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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 5,539 | $462.9K | 0.12% | +5,539 | New |
| Colony Group, LLC | 5,509 | $460.4K | 0.00% | +2,100+61.6% | Added |
| Amussen Hunsaker Associates LLC | 5,413 | $452.4K | 0.05% | −1,536−22.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,373 | $449.0K | 0.05% | +627+13.2% | Added |
| Acadian Asset Management LLC | 5,375 | $449.0K | 0.00% | −3,400−38.7% | Reduced |
| Neuberger Berman Group LLC | 5,354 | $447.4K | 0.00% | +1,409+35.7% | Added |
| EP Wealth Advisors, LLC | 5,200 | $434.6K | 0.00% | +49+1.0% | Added |
| Fieldview Capital Management, LLC | 5,094 | $425.7K | 0.12% | −1,392−21.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,056 | $422.5K | 0.00% | −1,564−23.6% | Reduced |
| Mutual Advisors, LLC | 5,055 | $422.4K | 0.01% | −50−1.0% | Reduced |
| Hodges Capital Management Inc. | 5,000 | $417.9K | 0.03% | −5,000−50.0% | Reduced |
| Van Hulzen Asset Management, LLC | 5,000 | $417.9K | 0.03% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 4,998 | $417.7K | 0.11% | +57+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,859 | $400.1K | 0.00% | −1,134−18.9% | Reduced |
| Commerce Bank | 4,553 | $380.5K | 0.00% | −325−6.7% | Reduced |
| Citizens Financial Group Inc | 4,471 | $373.6K | 0.01% | +4,471 | New |
| Skopos Labs, Inc. | 4,435 | $370.6K | 0.01% | +645+17.0% | Added |
| Summitry LLC | 4,371 | $365.3K | 0.01% | +408+10.3% | Added |
| Mattson Financial Services, LLC | 4,247 | $354.9K | 0.08% | +566+15.4% | Added |
| Curated Wealth Partners LLC | 4,113 | $343.7K | 0.04% | +846+25.9% | Added |
| Keating Financial Advisory Services, Inc. | 3,872 | $323.6K | 0.05% | −16,540−81.0% | Reduced |
| Cim Investment Mangement Inc | 3,816 | $318.9K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,795 | $317.1K | 0.01% | +3,795 | New |
| DnB Asset Management AS | 3,720 | $310.9K | 0.00% | +3,720 | New |
| Nisa Investment Advisors, LLC | 3,687 | $308.1K | 0.00% | +36+1.0% | Added |
| Fiduciary Trust Co | 3,684 | $307.9K | 0.00% | +25+0.7% | Added |
| Profund Advisors LLC | 3,642 | $304.4K | 0.01% | +62+1.7% | Added |
| City Center Advisors, LLC | 3,502 | $292.7K | 0.27% | +179+5.4% | Added |
| Greenleaf Trust | 3,494 | $292.0K | 0.00% | +1,234+54.6% | Added |
| Avanza Fonder AB | 3,469 | $289.9K | 0.01% | +391+12.7% | Added |
| Crestwood Advisors Group LLC | 3,446 | $288.0K | 0.00% | −3,114−47.5% | Reduced |
| Hantz Financial Services, Inc. | 3,419 | $286.0K | 0.00% | +1,114+48.3% | Added |
| Vestcor Inc | 3,377 | $282.0K | 0.01% | −4,328−56.2% | Reduced |
| Equitable Holdings, Inc. | 3,077 | $281.9K | 0.00% | +3,077 | New |
| Hennion & Walsh Asset Management, Inc. | 3,354 | $280.3K | 0.01% | −25−0.7% | Reduced |
| Ritholtz Wealth Management | 3,170 | $264.9K | 0.00% | +738+30.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,140 | $262.4K | 0.00% | −4,702−60.0% | Reduced |
| Cresset Asset Management, LLC | 3,101 | $259.2K | 0.00% | −123−3.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,035 | $253.6K | 0.22% | −30−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,896 | $242.0K | 0.00% | +2,896 | New |
| Shelton Capital Management | 2,885 | $241.1K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,880 | $240.7K | 0.00% | −581−16.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,872 | $240.0K | 0.01% | +116+4.2% | Added |
| Merit Financial Group, LLC | 2,839 | $237.3K | 0.00% | −18−0.6% | Reduced |
| Engineers Gate Manager LP | 2,835 | $236.9K | 0.00% | −191,557−98.5% | Reduced |
| Everence Capital Management Inc | 2,811 | $235.0K | 0.01% | +381+15.7% | Added |
| Farallon Capital Management, L.L.C. | 2,800 | $234.0K | 0.00% | −2,200−44.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,781 | $232.4K | 0.00% | −21,876−88.7% | Reduced |
