Titelia

Fund shareholders of HealthEquity Inc

ISIN US42226A1079 · United States · LEI 529900LRJU1RAFQHM467

Fund shareholders
514
Of which ETFs
115 399 other funds
Value held
3.4B $ 632.6M SEK
Share of capital
50.6 % of 83.6M shares on May 20, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,828,700236.4M $0.22 %3.38 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,714,301226.8M $0.01 %3.25 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,060,086172.2M $0.24 %2.46 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,969,945164.6M $0.10 %2.36 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 1,861,950155.6M $5.22 %2.23 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,103,53892.2M $0.24 %1.32 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 953,99179.7M $0.10 %1.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 833,56668.4M $0.21 %1.00 %as of Apr 30, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 750,00062.7M $2.32 %0.90 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 688,63857.5M $4.77 %0.82 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 687,54557.5M $0.47 %0.82 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 614,92251.4M $0.52 %0.74 %as of Mar 31, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 560,82146M $0.91 %0.67 %as of Apr 30, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 522,68642.9M $1.34 %0.63 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 519,72643.4M $0.44 %0.62 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 452,86934.6M $0.08 %0.54 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 449,98337.6M $0.46 %0.54 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 437,300348.1M SEK0.35 %0.52 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 422,93732.4M $0.21 %0.51 %as of Feb 28, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 422,31535.3M $1.57 %0.51 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 418,40932M $0.15 %0.50 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 417,28534.9M $0.22 %0.50 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 413,17833.9M $0.16 %0.49 %as of Apr 30, 2026 ↗
Janus Henderson Triton Fund JANUS INVESTMENT FUND 411,91134.4M $0.66 %0.49 %as of Mar 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 400,15333.4M $2.54 %0.48 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 399,14733.4M $1.17 %0.48 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 372,76631.2M $0.76 %0.45 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 370,54631M $0.38 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 367,69830.2M $0.16 %0.44 %as of Apr 30, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 360,32029.6M $1.48 %0.43 %as of Apr 30, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 327,26726.8M $1.04 %0.39 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 308,87425.8M $1.29 %0.37 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 304,63623.3M $0.41 %0.36 %as of Feb 27, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 304,22825.4M $4.27 %0.36 %as of Mar 31, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 292,15224M $0.98 %0.35 %as of Apr 30, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 274,63123M $3.04 %0.33 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 271,89022.7M $1.18 %0.33 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 269,000214.2M SEK0.22 %0.32 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 261,61021.5M $0.15 %0.31 %as of Apr 30, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 259,67921.3M $1.94 %0.31 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 258,71119.8M $0.10 %0.31 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 255,12521.3M $0.02 %0.31 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 235,93319.4M $0.23 %0.28 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 233,05717.8M $0.13 %0.28 %as of Feb 28, 2026 ↗
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 224,35218.7M $3.38 %0.27 %as of Mar 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 224,03218.7M $4.66 %0.27 %as of Mar 31, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 208,46817.4M $0.57 %0.25 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 199,71816.4M $0.70 %0.24 %as of Apr 30, 2026 ↗
Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I 195,30816.3M $1.46 %0.23 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 190,66214.6M $0.02 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 184,89315.2M $0.21 %0.22 %as of Apr 30, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 182,51414M $0.21 %0.22 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 180,67014.8M $0.16 %0.22 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 161,29412.3M $0.01 %0.19 %as of Feb 28, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 157,73212.9M $1.31 %0.19 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 156,80013.1M $1.16 %0.19 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 145,50011.9M $0.03 %0.17 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 145,29612.1M $0.56 %0.17 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 140,76811.8M $2.70 %0.17 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 137,02511.5M $0.24 %0.16 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 131,60010.8M $0.16 %0.16 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 131,15710M $0.19 %0.16 %as of Feb 28, 2026 ↗
Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 130,96610.9M $1.47 %0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 130,08910.9M $0.44 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 127,3589.7M $0.01 %0.15 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 126,22010.5M $0.32 %0.15 %as of Mar 31, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 120,1879.2M $1.13 %0.14 %as of Feb 28, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 119,83210M $1.02 %0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 119,6389.8M $0.23 %0.14 %as of Apr 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 112,6789.4M $1.63 %0.13 %as of Mar 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 112,2409.4M $0.95 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 111,1669.3M $0.01 %0.13 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 109,4459.1M $0.52 %0.13 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 103,4828.6M $2.24 %0.12 %as of Mar 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 102,0948.5M $2.29 %0.12 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 101,3798.5M $0.09 %0.12 %as of Mar 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 100,2918.4M $1.29 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 99,7298.2M $0.21 %0.12 %as of Apr 30, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 99,4658.2M $1.12 %0.12 %as of Apr 30, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 99,1557.6M $1.46 %0.12 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 98,5137.5M $0.00 %0.12 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 97,8008M $0.16 %0.12 %as of Apr 30, 2026 ↗
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 97,2628.1M $3.42 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 97,2208M $0.02 %0.12 %as of Apr 30, 2026 ↗
Large-Cap Growth Portfolio PACIFIC SELECT FUND 88,3947.4M $0.61 %0.11 %as of Mar 31, 2026 ↗
Artisan Small Cap Fund Artisan Partners Funds Inc. 88,2377.4M $0.83 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 88,0297.4M $0.22 %0.11 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 85,8837.2M $0.22 %0.10 %as of Mar 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 81,9906.7M $1.47 %0.10 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 81,1746.8M $1.56 %0.10 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 80,9706.8M $1.00 %0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 78,5946M $0.37 %0.09 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78,2476.4M $0.02 %0.09 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 78,2176M $0.42 %0.09 %as of Feb 28, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 76,5326.4M $1.62 %0.09 %as of Mar 31, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 75,9976.2M $0.08 %0.09 %as of Apr 30, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 74,9696.3M $1.61 %0.09 %as of Mar 31, 2026 ↗
Schwab Health Care Fund SCHWAB CAPITAL TRUST 74,6786.1M $1.00 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 73,7706.2M $0.02 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,7686.1M $0.01 %0.09 %as of Apr 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 5.70 %as of Mar 31, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 5.48 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 5.22 %as of Mar 31, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 4.77 %as of Mar 31, 2026 ↗
Avanza Impact by Circulus Avanza Fonder AB 4.72 %as of Mar 31, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 4.66 %as of Mar 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 4.57 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust 4.31 %as of Mar 31, 2026 ↗
Wasatch Global Select Fund WASATCH FUNDS TRUST 4.29 %as of Mar 31, 2026 ↗
DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust 4.27 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.30 %4,479,170as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.01 %4,236,879as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of HealthEquity Inc

