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 |
|---|---|---|---|---|---|
| Moody Aldrich Partners LLC | 22,590 | $2.04M | 0.37% | −7,914−25.9% | Reduced |
| Cache Advisors, LLC | 23,000 | $2.08M | 0.18% | +23,000 | New |
| Fifth Third Bancorp | 23,173 | $2.09M | 0.00% | −2,027−8.0% | Reduced |
| Arizona State Retirement System | 23,310 | $2.11M | 0.01% | −157−0.7% | Reduced |
| Yousif Capital Management, LLC | 24,127 | $2.18M | 0.02% | −1,598−6.2% | Reduced |
| Expect Equity LLC | 24,200 | $2.19M | 1.41% | +8,660+55.7% | Added |
| Louisiana State Employees Retirement System | 24,700 | $2.23M | 0.03% | −100−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,032 | $2.26M | 0.02% | +2,259+9.9% | Added |
| Chesley Taft & Associates LLC | 25,255 | $2.28M | 0.09% | −2,545−9.2% | Reduced |
| Intech Investment Management LLC | 25,356 | $2.29M | 0.02% | −24,556−49.2% | Reduced |
| Primoris Wealth Advisors, LLC | 25,500 | $2.30M | 1.05% | +25,500 | New |
| Wealth Enhancement Advisory Services, LLC | 33,843 | $2.34M | 0.00% | +15,099+80.6% | Added |
| Baird Financial Group, Inc. | 26,198 | $2.37M | 0.00% | −1,371−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 26,565 | $2.40M | 0.01% | −1,946−6.8% | Reduced |
| Paralel Advisors LLC | 27,661 | $2.50M | 0.10% | +27,661 | New |
| One Capital Management, LLC | 29,923 | $2.50M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28,761 | $2.60M | 0.01% | +19,166+199.7% | Added |
| Mercer Global Advisors Inc | 28,886 | $2.61M | 0.00% | +19,830+219.0% | Added |
| Virginia Retirement Systems Et Al | 29,000 | $2.62M | 0.02% | +18,300+171.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,788 | $2.69M | 0.00% | +1,333+4.7% | Added |
| CI Private Wealth, LLC | 29,789 | $2.69M | 0.00% | +2,364+8.6% | Added |
| KLP Kapitalforvaltning AS | 30,300 | $2.74M | 0.01% | +1,500+5.2% | Added |
| Maridea Wealth Management LLC | 30,479 | $2.75M | 0.30% | +1,207+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,496 | $2.75M | 0.01% | +1,275+4.4% | Added |
| Cetera Investment Advisers | 30,526 | $2.76M | 0.00% | +4,275+16.3% | Added |
| Ieq Capital, LLC | 31,528 | $2.85M | 0.01% | +24,738+364.3% | Added |
| Aureus Asset Management, LLC | 31,670 | $2.86M | 0.17% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 32,966 | $2.98M | 0.00% | −1,910−5.5% | Reduced |
| Formula Growth Ltd | 34,417 | $3.11M | 1.09% | −135−0.4% | Reduced |
| STRS Ohio | 35,000 | $3.16M | 0.01% | +1,800+5.4% | Added |
| Advisory Research Inc | 35,026 | $3.16M | 0.32% | −1,783−4.8% | Reduced |
| State of Tennessee, Treasury Department | 35,571 | $3.21M | 0.01% | +6,937+24.2% | Added |
| Amalgamated Bank | 35,876 | $3.24M | 0.02% | −1,057−2.9% | Reduced |
| Entropy Technologies, LP | 36,184 | $3.27M | 0.13% | +29,273+423.6% | Added |
| Handelsbanken Fonder AB | 36,316 | $3.28M | 0.01% | +6,100+20.2% | Added |
| Barclays PLC | 36,443 | $3.29M | 0.00% | −13,679−27.3% | Reduced |
| Natixis Advisors, L.P. | 36,492 | $3.29M | 0.00% | +3,515+10.7% | Added |
| Pathstone Holdings, LLC | 36,497 | $3.30M | 0.01% | +9,070+33.1% | Added |
| Los Angeles Capital Management LLC | 36,846 | $3.33M | 0.01% | +35,108+2,020.0% | Added |
| Ambassador Advisors, LLC | 37,045 | $3.35M | 0.41% | +37,045 | New |
| Oxbow Advisors, LLC | 37,990 | $3.43M | 0.28% | +337+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,298 | $3.46M | 0.01% | +6,029+18.7% | Added |
| Apollon Wealth Management, LLC | 38,780 | $3.50M | 0.04% | +38,780 | New |
| Covea Finance | 39,200 | $3.54M | 0.11% | 00.0% | Unchanged |
| RE Advisers Corp | 40,200 | $3.63M | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 40,504 | $3.66M | 0.10% | +4,336+12.0% | Added |
| Leuthold Group, LLC | 41,018 | $3.70M | 0.37% | +41,018 | New |
| EFG International AG | 41,028 | $3.71M | 0.07% | −777−1.9% | Reduced |
| Toroso Investments, LLC | 42,235 | $3.81M | 0.01% | +3,988+10.4% | Added |
| Cerity Partners LLC | 42,335 | $3.82M | 0.00% | +15,454+57.5% | Added |
