Funds holding HealthEquity Inc
514 funds declare a position · 115 ETFs and 399 other funds · 3.4B $· 632.6M SEK · US42226A1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 2,828,700 | 236.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,714,301 | 226.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 2,060,086 | 172.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,969,945 | 164.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 5 | Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,861,950 | 155.6M $ | 5.22 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,103,538 | 92.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 953,991 | 79.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 833,566 | 68.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 9 | BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 62.7M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| 10 | Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 688,638 | 57.5M $ | 4.77 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Russell 2000 Growth ETF iShares Trust | 687,545 | 57.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 12 | Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 614,922 | 51.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 13 | Small Cap Growth Fund American Century Mutual Funds, Inc. | 560,821 | 46M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 14 | ClearBridge Select Fund Legg Mason Partners Investment Trust | 522,686 | 42.9M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 15 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 519,726 | 43.4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 452,869 | 34.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 17 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 449,983 | 37.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 18 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 437,300 | 348.1M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 422,937 | 32.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 20 | Columbia Acorn Fund COLUMBIA ACORN TRUST | 422,315 | 35.3M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 418,409 | 32M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 22 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 417,285 | 34.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 23 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 413,178 | 33.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 24 | Janus Henderson Triton Fund JANUS INVESTMENT FUND | 411,911 | 34.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 25 | Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 400,153 | 33.4M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| 26 | JPMorgan Small Cap Equity Fund JPMorgan Trust I | 399,147 | 33.4M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 372,766 | 31.2M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 28 | AQR Long-Short Equity Fund AQR Funds | 370,546 | 31M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 29 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 367,698 | 30.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 30 | ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 360,320 | 29.6M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 31 | Harbor Small Cap Growth Fund HARBOR FUNDS | 327,267 | 26.8M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 32 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 308,874 | 25.8M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 33 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 304,636 | 23.3M $ | 0.41 % | as of Feb 27, 2026 · Original filing |
| 34 | DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | 304,228 | 25.4M $ | 4.27 % | as of Mar 31, 2026 · Original filing |
| 35 | Franklin Small Cap Growth Fund Franklin Strategic Series | 292,152 | 24M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 36 | DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 274,631 | 23M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 37 | Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 271,890 | 22.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 38 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 269,000 | 214.2M SEK | 0.22 % | as of Mar 31, 2026 · Original filing |
| 39 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 261,610 | 21.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 40 | Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 259,679 | 21.3M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| 41 | VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 258,711 | 19.8M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 42 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 255,125 | 21.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 43 | Fidelity Small Cap Growth Fund Fidelity Securities Fund | 235,933 | 19.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 44 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 233,057 | 17.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 45 | Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 224,352 | 18.7M $ | 3.38 % | as of Mar 31, 2026 · Original filing |
| 46 | Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 224,032 | 18.7M $ | 4.66 % | as of Mar 31, 2026 · Original filing |
| 47 | Janus Henderson Venture Fund JANUS INVESTMENT FUND | 208,468 | 17.4M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 48 | SmallCap Growth Fund I Principal Funds, Inc | 199,718 | 16.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 49 | Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 195,308 | 16.3M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 50 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 190,662 | 14.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 51 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 184,893 | 15.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 52 | Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 182,514 | 14M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 53 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 180,670 | 14.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 54 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 161,294 | 12.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | Small Cap Equity Portfolio GLENMEDE FUND INC | 157,732 | 12.9M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 56 | William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 156,800 | 13.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 57 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 145,500 | 11.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 58 | JPMorgan Small Cap Growth Fund JPMorgan Trust II | 145,296 | 12.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 59 | Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 140,768 | 11.8M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 60 | Master Small Cap Index Series Quantitative Master Series LLC | 137,025 | 11.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 131,600 | 10.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 62 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 131,157 | 10M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 63 | Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 130,966 | 10.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 64 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 130,089 | 10.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 127,358 | 9.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | AQR Equity Market Neutral Fund AQR Funds | 126,220 | 10.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 67 | Select Health Care Services Portfolio Fidelity Select Portfolios | 120,187 | 9.2M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 68 | Nomura Small Cap Growth Fund IVY FUNDS | 119,832 | 10M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 69 | Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 119,638 | 9.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 70 | Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 112,678 | 9.4M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 71 | William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 112,240 | 9.4M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 111,166 | 9.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 109,445 | 9.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 74 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 103,482 | 8.6M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| 75 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 102,094 | 8.5M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| 76 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 101,379 | 8.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 77 | iShares U.S. Healthcare Providers ETF iShares Trust | 100,291 | 8.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 78 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 99,729 | 8.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 79 | ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 99,465 | 8.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 80 | Small Cap Dynamic Growth Fund John Hancock Funds II | 99,155 | 7.6M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| 81 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 98,513 | 7.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 82 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 97,800 | 8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 83 | Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 97,262 | 8.1M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| 84 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,220 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 85 | Large-Cap Growth Portfolio PACIFIC SELECT FUND | 88,394 | 7.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 86 | Artisan Small Cap Fund Artisan Partners Funds Inc. | 88,237 | 7.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 87 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 88,029 | 7.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 88 | JNL Mid Cap Index Fund JNL Series Trust | 85,883 | 7.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 89 | Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 81,990 | 6.7M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 90 | Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 81,174 | 6.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 91 | AMG GW&K Small Cap Core Fund AMG Funds | 80,970 | 6.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 78,594 | 6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 93 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,247 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 94 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 78,217 | 6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 95 | ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 76,532 | 6.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 96 | iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 75,997 | 6.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 97 | Buffalo Small Cap Growth Fund Buffalo Funds | 74,969 | 6.3M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 98 | Schwab Health Care Fund SCHWAB CAPITAL TRUST | 74,678 | 6.1M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 99 | iShares Core S&P U.S. Growth ETF iShares Trust | 73,770 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | Nuveen Equity Index Fund TIAA-CREF Funds | 73,768 | 6.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
473 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,532,394 | 880.2M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 7,202,934 | 601.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,099,897 | 259.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,485,913 | 207.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,259,646 | 188.9M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,092,223 | 172.6M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,659,616 | 138.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,627,039 | 136M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,412,784 | 118.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 1,309,972 | 109.5M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 1,281,657 | 107.1M $ | as of Mar 31, 2026 |
| Greenhouse Funds LLLP | 1,257,854 | 105.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,175,339 | 98.2M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 1,174,070 | 98.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,183,411 | 96.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,134,933 | 94.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,036,174 | 86.6M $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 1,015,434 | 84.9M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 931,906 | 77.9M $ | as of Mar 31, 2026 |
| Atalan Capital Partners, LP | 883,670 | 73.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 862,008 | 72M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 850,411 | 71.1M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 835,072 | 69.8M $ | as of Mar 31, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | 832,700 | 69.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 808,867 | 67.6M $ | as of Mar 31, 2026 |