Artisan Partners Trims HealthEquity Stake

Institutional investor sells 24,202 shares of healthcare financial services company

Published on Feb. 28, 2026

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Artisan Partners Limited Partnership, a major institutional investor, reduced its position in HealthEquity, Inc. (NASDAQ:HQY) by 3.9% during the third quarter, according to a recent 13F filing with the SEC. The firm now owns 597,445 shares of the company's stock, valued at $56.62 million.

Why it matters

HealthEquity is a leading provider of consumer-directed healthcare accounts and related services, and institutional investor activity in its stock can signal broader market trends and investor sentiment around the company and the healthcare finance industry.

The details

Artisan Partners sold 24,202 shares of HealthEquity stock during the third quarter, reducing its total position to 597,445 shares worth $56.62 million. The firm now owns 0.69% of HealthEquity's outstanding shares. Other institutional investors have also been active in the stock, with some increasing and others decreasing their positions in recent quarters.

  • Artisan Partners sold the shares during the third quarter of 2026.

The players

Artisan Partners Limited Partnership

A major institutional investment management firm that has been an investor in HealthEquity.

HealthEquity, Inc.

A leading provider of consumer-directed healthcare accounts and related services, traded on the NASDAQ exchange under the ticker symbol HQY.

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The takeaway

Artisan Partners' reduction in its HealthEquity stake reflects broader market trends and investor sentiment around the healthcare finance industry, though the company remains a significant shareholder in the consumer-directed healthcare services provider.