| HSBC Holdings PLC | 43,615 | $3.92M | 0.00% | +15,434+54.8% | Added |
| BNP Paribas Arbitrage, SA | 43,383 | $3.92M | 0.00% | −17,335−28.6% | Reduced |
| First Trust Advisors LP | 43,609 | $3.94M | 0.00% | +5,523+14.5% | Added |
| Captrust Financial Advisors | 45,312 | $4.09M | 0.01% | +15,025+49.6% | Added |
| Atria Investments LLC | 45,425 | $4.10M | 0.04% | +7,822+20.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,813 | $4.14M | 0.00% | +642+1.4% | Added |
| UMA Financial Services, Inc. | 47,045 | $4.25M | 0.51% | −40.0% | Reduced |
| Montanaro Asset Management Ltd | 47,400 | $4.28M | 1.35% | −3,400−6.7% | Reduced |
| HighTower Advisors, LLC | 47,414 | $4.28M | 0.00% | −1,421−2.9% | Reduced |
| Quantinno Capital Management LP | 48,587 | $4.39M | 0.01% | +4,425+10.0% | Added |
| Great West Life Assurance Co | 49,079 | $4.43M | 0.01% | +1,258+2.6% | Added |
| XTX Topco Ltd | 49,328 | $4.46M | 0.06% | +42,974+676.3% | Added |
| Winton Group Ltd | 51,336 | $4.64M | 0.15% | +51,336 | New |
| 1492 Capital Management LLC | 51,501 | $4.65M | 1.37% | −4,271−7.7% | Reduced |
| Bridger Management, LLC | 51,616 | $4.66M | 3.11% | +51,616 | New |
| Pier Capital, LLC | 53,230 | $4.81M | 0.64% | +53,230 | New |
| AlphaCore Capital LLC | 53,246 | $4.81M | 0.09% | +53,246 | New |
| Teachers Retirement System of the State of Kentucky | 54,531 | $4.92M | 0.03% | +29,055+114.0% | Added |
| Elk River Wealth Management, LLC | 57,389 | $5.18M | 0.83% | −5,221−8.3% | Reduced |
| Future Fund LLC | 60,154 | $5.43M | 1.56% | +9,574+18.9% | Added |
| Madison Asset Management, LLC | 60,491 | $5.46M | 0.07% | +86+0.1% | Added |
| Citigroup Inc | 61,708 | $5.57M | 0.00% | −191,628−75.6% | Reduced |
| Thompson Investment Management, Inc. | 64,547 | $5.83M | 0.67% | +566+0.9% | Added |
| Hilton Capital Management, LLC | 64,850 | $5.86M | 0.40% | +11,931+22.5% | Added |
| Inspirion Wealth Advisors, LLC | 65,000 | $6.00M | 0.69% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 67,512 | $6.10M | 0.01% | −3,100−4.4% | Reduced |
| Man Group plc | 67,560 | $6.10M | 0.01% | −355,722−84.0% | Reduced |
| Beacon Investment Advisors LLC | 71,799 | $6.48M | 2.04% | +23,408+48.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,502 | $6.55M | 0.05% | +25,772+55.2% | Added |
| Warren Averett Asset Management, LLC | 73,569 | $6.64M | 0.04% | +12,514+20.5% | Added |
| Moran Wealth Management, LLC | 74,194 | $6.70M | 0.18% | +74,194 | New |
| Kornitzer Capital Management Inc | 75,326 | $6.80M | 0.14% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 76,000 | $6.86M | 0.01% | −21,000−21.6% | Reduced |
| New York State Teachers Retirement System | 78,409 | $7.08M | 0.01% | −5,489−6.5% | Reduced |
| Creative Planning | 79,363 | $7.17M | 0.00% | +14,274+21.9% | Added |
| Nordea Investment Management AB | 81,684 | $7.20M | 0.01% | +24,255+42.2% | Added |
| King Luther Capital Management Corp | 80,674 | $7.29M | 0.03% | −11,137−12.1% | Reduced |
| Manufacturers Life Insurance Company, The | 80,893 | $7.31M | 0.01% | −273−0.3% | Reduced |
| Vanguard Asset Management, Ltd | 81,944 | $7.40M | 0.00% | +4,467+5.8% | Added |
| Marshall Wace, LLP | 83,056 | $7.50M | 0.01% | +51,520+163.4% | Added |
| EverSource Wealth Advisors, LLC | 83,393 | $7.53M | 0.25% | +17,503+26.6% | Added |
| Summit Creek Advisors LLC | 84,157 | $7.60M | 2.59% | −76,966−47.8% | Reduced |
| MetLife Investment Management | 88,645 | $8.01M | 0.04% | +2,172+2.5% | Added |
| Portolan Capital Management, LLC | 89,274 | $8.06M | 0.30% | −12,372−12.2% | Reduced |
| Victory Capital Management Inc | 89,467 | $8.08M | 0.00% | +22,660+33.9% | Added |
| Amundi | 90,327 | $8.16M | 0.00% | +22,735+33.6% | Added |
| Mutual of America Capital Management LLC | 92,647 | $8.37M | 0.08% | −2,123−2.2% | Reduced |
| Motley Fool Asset Management LLC | 93,043 | $8.40M | 0.32% | −5,497−5.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 94,237 | $8.51M | 0.32% | +36,571+63.4% | Added |
| Voya Investment Management LLC | 94,631 | $8.55M | 0.01% | −1,507−1.6% | Reduced |