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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 97,000 | $8.11M | 0.01% | +97,000 | New |
| Voya Investment Management LLC | 96,138 | $8.03M | 0.01% | −11,993−11.1% | Reduced |
| Mutual of America Capital Management LLC | 94,770 | $7.92M | 0.09% | −3,309−3.4% | Reduced |
| King Luther Capital Management Corp | 91,811 | $7.67M | 0.03% | −3,953−4.1% | Reduced |
| Diversify Wealth Management, LLC | 90,553 | $7.38M | 0.13% | +116+0.1% | Added |
| MetLife Investment Management | 86,473 | $7.23M | 0.04% | −1,204−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 85,690 | $7.16M | 0.07% | −18,388−17.7% | Reduced |
| New York State Teachers Retirement System | 83,898 | $7.01M | 0.01% | +5,095+6.5% | Added |
| Tectonic Advisors LLC | 82,831 | $6.92M | 0.37% | +5,306+6.8% | Added |
| Manufacturers Life Insurance Company, The | 81,166 | $6.78M | 0.01% | −4,105−4.8% | Reduced |
| Mirova | 80,608 | $6.74M | 0.27% | +80,608 | New |
| Public Employees Retirement System of Ohio | 77,914 | $6.51M | 0.02% | +14,777+23.4% | Added |
| Vanguard Asset Management, Ltd | 77,477 | $6.47M | 0.01% | +77,477 | New |
| GM Advisory Group, Inc. | 75,402 | $6.30M | 0.24% | +200.0% | Added |
| Kornitzer Capital Management Inc | 75,326 | $6.29M | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 72,024 | $6.02M | 0.22% | +72,024 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 70,612 | $5.90M | 0.01% | −18,791−21.0% | Reduced |
| Mariner, LLC | 69,068 | $5.77M | 0.01% | +19,464+39.2% | Added |
| Amundi | 67,592 | $5.65M | 0.00% | +64,562+2,130.8% | Added |
| Victory Capital Management Inc | 66,807 | $5.58M | 0.00% | −3,131−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 65,890 | $5.51M | 0.17% | +11,545+21.2% | Added |
| Creative Planning | 65,089 | $5.44M | 0.00% | +5,444+9.1% | Added |
| Inspirion Wealth Advisors, LLC | 65,000 | $5.43M | 0.68% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 64,752 | $5.41M | 0.61% | −22,419−25.7% | Reduced |
| Thompson Investment Management, Inc. | 63,981 | $5.35M | 0.69% | +63,981 | New |
| Elk River Wealth Management, LLC | 62,610 | $5.23M | 0.87% | −1,479−2.3% | Reduced |
| Warren Averett Asset Management, LLC | 61,055 | $5.10M | 0.04% | −1,706−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 60,718 | $5.07M | 0.00% | +15,997+35.8% | Added |
| Madison Asset Management, LLC | 60,405 | $5.05M | 0.06% | −533−0.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 57,666 | $4.82M | 0.20% | +57,666 | New |
| Public Sector Pension Investment Board | 57,319 | $4.79M | 0.01% | +57,319 | New |
| Nordea Investment Management AB | 57,429 | $4.72M | 0.00% | −2,823−4.7% | Reduced |
| 1492 Capital Management LLC | 55,772 | $4.66M | 1.77% | −155−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 54,855 | $4.58M | 0.05% | +54,855 | New |
| Hilton Capital Management, LLC | 52,919 | $4.42M | 0.33% | +19,470+58.2% | Added |
| Capital Fund Management S.A. | 52,310 | $4.37M | 0.04% | +52,310 | New |
| Eversept Partners, LP | 51,614 | $4.31M | 0.28% | −134,125−72.2% | Reduced |
| Montanaro Asset Management Ltd | 50,800 | $4.25M | 1.27% | +13,600+36.6% | Added |
| Future Fund LLC | 50,580 | $4.23M | 1.49% | +6,263+14.1% | Added |
| Barclays PLC | 50,122 | $4.19M | 0.00% | −134,982−72.9% | Reduced |
| Intech Investment Management LLC | 49,912 | $4.17M | 0.04% | +3,032+6.5% | Added |
| HighTower Advisors, LLC | 48,835 | $4.08M | 0.00% | −40,213−45.2% | Reduced |
| Castleark Management LLC | 48,510 | $4.05M | 0.13% | +48,510 | New |
| Beacon Investment Advisors LLC | 48,391 | $4.04M | 1.53% | +16,865+53.5% | Added |
| Great West Life Assurance Co | 47,821 | $4.00M | 0.01% | −1,794−3.6% | Reduced |
| UMA Financial Services, Inc. | 47,049 | $3.93M | 0.55% | +50.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,730 | $3.91M | 0.03% | −1,087−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,171 | $3.77M | 0.00% | +8,282+22.5% | Added |
| Quantinno Capital Management LP | 44,162 | $3.69M | 0.01% | +30,797+230.4% | Added |
