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; 501 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
- 501
- +21 vs. Q1 2026
- Shares held
- 89.7M
- +4.37M (+5.1%) vs. Q1 2026
- Total value
- $8.10B
- +$968.4M (+13.6%) vs. Q1 2026
- New holders
- 77
- 210 more added
- Sold out
- 56
- 158 more reduced
8 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 | 501 | $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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 94,631 | $8.55M | 0.01% | −1,507−1.6% | Reduced |
| Renaissance Group LLC | 96,839 | $8.75M | 0.36% | −1,475−1.5% | Reduced |
| Granahan Investment Management Inc | 97,318 | $8.79M | 0.31% | −24,781−20.3% | Reduced |
| California State Teachers Retirement System | 97,794 | $8.83M | 0.01% | −2,810−2.8% | Reduced |
| Diversify Wealth Management, LLC | 90,675 | $8.98M | 0.15% | +122+0.1% | Added |
| Diversify Advisory Services, LLC | 90,675 | $8.98M | 0.15% | +90,675 | New |
| Tectonic Advisors LLC | 100,323 | $9.06M | 0.44% | +17,492+21.1% | Added |
| State of Wisconsin Investment Board | 102,875 | $9.29M | 0.02% | +1,363+1.3% | Added |
| Bessemer Group Inc | 108,688 | $9.82M | 0.01% | −279,734−72.0% | Reduced |
| Mariner, LLC | 108,898 | $9.83M | 0.01% | +39,830+57.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 111,108 | $10.0M | 0.09% | +25,418+29.7% | Added |
| Wealthspire Advisors, LLC | 111,986 | $10.1M | 0.06% | +74,011+194.9% | Added |
| Ensign Peak Advisors, Inc | 117,281 | $10.6M | 0.02% | −17,096−12.7% | Reduced |
| Legal & General Group Plc | 118,522 | $10.7M | 0.00% | +863+0.7% | Added |
| Capital Fund Management S.A. | 119,832 | $10.8M | 0.08% | +67,522+129.1% | Added |
| Axiom Investors LLC | 120,911 | $10.9M | 0.09% | −32,733−21.3% | Reduced |
| Ameriprise Financial Inc | 125,882 | $11.4M | 0.00% | −512,152−80.3% | Reduced |
| Castleark Management LLC | 127,770 | $11.5M | 0.31% | +79,260+163.4% | Added |
| Peregrine Capital Management LLC | 132,691 | $12.0M | 0.39% | +6,460+5.1% | Added |
| Deutsche Bank AG | 132,705 | $12.0M | 0.00% | +12,337+10.2% | Added |
| Canada Pension Plan Investment Board | 135,600 | $12.2M | 0.01% | −6,300−4.4% | Reduced |
| GDS Wealth Management | 137,092 | $12.4M | 0.59% | +11,484+9.1% | Added |
| Neuberger Berman Group LLC | 137,365 | $12.4M | 0.01% | +132,011+2,465.7% | Added |
| Public Sector Pension Investment Board | 140,952 | $12.7M | 0.03% | +83,633+145.9% | Added |
| Premier Fund Managers Ltd | 145,243 | $12.8M | 1.16% | −142,604−49.5% | Reduced |
| New York State Common Retirement Fund | 150,273 | $13.6M | 0.02% | +43,452+40.7% | Added |
| California Public Employees Retirement System | 155,319 | $14.0M | 0.01% | +1,749+1.1% | Added |
| Qube Research & Technologies Ltd | 156,551 | $14.1M | 0.02% | +115,973+285.8% | Added |
| Russell Investments Group, Ltd. | 156,786 | $14.2M | 0.01% | +25,048+19.0% | Added |
