Citigroup Reduces HealthEquity, Inc. $HQY Stake

Institutional investor trims position in health savings account administrator

Published on Mar. 2, 2026

Got story updates? Submit your updates here. ›

Citigroup Inc. has reduced its stake in HealthEquity, Inc. (NASDAQ:HQY) by 37.8% during the third quarter, according to a recent SEC filing. The institutional investor now owns 85,570 shares of the company's stock, down from 137,624 shares previously.

Why it matters

HealthEquity is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. As a major institutional investor, Citigroup's position change could signal a shift in market sentiment around the company.

The details

According to the filing, Citigroup sold 52,054 shares of HealthEquity stock during the third quarter, reducing its position to 85,570 shares. The institutional investor now owns 0.10% of HealthEquity's outstanding shares, down from 0.16% previously.

  • Citigroup reduced its HealthEquity stake during the 3rd quarter of 2026.

The players

Citigroup Inc.

A multinational investment bank and financial services corporation.

HealthEquity, Inc.

A leading administrator of consumer-directed health accounts and related benefit solutions in the United States.

Got photos? Submit your photos here. ›

The takeaway

Citigroup's reduced stake in HealthEquity could signal a broader shift in market sentiment around the health savings account administrator, though the reasons behind the position change are not entirely clear from the limited information provided.