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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 127,156 | $10.6M | 0.74% | +25,774+25.4% | Added |
| Russell Investments Group, Ltd. | 131,738 | $11.0M | 0.01% | −29,817−18.5% | Reduced |
| DF Dent & Co Inc | 133,782 | $11.2M | 0.21% | −6,387−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 134,377 | $11.2M | 0.02% | −20,628−13.3% | Reduced |
| Envestnet Asset Management Inc | 138,868 | $11.6M | 0.00% | +31,107+28.9% | Added |
| Wells Fargo & Company | 140,107 | $11.7M | 0.00% | −75,927−35.1% | Reduced |
| Canada Pension Plan Investment Board | 141,900 | $11.9M | 0.01% | +39,900+39.1% | Added |
| ArrowMark Colorado Holdings LLC | 145,827 | $12.2M | 0.32% | −23,933−14.1% | Reduced |
| California Public Employees Retirement System | 153,570 | $12.8M | 0.01% | +805+0.5% | Added |
| Axiom Investors LLC | 153,644 | $12.8M | 0.14% | −14,572−8.7% | Reduced |
| Summit Creek Advisors LLC | 161,123 | $13.5M | 2.77% | −23,718−12.8% | Reduced |
| Oberweis Asset Management Inc | 166,641 | $13.9M | 0.41% | +25,061+17.7% | Added |
| Segall Bryant & Hamill, LLC | 169,049 | $14.1M | 0.20% | −8,759−4.9% | Reduced |
| Swiss National Bank | 169,200 | $14.1M | 0.01% | −800−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 173,854 | $14.5M | 0.17% | +12,152+7.5% | Added |
| Squarepoint Ops LLC | 179,353 | $15.0M | 0.03% | +179,353 | New |
| Glenmede Trust Co NA | 179,823 | $15.0M | 0.07% | −19,061−9.6% | Reduced |
| Trexquant Investment LP | 186,537 | $15.6M | 0.11% | −11,337−5.7% | Reduced |
| WCM Investment Management, LLC | 193,371 | $15.8M | 0.04% | −40,589−17.3% | Reduced |
| Frontier Capital Management Co LLC | 192,400 | $16.1M | 0.17% | +64,754+50.7% | Added |
| Jane Street Group, LLC | 192,993 | $16.1M | 0.02% | +114,155+144.8% | Added |
| UBS Asset Management Americas Inc | 194,861 | $16.3M | 0.00% | +4,655+2.4% | Added |
| Retirement Systems of Alabama | 213,645 | $17.9M | 0.06% | +1,339+0.6% | Added |
| Alliancebernstein L.P. | 222,217 | $20.4M | 0.01% | −3,962−1.8% | Reduced |
| Rhumbline Advisers | 248,915 | $20.8M | 0.02% | +952+0.4% | Added |
| 12th Street Asset Management Company, LLC | 251,361 | $21.0M | 3.44% | −7,773−3.0% | Reduced |
| Citigroup Inc | 253,336 | $21.2M | 0.01% | +173,659+218.0% | Added |
| Allspring Global Investments Holdings, LLC | 266,615 | $22.2M | 0.04% | −462,895−63.5% | Reduced |
| Ashford Capital Management Inc | 266,481 | $22.3M | 2.75% | −5,242−1.9% | Reduced |
| Citadel Advisors LLC | 268,832 | $22.5M | 0.02% | +53,565+24.9% | Added |
| Artisan Partners Limited Partnership | 270,942 | $22.6M | 0.04% | −271,274−50.0% | Reduced |
| Ranger Investment Management, L.P. | 271,223 | $22.7M | 1.64% | −2,065−0.8% | Reduced |
| Premier Fund Managers Ltd | 287,847 | $23.5M | 1.66% | −21,390−6.9% | Reduced |
| Royal Bank of Canada | 299,007 | $25.0M | 0.00% | −39,458−11.7% | Reduced |
| Principal Financial Group Inc | 304,049 | $25.4M | 0.01% | +26,632+9.6% | Added |
| CIBC Bancorp USA Inc. | 322,228 | $26.9M | 0.04% | +322,228 | New |
| Franklin Resources Inc | 341,388 | $28.5M | 0.01% | −312−0.1% | Reduced |
| Lazard Asset Management LLC | 341,399 | $28.5M | 0.05% | −9,893−2.8% | Reduced |
| Raymond James Financial Inc | 380,494 | $31.6M | 0.01% | −30,317−7.4% | Reduced |
| Bessemer Group Inc | 388,422 | $32.5M | 0.05% | +15,033+4.0% | Added |
| Aristotle Capital Boston, LLC | 397,229 | $33.2M | 2.06% | −35,710−8.2% | Reduced |
| Man Group plc | 423,282 | $35.4M | 0.07% | +146,838+53.1% | Added |
| Invesco Ltd. | 452,743 | $37.8M | 0.00% | −419,059−48.1% | Reduced |
| GW&K Investment Management, LLC | 464,315 | $38.8M | 0.34% | +1,424+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 485,444 | $40.6M | 0.12% | −94,630−16.3% | Reduced |
| Wellington Management Group LLP | 497,520 | $41.6M | 0.01% | −269,871−35.2% | Reduced |
| Nomura Asset Management International Inc. | 592,014 | $49.5M | 0.08% | −42,161−6.6% | Reduced |
| Vanguard Fiduciary Trust Co | 594,435 | $49.7M | 0.01% | +594,435 | New |
