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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 27,425 | $2.29M | 0.00% | +25,041+1,050.4% | Added |
| Pathstone Holdings, LLC | 27,427 | $2.29M | 0.01% | −1,882−6.4% | Reduced |
| Baird Financial Group, Inc. | 27,569 | $2.30M | 0.00% | −10,662−27.9% | Reduced |
| Chesley Taft & Associates LLC | 27,800 | $2.32M | 0.10% | +1,401+5.3% | Added |
| HSBC Holdings PLC | 28,181 | $2.36M | 0.00% | +22,230+373.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,455 | $2.38M | 0.00% | +3,292+13.1% | Added |
| State of New Jersey Common Pension Fund D | 28,511 | $2.38M | 0.01% | +376+1.3% | Added |
| State of Tennessee, Treasury Department | 28,634 | $2.39M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 28,800 | $2.41M | 0.01% | +2,800+10.8% | Added |
| PEAK6 LLC | 28,909 | $2.42M | 0.07% | +23,868+473.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,221 | $2.44M | 0.01% | +3,619+14.1% | Added |
| Maridea Wealth Management LLC | 29,272 | $2.45M | 0.36% | +8,379+40.1% | Added |
| Susquehanna International Group, LLP | 29,359 | $2.45M | 0.00% | +15,195+107.3% | Added |
| M&T Bank Corp | 29,604 | $2.47M | 0.01% | −603−2.0% | Reduced |
| One Capital Management, LLC | 29,923 | $2.50M | 0.07% | +6,228+26.3% | Added |
| Handelsbanken Fonder AB | 30,216 | $2.52M | 0.01% | +5,600+22.7% | Added |
| Captrust Financial Advisors | 30,287 | $2.53M | 0.00% | +2,973+10.9% | Added |
| Moody Aldrich Partners LLC | 30,504 | $2.55M | 0.46% | −17,474−36.4% | Reduced |
| Marshall Wace, LLP | 31,536 | $2.64M | 0.00% | −418,786−93.0% | Reduced |
| Aureus Asset Management, LLC | 31,670 | $2.65M | 0.18% | −187,994−85.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,269 | $2.70M | 0.01% | +4,060+14.4% | Added |
| Natixis Advisors, L.P. | 32,977 | $2.76M | 0.00% | +6,684+25.4% | Added |
| STRS Ohio | 33,200 | $2.77M | 0.01% | −31,200−48.4% | Reduced |
| Formula Growth Ltd | 34,552 | $2.89M | 1.30% | −4,848−12.3% | Reduced |
| Vanguard Global Advisers, LLC | 34,876 | $2.91M | 0.00% | +34,876 | New |
| Ameritas Investment Partners, Inc. | 36,168 | $3.02M | 0.09% | +6,994+24.0% | Added |
| Grandeur Peak Global Advisors, LLC | 36,445 | $3.05M | 0.71% | −25,361−41.0% | Reduced |
| Advisory Research Inc | 36,809 | $3.08M | 0.38% | +15,740+74.7% | Added |
| Amalgamated Bank | 36,933 | $3.09M | 0.02% | +679+1.9% | Added |
| Atria Investments LLC | 37,603 | $3.14M | 0.04% | −682−1.8% | Reduced |
| Oxbow Advisors, LLC | 37,653 | $3.15M | 0.27% | +37,653 | New |
| Wealthspire Advisors, LLC | 37,975 | $3.17M | 0.02% | −364−0.9% | Reduced |
| First Trust Advisors LP | 38,086 | $3.18M | 0.00% | +7,439+24.3% | Added |
| Toroso Investments, LLC | 38,247 | $3.20M | 0.01% | +13,291+53.3% | Added |
| Covea Finance | 39,200 | $3.28M | 0.11% | 00.0% | Unchanged |
| RE Advisers Corp | 40,200 | $3.36M | 0.09% | +7,400+22.6% | Added |
| Qube Research & Technologies Ltd | 40,578 | $3.39M | 0.00% | −161,835−80.0% | Reduced |
| EFG International AG | 41,805 | $3.49M | 0.07% | −2,220−5.0% | Reduced |
| Prudential Financial Inc | 42,075 | $3.52M | 0.00% | +4,110+10.8% | Added |
| Quantinno Capital Management LP | 44,162 | $3.69M | 0.01% | +30,797+230.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,171 | $3.77M | 0.00% | +8,282+22.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,730 | $3.91M | 0.03% | −1,087−2.3% | Reduced |
| UMA Financial Services, Inc. | 47,049 | $3.93M | 0.55% | +50.0% | Added |
| Great West Life Assurance Co | 47,821 | $4.00M | 0.01% | −1,794−3.6% | Reduced |
| Beacon Investment Advisors LLC | 48,391 | $4.04M | 1.53% | +16,865+53.5% | Added |
| Castleark Management LLC | 48,510 | $4.05M | 0.13% | +48,510 | New |
| HighTower Advisors, LLC | 48,835 | $4.08M | 0.00% | −40,213−45.2% | Reduced |
| Intech Investment Management LLC | 49,912 | $4.17M | 0.04% | +3,032+6.5% | Added |
| Barclays PLC | 50,122 | $4.19M | 0.00% | −134,982−72.9% | Reduced |
| Future Fund LLC | 50,580 | $4.23M | 1.49% | +6,263+14.1% | Added |
| Montanaro Asset Management Ltd | 50,800 | $4.25M | 1.27% | +13,600+36.6% | Added |
