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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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
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 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 Portfolio130.7M $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
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Titelia. "Fund shareholders of HealthEquity Inc". https://titelia.com/en/stocks/healthequity-inc-US42226A1079