Healthequity, Inc.: which funds bought and sold
Institutions that bought and sold Healthequity shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 277 institutions that filed 13F reports for both quarters added to or opened positions in Healthequity, and 212 cut or closed them. Together they added a net 3.0M shares, +3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 694K shares (+2.5%); index fund managers were net buyers of 773K shares (+2.9%). 70 opened a new position and 56 sold out entirely.
Bought, Q2 2026 277 institutions, 70 of them new holders Sold, Q2 2026 212 institutions, 56 of them sold out
Net change, all compared +3.0M shares (+3.5%)
Net change, active managers +694K shares (+2.5%), 36 bought, 28 sold
Buyers versus sellers
277 bought 54 212 sold
Active managers and hedge funds 36 bought · 28 sold · +694K
Index fund managers 7 bought · 4 sold · +773K
Other institutions 234 bought · 180 sold · +1.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Morgan Stanley | +2.1M +82.9% | 4.5M | $411M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +963K +34628.8% | 966K | $87.2M |
| Wasatch Advisors LP Active manager | +758K +10.5% | 8.0M | $719M |
| Blackrock, Inc. Index funds | +746K +7.1% | 11.3M | $1B |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | +457K New position | 457K | $41.3M |
| Citadel Advisors LLC Hedge fund | +414K +154.0% | 683K | $61.7M |
| FMR LLC Active manager | +403K +35.5% | 1.5M | $139M |
| Bank Of America Corp | +285K +33.0% | 1.1M | $104M |
| Dimensional Fund Advisors LP | +242K +14.9% | 1.9M | $169M |
| Goldman Sachs Group Inc | +207K +25.8% | 1.0M | $91M |
| Price T Rowe Associates Inc Active manager | +191K +23.8% | 995K | $89.8M |
| Gw&K Investment Management, LLC | +168K +36.2% | 632K | $57.1M |
| Park West Asset Management LLC Hedge fund | +153K +24.6% | 777K | $70.1M |
| Swedbank AB | +145K +20.5% | 851K | $76.9M |
| State Street Corp Index funds | +141K +4.6% | 3.2M | $293M |
| Neuberger Berman Group LLC Active manager | +132K +2465.7% | 137K | $12.4M |
| Qube Research & Technologies Ltd Hedge fund | +116K +285.8% | 157K | $14.1M |
| Geode Capital Management, LLC Index funds | +115K +5.1% | 2.4M | $214M |
| William Blair Investment Management, LLC Active manager | +114K +6.8% | 1.8M | $160M |
| Artisan Partners Limited Partnership Active manager | +113K +41.8% | 384K | $34.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership Hedge fund | +963K +34628.8% | 966K | $87.2M |
| Wasatch Advisors LP Active manager | +758K +10.5% | 8.0M | $719M |
| Citadel Advisors LLC Hedge fund | +414K +154.0% | 683K | $61.7M |
| FMR LLC Active manager | +403K +35.5% | 1.5M | $139M |
| Price T Rowe Associates Inc Active manager | +191K +23.8% | 995K | $89.8M |
| Park West Asset Management LLC Hedge fund | +153K +24.6% | 777K | $70.1M |
| Neuberger Berman Group LLC Active manager | +132K +2465.7% | 137K | $12.4M |
| Qube Research & Technologies Ltd Hedge fund | +116K +285.8% | 157K | $14.1M |
| William Blair Investment Management, LLC Active manager | +114K +6.8% | 1.8M | $160M |
| Artisan Partners Limited Partnership Active manager | +113K +41.8% | 384K | $34.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Mackenzie Financial Corp | −1.3M Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −835K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −559K −69.1% | 250K | $22.6M |
| Ameriprise Financial Inc | −512K −80.3% | 126K | $11.4M |
| Man Group PLC Hedge fund | −356K −84.0% | 68K | $6.1M |
| UBS Group AG | −351K −44.6% | 435K | $39.3M |
| Bessemer Group Inc | −280K −72.0% | 109K | $9.8M |
| Invesco Ltd. | −255K −56.2% | 198K | $17.9M |
| Cadian Capital Management, LP Hedge fund | −206K −24.7% | 627K | $56.6M |
| WCM Investment Management, LLC Active manager | −193K Sold out | 0 | — |
| Citigroup Inc | −192K −75.6% | 62K | $5.6M |
| Jane Street Group, LLC | −187K −97.1% | 5,614 | $507,056 |
| Trexquant Investment LP Hedge fund | −187K Sold out | 0 | — |
| Vanguard Capital Management LLC Index funds | −183K −4.8% | 3.6M | $329M |
| Squarepoint Ops LLC Hedge fund | −179K Sold out | 0 | — |
| Arrowmark Colorado Holdings LLC | −146K Sold out | 0 | — |
| Premier Fund Managers Ltd | −143K −49.5% | 145K | $12.8M |
| Private Advisory Group LLC | −125K −98.0% | 2,594 | $234,290 |
| Wellington Management Group LLP Active manager | −110K −22.0% | 388K | $35M |
| Vanguard Portfolio Management LLC Index funds | −106K −2.5% | 4.1M | $366M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Balyasny Asset Management L.P. Hedge fund | −835K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −559K −69.1% | 250K | $22.6M |
| Man Group PLC Hedge fund | −356K −84.0% | 68K | $6.1M |
| Cadian Capital Management, LP Hedge fund | −206K −24.7% | 627K | $56.6M |
| WCM Investment Management, LLC Active manager | −193K Sold out | 0 | — |
| Trexquant Investment LP Hedge fund | −187K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −179K Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −110K −22.0% | 388K | $35M |
| AQR Capital Management LLC Hedge fund | −93K −4.4% | 2.0M | $176M |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −85K −17.5% | 401K | $36.2M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 457K | $41.3M |
| Diversify Advisory Services, LLC | 91K | $9M |
| Moran Wealth Management, LLC | 74K | $6.7M |
| Alphacore Capital LLC | 53K | $4.8M |
| Pier Capital, LLC | 53K | $4.8M |
| Bridger Management, LLC | 52K | $4.7M |
| Winton Group LtdHedge fund | 51K | $4.6M |
| Assenagon Asset Management S.A. | 42K | $3.8M |
| Leuthold Group, LLC | 41K | $3.7M |
| Apollon Wealth Management, LLC | 39K | $3.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Mackenzie Financial Corp | 1.3M | $107M |
| Balyasny Asset Management L.P.Hedge fund | 835K | $69.8M |
| WCM Investment Management, LLCActive manager | 193K | $15.8M |
| Trexquant Investment LPHedge fund | 187K | $15.6M |
| Squarepoint Ops LLCHedge fund | 179K | $15M |
| Arrowmark Colorado Holdings LLC | 146K | $12.2M |
| Cornerstone Advisors, LLC | 72K | $6M |
| Motley Fool Wealth Management, LLC | 65K | $5.4M |
| Exoduspoint Capital Management, LPHedge fund | 55K | $4.6M |
| Eversept Partners, LPHedge fund | 52K | $4.3M |
Who holds the shares
- Institutions reporting
- 494
- Ten largest holders
- 47.8% of 13F-reported shares
- Index fund managers
- 31.0% of 13F-reported shares
- Active managers and hedge funds
- 32.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 36 | 28 | 9 | 7 | +694K | +2.5% |
| Index fund managers | 7 | 4 | 0 | 0 | +773K | +2.9% |
| Other institutions | 234 | 180 | 61 | 49 | +1.5M | +5.0% |