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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 72,682 | 6.4M $ | 0.07 % | 0.09 % | as of May 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 72,526 | 6.6M $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 72,205 | 7.3M $ | 0.05 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 72,115 | 6.3M $ | 1.21 % | 0.09 % | as of May 31, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 68,487 | 6.2M $ | 0.21 % | 0.08 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 68,231 | 6.2M $ | 0.11 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 67,059 | 6.7M $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 66,355 | 6.7M $ | 0.99 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 66,136 | 6.7M $ | 0.24 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 65,901 | 5.8M $ | 4.97 % | 0.08 % | as of May 31, 2026 ↗ |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 64,477 | 5.8M $ | 3.87 % | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 64,190 | 6.5M $ | 0.33 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 63,903 | 6.4M $ | 1.58 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 63,806 | 5.6M $ | 0.22 % | 0.08 % | as of May 31, 2026 ↗ |
| Schwab Health Care Fund SCHWAB CAPITAL TRUST | 62,072 | 6.2M $ | 0.97 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 61,278 | 6.2M $ | 0.48 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 61,024 | 5.4M $ | 0.21 % | 0.07 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 58,730 | 5.3M $ | 0.24 % | 0.07 % | as of Jun 30, 2026 ↗ |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 57,802 | 5.2M $ | 0.68 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 56,312 | 5.7M $ | 1.11 % | 0.07 % | as of Jul 31, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 56,009 | 5.1M $ | 0.76 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Small Cap Growth Fund VALIC Co I | 55,073 | 4.8M $ | 0.90 % | 0.07 % | as of May 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 54,898 | 5M $ | 0.21 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Skandia Världen Skandia Fonder AB | 54,611 | 43.5M SEK | 0.78 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 54,318 | 4.9M $ | 0.15 % | 0.07 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 52,266 | 4.7M $ | 0.42 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 51,864 | 4.6M $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 51,486 | 5.2M $ | 1.69 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 51,177 | 4.5M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 51,068 | 5.1M $ | 0.21 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,954 | 5.1M $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 50,827 | 4.6M $ | 1.37 % | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 49,827 | 4.5M $ | 0.10 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 49,097 | 4.9M $ | 1.87 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 48,750 | 4.4M $ | 0.51 % | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 48,711 | 4.4M $ | 0.68 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Madison Small Cap Fund MADISON FUNDS | 48,555 | 4.9M $ | 3.15 % | 0.06 % | as of Jul 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 48,099 | 4.3M $ | 0.26 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Victory RS Small Cap Growth Fund Victory Portfolios | 46,380 | 4.2M $ | 1.03 % | 0.06 % | as of Jun 30, 2026 ↗ |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 46,269 | 4.2M $ | 0.76 % | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 46,140 | 4.2M $ | 0.22 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 45,963 | 4.2M $ | 0.61 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 45,914 | 4.6M $ | 0.46 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 45,826 | 4.6M $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 45,125 | 4.1M $ | 1.20 % | 0.05 % | as of Jun 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 44,387 | 4M $ | 1.10 % | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 43,877 | 4M $ | 0.23 % | 0.05 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 43,631 | 3.9M $ | 0.47 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 43,453 | 3.9M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 42,815 | 3.9M $ | 0.23 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 42,305 | 3.8M $ | 0.40 % | 0.05 % | as of Jun 30, 2026 ↗ |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 41,216 | 3.7M $ | 0.75 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 40,696 | 3.6M $ | 0.52 % | 0.05 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 40,631 | 4.1M $ | 0.27 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 40,200 | 3.6M $ | 1.70 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 40,141 | 4M $ | 0.12 % | 0.05 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 