | $688.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,304 | $694.0K | 0.02% | +2,262+37.4% | Added |
| State of Alaska, Department of Revenue | 8,336 | $696.0K | 0.01% | −200−2.3% | Reduced |
| Radnor Capital Management, LLC | 8,866 | $697.6K | 0.10% | −5,500−38.3% | Reduced |
| Federated Hermes, Inc. | 8,352 | $698.0K | 0.00% | +1,423+20.5% | Added |
| Stansberry Asset Management, LLC | 8,376 | $700.0K | 0.07% | −573−6.4% | Reduced |
| Sheets Smith Wealth Management | 8,525 | $712.4K | 0.08% | 00.0% | Unchanged |
| CSS LLC | 8,610 | $719.5K | 0.04% | +4,000+86.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,616 | $720.0K | 0.00% | +8,616 | New |
| HC Advisors, LLC | 8,690 | $726.2K | 0.49% | −190−2.1% | Reduced |
| Prospera Financial Services Inc | 8,762 | $732.2K | 0.01% | +8,762 | New |
| Mangrove Partners | 8,798 | $735.2K | 0.06% | +8,798 | New |
| Mercer Global Advisors Inc | 9,056 | $756.8K | 0.00% | +3,225+55.3% | Added |
| Alps Advisors Inc | 9,165 | $765.9K | 0.00% | +454+5.2% | Added |
| Suncoast Equity Management | 9,250 | $773.0K | 0.09% | −2,240−19.5% | Reduced |
| Advisor Group Holdings, Inc. | 9,459 | $790.4K | 0.00% | −15,643−62.3% | Reduced |
| Pinebridge Investments LLC | 9,466 | $791.1K | 0.01% | +9,466 | New |
| Steward Partners Investment Advisory, LLC | 9,595 | $801.9K | 0.00% | +1,548+19.2% | Added |
| Freestone Grove Partners LP | 9,683 | $809.2K | 0.01% | +9,683 | New |
| State of Wyoming | 10,367 | $866.4K | 0.10% | +10,367 | New |
| Institute for Wealth Management, LLC. | 10,507 | $878.1K | 0.09% | −109−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 10,673 | $891.9K | 0.01% | −4,087−27.7% | Reduced |
| Virginia Retirement Systems Et Al | 10,700 | $894.2K | 0.01% | +4,500+72.6% | Added |
| Coyle Financial Counsel LLC | 10,726 | $896.4K | 0.19% | −2,069−16.2% | Reduced |
| Sumitomo Life Insurance Co | 10,868 | $908.2K | 0.02% | −686−5.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,948 | $914.9K | 0.02% | +731+7.2% | Added |
| Zions Bancorporation, National Association | 10,974 | $917.1K | 0.06% | −6,426−36.9% | Reduced |
| FJ Capital Management LLC | 11,210 | $936.8K | 0.11% | −2,346−17.3% | Reduced |
| Amica Mutual Insurance Co | 11,805 | $987.0K | 0.08% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 11,966 | $1.00M | 0.38% | +6,445+116.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,744 | $1.01M | 0.00% | +9,734+108.0% | Added |
| Xponance, Inc. | 12,161 | $1.02M | 0.01% | +1,580+14.9% | Added |
| Jump Financial, LLC | 12,500 | $1.04M | 0.02% | +12,500 | New |
| Overbrook Management Corp | 12,676 | $1.06M | 0.20% | −27,795−68.7% | Reduced |
| CWM, LLC | 12,988 | $1.09M | 0.00% | +5,583+75.4% | Added |
| Shay Capital LLC | 13,000 | $1.09M | 0.15% | +13,000 | New |
| GWM Advisors LLC | 13,027 | $1.09M | 0.00% | +796+6.5% | Added |
| The PNC Financial Services Group, Inc. | 13,126 | $1.10M | 0.00% | −1,950−12.9% | Reduced |
| Teacher Retirement System of Texas | 13,284 | $1.11M | 0.00% | −3,638−21.5% | Reduced |
| Pictet Asset Management Holding SA | 13,440 | $1.12M | 0.00% | +1,100+8.9% | Added |
| Main Management ETF Advisors, LLC | 13,451 | $1.12M | 0.04% | +13,451 | New |
| Pacer Advisors, Inc. | 13,528 | $1.13M | 0.00% | +101+0.8% | Added |