| Prudential Financial Inc | 42,075 | $3.52M | 0.00% | +4,110+10.8% | Added |
| EFG International AG | 41,805 | $3.49M | 0.07% | −2,220−5.0% | Reduced |
| Qube Research & Technologies Ltd | 40,578 | $3.39M | 0.00% | −161,835−80.0% | Reduced |
| RE Advisers Corp | 40,200 | $3.36M | 0.09% | +7,400+22.6% | Added |
| Covea Finance | 39,200 | $3.28M | 0.11% | 00.0% | Unchanged |
| Toroso Investments, LLC | 38,247 | $3.20M | 0.01% | +13,291+53.3% | Added |
| First Trust Advisors LP | 38,086 | $3.18M | 0.00% | +7,439+24.3% | Added |
| Wealthspire Advisors, LLC | 37,975 | $3.17M | 0.02% | −364−0.9% | Reduced |
| Oxbow Advisors, LLC | 37,653 | $3.15M | 0.27% | +37,653 | New |
| Atria Investments LLC | 37,603 | $3.14M | 0.04% | −682−1.8% | Reduced |
| Amalgamated Bank | 36,933 | $3.09M | 0.02% | +679+1.9% | Added |
| Advisory Research Inc | 36,809 | $3.08M | 0.38% | +15,740+74.7% | Added |
| Grandeur Peak Global Advisors, LLC | 36,445 | $3.05M | 0.71% | −25,361−41.0% | Reduced |
| Ameritas Investment Partners, Inc. | 36,168 | $3.02M | 0.09% | +6,994+24.0% | Added |
| Vanguard Global Advisers, LLC | 34,876 | $2.91M | 0.00% | +34,876 | New |
| Formula Growth Ltd | 34,552 | $2.89M | 1.30% | −4,848−12.3% | Reduced |
| STRS Ohio | 33,200 | $2.77M | 0.01% | −31,200−48.4% | Reduced |
| Natixis Advisors, L.P. | 32,977 | $2.76M | 0.00% | +6,684+25.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,269 | $2.70M | 0.01% | +4,060+14.4% | Added |
| Aureus Asset Management, LLC | 31,670 | $2.65M | 0.18% | −187,994−85.6% | Reduced |
| Marshall Wace, LLP | 31,536 | $2.64M | 0.00% | −418,786−93.0% | Reduced |
| Moody Aldrich Partners LLC | 30,504 | $2.55M | 0.46% | −17,474−36.4% | Reduced |
| Captrust Financial Advisors | 30,287 | $2.53M | 0.00% | +2,973+10.9% | Added |
| Handelsbanken Fonder AB | 30,216 | $2.52M | 0.01% | +5,600+22.7% | Added |
| One Capital Management, LLC | 29,923 | $2.50M | 0.07% | +6,228+26.3% | Added |
| M&T Bank Corp | 29,604 | $2.47M | 0.01% | −603−2.0% | Reduced |
| Susquehanna International Group, LLP | 29,359 | $2.45M | 0.00% | +15,195+107.3% | Added |
| Maridea Wealth Management LLC | 29,272 | $2.45M | 0.36% | +8,379+40.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,221 | $2.44M | 0.01% | +3,619+14.1% | Added |
| PEAK6 LLC | 28,909 | $2.42M | 0.07% | +23,868+473.5% | Added |
| KLP Kapitalforvaltning AS | 28,800 | $2.41M | 0.01% | +2,800+10.8% | Added |
| State of Tennessee, Treasury Department | 28,634 | $2.39M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 28,511 | $2.38M | 0.01% | +376+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,455 | $2.38M | 0.00% | +3,292+13.1% | Added |
| HSBC Holdings PLC | 28,181 | $2.36M | 0.00% | +22,230+373.6% | Added |
| Chesley Taft & Associates LLC | 27,800 | $2.32M | 0.10% | +1,401+5.3% | Added |
| Baird Financial Group, Inc. | 27,569 | $2.30M | 0.00% | −10,662−27.9% | Reduced |
| Pathstone Holdings, LLC | 27,427 | $2.29M | 0.01% | −1,882−6.4% | Reduced |
| CI Private Wealth, LLC | 27,425 | $2.29M | 0.00% | +25,041+1,050.4% | Added |
| Allstate Corp | 27,372 | $2.29M | 0.02% | +27,372 | New |
| Cerity Partners LLC | 26,881 | $2.25M | 0.00% | −3,289−10.9% | Reduced |
| Cetera Investment Advisers | 26,251 | $2.19M | 0.00% | +308+1.2% | Added |
| Yousif Capital Management, LLC | 25,725 | $2.15M | 0.03% | −1,822−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,476 | $2.13M | 0.02% | −12,030−32.1% | Reduced |
| Fifth Third Bancorp | 25,200 | $2.11M | 0.00% | +24,180+2,370.6% | Added |
| Louisiana State Employees Retirement System | 24,800 | $2.07M | 0.04% | +1,000+4.2% | Added |
| Dark Forest Capital Management LP | 23,896 | $2.00M | 0.18% | +23,896 | New |
| Stifel Financial Corp | 23,642 | $1.98M | 0.00% | −236−1.0% | Reduced |
| Arizona State Retirement System | 23,467 | $1.96M | 0.01% | −432−1.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,773 | $1.90M | 0.02% | −248−1.1% | Reduced |
| New Age Alpha Advisors, LLC | 22,367 | $1.87M | 0.09% | −497−2.2% | Reduced |