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