Titelia

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
FundSharesValueWeight in fundShare of capital
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 28,5472.6M $0.82 %0.03 %as of Jun 30, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 28,2002.8M $1.75 %0.03 %as of Jul 31, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 28,0192.5M $2.13 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,9762.5M $0.23 %0.03 %as of Jun 30, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 27,9752.8M $1.33 %0.03 %as of Jul 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 27,8242.4M $4.13 %0.03 %as of May 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 27,8032.5M $0.20 %0.03 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 27,6722.5M $1.96 %0.03 %as of Jun 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 27,4282.8M $0.99 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 26,8652.7M $0.01 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 26,3532.4M $0.22 %0.03 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,1912.6M $0.27 %0.03 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 25,9932.3M $0.62 %0.03 %as of Jun 30, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 25,3982.3M $0.49 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 25,3332.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 25,2212.3M $1.63 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,9052.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 24,5922.2M $0.24 %0.03 %as of Jun 30, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 24,2972.2M $1.13 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 23,9882.4M $0.25 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 23,9062.2M $0.24 %0.03 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 23,7262.1M $0.70 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,6262.1M $0.21 %0.03 %as of Jun 30, 2026 ↗
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 23,3852.1M $5.50 %0.03 %as of Jun 30, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 23,3352.1M $0.42 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 23,0922.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 22,9592.3M $1.13 %0.03 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 22,6982M $0.26 %0.03 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 22,5232.3M $0.09 %0.03 %as of Jul 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 22,4212M $0.78 %0.03 %as of Jun 30, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 22,0762M $0.36 %0.03 %as of Jun 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 22,0452.2M $2.74 %0.03 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 21,8781.9M $0.15 %0.03 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 21,7691.9M $0.02 %0.03 %as of May 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,3611.9M $0.07 %0.03 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 20,1391.8M $0.57 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 19,6612M $0.58 %0.02 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 19,6181.8M $0.06 %0.02 %as of Jun 30, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 19,5212M $0.54 %0.02 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 19,5061.8M $0.21 %0.02 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 19,3621.7M $0.25 %0.02 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 19,0951.7M $0.08 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 18,8611.7M $0.01 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,7591.7M $0.21 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 18,7311.9M $0.02 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 18,4841.7M $0.24 %0.02 %as of Jun 30, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,9301.6M $0.74 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 17,6641.6M $0.19 %0.02 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 17,0001.7M $2.46 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 16,9091.5M $0.23 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,3471.6M $0.28 %0.02 %as of Jul 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 16,1041.4M $0.76 %0.02 %as of May 31, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 16,0261.4M $0.49 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 15,5471.4M $0.21 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 15,4951.4M $0.01 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,9151.3M $0.13 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 14,8571.5M $0.11 %0.02 %as of Jul 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 14,6091.3M $0.23 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 14,3551.3M $0.13 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 13,9051.3M $0.15 %0.02 %as of Jun 30, 2026 ↗
MoA Mid Cap Growth Fund MoA Funds Corp 13,8111.2M $0.92 %0.02 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 13,4191.2M $0.18 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,4001.2M $0.09 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 13,1751.2M $0.13 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 13,1711.2M $0.24 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 13,1001.2M $0.01 %0.02 %as of Jun 30, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 13,1001.2M $0.52 %0.02 %as of May 31, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 13,0381.2M $0.66 %0.02 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 12,9841.3M $0.06 %0.02 %as of Jul 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 12,8651.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 12,8541.3M $0.20 %0.02 %as of Jul 31, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 12,8401.2M $1.27 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,7981.2M $0.24 %0.02 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 12,7691.3M $0.14 %0.02 %as of Jul 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 12,6591.1M $0.21 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 12,5941.3M $0.20 %0.02 %as of Jul 31, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 12,3831.1M $2.47 %0.01 %as of May 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 12,2421.2M $0.24 %0.01 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 12,2261.1M $0.27 %0.01 %as of Jun 30, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 11,8601.1M $0.47 %0.01 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 11,7841.1M $0.99 %0.01 %as of Jun 30, 2026 ↗
Wasatch U.S. Select Fund WASATCH FUNDS TRUST 11,7151.1M $6.20 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,6431.1M $0.09 %0.01 %as of Jun 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,6001M $0.07 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,5701M $0.02 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 11,2221.1M $0.24 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 11,2131M $0.24 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 11,1741.1M $0.06 %0.01 %as of Jul 31, 2026 ↗
One Global ETF NORTHERN LIGHTS FUND TRUST II 11,154981.4K $0.95 %0.01 %as of May 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 11,0921M $0.21 %0.01 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 11,0741M $0.14 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 11,0741M $0.43 %0.01 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,005994K $0.10 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 10,980991.7K $0.24 %0.01 %as of Jun 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 10,530951.1K $0.05 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,459920.3K $0.22 %0.01 %as of May 31, 2026 ↗
SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust 10,336933.5K $0.81 %0.01 %as of Jun 30, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 10,316931.7K $1.20 %0.01 %as of Jun 30, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 10,298906.1K $0.65 %0.01 %as of May 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 10,226923.6K $0.07 %0.01 %as of Jun 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 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.

QuarterShareholdersChangeSharesChange
2026Q3501-842,409,705+2.2 %
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
Wasatch Advisors LP 9.50 %7,960,735as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 4.94 %4,137,941as 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.

FundBond linesValue
BlackRock High Yield Portfolio130.8M $as of Jun 30, 2026
BrandywineGLOBAL - HIGH YIELD FUND122.1M $as of Jun 30, 2026
Federated Hermes Institutional High Yield Bond Fund118.4M $as of Jul 31, 2026
BrandywineGLOBAL - CORPORATE CREDIT FUND115.4M $as of Jun 30, 2026
Eaton Vance Income Fund of Boston114.9M $as of Jul 31, 2026
PIMCO High Yield Fund111.5M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF110.2M $as of Jul 31, 2026
First Trust Smith Opportunistic Fixed Income ETF16.5M $as of May 31, 2026
Fidelity Capital and Income Fund16.2M $as of Jul 31, 2026
First Trust Smith Unconstrained Bond ETF16.1M $as of May 31, 2026
HIGH INCOME OPPORTUNITIES PORTFOLIO15.5M $as of Jul 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF15.4M $as of Jul 31, 2026
High Yield Bond Core Fund14.7M $as of Jun 30, 2026
PIMCO Multisector Bond Active Exchange-Traded Fund14.3M $as of Jun 30, 2026
NYLIM MacKay Short Duration High Income Fund14.1M $as of Jul 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio13.9M $as of Jun 30, 2026
Multi-Manager High Yield Bond Fund13.6M $as of Jul 31, 2026
BlackRock Multi-Asset Income Portfolio13M $as of Jul 31, 2026
Federated Hermes Sustainable High Yield Bond Fund, Inc.13M $as of Jun 30, 2026
Fidelity Advisor Strategic Income Fund12.9M $as of Jun 30, 2026
Columbia Strategic Income Fund12.8M $as of May 31, 2026
BlackRock High Yield V.I. Fund12.6M $as of Jun 30, 2026
Calvert High Yield Bond Fund12.5M $as of Jun 30, 2026
High Yield Bond Portfolio12.2M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF12M $as of Jun 30, 2026
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Titelia. "Fund shareholders of HealthEquity Inc". https://titelia.com/en/stocks/healthequity-inc-US42226A1079