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 2 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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 21,864 | $1.83M | 0.01% | +21,864 | New |
| CWA Asset Management Group, LLC | 21,565 | $1.80M | 0.06% | +21,565 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,406 | $1.79M | 0.01% | −154−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,951 | $1.75M | 0.10% | +8,776+72.1% | Added |
| State of Michigan Retirement System | 20,522 | $1.72M | 0.01% | +200+1.0% | Added |
| RSM US Wealth Management LLC | 20,286 | $1.70M | 0.02% | +140+0.7% | Added |
| Jones Financial Companies LLLP | 20,437 | $1.69M | 0.00% | +16,052+366.1% | Added |
| Thrivent Financial for Lutherans | 19,249 | $1.61M | 0.00% | −258,093−93.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,140 | $1.60M | 0.02% | −137−0.7% | Reduced |
| OP Asset Management Ltd | 19,105 | $1.60M | 0.02% | −5,778−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 19,063 | $1.59M | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18,771 | $1.57M | 0.02% | −446−2.3% | Reduced |
| US Bancorp | 17,773 | $1.49M | 0.00% | +414+2.4% | Added |
| Oregon Public Employees Retirement Fund | 17,576 | $1.47M | 0.02% | +400+2.3% | Added |
| SG Americas Securities, LLC | 17,354 | $1.45M | 0.00% | +4,112+31.1% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.45M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,146 | $1.43M | 0.00% | +2,655+18.3% | Added |
| Gotham Asset Management, LLC | 16,872 | $1.41M | 0.00% | +11,587+219.2% | Added |
| First American Bank | 16,042 | $1.34M | 0.08% | −4,910−23.4% | Reduced |
| Guggenheim Capital LLC | 15,774 | $1.32M | 0.01% | +3,081+24.3% | Added |
| ProShare Advisors LLC | 15,649 | $1.31M | 0.00% | −3,409−17.9% | Reduced |
| Expect Equity LLC | 15,540 | $1.30M | 1.01% | +15,540 | New |
| Milestone Asset Management, LLC | 14,929 | $1.25M | 0.23% | +3,151+26.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $1.24M | 0.09% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,523 | $1.21M | 0.00% | +3,471+31.4% | Added |
| Integrated Wealth Concepts LLC | 14,395 | $1.20M | 0.01% | +14,395 | New |
| JustInvest LLC | 14,240 | $1.19M | 0.01% | +2,658+22.9% | Added |
| Bank of Montreal | 14,208 | $1.19M | 0.00% | +2,263+18.9% | Added |
| Benjamin Edwards Inc | 14,146 | $1.18M | 0.01% | +1,948+16.0% | Added |
| Hancock Whitney Corp | 14,036 | $1.15M | 0.02% | +76+0.5% | Added |
| Pacer Advisors, Inc. | 13,528 | $1.13M | 0.00% | +101+0.8% | Added |
| Main Management ETF Advisors, LLC | 13,451 | $1.12M | 0.04% | +13,451 | New |
| Pictet Asset Management Holding SA | 13,440 | $1.12M | 0.00% | +1,100+8.9% | Added |
| Teacher Retirement System of Texas | 13,284 | $1.11M | 0.00% | −3,638−21.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,126 | $1.10M | 0.00% | −1,950−12.9% | Reduced |
| GWM Advisors LLC | 13,027 | $1.09M | 0.00% | +796+6.5% | Added |
| Shay Capital LLC | 13,000 | $1.09M | 0.15% | +13,000 | New |
| CWM, LLC | 12,988 | $1.09M | 0.00% | +5,583+75.4% | Added |
| Overbrook Management Corp | 12,676 | $1.06M | 0.20% | −27,795−68.7% | Reduced |
| Jump Financial, LLC | 12,500 | $1.04M | 0.02% | +12,500 | New |
| Xponance, Inc. | 12,161 | $1.02M | 0.01% | +1,580+14.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,744 | $1.01M | 0.00% | +9,734+108.0% | Added |
| Three Seasons Wealth, LLC | 11,966 | $1.00M | 0.38% | +6,445+116.7% | Added |
| Amica Mutual Insurance Co | 11,805 | $987.0K | 0.08% | 00.0% | Unchanged |
| FJ Capital Management LLC | 11,210 | $936.8K | 0.11% | −2,346−17.3% | Reduced |
| Zions Bancorporation, National Association | 10,974 | $917.1K | 0.06% | −6,426−36.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,948 | $914.9K | 0.02% | +731+7.2% | Added |
| Sumitomo Life Insurance Co | 10,868 | $908.2K | 0.02% | −686−5.9% | Reduced |
| Coyle Financial Counsel LLC | 10,726 | $896.4K | 0.19% | −2,069−16.2% | Reduced |
