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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 500 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 883 | $79.8K | 0.00% | −423−32.4% | Reduced |
| Umb Bank N A | 1,123 | $101.4K | 0.00% | +165+17.2% | Added |
| Assetmark, Inc | 1,187 | $107.2K | 0.00% | +286+31.7% | Added |
| Signaturefd, LLC | 1,217 | $109.9K | 0.00% | −82−6.3% | Reduced |
| Farther Finance Advisors, LLC | 1,260 | $113.7K | 0.00% | +838+198.6% | Added |
| GAMMA Investing LLC | 1,321 | $119.3K | 0.00% | +193+17.1% | Added |
| Eurizon Capital SGR S.p.A. | 1,368 | $120.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,430 | $129.2K | 0.00% | −120−7.7% | Reduced |
| Aviso Financial Inc. | 1,588 | $143.4K | 0.00% | −27−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,643 | $148.4K | 0.00% | +1,643 | New |
| International Assets Investment Management, LLC | 1,628 | $150.2K | 0.01% | +1,075+194.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,139 | $193.2K | 0.00% | −277−11.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,164 | $195.5K | 0.00% | +2,164 | New |
| Edgestream Partners, L.P. | 2,220 | $200.5K | 0.01% | +2,220 | New |
| Vident Advisory, LLC | 2,230 | $201.4K | 0.00% | −275−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,259 | $204.0K | 0.00% | −637−22.0% | Reduced |
| Grant Private Wealth Management Inc | 2,276 | $205.6K | 0.09% | +2,276 | New |
| Blair William & Co | 2,315 | $209.1K | 0.00% | +2,315 | New |
| Buckingham Strategic Partners | 2,338 | $211.2K | 0.00% | +2,338 | New |
| Estate Planners Group, LLC | 2,347 | $212.0K | 0.10% | +2,347 | New |
| Axxion S.A. | 2,397 | $216.5K | 0.02% | +2,397 | New |
| KBC Group NV | 2,411 | $218.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,464 | $222.5K | 0.00% | +1,429+138.1% | Added |
| Polar Capital Holdings Plc | 2,515 | $227.2K | 0.00% | +2,515 | New |
| Acorn Wealth Advisors, LLC | 2,527 | $228.2K | 0.06% | +2,527 | New |
| 111 Capital | 2,534 | $228.9K | 0.04% | +2,534 | New |
| Holocene Advisors, LP | 2,563 | $231.5K | 0.00% | −117−4.4% | Reduced |
| Natixis | 2,589 | $233.8K | 0.00% | +2,589 | New |
| Keating Financial Advisory Services, Inc. | 2,592 | $234.1K | 0.03% | −1,280−33.1% | Reduced |
| Private Advisory Group LLC | 2,594 | $234.3K | 0.01% | −124,562−98.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,555 | $241.0K | 0.00% | +2,555 | New |
| 1620 Investment Advisors, Inc. | 2,671 | $241.2K | 0.15% | −35−1.3% | Reduced |
| CIBC Asset Management Inc | 2,700 | $243.9K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,708 | $244.6K | 0.07% | +2,708 | New |
| Shelton Capital Management | 2,766 | $249.8K | 0.00% | −119−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,893 | $261.3K | 0.01% | +21+0.7% | Added |
| MeadowBrook Investment Advisors LLC | 3,035 | $274.1K | 0.22% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,089 | $279.0K | 0.05% | +3,089 | New |
| Ritholtz Wealth Management | 3,173 | $286.6K | 0.00% | +3+0.1% | Added |
| Nykredit A/S | 3,211 | $290.0K | 0.00% | +3,211 | New |
| Cresset Asset Management, LLC | 3,257 | $294.2K | 0.00% | +156+5.0% | Added |
| MML Investors Services, LLC | 3,280 | $296.3K | 0.00% | +539+19.7% | Added |
| Brinker Capital Investments, LLC | 3,285 | $296.7K | 0.00% | +405+14.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,304 | $298.4K | 0.01% | −50−1.5% | Reduced |
| Greenleaf Trust | 3,353 | $302.8K | 0.00% | −141−4.0% | Reduced |
| Global Retirement Partners, LLC | 3,373 | $304.6K | 0.00% | +3,373 | New |
| Vestcor Inc | 3,377 | $305.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 3,409 | $307.9K | 0.00% | +930+37.5% | Added |
| Vise Technologies, Inc. | 3,412 | $308.2K | 0.00% | +3,412 | New |
| Sowell Financial Services LLC | 3,462 | $312.7K | 0.01% | +884+34.3% | Added |
