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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,277,914 | $1.02B | 0.02% | +745,520+7.1% | Added |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,281,657−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −835,072−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −193,371−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −186,537−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −179,353−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −145,827−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −72,024−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −64,752−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,855−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −51,614−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −28,909−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −21,565−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −11,210−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −9,466−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −6,189−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,859−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| SMA Capital LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |