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
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 71,7245.9M $0.04 %0.09 %as of Apr 30, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 70,7335.4M $4.13 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 70,0305.9M $0.22 %0.08 %as of Mar 31, 2026 ↗
CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND 67,9075.6M $0.83 %0.08 %as of Apr 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 67,5175.5M $0.30 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 65,7965M $0.19 %0.08 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 65,7115.4M $0.19 %0.08 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 65,1125M $0.05 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 64,4545.3M $0.01 %0.08 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 64,0995.4M $0.47 %0.08 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 64,0745.4M $0.11 %0.08 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 64,0405.3M $0.27 %0.08 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 63,5314.9M $0.19 %0.08 %as of Feb 28, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 63,0465.3M $3.87 %0.08 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 63,0115.2M $0.40 %0.08 %as of Apr 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 62,7795.2M $0.50 %0.08 %as of Mar 31, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 60,0334.9M $1.89 %0.07 %as of Apr 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 59,6144.6M $0.84 %0.07 %as of Feb 28, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 57,9304.8M $0.46 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 56,2304.7M $0.24 %0.07 %as of Mar 31, 2026 ↗
Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds 56,1614.6M $1.76 %0.07 %as of Apr 30, 2026 ↗
American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS 55,9404.7M $0.77 %0.07 %as of Mar 31, 2026 ↗
Skandia Världen Skandia Fonder AB 54,61143.5M SEK0.78 %0.07 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 53,8394.5M $0.22 %0.06 %as of Mar 31, 2026 ↗
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 53,6284.4M $1.36 %0.06 %as of Apr 30, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 52,3944.3M $2.78 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 51,1944.3M $0.03 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 50,9544.2M $0.01 %0.06 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 50,9074.3M $0.31 %0.06 %as of Mar 31, 2026 ↗
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 50,8274.2M $1.61 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 50,6983.9M $0.01 %0.06 %as of Feb 28, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 50,6804.2M $0.81 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 50,2393.8M $0.02 %0.06 %as of Feb 28, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 49,9114.2M $0.71 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 49,4624.1M $0.17 %0.06 %as of Apr 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 49,4593.8M $1.78 %0.06 %as of Feb 28, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 48,7504.1M $0.57 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 48,2244M $0.01 %0.06 %as of Mar 31, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 47,7764M $1.36 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 47,5404M $0.25 %0.06 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 47,3213.6M $0.41 %0.06 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 46,9073.9M $0.27 %0.06 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 45,7633.8M $0.73 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 44,4583.6M $0.01 %0.05 %as of Apr 30, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 44,3873.7M $1.14 %0.05 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 43,8533.7M $1.16 %0.05 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 43,4673.3M $0.07 %0.05 %as of Feb 27, 2026 ↗
American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS 42,9263.6M $0.81 %0.05 %as of Mar 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 41,9053.5M $0.84 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 41,4533.5M $0.01 %0.05 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 40,2003.4M $1.68 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 40,0873.3M $0.45 %0.05 %as of Apr 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 39,7513.3M $0.49 %0.05 %as of Apr 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,7423.3M $0.22 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 39,4663.3M $0.22 %0.05 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 39,3443.2M $0.11 %0.05 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 39,0393.3M $0.43 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 38,9313.3M $0.24 %0.05 %as of Mar 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 38,0373.2M $1.25 %0.05 %as of Mar 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 37,8703.2M $0.23 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 37,4003.1M $0.07 %0.04 %as of Mar 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 36,8813.1M $4.57 %0.04 %as of Mar 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 36,7813.1M $1.64 %0.04 %as of Mar 31, 2026 ↗
Virtus KAR Health Sciences Fund Virtus Investment Trust 36,7773.1M $3.42 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 36,5283M $0.21 %0.04 %as of Apr 30, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 36,3643M $0.12 %0.04 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 35,6103M $0.13 %0.04 %as of Mar 31, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 35,6003M $1.32 %0.04 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 35,0572.9M $0.46 %0.04 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 34,8102.9M $0.02 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 34,5262.8M $0.14 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 34,3102.6M $0.21 %0.04 %as of Feb 28, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 34,2282.8M $0.20 %0.04 %as of Apr 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 33,5882.8M $0.98 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 32,6832.7M $0.20 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 32,2072.7M $0.22 %0.04 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 32,0182.4M $0.10 %0.04 %as of Feb 28, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 31,8882.7M $0.36 %0.04 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 31,5142.6M $1.16 %0.04 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 30,9902.6M $0.78 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 30,3472.5M $0.22 %0.04 %as of Mar 31, 2026 ↗
Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 30,3312.5M $1.46 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 30,21624.1M SEK0.09 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 30,0532.5M $0.10 %0.04 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 29,9832.5M $0.27 %0.04 %as of Apr 30, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 29,8702.5M $1.27 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 29,5572.4M $0.02 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 29,2582.4M $0.22 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 28,9952.4M $0.22 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,9632.4M $0.09 %0.03 %as of Mar 31, 2026 ↗
M Capital Appreciation Fund M FUND INC 28,8262.4M $0.92 %0.03 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 28,7832.4M $0.14 %0.03 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 28,3822.4M $0.71 %0.03 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 28,3252.4M $0.87 %0.03 %as of Mar 31, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 28,2002.3M $1.36 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,1052.3M $0.03 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 28,0992.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 27,7902.3M $0.12 %0.03 %as of Mar 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 27,7282.1M $3.06 %0.03 %as of Feb 28, 2026 ↗
Hilton Small-MidCap Opportunity ETF Tidal Trust II 27,6862.3M $1.76 %0.03 %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
Cite this page

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