| Avanza Fonder AB | 3,469 | $313.3K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,593 | $324.5K | 0.00% | +3,593 | New |
| Profund Advisors LLC | 3,658 | $330.4K | 0.01% | +16+0.4% | Added |
| DnB Asset Management AS | 3,720 | $336.0K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,880 | $350.4K | 0.04% | −233−5.7% | Reduced |
| Numerai GP LLC | 3,881 | $350.5K | 0.03% | −3,777−49.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,889 | $351.3K | 0.00% | +749+23.9% | Added |
| Evergreen Capital Management LLC | 4,053 | $366.1K | 0.01% | +258+6.8% | Added |
| Juncture Wealth Strategies, LLC | 4,065 | $367.2K | 0.10% | +4,065 | New |
| Ares Systematic Credit Ltd | 4,100 | $370.3K | 0.22% | +4,100 | New |
| State of Wyoming | 4,169 | $376.5K | 0.04% | −6,198−59.8% | Reduced |
| Blueshift Asset Management, LLC | 4,219 | $381.1K | 0.09% | +4,219 | New |
| Fieldview Capital Management, LLC | 4,280 | $386.6K | 0.11% | −814−16.0% | Reduced |
| Nisa Investment Advisors, LLC | 4,290 | $387.5K | 0.00% | +603+16.4% | Added |
| Amussen Hunsaker Associates LLC | 4,358 | $393.6K | 0.04% | −1,055−19.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,376 | $395.3K | 0.00% | +3,923+866.0% | Added |
| Citizens Financial Group Inc | 4,408 | $398.1K | 0.00% | −63−1.4% | Reduced |
| Narus Financial Partners, LLC | 4,522 | $408.4K | 0.10% | −476−9.5% | Reduced |
| Fiduciary Trust Co | 4,645 | $419.5K | 0.00% | +961+26.1% | Added |
| HB Wealth Management, LLC | 4,671 | $421.9K | 0.00% | +1,927+70.2% | Added |
| iA Global Asset Management Inc. | 4,762 | $430.0K | 0.01% | +4,562+2,281.0% | Added |
| Grandeur Peak Global Advisors, LLC | 4,875 | $440.3K | 0.10% | −31,570−86.6% | Reduced |
| MAI Capital Management | 4,932 | $445.5K | 0.00% | +3,663+288.7% | Added |
| Van Hulzen Asset Management, LLC | 5,000 | $451.6K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,061 | $457.1K | 0.04% | −312−5.8% | Reduced |
| Sterling Capital Management LLC | 5,071 | $458.0K | 0.01% | +4,521+822.0% | Added |
| Mutual Advisors, LLC | 5,096 | $460.3K | 0.01% | +41+0.8% | Added |
| Summitry LLC | 5,159 | $466.0K | 0.02% | +788+18.0% | Added |
| AE Wealth Management LLC | 5,247 | $473.9K | 0.00% | +2,788+113.4% | Added |
| Engineers Gate Manager LP | 5,271 | $476.1K | 0.01% | +2,436+85.9% | Added |
| Caxton Associates LLP | 5,321 | $480.6K | 0.01% | +5,321 | New |
| Mattson Financial Services, LLC | 4,901 | $483.7K | 0.10% | +654+15.4% | Added |
| Vinva Investment Management Ltd | 3,824 | $488.0K | 0.00% | +3,824 | New |
| Brighton Jones LLC | 5,602 | $506.0K | 0.01% | +5,602 | New |
| Jane Street Group, LLC | 5,614 | $507.1K | 0.00% | −187,379−97.1% | Reduced |
| EP Wealth Advisors, LLC | 5,649 | $510.2K | 0.00% | +449+8.6% | Added |
| Hantz Financial Services, Inc. | 5,664 | $512.0K | 0.01% | +2,245+65.7% | Added |
| Zions Bancorporation, National Association | 5,669 | $512.0K | 0.03% | −5,305−48.3% | Reduced |
| Aristeia Capital LLC | 5,722 | $516.8K | 0.01% | +5,722 | New |
| Crossmark Global Holdings, Inc. | 5,960 | $538.3K | 0.01% | +58+1.0% | Added |
| Sivia Capital Partners, LLC | 5,964 | $538.7K | 0.07% | +5,964 | New |
| Blackstone Group Inc. | 5,974 | $539.6K | 0.00% | +5,974 | New |
| Federation des caisses Desjardins du Quebec | 6,022 | $543.9K | 0.00% | +966+19.1% | Added |
| Janney Montgomery Scott LLC | 6,300 | $569.0K | 0.00% | −1,268−16.8% | Reduced |
| Nicolet Bankshares Inc | 6,012 | $580.6K | 0.02% | −688−10.3% | Reduced |
| Abel Hall, LLC | 6,489 | $586.1K | 0.10% | +795+14.0% | Added |
| Mount Yale Investment Advisors, LLC | 6,525 | $589.3K | 0.01% | +689+11.8% | Added |
| Federated Hermes, Inc. | 6,527 | $589.5K | 0.00% | −1,825−21.9% | Reduced |
| Level Four Advisory Services, LLC | 6,556 | $592.1K | 0.02% | +642+10.9% | Added |
| Sepio Capital, LP | 6,606 | $596.7K | 0.03% | +6,606 | New |