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Livermore
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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.

Institutional holdersQ1 2026: 488 institutions
Q1 2021: 285 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 282 institutionsQ1 2022: 298 institutionsQ2 2022: 308 institutionsQ3 2022: 310 institutionsQ4 2022: 323 institutionsQ1 2023: 311 institutionsQ2 2023: 317 institutionsQ3 2023: 343 institutionsQ4 2023: 352 institutionsQ1 2024: 367 institutionsQ2 2024: 386 institutionsQ3 2024: 404 institutionsQ4 2024: 441 institutionsQ1 2025: 464 institutionsQ2 2025: 487 institutionsQ3 2025: 495 institutionsQ4 2025: 513 institutionsQ1 2026: 488 institutionsQ2 2026: 501 institutions
Value heldQ1 2026: $7.21B
Q1 2021: $5.61BQ2 2021: $6.78BQ3 2021: $5.23BQ4 2021: $3.61BQ1 2022: $5.64BQ2 2022: $5.14BQ3 2022: $5.76BQ4 2022: $5.14BQ1 2023: $4.99BQ2 2023: $5.35BQ3 2023: $6.41BQ4 2023: $5.66BQ1 2024: $7.07BQ2 2024: $7.59BQ3 2024: $7.25BQ4 2024: $8.66BQ1 2025: $8.20BQ2 2025: $9.56BQ3 2025: $8.38BQ4 2025: $8.16BQ1 2026: $7.21BQ2 2026: $8.10B
Institutions holding HQY and their total value by quarter
QuarterHoldersValue
Q2 2026501$8.10B
Q1 2026488$7.21B
Q4 2025513$8.16B
Q3 2025495$8.38B
Q2 2025487$9.56B
Q1 2025464$8.20B
Q4 2024441$8.66B
Q3 2024404$7.25B
Q2 2024386$7.59B
Q1 2024367$7.07B
Q4 2023352$5.66B
Q3 2023343$6.41B
Q2 2023317$5.35B
Q1 2023311$4.99B
Q4 2022323$5.14B
Q3 2022310$5.76B
Q2 2022308$5.14B
Q1 2022298$5.64B
Q4 2021282$3.61B
Q3 2021286$5.23B
Q2 2021286$6.78B
Q1 2021285$5.61B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2025.

Institutions holding HQY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Arcadia Investment Management Corp267$22.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust259$21.6K0.00%−71−21.5%Reduced
True Wealth Design, LLC241$20.1K0.01%+30+14.2%Added
Annis Gardner Whiting Capital Advisors, LLC234$19.6K0.00%+233+23,300.0%Added
CoreCap Advisors, LLC228$19.1K0.00%+33+16.9%Added
Massmutual Trust Co FSB224$18.7K0.00%+70+45.5%Added
Mirae Asset Global Investments Co., Ltd.221$18.5K0.00%−98−30.7%Reduced
Root Financial Partners, LLC220$18.4K0.00%−28−11.3%Reduced
Nomura Asset Management Co Ltd220$18.4K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc213$17.8K0.00%00.0%Unchanged
iA Global Asset Management Inc.200$17.0K0.00%−68,630−99.7%Reduced
Private Trust Co NA198$16.5K0.00%00.0%Unchanged
First Horizon Corp194$16.2K0.00%−57−22.7%Reduced
Red Tortoise LLC190$15.9K0.01%00.0%Unchanged
Rossby Financial, LCC189$15.8K0.00%+143+310.9%Added
Mather Group, LLC.180$15.0K0.00%+180New
Asset Dedication, LLC171$14.3K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC138$11.5K0.00%00.0%Unchanged
JNBA Financial Advisors135$11.3K0.00%+135New
Harbor Capital Advisors, Inc.131$11.0K0.00%−17,613−99.3%Reduced
Signature Equity Partners, LLC129$10.8K0.01%−34−20.9%Reduced
IFP Advisors, Inc126$10.5K0.00%+76+152.0%Added
City Holding Co125$10.4K0.00%00.0%Unchanged
Covestor Ltd114$10.0K0.01%−42−26.9%Reduced
Vision Financial Markets LLC115$9.61K0.01%00.0%Unchanged
Chilton Capital Management LLC107$8.94K0.00%+95+791.7%Added
Park Place Capital Corp102$8.52K0.00%00.0%Unchanged
Anfield Capital Management, LLC100$8.36K0.00%+100New
Financial Network Wealth Advisors LLC100$8.36K0.01%+100New
Accent Capital Management, LLC80$6.69K0.00%00.0%Unchanged
Central Trust Co78$6.52K0.00%+15+23.8%Added
CVA Family Office, LLC76$6.35K0.00%+76New
Cedar Mountain Advisors, LLC75$6.27K0.00%+75New