104 funds declare 104 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
BlackRock High Yield Portfolio130.7M $as of Mar 31, 2026
Federated Hermes Institutional High Yield Bond Fund118.5M $as of Apr 30, 2026
BrandywineGLOBAL - HIGH YIELD FUND117.5M $as of Mar 31, 2026
Eaton Vance Income Fund of Boston114.9M $as of Apr 30, 2026
BrandywineGLOBAL - CORPORATE CREDIT FUND111.6M $as of Mar 31, 2026
PIMCO High Yield Fund111.4M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF110.3M $as of Apr 30, 2026
Fidelity Capital and Income Fund16.2M $as of Apr 30, 2026
HIGH INCOME OPPORTUNITIES PORTFOLIO15.5M $as of Apr 30, 2026
First Trust Smith Opportunistic Fixed Income ETF15.1M $as of Feb 28, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.9M $as of Apr 30, 2026
First Trust Smith Unconstrained Bond ETF14.7M $as of Feb 28, 2026
High Yield Bond Core Fund14.6M $as of Mar 31, 2026
NYLI MacKay Short Duration High Income Fund14.1M $as of Apr 30, 2026
PIMCO Multisector Bond Active Exchange-Traded Fund14.1M $as of Mar 31, 2026
Multi-Manager High Yield Bond Fund13.6M $as of Apr 30, 2026
High Yield Fixed Income Fund13M $as of Mar 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF13M $as of Mar 31, 2026
Federated Hermes Sustainable High Yield Bond Fund, Inc.13M $as of Mar 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio13M $as of Mar 31, 2026
Fidelity Advisor Strategic Income Fund12.9M $as of Mar 31, 2026
Columbia Strategic Income Fund12.8M $as of Feb 28, 2026
BlackRock Multi-Asset Income Portfolio12.5M $as of Apr 30, 2026
Calvert High Yield Bond Fund12.4M $as of Mar 31, 2026
High Yield Bond Portfolio12.2M $as of Mar 31, 2026
Cite this page

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