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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 0 | $0 | 0.00% | −33,020−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −29,576−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,023−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −27,329−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −27,249−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −24,187−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −20,827−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,723−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −16,684−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −16,231−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −15,944−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −13,781−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −13,478−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,920−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,806−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −11,705−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −11,553−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −10,710−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −9,746−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,606−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −5,447−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,363−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Unique Wealth, LLC | 0 | $0 | 0.00% | −3,029−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Grant Private Wealth Management Inc | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |
| Janney Capital Management LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |