Titelia

Fund shareholders of HealthEquity Inc

ISIN US42226A1079 · United States · LEI 529900LRJU1RAFQHM467

Fund shareholders
506
Of which ETFs
120 386 other funds
Value held
≈ 4B $ 3.9B $ · 632.6M SEK
Share of capital
52.2 % of 82.7M shares on Aug 20, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,891,308261.1M $0.21 %3.50 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,523,016227.9M $0.01 %3.05 %as of Jun 30, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 2,228,785201.3M $6.75 %2.69 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,178,292196.7M $0.24 %2.63 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,822,161164.6M $0.09 %2.20 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1,488,394134.4M $1.53 %1.80 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,050,09594.8M $0.20 %1.27 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 969,21887.5M $0.09 %1.17 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 927,27293.3M $0.27 %1.12 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 783,39870.8M $0.46 %0.95 %as of Jun 30, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 752,08467.9M $5.77 %0.91 %as of Jun 30, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 750,00067.7M $2.38 %0.91 %as of Jun 30, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 575,51157.9M $1.04 %0.70 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 505,80645.7M $0.40 %0.61 %as of Jun 30, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 488,38649.1M $1.55 %0.59 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 476,71648M $0.22 %0.58 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 449,98340.6M $0.41 %0.54 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 439,32938.7M $0.09 %0.53 %as of May 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 437,300348.1M SEK0.35 %0.53 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 433,12738.1M $0.22 %0.52 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 427,62638.6M $0.21 %0.52 %as of Jun 30, 2026 ↗
Janus Henderson Triton Fund Janus Investment Fund 418,74637.8M $0.64 %0.51 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 416,08837.6M $0.65 %0.50 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 410,18236.1M $0.16 %0.50 %as of May 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 405,27136.6M $2.61 %0.49 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 368,97633.3M $1.16 %0.45 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 367,69837M $0.19 %0.44 %as of Jul 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 360,32036.3M $1.90 %0.44 %as of Jul 31, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 346,17734.8M $1.31 %0.42 %as of Jul 31, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 310,31028M $3.55 %0.38 %as of Jun 30, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 308,62231.1M $1.26 %0.37 %as of Jul 31, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 304,22827.5M $4.38 %0.37 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 292,17725.7M $0.47 %0.35 %as of May 29, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 270,56327.2M $0.18 %0.33 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 269,000214.2M SEK0.22 %0.33 %as of Mar 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 256,67022.6M $0.12 %0.31 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 255,12523M $0.02 %0.31 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 245,43222.2M $0.98 %0.30 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 235,93323.7M $0.27 %0.29 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 230,78120.3M $0.14 %0.28 %as of May 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 227,62922.9M $2.62 %0.28 %as of Jul 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 224,03220.2M $4.39 %0.27 %as of Jun 30, 2026 ↗
Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I 221,21020M $1.60 %0.27 %as of Jun 30, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 215,92219.5M $0.54 %0.26 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 214,95619.4M $3.26 %0.26 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 208,66621M $0.85 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 206,10420.7M $0.27 %0.25 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 204,68818.5M $0.73 %0.25 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 203,14318.3M $0.23 %0.25 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 196,60817.3M $0.02 %0.24 %as of May 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 163,75014.8M $1.21 %0.20 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 161,29414.2M $0.01 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 156,46014.1M $0.24 %0.19 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 155,80014.1M $1.07 %0.19 %as of Jun 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 151,10015.2M $0.21 %0.18 %as of Jul 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 149,10115M $1.44 %0.18 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 149,03715M $0.03 %0.18 %as of Jul 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 148,81713.4M $1.14 %0.18 %as of Jun 30, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 146,69013.2M $1.13 %0.18 %as of Jun 30, 2026 ↗
Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 146,57713.2M $1.65 %0.18 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 138,04212.5M $0.48 %0.17 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 136,30912M $0.21 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 130,60911.8M $0.40 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 130,28511.5M $0.01 %0.16 %as of May 31, 2026 ↗
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 127,21211.5M $2.84 %0.15 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 123,53511.2M $1.44 %0.15 %as of Jun 30, 2026 ↗
Artisan Small Cap Fund Artisan Partners Funds Inc. 122,41611.1M $1.15 %0.15 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 119,81710.8M $0.46 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 119,63812M $0.26 %0.14 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 118,45510.7M $2.25 %0.14 %as of Jun 30, 2026 ↗
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 112,65110.2M $3.61 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 110,81110M $0.01 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 110,68911.1M $0.27 %0.13 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 106,2769.6M $0.09 %0.13 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 105,92510.7M $0.12 %0.13 %as of Jul 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 103,4339.3M $2.16 %0.13 %as of Jun 30, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 99,46510M $1.42 %0.12 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 98,5138.7M $0.00 %0.12 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 97,2209.8M $0.03 %0.12 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 95,2728.4M $0.16 %0.12 %as of May 29, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 92,0928.3M $0.22 %0.11 %as of Jun 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 87,6717.9M $1.17 %0.11 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 86,7008.7M $0.18 %0.10 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 85,7087.7M $0.21 %0.10 %as of Jun 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 85,7078.6M $0.82 %0.10 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 85,6727.5M $0.41 %0.10 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 85,2698.6M $0.06 %0.10 %as of Jul 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 84,1548.5M $0.44 %0.10 %as of Jul 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 83,9887.6M $0.26 %0.10 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 83,0898.4M $0.05 %0.10 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 79,5247.2M $0.46 %0.10 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 79,5188M $0.01 %0.10 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 79,1267M $0.41 %0.10 %as of May 31, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 78,3327.1M $1.54 %0.09 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78,2477.9M $0.02 %0.09 %as of Jul 31, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 76,5756.9M $0.09 %0.09 %as of Jun 30, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 76,2106.9M $0.76 %0.09 %as of Jun 30, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 74,9696.8M $1.45 %0.09 %as of Jun 30, 2026 ↗
Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds 73,1597.4M $2.79 %0.09 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 73,0026.6M $0.09 %0.09 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Wasatch Core Growth Fund WASATCH FUNDS TRUST 6.75 %as of Jun 30, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 6.20 %as of Jun 30, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 5.77 %as of Jun 30, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 5.50 %as of Jun 30, 2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 5.30 %as of Jun 30, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 4.97 %as of May 31, 2026 ↗
Avanza Impact by Circulus Avanza Fonder AB 4.72 %as of Mar 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 4.56 %as of Jun 30, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 4.39 %as of Jun 30, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 4.38 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3501-842,409,705+2.2 %
2026Q2509-2141,514,330-2.8 %
2026Q1530-1442,688,689-5.8 %
2025Q4544+445,330,195-3.3 %
2025Q3540+546,853,019-6.6 %
2025Q2535+4250,162,509+2.7 %
2025Q1493+948,867,107-1.2 %
2024Q4484-1949,483,601-0.7 %
2024Q3503+1949,850,855+2.3 %
2024Q2484+2248,715,744+2.8 %
2024Q1462-647,388,574-2.4 %
2023Q446848,549,138

Institutional managers

473 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.10,532,394880.2M $as of Mar 31, 2026
WASATCH ADVISORS LP7,202,934601.9M $as of Mar 31, 2026
STATE STREET CORP3,099,897259.1M $as of Mar 31, 2026
MORGAN STANLEY2,485,913207.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,259,646188.9M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,092,223172.6M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,659,616138.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,627,039136M $as of Mar 31, 2026
BROWN ADVISORY INC1,412,784118.1M $as of Mar 31, 2026
Clearbridge Investments, LLC1,309,972109.5M $as of Mar 31, 2026
MACKENZIE FINANCIAL CORP1,281,657107.1M $as of Mar 31, 2026
Greenhouse Funds LLLP1,257,854105.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,183,41196.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,175,33998.2M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC1,174,07098.1M $as of Mar 31, 2026
FMR LLC1,134,93394.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,036,17486.6M $as of Mar 31, 2026
DAVENPORT & Co LLC1,015,43484.9M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P931,90677.9M $as of Mar 31, 2026
Atalan Capital Partners, LP883,67073.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/862,00872M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC850,41171.1M $as of Mar 31, 2026
Balyasny Asset Management L.P.835,07269.8M $as of Mar 31, 2026
CADIAN CAPITAL MANAGEMENT, LP832,70069.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC808,86767.6M $as of Mar 31, 2026

Declared shareholders of HealthEquity Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wasatch Advisors LP 9.50 %7,960,735as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 4.94 %4,137,941as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of HealthEquity Inc

101 funds declare 101 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
BlackRock High Yield Portfolio130.8M $as of Jun 30, 2026
BrandywineGLOBAL - HIGH YIELD FUND122.1M $as of Jun 30, 2026
Federated Hermes Institutional High Yield Bond Fund118.4M $as of Jul 31, 2026
BrandywineGLOBAL - CORPORATE CREDIT FUND115.4M $as of Jun 30, 2026
Eaton Vance Income Fund of Boston114.9M $as of Jul 31, 2026
PIMCO High Yield Fund111.5M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF110.2M $as of Jul 31, 2026
First Trust Smith Opportunistic Fixed Income ETF16.5M $as of May 31, 2026
Fidelity Capital and Income Fund16.2M $as of Jul 31, 2026
First Trust Smith Unconstrained Bond ETF16.1M $as of May 31, 2026
HIGH INCOME OPPORTUNITIES PORTFOLIO15.5M $as of Jul 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF15.4M $as of Jul 31, 2026
High Yield Bond Core Fund14.7M $as of Jun 30, 2026
PIMCO Multisector Bond Active Exchange-Traded Fund14.3M $as of Jun 30, 2026
NYLIM MacKay Short Duration High Income Fund14.1M $as of Jul 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio13.9M $as of Jun 30, 2026
Multi-Manager High Yield Bond Fund13.6M $as of Jul 31, 2026
BlackRock Multi-Asset Income Portfolio13M $as of Jul 31, 2026
Federated Hermes Sustainable High Yield Bond Fund, Inc.13M $as of Jun 30, 2026
Fidelity Advisor Strategic Income Fund12.9M $as of Jun 30, 2026
Columbia Strategic Income Fund12.8M $as of May 31, 2026
BlackRock High Yield V.I. Fund12.6M $as of Jun 30, 2026
Calvert High Yield Bond Fund12.5M $as of Jun 30, 2026
High Yield Bond Portfolio12.2M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF12M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of HealthEquity Inc". https://titelia.com/en/stocks/healthequity-inc-US42226A1079