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 |
|---|---|---|---|---|---|
| CSS LLC | 6,630 | $598.8K | 0.03% | −1,980−23.0% | Reduced |
| Swiss Life Asset Management Ltd | 6,658 | $601.4K | 0.00% | +488+7.9% | Added |
| Sanctuary Advisors, LLC | 6,695 | $604.7K | 0.00% | +370+5.8% | Added |
| Securian Asset Management, Inc | 6,266 | $612.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,827 | $616.6K | 0.02% | +6,827 | New |
| Freestone Grove Partners LP | 6,892 | $622.5K | 0.00% | −2,791−28.8% | Reduced |
| Stephens Inc | 6,911 | $624.2K | 0.01% | +550+8.6% | Added |
| Commerce Bank | 7,003 | $632.5K | 0.00% | +2,450+53.8% | Added |
| BTC Capital Management, Inc. | 6,951 | $638.7K | 0.04% | +44+0.6% | Added |
| Quadrant Capital Group LLC | 7,201 | $650.4K | 0.02% | −643−8.2% | Reduced |
| Merit Financial Group, LLC | 7,350 | $663.9K | 0.00% | +4,511+158.9% | Added |
| Mangrove Partners | 7,395 | $667.9K | 0.04% | −1,403−15.9% | Reduced |
| Steadtrust LLC | 7,520 | $679.2K | 0.34% | +500+7.1% | Added |
| Alps Advisors Inc | 7,668 | $692.6K | 0.00% | −1,497−16.3% | Reduced |
| Stansberry Asset Management, LLC | 7,704 | $695.8K | 0.06% | −672−8.0% | Reduced |
| Callan Family Office, LLC | 7,954 | $718.4K | 0.01% | +7,954 | New |
| Peterson Wealth Services | 8,089 | $730.6K | 0.16% | +366+4.7% | Added |
| Fulton Bank, N.A. | 8,114 | $732.9K | 0.02% | +1,588+24.3% | Added |
| Graham Capital Management, L.P. | 8,184 | $739.2K | 0.02% | +152+1.9% | Added |
| Acadian Asset Management LLC | 8,212 | $740.0K | 0.00% | +2,837+52.8% | Added |
| Radnor Capital Management, LLC | 8,716 | $740.3K | 0.10% | −150−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,231 | $743.0K | 0.00% | 00.0% | Unchanged |
| Overbrook Management Corp | 8,249 | $745.0K | 0.11% | −4,427−34.9% | Reduced |
| State of Alaska, Department of Revenue | 8,278 | $747.0K | 0.01% | −58−0.7% | Reduced |
| Sheets Smith Wealth Management | 8,292 | $748.9K | 0.07% | −233−2.7% | Reduced |
| Rothschild Investment LLC | 8,467 | $764.7K | 0.03% | +6,857+425.9% | Added |
| Washington Capital Management Inc | 8,630 | $779.5K | 0.51% | +2,280+35.9% | Added |
| Suncoast Equity Management | 8,635 | $779.9K | 0.10% | −615−6.6% | Reduced |
| HC Advisors, LLC | 8,690 | $784.9K | 0.48% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,738 | $789.2K | 0.01% | −24−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 8,817 | $796.4K | 0.00% | +8,817 | New |
| CWM Advisors, LLC | 8,906 | $804.4K | 0.03% | +984+12.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,952 | $809.1K | 0.00% | +1,593+21.6% | Added |
| Advisor Group Holdings, Inc. | 9,108 | $822.5K | 0.00% | −351−3.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,052 | $858.2K | 0.02% | +2,269+33.5% | Added |
| Pacer Advisors, Inc. | 9,729 | $879.0K | 0.00% | −3,799−28.1% | Reduced |
| Brevan Howard Capital Management LP | 9,842 | $888.9K | 0.01% | +3,961+67.4% | Added |
| Institute for Wealth Management, LLC. | 9,842 | $888.9K | 0.08% | −665−6.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 9,964 | $899.9K | 0.01% | +9,964 | New |
| Ashton Thomas Private Wealth, LLC | 10,083 | $910.7K | 0.02% | −865−7.9% | Reduced |
| Guggenheim Capital LLC | 10,927 | $986.9K | 0.01% | −4,847−30.7% | Reduced |
| Two Sigma Securities, LLC | 11,311 | $1.02M | 0.09% | +11,311 | New |
| Concurrent Investment Advisors, LLC | 11,318 | $1.02M | 0.01% | +3,472+44.3% | Added |
| Amica Mutual Insurance Co | 11,805 | $1.07M | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,839 | $1.07M | 0.03% | +3,535+42.6% | Added |
| Colony Group, LLC | 12,458 | $1.13M | 0.00% | +6,949+126.1% | Added |
| Xponance, Inc. | 12,465 | $1.13M | 0.01% | +304+2.5% | Added |
| Jackson Creek Investment Advisors LLC | 11,550 | $1.16M | 0.39% | +11,550 | New |
| Pictet Asset Management Holding SA | 12,874 | $1.16M | 0.00% | −566−4.2% | Reduced |
| Mirova | 12,875 | $1.16M | 0.04% | −67,733−84.0% | Reduced |