| Hancock Whitney Corp | 14,036 | $1.15M | 0.02% | +76+0.5% | Added |
| Benjamin Edwards Inc | 14,146 | $1.18M | 0.01% | +1,948+16.0% | Added |
| Bank of Montreal | 14,208 | $1.19M | 0.00% | +2,263+18.9% | Added |
| JustInvest LLC | 14,240 | $1.19M | 0.01% | +2,658+22.9% | Added |
| Integrated Wealth Concepts LLC | 14,395 | $1.20M | 0.01% | +14,395 | New |
| Vontobel Holding Ltd. | 14,523 | $1.21M | 0.00% | +3,471+31.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $1.24M | 0.09% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 14,929 | $1.25M | 0.23% | +3,151+26.8% | Added |
| Expect Equity LLC | 15,540 | $1.30M | 1.01% | +15,540 | New |
| ProShare Advisors LLC | 15,649 | $1.31M | 0.00% | −3,409−17.9% | Reduced |
| Guggenheim Capital LLC | 15,774 | $1.32M | 0.01% | +3,081+24.3% | Added |
| First American Bank | 16,042 | $1.34M | 0.08% | −4,910−23.4% | Reduced |
| Gotham Asset Management, LLC | 16,872 | $1.41M | 0.00% | +11,587+219.2% | Added |
| Rockefeller Capital Management L.P. | 17,146 | $1.43M | 0.00% | +2,655+18.3% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.45M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,354 | $1.45M | 0.00% | +4,112+31.1% | Added |
| Oregon Public Employees Retirement Fund | 17,576 | $1.47M | 0.02% | +400+2.3% | Added |
| US Bancorp | 17,773 | $1.49M | 0.00% | +414+2.4% | Added |
| Gradient Investments LLC | 18,771 | $1.57M | 0.02% | −446−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 19,063 | $1.59M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 19,105 | $1.60M | 0.02% | −5,778−23.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,140 | $1.60M | 0.02% | −137−0.7% | Reduced |
| Thrivent Financial for Lutherans | 19,249 | $1.61M | 0.00% | −258,093−93.1% | Reduced |
| Jones Financial Companies LLLP | 20,437 | $1.69M | 0.00% | +16,052+366.1% | Added |
| RSM US Wealth Management LLC | 20,286 | $1.70M | 0.02% | +140+0.7% | Added |
| State of Michigan Retirement System | 20,522 | $1.72M | 0.01% | +200+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 20,951 | $1.75M | 0.10% | +8,776+72.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,406 | $1.79M | 0.01% | −154−0.7% | Reduced |
| CWA Asset Management Group, LLC | 21,565 | $1.80M | 0.06% | +21,565 | New |
| Vanguard Investments Australia, Ltd. | 21,864 | $1.83M | 0.01% | +21,864 | New |
| New Age Alpha Advisors, LLC | 22,367 | $1.87M | 0.09% | −497−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,773 | $1.90M | 0.02% | −248−1.1% | Reduced |
| Arizona State Retirement System | 23,467 | $1.96M | 0.01% | −432−1.8% | Reduced |
| Stifel Financial Corp | 23,642 | $1.98M | 0.00% | −236−1.0% | Reduced |
| Dark Forest Capital Management LP | 23,896 | $2.00M | 0.18% | +23,896 | New |
| Louisiana State Employees Retirement System | 24,800 | $2.07M | 0.04% | +1,000+4.2% | Added |
| Fifth Third Bancorp | 25,200 | $2.11M | 0.00% | +24,180+2,370.6% | Added |
| Teachers Retirement System of the State of Kentucky | 25,476 | $2.13M | 0.02% | −12,030−32.1% | Reduced |
| Yousif Capital Management, LLC | 25,725 | $2.15M | 0.03% | −1,822−6.6% | Reduced |
| Cetera Investment Advisers | 26,251 | $2.19M | 0.00% | +308+1.2% | Added |
| Cerity Partners LLC | 26,881 | $2.25M | 0.00% | −3,289−10.9% | Reduced |
| Allstate Corp | 27,372 | $2.29M | 0.02% | +27,372 | New |