39,482 | 3.5M $ | 0.43 % | 0.05 % | as of May 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 39,466 | 3.6M $ | 0.21 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,231 | 3.5M $ | 0.21 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Baird Equity Opportunity Fund Baird Funds Inc | 39,006 | 3.5M $ | 4.56 % | 0.05 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 38,941 | 3.5M $ | 0.07 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 38,905 | 3.5M $ | 0.99 % | 0.05 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 38,830 | 3.9M $ | 0.58 % | 0.05 % | as of Jul 31, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 38,436 | 3.5M $ | 2.04 % | 0.05 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 38,037 | 3.4M $ | 1.12 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 38,028 | 3.8M $ | 0.40 % | 0.05 % | as of Jul 31, 2026 ↗ |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 37,902 | 3.4M $ | 1.42 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,782 | 3.4M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 36,503 | 3.7M $ | 0.18 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 36,380 | 3.7M $ | 0.09 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust | 36,101 | 3.3M $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 35,698 | 3.6M $ | 2.53 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Health Sciences Fund Virtus Investment Trust | 35,255 | 3.2M $ | 3.47 % | 0.04 % | as of Jun 30, 2026 ↗ |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 35,145 | 3.2M $ | 1.18 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 34,448 | 3.1M $ | 0.12 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 34,348 | 3.1M $ | 1.62 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 34,179 | 3.1M $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 33,693 | 3M $ | 0.22 % | 0.04 % | as of May 31, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 33,287 | 3M $ | 0.42 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 33,230 | 3M $ | 0.95 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 32,395 | 2.9M $ | 1.19 % | 0.04 % | as of Jun 30, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 32,298 | 3.2M $ | 0.24 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 31,642 | 3.2M $ | 0.48 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 31,303 | 2.8M $ | 0.11 % | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 31,147 | 3.1M $ | 0.12 % | 0.04 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 30,896 | 3.1M $ | 0.24 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 30,501 | 3.1M $ | 0.94 % | 0.04 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 30,490 | 2.8M $ | 0.12 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 30,216 | 24.1M SEK | 0.09 % | 0.04 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 29,820 | 2.7M $ | 0.85 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Global X FinTech ETF GLOBAL X FUNDS | 29,632 | 2.6M $ | 1.33 % | 0.04 % | as of May 31, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 29,600 | 2.7M $ | 0.20 % | 0.04 % | as of Jun 30, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 29,472 | 2.7M $ | 0.21 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 29,254 | 2.6M $ | 0.20 % | 0.04 % | as of Jun 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 29,165 | 2.6M $ | 0.10 % | 0.04 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 29,078 | 2.6M $ | 0.34 % | 0.04 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,963 | 2.6M $ | 0.08 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 28,783 | 2.6M $ | 0.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 28,685 | 2.6M $ | 1.13 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 28,552 | 2.6M $ | 0.70 % | 0.03 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 501 | -8 | 42,409,705 | +2.2 % |
| 2026Q2 | 509 | -21 | 41,514,330 | -2.8 % |
| 2026Q1 | 530 | -14 | 42,688,689 | -5.8 % |
| 2025Q4 | 544 | +4 | 45,330,195 | -3.3 % |
| 2025Q3 | 540 | +5 | 46,853,019 | -6.6 % |
| 2025Q2 | 535 | +42 | 50,162,509 | +2.7 % |
| 2025Q1 | 493 | +9 | 48,867,107 | -1.2 % |
| 2024Q4 | 484 | -19 | 49,483,601 | -0.7 % |
| 2024Q3 | 503 | +19 | 49,850,855 | +2.3 % |
| 2024Q2 | 484 | +22 | 48,715,744 | +2.8 % |
| 2024Q1 | 462 | -6 | 47,388,574 | -2.4 % |
| 2023Q4 | 468 | 48,549,138 |
Institutional managers
473 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| JPMORGAN CHASE & CO | 1,183,411 | 96.4M $ | 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 |
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wasatch Advisors LP | 9.50 % | 7,960,735 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 4.94 % | 4,137,941 | as 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.
Cite this page
Titelia. "Fund shareholders of HealthEquity Inc". https://titelia.com/en/stocks/healthequity-inc-US42226A1079