| JustInvest LLC | 13,933 | $1.26M | 0.01% | −307−2.2% | Reduced |
| Vontobel Holding Ltd. | 13,983 | $1.26M | 0.00% | −540−3.7% | Reduced |
| Hancock Whitney Corp | 13,984 | $1.26M | 0.02% | −52−0.4% | Reduced |
| Benjamin Edwards Inc | 14,233 | $1.29M | 0.01% | +87+0.6% | Added |
| Coyle Financial Counsel LLC | 14,260 | $1.29M | 0.24% | +3,534+32.9% | Added |
| ProShare Advisors LLC | 14,447 | $1.30M | 0.00% | −1,202−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 14,513 | $1.31M | 0.00% | +1,387+10.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,732 | $1.33M | 0.09% | −52−0.4% | Reduced |
| Milestone Asset Management, LLC | 14,811 | $1.34M | 0.21% | −118−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 14,949 | $1.35M | 0.01% | +554+3.8% | Added |
| US Bancorp | 15,131 | $1.37M | 0.00% | −2,642−14.9% | Reduced |
| Bank of Montreal | 15,135 | $1.37M | 0.00% | +927+6.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,641 | $1.41M | 0.03% | +15,641 | New |
| Shay Capital LLC | 16,000 | $1.45M | 0.16% | +3,000+23.1% | Added |
| Allstate Corp | 16,314 | $1.47M | 0.01% | −11,058−40.4% | Reduced |
| SG Americas Securities, LLC | 16,750 | $1.51M | 0.00% | −604−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 16,778 | $1.52M | 0.00% | −368−2.1% | Reduced |
| Three Seasons Wealth, LLC | 16,980 | $1.53M | 0.14% | +5,014+41.9% | Added |
| Sumitomo Life Insurance Co | 17,142 | $1.55M | 0.03% | +6,274+57.7% | Added |
| Teacher Retirement System of Texas | 17,258 | $1.56M | 0.00% | +3,974+29.9% | Added |
| New Mexico Educational Retirement Board | 17,300 | $1.56M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,474 | $1.58M | 0.00% | +4,447+34.1% | Added |
| Oregon Public Employees Retirement Fund | 17,476 | $1.58M | 0.02% | −100−0.6% | Reduced |
| Cambiar Investors LLC | 18,046 | $1.63M | 0.07% | +18,046 | New |
| Elo Mutual Pension Insurance Co | 18,189 | $1.64M | 0.02% | +7,516+70.4% | Added |
| Susquehanna International Group, LLP | 18,350 | $1.66M | 0.00% | −11,009−37.5% | Reduced |
| Gradient Investments LLC | 18,357 | $1.66M | 0.02% | −414−2.2% | Reduced |
| Thrivent Financial for Lutherans | 18,759 | $1.69M | 0.00% | −490−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,003 | $1.72M | 0.02% | −137−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 19,063 | $1.72M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 19,105 | $1.73M | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 19,569 | $1.77M | 0.06% | +19,569 | New |
| State of Michigan Retirement System | 19,722 | $1.78M | 0.01% | −800−3.9% | Reduced |
| First American Bank | 19,797 | $1.79M | 0.10% | +3,755+23.4% | Added |
| Twinbeech Capital LP | 20,182 | $1.82M | 0.33% | +20,182 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,224 | $1.83M | 0.01% | −1,182−5.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,332 | $1.84M | 0.00% | +11,716+136.0% | Added |
| D. E. Shaw & Co., Inc. | 20,431 | $1.85M | 0.00% | +20,431 | New |
| Stifel Financial Corp | 20,573 | $1.86M | 0.00% | −3,069−13.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,767 | $1.88M | 0.10% | −184−0.9% | Reduced |
| RSM US Wealth Management LLC | 20,967 | $1.89M | 0.02% | +681+3.4% | Added |
| Assenagon Asset Management S.A. | 21,215 | $1.92M | 0.00% | +21,215 | New |
| M&T Bank Corp | 21,344 | $1.93M | 0.01% | −8,260−27.9% | Reduced |
| New Age Alpha Advisors, LLC | 21,773 | $1.97M | 0.08% | −594−2.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 21,864 | $1.97M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 21,918 | $1.98M | 0.00% | −98,155−81.7% | Reduced |
| Jones Financial Companies LLLP | 22,494 | $1.99M | 0.00% | +2,057+10.1% | Added |
| Dark Forest Capital Management LP | 22,192 | $2.00M | 0.13% | −1,704−7.1% | Reduced |
| Prudential Financial Inc | 22,390 | $2.02M | 0.00% | −19,685−46.8% | Reduced |
| Gotham Asset Management, LLC | 22,545 | $2.04M | 0.00% | +5,673+33.6% | Added |