Farmers & Merchants Investments Inc74$6.18K0.00%00.0%Unchanged
Richardson Capital Management LLC74$6.18K0.00%+74New
Capital Advisors, Ltd. LLC73$6.00K0.00%+73New
Clearstead Advisors, LLC70$5.85K0.00%−2,540−97.3%Reduced
JFS Wealth Advisors, LLC64$5.35K0.00%+2+3.2%Added
Cornerstone Financial Management LLC57$4.76K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.55$4.60K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$4.43K0.00%−39−42.4%Reduced
Bogart Wealth, LLC53$4.43K0.00%+7+15.2%Added
Sachetta, LLC51$4.26K0.00%+39+325.0%Added
Atlantic Trust, LLC48$4.01K0.00%+37+336.4%Added
Hilton Head Capital Partners, LLC45$3.76K0.00%−2−4.3%Reduced
SJS Investment Consulting Inc.42$3.51K0.00%−51−54.8%Reduced
Fortitude Family Office, LLC33$2.76K0.00%+11+50.0%Added
Bayban29$2.42K0.00%00.0%Unchanged
Quarry LP24$2.01K0.00%−74−75.5%Reduced
Marquette Asset Management, LLC24$2.01K0.00%+19+380.0%Added
Golden State Wealth Management, LLC24$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC23$1.92K0.00%00.0%Unchanged
High Note Wealth, LLC23$1.92K0.00%−22−48.9%Reduced
Brown, Lisle/Cummings, Inc.22$1.84K0.00%+22New
Torren Management, LLC21$1.75K0.00%−421−95.2%Reduced
Piscataqua Savings Bank19$1.59K0.00%00.0%Unchanged
Kingdom Financial Group LLC.18$1.50K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.18$1.50K0.00%+18New
Whipplewood Advisors, LLC15$1.25K0.00%+15New
Sunbelt Securities, Inc.13$1.09K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$1.09K0.00%+6+85.7%Added
Twin Peaks Wealth Advisors, LLC13$1.09K0.00%+13New
Dunhill Financial, LLC12$1.07K0.00%+10+500.0%Added
DiNuzzo Private Wealth, Inc.12$1.00K0.00%−1−7.7%Reduced
SHP Wealth Management12$1.00K0.00%+12New
TFC Financial Management11$9200.00%+11New
Abound Wealth Management10$8360.00%00.0%Unchanged
Intentional Wealth Strategies, LLC8$6690.00%+8New
South State Corp.7$5850.00%00.0%Unchanged
Financial Management Professionals, Inc.7$5850.00%+2+40.0%Added
Rialto Wealth Management, LLC6$5020.00%−15−71.4%Reduced
Crewe Advisors LLC6$5020.00%+6New
Rakuten Securities, Inc.6$5010.00%−2−25.0%Reduced
HFM Investment Advisors, LLC4$3340.00%+1+33.3%Added
TD Private Client Wealth LLC4$3340.00%+4New
Investors Portfolio Services LLC4$3270.00%+4New
Principia Wealth Advisory, LLC3$2510.00%00.0%Unchanged
Quaker Wealth Management, LLC3$2510.00%+1+50.0%Added
Hughes Financial Services, LLC3$2510.00%+3New
Atlantic Union Bankshares Corp2$1680.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC2$1680.00%+2New
IMA Wealth, Inc.2$1670.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$1670.00%+2New
Curio Wealth, LLC2$1670.00%+2New
Tradewinds Capital Management, LLC1$840.00%00.0%Unchanged
Evolution Wealth Management Inc.1$840.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$840.00%+1New
Avion Wealth7$00.00%00.0%Unchanged
Boone Capital Management LLC0$00.00%−212,856−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−182,017−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−149,122−100.0%Sold out
Congress Asset Management Co0$00.00%−101,816−100.0%Sold out
Parkwood LLC0$00.00%−79,018−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−75,602−100.0%Sold out
Woodline Partners LP0$00.00%−75,461−100.0%Sold out
Bridger Management, LLC0$00.00%−60,484−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−42,019−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−36,374−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−36,141−100.0%Sold out
Zacks Investment Management0$00.00%−33,382−100.0%Sold out