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
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 27,6722.3M $2.02 %0.03 %as of Mar 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 27,6612.3M $1.18 %0.03 %as of Apr 30, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 27,4842.3M $2.18 %0.03 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 26,9862.2M $0.11 %0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,9452.2M $0.23 %0.03 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust 26,6812.2M $0.63 %0.03 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 26,6442.2M $0.33 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 26,6072.2M $0.23 %0.03 %as of Mar 31, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 26,0092.2M $0.45 %0.03 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 25,3982.1M $0.55 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 25,1532.1M $0.22 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,0262.1M $0.22 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 24,4362M $0.01 %0.03 %as of Apr 30, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 24,4242M $0.96 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 23,9042M $0.68 %0.03 %as of Apr 30, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 23,8762M $0.49 %0.03 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 23,8681.8M $0.25 %0.03 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 23,5661.9M $0.27 %0.03 %as of Apr 30, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 23,3852M $5.48 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 23,2671.9M $0.01 %0.03 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 22,7101.9M $0.36 %0.03 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 22,7011.9M $0.19 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 22,2471.9M $0.28 %0.03 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 22,1721.9M $0.99 %0.03 %as of Mar 31, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 21,9801.8M $2.28 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 21,9311.8M $0.24 %0.03 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 21,8651.8M $0.80 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 21,8401.8M $0.08 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 21,7201.8M $0.51 %0.03 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 21,5771.7M $0.13 %0.03 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 21,3991.6M $0.02 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 21,3511.8M $0.27 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 21,1381.8M $2.15 %0.03 %as of Mar 31, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 21,1181.8M $1.18 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 20,6551.7M $0.51 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,5351.7M $0.07 %0.02 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 20,4291.7M $0.62 %0.02 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 20,2411.7M $0.93 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 19,4231.6M $0.08 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 19,3191.6M $0.07 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,2491.6M $0.22 %0.02 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 19,2301.5M $0.88 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 19,1111.5M $0.01 %0.02 %as of Feb 28, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 19,0771.6M $1.00 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 18,3721.5M $0.20 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 17,8791.5M $0.05 %0.02 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 17,4741.5M $0.26 %0.02 %as of Mar 31, 2026 ↗
AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc 17,1371.4M $0.66 %0.02 %as of Mar 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 17,0001.4M $2.00 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 16,9681.3M $0.15 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 16,6171.4M $0.24 %0.02 %as of Mar 31, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 16,3231.4M $0.55 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 16,2481.3M $0.01 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 15,7331.3M $0.21 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,5801.3M $0.18 %0.02 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 15,3601.3M $0.40 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,3311.3M $0.21 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 15,2591.3M $0.23 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 15,2531.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 15,1661.3M $0.02 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 14,5181.2M $0.19 %0.02 %as of Apr 30, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 14,3281.2M $0.15 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 14,1821.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 14,0901.2M $0.24 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 13,9051.2M $0.16 %0.02 %as of Mar 31, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 13,6441.1M $1.03 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 13,4731.1M $0.22 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,4001M $0.08 %0.02 %as of Feb 28, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 13,3691.1M $0.70 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 13,2851.1M $0.09 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 13,1211.1M $0.13 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 13,1001.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 13,1001M $0.48 %0.02 %as of Feb 28, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 13,0411.1M $0.56 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 12,9111.1M $0.20 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 12,506956.6K $0.24 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 12,3981M $0.17 %0.01 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 12,2261M $0.29 %0.01 %as of Mar 31, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 12,0871M $0.43 %0.01 %as of Mar 31, 2026 ↗
MoA Mid Cap Growth Fund MoA Funds Corp 12,0761M $0.98 %0.01 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 12,0241M $0.22 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 12,004984.7K $0.21 %0.01 %as of Apr 30, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 11,805986.5K $1.28 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,795985.7K $0.24 %0.01 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 11,752982.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,643973K $0.10 %0.01 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 11,626971.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 11,617952.9K $0.31 %0.01 %as of Apr 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,600969.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,570966.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 11,360931.9K $0.08 %0.01 %as of Apr 30, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 11,227858.8K $0.42 %0.01 %as of Feb 28, 2026 ↗
Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust 11,137930.7K $0.62 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 11,112928.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 11,074925.5K $0.50 %0.01 %as of Mar 31, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 11,022921.1K $5.70 %0.01 %as of Mar 31, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 10,812827K $0.62 %0.01 %as of Feb 28, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 10,723820.2K $1.80 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 10,421870.9K $0.25 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 10,206852.9K $0.24 %0.01 %as of Mar 31, 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