| Virginia Retirement Systems Et Al | 10,700 | $894.2K | 0.01% | +4,500+72.6% | Added |
| Elo Mutual Pension Insurance Co | 10,673 | $891.9K | 0.01% | −4,087−27.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,507 | $878.1K | 0.09% | −109−1.0% | Reduced |
| State of Wyoming | 10,367 | $866.4K | 0.10% | +10,367 | New |
| Freestone Grove Partners LP | 9,683 | $809.2K | 0.01% | +9,683 | New |
| Steward Partners Investment Advisory, LLC | 9,595 | $801.9K | 0.00% | +1,548+19.2% | Added |
| Pinebridge Investments LLC | 9,466 | $791.1K | 0.01% | +9,466 | New |
| Advisor Group Holdings, Inc. | 9,459 | $790.4K | 0.00% | −15,643−62.3% | Reduced |
| Suncoast Equity Management | 9,250 | $773.0K | 0.09% | −2,240−19.5% | Reduced |
| Alps Advisors Inc | 9,165 | $765.9K | 0.00% | +454+5.2% | Added |
| Mercer Global Advisors Inc | 9,056 | $756.8K | 0.00% | +3,225+55.3% | Added |
| Mangrove Partners | 8,798 | $735.2K | 0.06% | +8,798 | New |
| Prospera Financial Services Inc | 8,762 | $732.2K | 0.01% | +8,762 | New |
| HC Advisors, LLC | 8,690 | $726.2K | 0.49% | −190−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,616 | $720.0K | 0.00% | +8,616 | New |
| CSS LLC | 8,610 | $719.5K | 0.04% | +4,000+86.8% | Added |
| Sheets Smith Wealth Management | 8,525 | $712.4K | 0.08% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 8,376 | $700.0K | 0.07% | −573−6.4% | Reduced |
| Federated Hermes, Inc. | 8,352 | $698.0K | 0.00% | +1,423+20.5% | Added |
| Radnor Capital Management, LLC | 8,866 | $697.6K | 0.10% | −5,500−38.3% | Reduced |
| State of Alaska, Department of Revenue | 8,336 | $696.0K | 0.01% | −200−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,304 | $694.0K | 0.02% | +2,262+37.4% | Added |
| Public Employees Retirement Association of Colorado | 8,231 | $688.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,032 | $671.2K | 0.02% | −6,524−44.8% | Reduced |
| CWM Advisors, LLC | 7,922 | $662.1K | 0.04% | +4,299+118.7% | Added |
| Concurrent Investment Advisors, LLC | 7,846 | $655.7K | 0.01% | −1,150−12.8% | Reduced |
| Quadrant Capital Group LLC | 7,844 | $655.5K | 0.02% | −178−2.2% | Reduced |
| Peterson Wealth Services | 7,723 | $645.4K | 0.16% | +506+7.0% | Added |
| Numerai GP LLC | 7,658 | $640.0K | 0.06% | +7,658 | New |
| Janney Montgomery Scott LLC | 7,568 | $632.0K | 0.00% | −441−5.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,359 | $615.0K | 0.00% | −2,119−22.4% | Reduced |
| Steadtrust LLC | 7,020 | $586.7K | 0.33% | +3,950+128.7% | Added |
| Entropy Technologies, LP | 6,911 | $577.6K | 0.03% | −1,681−19.6% | Reduced |
| BTC Capital Management, Inc. | 6,907 | $577.2K | 0.04% | +1,789+35.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,783 | $574.3K | 0.02% | +127+1.9% | Added |
| Ieq Capital, LLC | 6,790 | $567.4K | 0.00% | +6,790 | New |
| Nicolet Bankshares Inc | 6,700 | $558.6K | 0.02% | +6,700 | New |
| Fulton Bank, N.A. | 6,526 | $545.4K | 0.02% | +1,389+27.0% | Added |
| Stephens Inc | 6,361 | $531.6K | 0.01% | −1,137−15.2% | Reduced |
| XTX Topco Ltd | 6,354 | $531.0K | 0.01% | +3,194+101.1% | Added |
| Washington Capital Management Inc | 6,350 | $530.7K | 0.45% | +6,350 | New |
| Sanctuary Advisors, LLC | 6,325 | $528.6K | 0.00% | +1,351+27.2% | Added |
| Securian Asset Management, Inc | 6,266 | $523.6K | 0.02% | 00.0% | Unchanged |
| Havemeyer Place LP | 6,189 | $517.2K | 0.06% | +6,189 | New |
| Swiss Life Asset Management Ltd | 6,170 | $515.6K | 0.00% | +2,178+54.6% | Added |
| Diametric Capital, LP | 6,088 | $508.8K | 0.13% | +6,088 | New |
| Level Four Advisory Services, LLC | 5,914 | $494.2K | 0.02% | +707+13.6% | Added |
| Crossmark Global Holdings, Inc. | 5,902 | $493.2K | 0.01% | −37−0.6% | Reduced |
| Brevan Howard Capital Management LP | 5,881 | $491.5K | 0.01% | +1,124+23.6% | Added |
| Mount Yale Investment Advisors, LLC | 5,836 | $487.7K | 0.01% | +5,836 | New |
| Abel Hall, LLC | 5,694 | $475.8K | 0.10% | +5,694 | New |