| Eversept Partners, LP | 51,614 | $4.31M | 0.28% | −134,125−72.2% | Reduced |
| Capital Fund Management S.A. | 52,310 | $4.37M | 0.04% | +52,310 | New |
| Hilton Capital Management, LLC | 52,919 | $4.42M | 0.33% | +19,470+58.2% | Added |
| ExodusPoint Capital Management, LP | 54,855 | $4.58M | 0.05% | +54,855 | New |
| 1492 Capital Management LLC | 55,772 | $4.66M | 1.77% | −155−0.3% | Reduced |
| Nordea Investment Management AB | 57,429 | $4.72M | 0.00% | −2,823−4.7% | Reduced |
| Public Sector Pension Investment Board | 57,319 | $4.79M | 0.01% | +57,319 | New |
| Beacon Investment Advisory Services, Inc. | 57,666 | $4.82M | 0.20% | +57,666 | New |
| Madison Asset Management, LLC | 60,405 | $5.05M | 0.06% | −533−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 60,718 | $5.07M | 0.00% | +15,997+35.8% | Added |
| Warren Averett Asset Management, LLC | 61,055 | $5.10M | 0.04% | −1,706−2.7% | Reduced |
| Elk River Wealth Management, LLC | 62,610 | $5.23M | 0.87% | −1,479−2.3% | Reduced |
| Thompson Investment Management, Inc. | 63,981 | $5.35M | 0.69% | +63,981 | New |
| Motley Fool Wealth Management, LLC | 64,752 | $5.41M | 0.61% | −22,419−25.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.43M | 0.68% | 00.0% | Unchanged |
| Creative Planning | 65,089 | $5.44M | 0.00% | +5,444+9.1% | Added |
| EverSource Wealth Advisors, LLC | 65,890 | $5.51M | 0.17% | +11,545+21.2% | Added |
| Victory Capital Management Inc | 66,807 | $5.58M | 0.00% | −3,131−4.5% | Reduced |
| Amundi | 67,592 | $5.65M | 0.00% | +64,562+2,130.8% | Added |
| Mariner, LLC | 69,068 | $5.77M | 0.01% | +19,464+39.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 70,612 | $5.90M | 0.01% | −18,791−21.0% | Reduced |
| Cornerstone Advisors, LLC | 72,024 | $6.02M | 0.22% | +72,024 | New |
| Kornitzer Capital Management Inc | 75,326 | $6.29M | 0.14% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 75,402 | $6.30M | 0.24% | +200.0% | Added |
| Vanguard Asset Management, Ltd | 77,477 | $6.47M | 0.01% | +77,477 | New |
| Public Employees Retirement System of Ohio | 77,914 | $6.51M | 0.02% | +14,777+23.4% | Added |
| Mirova | 80,608 | $6.74M | 0.27% | +80,608 | New |
| Manufacturers Life Insurance Company, The | 81,166 | $6.78M | 0.01% | −4,105−4.8% | Reduced |
| Tectonic Advisors LLC | 82,831 | $6.92M | 0.37% | +5,306+6.8% | Added |
| New York State Teachers Retirement System | 83,898 | $7.01M | 0.01% | +5,095+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 85,690 | $7.16M | 0.07% | −18,388−17.7% | Reduced |
| MetLife Investment Management | 86,473 | $7.23M | 0.04% | −1,204−1.4% | Reduced |
| Diversify Wealth Management, LLC | 90,553 | $7.38M | 0.13% | +116+0.1% | Added |
| King Luther Capital Management Corp | 91,811 | $7.67M | 0.03% | −3,953−4.1% | Reduced |
| Mutual of America Capital Management LLC | 94,770 | $7.92M | 0.09% | −3,309−3.4% | Reduced |
| Voya Investment Management LLC | 96,138 | $8.03M | 0.01% | −11,993−11.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 97,000 | $8.11M | 0.01% | +97,000 | New |
| Renaissance Group LLC | 98,314 | $8.22M | 0.34% | +18,837+23.7% | Added |
| Motley Fool Asset Management LLC | 98,540 | $8.23M | 0.35% | −2,935−2.9% | Reduced |
| California State Teachers Retirement System | 100,604 | $8.41M | 0.01% | +19,288+23.7% | Added |
| State of Wisconsin Investment Board | 101,512 | $8.48M | 0.02% | −16,631−14.1% | Reduced |
| Portolan Capital Management, LLC | 101,646 | $8.49M | 0.45% | +101,646 | New |
| New York State Common Retirement Fund | 106,821 | $8.93M | 0.01% | −71,990−40.3% | Reduced |
| Legal & General Group Plc | 117,659 | $9.83M | 0.00% | −17,697−13.1% | Reduced |
| LPL Financial LLC | 120,073 | $10.0M | 0.00% | −23,775−16.5% | Reduced |
| Deutsche Bank AG | 120,368 | $10.1M | 0.00% | +8,067+7.2% | Added |
| Granahan Investment Management Inc | 122,099 | $10.2M | 0.49% | +31,079+34.1% | Added |
| GDS Wealth Management | 125,608 | $10.5M | 0.63% | +15,486+14.1% | Added |
| Peregrine Capital Management LLC | 126,231 | $10.5M | 0.39% | +17,478+16.1% | Added |