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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 6,606 | $596.7K | 0.03% | +6,606 | New |
| Level Four Advisory Services, LLC | 6,556 | $592.1K | 0.02% | +642+10.9% | Added |
| Federated Hermes, Inc. | 6,527 | $589.5K | 0.00% | −1,825−21.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,525 | $589.3K | 0.01% | +689+11.8% | Added |
| Abel Hall, LLC | 6,489 | $586.1K | 0.10% | +795+14.0% | Added |
| Nicolet Bankshares Inc | 6,012 | $580.6K | 0.02% | −688−10.3% | Reduced |
| Janney Montgomery Scott LLC | 6,300 | $569.0K | 0.00% | −1,268−16.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,022 | $543.9K | 0.00% | +966+19.1% | Added |
| Blackstone Group Inc. | 5,974 | $539.6K | 0.00% | +5,974 | New |
| Sivia Capital Partners, LLC | 5,964 | $538.7K | 0.07% | +5,964 | New |
| Crossmark Global Holdings, Inc. | 5,960 | $538.3K | 0.01% | +58+1.0% | Added |
| Aristeia Capital LLC | 5,722 | $516.8K | 0.01% | +5,722 | New |
| Zions Bancorporation, National Association | 5,669 | $512.0K | 0.03% | −5,305−48.3% | Reduced |
| Hantz Financial Services, Inc. | 5,664 | $512.0K | 0.01% | +2,245+65.7% | Added |
| EP Wealth Advisors, LLC | 5,649 | $510.2K | 0.00% | +449+8.6% | Added |
| Jane Street Group, LLC | 5,614 | $507.1K | 0.00% | −187,379−97.1% | Reduced |
| Brighton Jones LLC | 5,602 | $506.0K | 0.01% | +5,602 | New |
| Vinva Investment Management Ltd | 3,824 | $488.0K | 0.00% | +3,824 | New |
| Mattson Financial Services, LLC | 4,901 | $483.7K | 0.10% | +654+15.4% | Added |
| Caxton Associates LLP | 5,321 | $480.6K | 0.01% | +5,321 | New |
| Engineers Gate Manager LP | 5,271 | $476.1K | 0.01% | +2,436+85.9% | Added |
| AE Wealth Management LLC | 5,247 | $473.9K | 0.00% | +2,788+113.4% | Added |
| Summitry LLC | 5,159 | $466.0K | 0.02% | +788+18.0% | Added |
| Mutual Advisors, LLC | 5,096 | $460.3K | 0.01% | +41+0.8% | Added |
| Sterling Capital Management LLC | 5,071 | $458.0K | 0.01% | +4,521+822.0% | Added |
| Keebeck Wealth Management, LLC | 5,061 | $457.1K | 0.04% | −312−5.8% | Reduced |
| Van Hulzen Asset Management, LLC | 5,000 | $451.6K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 4,932 | $445.5K | 0.00% | +3,663+288.7% | Added |
| Grandeur Peak Global Advisors, LLC | 4,875 | $440.3K | 0.10% | −31,570−86.6% | Reduced |
| iA Global Asset Management Inc. | 4,762 | $430.0K | 0.01% | +4,562+2,281.0% | Added |
| HB Wealth Management, LLC | 4,671 | $421.9K | 0.00% | +1,927+70.2% | Added |
| Fiduciary Trust Co | 4,645 | $419.5K | 0.00% | +961+26.1% | Added |
| Narus Financial Partners, LLC | 4,522 | $408.4K | 0.10% | −476−9.5% | Reduced |
| Citizens Financial Group Inc | 4,408 | $398.1K | 0.00% | −63−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,376 | $395.3K | 0.00% | +3,923+866.0% | Added |
| Amussen Hunsaker Associates LLC | 4,358 | $393.6K | 0.04% | −1,055−19.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,290 | $387.5K | 0.00% | +603+16.4% | Added |
| Fieldview Capital Management, LLC | 4,280 | $386.6K | 0.11% | −814−16.0% | Reduced |
| Blueshift Asset Management, LLC | 4,219 | $381.1K | 0.09% | +4,219 | New |
| State of Wyoming | 4,169 | $376.5K | 0.04% | −6,198−59.8% | Reduced |
| Ares Systematic Credit Ltd | 4,100 | $370.3K | 0.22% | +4,100 | New |
| Juncture Wealth Strategies, LLC | 4,065 | $367.2K | 0.10% | +4,065 | New |
| Evergreen Capital Management LLC | 4,053 | $366.1K | 0.01% | +258+6.8% | Added |
| Cim Investment Mangement Inc | 4,007 | $361.9K | 0.09% | +191+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 3,889 | $351.3K | 0.00% | +749+23.9% | Added |
| Numerai GP LLC | 3,881 | $350.5K | 0.03% | −3,777−49.3% | Reduced |
| Curated Wealth Partners LLC | 3,880 | $350.4K | 0.04% | −233−5.7% | Reduced |
