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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 3 sales; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Healthequity, Inc. as of Jun 30, 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
500
+21 vs. Q1 2026
Shares held
89.7M
+4.37M (+5.1%) vs. Q1 2026
Total value
$8.10B
+$968.3M (+13.6%) vs. Q1 2026
New holders
77
209 more added
Sold out
56
158 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 500 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: 500 institutions
Value heldQ2 2026: $8.10B
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 2026500$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, Q2 2026

Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2026.

Institutions holding HQY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth7$00.00%00.0%Unchanged
Navigoe, LLC4$00.00%+4New
Evolution Wealth Management Inc.1$900.00%00.0%Unchanged
Raffa Wealth Management, LLC1$900.00%+1New
GHP Investment Advisors, Inc.1$910.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$910.00%+1New
Principia Wealth Advisory, LLC2$1810.00%−1−33.3%Reduced
Hughes Financial Services, LLC2$1810.00%−1−33.3%Reduced
Atlantic Union Bankshares Corp2$1810.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC2$1810.00%00.0%Unchanged
DecisionPoint Financial, LLC2$1850.00%+2New
Quaker Wealth Management, LLC3$2710.00%00.0%Unchanged
Golden State Wealth Management, LLC4$3610.00%−20−83.3%Reduced
TD Private Client Wealth LLC4$3610.00%00.0%Unchanged
Investors Portfolio Services LLC4$3610.00%00.0%Unchanged
Activest Wealth Management4$3610.00%+4New
LRI Investments, LLC4$3610.00%+4New
Financial Management Professionals, Inc.7$6320.00%00.0%Unchanged
South State Corp.7$6330.00%00.0%Unchanged
Quarry LP9$8130.00%−15−62.5%Reduced
HFM Investment Advisors, LLC9$8130.00%+5+125.0%Added
Abound Wealth Management10$9040.00%00.0%Unchanged
Dunhill Financial, LLC11$9930.00%−1−8.3%Reduced
TFC Financial Management11$9940.00%00.0%Unchanged
SHP Wealth Management12$1.08K0.00%00.0%Unchanged
JPL Wealth Management, LLC12$1.08K0.00%+12New
Bay Harbor Wealth Management, LLC13$1.17K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.18K0.00%+1+8.3%Added
Brown Brothers Harriman & Co16$1.45K0.00%+16New
Rialto Wealth Management, LLC16$1.45K0.00%+10+166.7%Added
Creative Capital Management Investments LLC17$1.53K0.00%+17New
Kingdom Financial Group LLC.18$1.63K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.19$1.72K0.00%−3−13.6%Reduced
Torren Management, LLC21$1.90K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$1.99K0.00%+22New
Manchester Capital Management LLC23$2.08K0.00%00.0%Unchanged
Marquette Asset Management, LLC24$2.17K0.00%00.0%Unchanged
Bayban29$2.62K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.32$2.89K0.00%+32New
Atlantic Trust, LLC38$3.43K0.00%−10−20.8%Reduced
High Note Wealth, LLC41$3.70K0.00%+18+78.3%Added
Fortitude Family Office, LLC47$4.25K0.00%+14+42.4%Added
Bell Investment Advisors, Inc47$4.25K0.00%−6−11.3%Reduced
Central Trust Co49$4.43K0.00%−29−37.2%Reduced
Cornerstone Financial Management LLC50$4.52K0.00%−7−12.3%Reduced
Sachetta, LLC52$4.70K0.00%+1+2.0%Added
Bogart Wealth, LLC53$4.79K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.54$4.88K0.00%+54New
Greykasell Wealth Strategies, Inc.55$4.97K0.00%00.0%Unchanged
Action Point Financial Planning, LLC62$5.33K0.00%+62New
JFS Wealth Advisors, LLC67$6.05K0.00%+3+4.7%Added
Wealth Enhancement Trust Services, Inc.69$6.23K0.00%+69New
Continuum Advisory, LLC73$6.59K0.00%+73New
Farmers & Merchants Investments Inc74$6.68K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC75$6.77K0.00%00.0%Unchanged
Accent Capital Management, LLC80$7.23K0.00%00.0%Unchanged
CVA Family Office, LLC90$8.13K0.00%+14+18.4%Added
Northwestern Mutual Wealth Management Co94$8.49K0.00%−516−84.6%Reduced
Vision Financial Markets LLC115$10.6K0.01%00.0%Unchanged
City Holding Co125$11.3K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.128$12.0K0.00%−3−2.3%Reduced
Covestor Ltd129$12.0K0.01%+15+13.2%Added
Salomon & Ludwin, LLC157$14.5K0.00%+157New
Asset Dedication, LLC171$15.4K0.00%00.0%Unchanged
Mather Group, LLC.180$16.3K0.00%00.0%Unchanged
First Horizon Corp183$16.5K0.00%−11−5.7%Reduced
Basecamp Wealth Advisors LLC211$19.1K0.00%+73+52.9%Added
Rossby Financial, LCC214$19.3K0.00%+25+13.2%Added
Mirae Asset Global Investments Co., Ltd.223$20.1K0.00%+2+0.9%Added
SJS Investment Consulting Inc.223$20.1K0.00%+181+431.0%Added
Essential Partners LLC224$20.2K0.01%−141−38.6%Reduced
Private Trust Co NA236$21.3K0.00%+38+19.2%Added
Flputnam Investment Management Co267$24.1K0.00%+267New
Whittier Trust Co of Nevada Inc252$24.4K0.00%+39+18.3%Added
Versant Capital Management, Inc292$26.4K0.00%−161−35.5%Reduced
Bryn Mawr Trust Co300$27.1K0.00%00.0%Unchanged
Huntington National Bank302$27.3K0.00%−565−65.2%Reduced
CoreCap Advisors, LLC316$28.5K0.00%+88+38.6%Added
Massmutual Trust Co FSB322$29.1K0.00%+98+43.8%Added
Parkside Financial Bank & Trust327$29.5K0.00%+68+26.3%Added
SBI Securities Co., Ltd.328$29.6K0.00%−250−43.3%Reduced
Acumen Wealth Advisors, LLC374$33.8K0.01%+53+16.5%Added
Clearstead Advisors, LLC381$34.4K0.00%+311+444.3%Added
Silvant Capital Management LLC385$34.8K0.00%+385New
BI Asset Management Fondsmaeglerselskab A/S388$35.0K0.00%+388New
Axiom Investment Management LLC396$35.8K0.02%00.0%Unchanged
Larson Financial Group LLC405$36.6K0.00%+122+43.1%Added
Smartleaf Asset Management LLC430$37.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio430$38.8K0.00%−77,484−99.4%Reduced
Kemnay Advisory Services Inc.437$39.5K0.00%−60−12.1%Reduced
WPG Advisers, LLC443$40.0K0.02%+64+16.9%Added
Pinnacle Wealth Planning Services, Inc.464$41.9K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale549$45.0K0.00%00.0%Unchanged
Sellwood Investment Partners LLC550$49.7K0.02%00.0%Unchanged
Optiver Holding B.V.554$50.0K0.00%+144+35.1%Added
True Wealth Design, LLC558$50.4K0.01%+317+131.5%Added
IFP Advisors, Inc614$55.5K0.00%+488+387.3%Added
Employees Retirement System of Texas727$66.0K0.00%+727New
Leonteq Securities AG740$66.8K0.00%+358+93.7%Added
Harbor Investment Advisory, LLC836$75.5K0.01%+836New