| Fox Run Management, L.L.C. | 2,839 | $231.3K | 0.04% | +2,839 | New |
| HB Wealth Management, LLC | 2,744 | $229.3K | 0.00% | +2,744 | New |
| MML Investors Services, LLC | 2,741 | $229.1K | 0.00% | −2,607−48.7% | Reduced |
| Abacus Wealth Partners, LLC | 2,720 | $227.3K | 0.02% | −217−7.4% | Reduced |
| 1620 Investment Advisors, Inc. | 2,706 | $226.1K | 0.15% | −2−0.1% | Reduced |
| CIBC Asset Management Inc | 2,700 | $225.6K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 2,680 | $224.0K | 0.00% | +2,680 | New |
| Sowell Financial Services LLC | 2,578 | $215.4K | 0.01% | +179+7.5% | Added |
| Vident Advisory, LLC | 2,505 | $209.3K | 0.00% | +2,505 | New |
| Ethic Inc. | 2,479 | $207.2K | 0.00% | −1,388−35.9% | Reduced |
| AE Wealth Management LLC | 2,459 | $205.5K | 0.00% | +63+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,416 | $201.9K | 0.00% | −40−1.6% | Reduced |
| KBC Group NV | 2,411 | $201.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,386 | $199.4K | 0.00% | −432−15.3% | Reduced |
| Advisors Asset Management, Inc. | 2,341 | $195.6K | 0.00% | −87−3.6% | Reduced |
| Advisory Services Network, LLC | 1,962 | $164.0K | 0.00% | +1,962 | New |
| Los Angeles Capital Management LLC | 1,738 | $145.2K | 0.00% | −33,952−95.1% | Reduced |
| Aviso Financial Inc. | 1,615 | $135.0K | 0.00% | −59−3.5% | Reduced |
| Rothschild Investment LLC | 1,610 | $134.5K | 0.01% | +1,478+1,119.7% | Added |
| Daiwa Securities Group Inc. | 1,550 | $129.5K | 0.00% | −100−6.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,368 | $112.0K | 0.00% | +112+8.9% | Added |
| Parallel Advisors, LLC | 1,306 | $109.1K | 0.00% | −81−5.8% | Reduced |
| Signaturefd, LLC | 1,299 | $108.6K | 0.00% | +229+21.4% | Added |
| MAI Capital Management | 1,269 | $106.1K | 0.00% | +1,042+459.0% | Added |
| GAMMA Investing LLC | 1,128 | $94.3K | 0.00% | −816−42.0% | Reduced |
| Allworth Financial LP | 1,035 | $86.5K | 0.00% | +329+46.6% | Added |
| Westpac Banking Corp | 986 | $82.4K | 0.01% | +986 | New |
| Umb Bank N A | 958 | $80.1K | 0.00% | −27−2.7% | Reduced |
| Assetmark, Inc | 901 | $75.3K | 0.00% | −550−37.9% | Reduced |
| Huntington National Bank | 867 | $72.5K | 0.00% | −310−26.3% | Reduced |
| Vega Investment Solutions | 779 | $65.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 610 | $51.0K | 0.00% | +6+1.0% | Added |
| SBI Securities Co., Ltd. | 578 | $48.3K | 0.00% | −294−33.7% | Reduced |
| International Assets Investment Management, LLC | 553 | $46.1K | 0.00% | +550+18,333.3% | Added |
| DekaBank Deutsche Girozentrale | 549 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 550 | $46.0K | 0.00% | −8−1.4% | Reduced |
| Sellwood Investment Partners LLC | 550 | $46.0K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 497 | $41.5K | 0.01% | −527−51.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 464 | $38.8K | 0.00% | +10+2.2% | Added |
| Versant Capital Management, Inc | 453 | $37.9K | 0.00% | +118+35.2% | Added |
| SRS Capital Advisors, Inc. | 453 | $37.3K | 0.00% | +313+223.6% | Added |
| Farther Finance Advisors, LLC | 422 | $35.2K | 0.00% | −429−50.4% | Reduced |
| Smartleaf Asset Management LLC | 430 | $35.1K | 0.00% | −363−45.8% | Reduced |
| Optiver Holding B.V. | 410 | $34.3K | 0.00% | −192−31.9% | Reduced |
| Axiom Investment Management LLC | 396 | $33.1K | 0.03% | +396 | New |
| Leonteq Securities AG | 382 | $31.9K | 0.00% | +235+159.9% | Added |
| WPG Advisers, LLC | 379 | $31.7K | 0.02% | +23+6.5% | Added |
| Essential Partners LLC | 365 | $30.5K | 0.01% | −78−17.6% | Reduced |
| Acumen Wealth Advisors, LLC | 321 | $26.8K | 0.01% | +26+8.8% | Added |
| Bryn Mawr Trust Co | 300 | $25.1K | 0.00% | −967−76.3% | Reduced |
| SMA Capital LLC | 295 | $24.7K | 0.01% | +295 | New |
| Larson Financial Group LLC | 283 | $23.6K | 0.00% | +21+8.0% | Added |