| DnB Asset Management AS | 3,720 | $336.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,658 | $330.4K | 0.01% | +16+0.4% | Added |
| NewEdge Wealth, LLC | 3,593 | $324.5K | 0.00% | +3,593 | New |
| Avanza Fonder AB | 3,469 | $313.3K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,462 | $312.7K | 0.01% | +884+34.3% | Added |
| Vise Technologies, Inc. | 3,412 | $308.2K | 0.00% | +3,412 | New |
| Ethic Inc. | 3,409 | $307.9K | 0.00% | +930+37.5% | Added |
| Vestcor Inc | 3,377 | $305.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,373 | $304.6K | 0.00% | +3,373 | New |
| Greenleaf Trust | 3,353 | $302.8K | 0.00% | −141−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,304 | $298.4K | 0.01% | −50−1.5% | Reduced |
| Brinker Capital Investments, LLC | 3,285 | $296.7K | 0.00% | +405+14.1% | Added |
| MML Investors Services, LLC | 3,280 | $296.3K | 0.00% | +539+19.7% | Added |
| Cresset Asset Management, LLC | 3,257 | $294.2K | 0.00% | +156+5.0% | Added |
| Nykredit A/S | 3,211 | $290.0K | 0.00% | +3,211 | New |
| Ritholtz Wealth Management | 3,173 | $286.6K | 0.00% | +3+0.1% | Added |
| Bull Harbor Capital LLC | 3,089 | $279.0K | 0.05% | +3,089 | New |
| MeadowBrook Investment Advisors LLC | 3,035 | $274.1K | 0.22% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,893 | $261.3K | 0.01% | +21+0.7% | Added |
| Shelton Capital Management | 2,766 | $249.8K | 0.00% | −119−4.1% | Reduced |
| West Family Investments, Inc. | 2,708 | $244.6K | 0.07% | +2,708 | New |
| CIBC Asset Management Inc | 2,700 | $243.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,671 | $241.2K | 0.15% | −35−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,555 | $241.0K | 0.00% | +2,555 | New |
| Private Advisory Group LLC | 2,594 | $234.3K | 0.01% | −124,562−98.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,592 | $234.1K | 0.03% | −1,280−33.1% | Reduced |
| Natixis | 2,589 | $233.8K | 0.00% | +2,589 | New |
| Holocene Advisors, LP | 2,563 | $231.5K | 0.00% | −117−4.4% | Reduced |
| 111 Capital | 2,534 | $228.9K | 0.04% | +2,534 | New |
| Acorn Wealth Advisors, LLC | 2,527 | $228.2K | 0.06% | +2,527 | New |
| Polar Capital Holdings Plc | 2,515 | $227.2K | 0.00% | +2,515 | New |
| Allworth Financial LP | 2,464 | $222.5K | 0.00% | +1,429+138.1% | Added |
| KBC Group NV | 2,411 | $218.0K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 2,397 | $216.5K | 0.02% | +2,397 | New |
| Estate Planners Group, LLC | 2,347 | $212.0K | 0.10% | +2,347 | New |
| Buckingham Strategic Partners | 2,338 | $211.2K | 0.00% | +2,338 | New |
| Blair William & Co | 2,315 | $209.1K | 0.00% | +2,315 | New |
| Grant Private Wealth Management Inc | 2,276 | $205.6K | 0.09% | +2,276 | New |
| Commonwealth Equity Services, LLC | 2,259 | $204.0K | 0.00% | −637−22.0% | Reduced |
| Vident Advisory, LLC | 2,230 | $201.4K | 0.00% | −275−11.0% | Reduced |
| Edgestream Partners, L.P. | 2,220 | $200.5K | 0.01% | +2,220 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,164 | $195.5K | 0.00% | +2,164 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,139 | $193.2K | 0.00% | −277−11.5% | Reduced |
| International Assets Investment Management, LLC | 1,628 | $150.2K | 0.01% | +1,075+194.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,643 | $148.4K | 0.00% | +1,643 | New |
| Aviso Financial Inc. | 1,588 | $143.4K | 0.00% | −27−1.7% | Reduced |
| Daiwa Securities Group Inc. | 1,430 | $129.2K | 0.00% | −120−7.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,368 | $120.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,321 | $119.3K | 0.00% | +193+17.1% | Added |
| Farther Finance Advisors, LLC | 1,260 | $113.7K | 0.00% | +838+198.6% | Added |
| Signaturefd, LLC | 1,217 | $109.9K | 0.00% | −82−6.3% | Reduced |
| Assetmark, Inc | 1,187 | $107.2K | 0.00% | +286+31.7% | Added |
| Umb Bank N A | 1,123 | $101.4K | 0.00% | +165+17.2% | Added |