| Bank of New York Mellon Corp | 599,254 | $50.1M | 0.01% | −22,625−3.6% | Reduced |
| SEI Investments Co | 602,721 | $50.4M | 0.05% | −66,224−9.9% | Reduced |
| Park West Asset Management LLC | 623,156 | $52.1M | 4.60% | +623,156 | New |
| Ameriprise Financial Inc | 638,034 | $53.3M | 0.01% | −35,157−5.2% | Reduced |
| Nuveen, LLC | 680,462 | $56.9M | 0.02% | +6,396+0.9% | Added |
| Stephens Investment Management Group LLC | 684,619 | $57.2M | 0.78% | −41,566−5.7% | Reduced |
| Swedbank AB | 706,300 | $59.0M | 0.06% | +269,000+61.5% | Added |
| Westfield Capital Management Co LP | 712,848 | $59.6M | 0.25% | −1,239,604−63.5% | Reduced |
| American Century Companies Inc | 742,849 | $62.1M | 0.03% | −4,549−0.6% | Reduced |
| Bamco Inc | 750,025 | $62.7M | 0.19% | −6,000−0.8% | Reduced |
| UBS Group AG | 786,667 | $65.7M | 0.01% | +168,926+27.3% | Added |
| Goldman Sachs Group Inc | 800,818 | $66.9M | 0.01% | −123,431−13.4% | Reduced |
| Price T Rowe Associates Inc | 803,427 | $67.1M | 0.01% | −514,292−39.0% | Reduced |
| Millennium Management LLC | 808,867 | $67.6M | 0.05% | −142,696−15.0% | Reduced |
| Cadian Capital Management, LP | 832,700 | $69.6M | 8.47% | +266,000+46.9% | Added |
| Balyasny Asset Management LLC | 835,072 | $69.8M | 0.14% | +553,441+196.5% | Added |
| Janus Henderson Group PLC | 850,411 | $71.1M | 0.03% | +30,178+3.7% | Added |
| Bank of America Corp | 862,008 | $72.0M | 0.01% | +261,150+43.5% | Added |
| Atalan Capital Partners, LP | 883,670 | $73.8M | 6.81% | −31,480−3.4% | Reduced |
| Loomis Sayles & Co L P | 931,906 | $77.9M | 0.10% | −21,166−2.2% | Reduced |
| Davenport & Co LLC | 1,015,434 | $84.9M | 0.47% | +621,019+157.5% | Added |
| Northern Trust Corp | 1,036,174 | $86.6M | 0.01% | +17,966+1.8% | Added |
| FMR LLC | 1,134,933 | $94.8M | 0.00% | −917,638−44.7% | Reduced |
| JPMorgan Chase & Co | 1,183,411 | $96.4M | 0.01% | +18,100+1.6% | Added |
| Geneva Capital Management LLC | 1,174,070 | $98.1M | 2.09% | +55,494+5.0% | Added |
| Charles Schwab Investment Management Inc | 1,175,339 | $98.2M | 0.02% | +42,595+3.8% | Added |
| Greenhouse Funds LLLP | 1,257,854 | $105.1M | 4.98% | +178,150+16.5% | Added |
| Mackenzie Financial Corp | 1,281,657 | $107.1M | 0.13% | +109,851+9.4% | Added |
| Clearbridge Investments, LLC | 1,309,972 | $109.5M | 0.10% | −48,961−3.6% | Reduced |
| Brown Advisory Inc | 1,412,784 | $118.1M | 0.19% | −102,475−6.8% | Reduced |
| Dimensional Fund Advisors LP | 1,627,039 | $136.0M | 0.03% | +45,287+2.9% | Added |
| William Blair Investment Management, LLC | 1,659,616 | $138.7M | 0.46% | −195,592−10.5% | Reduced |
| AQR Capital Management LLC | 2,092,223 | $172.6M | 0.08% | +329,888+18.7% | Added |
| Geode Capital Management, LLC | 2,259,646 | $188.9M | 0.01% | +58,414+2.7% | Added |
| Morgan Stanley | 2,485,913 | $207.7M | 0.01% | +999,856+67.3% | Added |
| State Street Corp | 3,099,897 | $259.1M | 0.01% | +8,845+0.3% | Added |
| Vanguard Capital Management LLC | 3,823,804 | $319.6M | 0.01% | +3,823,804 | New |
| Vanguard Portfolio Management LLC | 4,163,593 | $348.0M | 0.02% | +4,163,593 | New |
| Wasatch Advisors Inc | 7,202,934 | $601.9M | 4.00% | +613,288+9.3% | Added |
| BlackRock, Inc. | 10,532,394 | $880.2M | 0.02% | −683,435−6.1% | Reduced |
| Boone Capital Management LLC | 0 | $0 | 0.00% | −212,856−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −182,017−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −149,122−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −101,816−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −79,018−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −75,602−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −75,461−100.0% | Sold out |
| Bridger Management, LLC | 0 | $0 | 0.00% | −60,484−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −42,019−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −36,374−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −36,141−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −33,382−100.0% | Sold out |