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