| Swiss National Bank | 169,500 | $15.3M | 0.01% | +300+0.2% | Added |
| Glenmede Trust Co NA | 173,867 | $15.7M | 0.07% | −5,956−3.3% | Reduced |
| Envestnet Asset Management Inc | 175,182 | $15.8M | 0.00% | +36,314+26.2% | Added |
| Frontier Capital Management Co LLC | 184,308 | $16.6M | 0.16% | −8,092−4.2% | Reduced |
| Wells Fargo & Company | 190,425 | $17.2M | 0.00% | +50,318+35.9% | Added |
| UBS Asset Management Americas Inc | 193,492 | $17.5M | 0.00% | −1,369−0.7% | Reduced |
| Retirement Systems of Alabama | 196,278 | $17.7M | 0.05% | −17,367−8.1% | Reduced |
| Invesco Ltd. | 198,095 | $17.9M | 0.00% | −254,648−56.2% | Reduced |
| Alliancebernstein L.P. | 222,480 | $18.6M | 0.01% | +263+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 202,691 | $18.7M | 0.03% | −63,924−24.0% | Reduced |
| Royal Bank of Canada | 212,264 | $19.2M | 0.00% | −86,743−29.0% | Reduced |
| Oberweis Asset Management Inc | 228,291 | $20.6M | 0.43% | +61,650+37.0% | Added |
| Oppenheimer Asset Management Inc. | 233,378 | $21.1M | 0.22% | +59,524+34.2% | Added |
| Segall Bryant & Hamill, LLC | 238,243 | $21.5M | 0.26% | +69,194+40.9% | Added |
| DF Dent & Co Inc | 247,132 | $22.3M | 0.42% | +113,350+84.7% | Added |
| Millennium Management LLC | 249,975 | $22.6M | 0.02% | −558,892−69.1% | Reduced |
| Ashford Capital Management Inc | 253,441 | $22.9M | 2.45% | −13,040−4.9% | Reduced |
| Rhumbline Advisers | 254,403 | $23.0M | 0.02% | +5,488+2.2% | Added |
| Lazard Asset Management LLC | 275,693 | $24.9M | 0.04% | −65,706−19.2% | Reduced |
| CIBC Bancorp USA Inc. | 311,395 | $28.1M | 0.03% | −10,833−3.4% | Reduced |
| Principal Financial Group Inc | 318,565 | $28.8M | 0.01% | +14,516+4.8% | Added |
| Ranger Investment Management, L.P. | 319,253 | $28.8M | 1.82% | +48,030+17.7% | Added |
| Aristotle Capital Boston, LLC | 332,884 | $30.1M | 2.02% | −64,345−16.2% | Reduced |
| 12th Street Asset Management Company, LLC | 345,390 | $31.2M | 4.44% | +94,029+37.4% | Added |
| Franklin Resources Inc | 360,659 | $32.6M | 0.01% | +19,271+5.6% | Added |
| Artisan Partners Limited Partnership | 384,107 | $34.7M | 0.06% | +113,165+41.8% | Added |
| Wellington Management Group LLP | 387,894 | $35.0M | 0.01% | −109,626−22.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 400,613 | $36.2M | 0.11% | −84,831−17.5% | Reduced |
| Raymond James Financial Inc | 431,967 | $39.0M | 0.01% | +51,473+13.5% | Added |
| UBS Group AG | 435,457 | $39.3M | 0.01% | −351,210−44.6% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 456,922 | $41.3M | 2.26% | +456,922 | New |
| Norges Bank | 533,946 | $48.2M | 0.00% | +533,946 | New |
| Vanguard Fiduciary Trust Co | 601,824 | $54.4M | 0.01% | +7,389+1.2% | Added |
| Cadian Capital Management, LP | 626,700 | $56.6M | 4.28% | −206,000−24.7% | Reduced |
| GW&K Investment Management, LLC | 632,382 | $57.1M | 0.45% | +168,067+36.2% | Added |
| Bank of New York Mellon Corp | 666,260 | $60.2M | 0.01% | +67,006+11.2% | Added |
| Nomura Asset Management International Inc. | 678,537 | $61.3M | 0.09% | +86,523+14.6% | Added |
| Citadel Advisors LLC | 682,961 | $61.7M | 0.04% | +414,129+154.0% | Added |
| SEI Investments Co | 683,320 | $61.7M | 0.05% | +80,599+13.4% | Added |
| Westfield Capital Management Co LP | 703,313 | $63.5M | 0.21% | −9,535−1.3% | Reduced |
| Stephens Investment Management Group LLC | 729,080 | $65.9M | 0.71% | +44,461+6.5% | Added |
| Nuveen, LLC | 732,750 | $66.2M | 0.02% | +52,288+7.7% | Added |
| Bamco Inc | 750,394 | $67.8M | 0.10% | +3690.0% | Added |
| American Century Companies Inc | 759,978 | $68.6M | 0.03% | +17,129+2.3% | Added |
| Park West Asset Management LLC | 776,651 | $70.1M | 4.79% | +153,495+24.6% | Added |
| Swedbank AB | 851,400 | $76.9M | 0.07% | +145,100+20.5% | Added |
| Jupiter Topco LLC | 872,972 | $78.8M | 0.03% | +872,972 | New |
| Loomis Sayles & Co L P | 908,554 | $82.1M | 0.10% | −23,352−2.5% | Reduced |
| Atalan Capital Partners, LP | 915,270 | $82.7M | 5.07% | +31,600+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 965,807 | $87.2M | 0.04% | +963,026+34,628.8% | Added |
| Price T Rowe Associates Inc | 994,551 | $89.8M | 0.01% | +191,124+23.8% | Added |
| Goldman Sachs Group Inc | 1,007,434 | $91.0M | 0.01% | +206,616+25.8% | Added |
| Northern Trust Corp | 1,072,119 | $96.8M | 0.01% | +35,945+3.5% | Added |
| Davenport & Co LLC | 1,087,218 | $98.2M | 0.50% | +71,784+7.1% | Added |
| JPMorgan Chase & Co | 1,158,837 | $102.1M | 0.01% | −24,574−2.1% | Reduced |
| Bank of America Corp | 1,146,735 | $103.6M | 0.01% | +284,727+33.0% | Added |
| Geneva Capital Management LLC | 1,149,680 | $103.8M | 2.38% | −24,390−2.1% | Reduced |
| Greenhouse Funds LLLP | 1,183,024 | $106.9M | 5.63% | −74,830−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,188,902 | $107.4M | 0.01% | +13,563+1.2% | Added |
| Clearbridge Investments, LLC | 1,296,765 | $117.1M | 0.10% | −13,207−1.0% | Reduced |
| Brown Advisory Inc | 1,372,624 | $124.0M | 0.19% | −40,160−2.8% | Reduced |
| FMR LLC | 1,538,387 | $138.9M | 0.01% | +403,454+35.5% | Added |
| William Blair Investment Management, LLC | 1,773,227 | $160.2M | 0.48% | +113,611+6.8% | Added |
| Dimensional Fund Advisors LP | 1,869,036 | $168.8M | 0.03% | +241,997+14.9% | Added |
| AQR Capital Management LLC | 1,999,209 | $176.1M | 0.06% | −93,014−4.4% | Reduced |
| Geode Capital Management, LLC | 2,374,467 | $214.5M | 0.01% | +114,821+5.1% | Added |
| State Street Corp | 3,241,046 | $292.7M | 0.01% | +141,149+4.6% | Added |
| Vanguard Capital Management LLC | 3,640,776 | $328.8M | 0.01% | −183,028−4.8% | Reduced |
| Vanguard Portfolio Management LLC | 4,057,643 | $366.5M | 0.02% | −105,950−2.5% | Reduced |
| Morgan Stanley | 4,547,219 | $410.7M | 0.02% | +2,061,306+82.9% | Added |
| Wasatch Advisors Inc | 7,960,735 | $719.0M | 4.71% | +757,801+10.5% | Added |