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 | |
|---|---|---|---|---|---|
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,217 | 1M $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,199 | 921.2K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 10,191 | 920.5K $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,163 | 1M $ | 0.18 % | 0.01 % | as of Jul 31, 2026 ↗ |
| The Future Fund Long/Short ETF NORTHERN LIGHTS FUND TRUST II | 10,054 | 884.7K $ | 2.08 % | 0.01 % | as of May 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 9,928 | 896.7K $ | 0.41 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 9,639 | 969.8K $ | 1.21 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,597 | 965.6K $ | 0.27 % | 0.01 % | as of Jul 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund | 9,581 | 865.4K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 9,428 | 948.6K $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 9,282 | 933.9K $ | 0.24 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 8,930 | 806.6K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 8,687 | 764.4K $ | 0.14 % | 0.01 % | as of May 31, 2026 ↗ |
| ALPS Disruptive Technologies ETF ALPS ETF TRUST | 8,676 | 763.4K $ | 1.03 % | 0.01 % | as of May 31, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 8,656 | 781.8K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 8,456 | 763.7K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 8,300 | 749.7K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,092 | 814.1K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 8,082 | 730K $ | 0.18 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 7,783 | 703K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,732 | 777.9K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 7,718 | 679.1K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 7,702 | 695.6K $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 7,606 | 687K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 7,530 | 680.1K $ | 0.45 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Thompson MidCap Fund Thompson IM Funds, Inc. | 7,500 | 659.9K $ | 1.06 % | 0.01 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 7,406 | 745.1K $ | 0.27 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | 7,273 | 656.9K $ | 5.30 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,233 | 653.3K $ | 0.47 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 7,170 | 647.6K $ | 0.90 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 7,119 | 716.2K $ | 0.25 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,094 | 624.2K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 7,090 | 640.4K $ | 0.20 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,025 | 618.1K $ | 0.32 % | 0.01 % | as of May 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 6,995 | 631.8K $ | 0.17 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,992 | 703.5K $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,951 | 611.6K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,924 | 625.4K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 6,886 | 621.9K $ | 0.19 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,779 | 612.3K $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Leuthold Select Industries ETF Managed Portfolio Series | 6,708 | 605.9K $ | 0.51 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 6,684 | 672.5K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,647 | 668.8K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 6,622 | 666.2K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 6,527 | 656.7K $ | 0.23 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 6,526 | 589.4K $ | 0.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,314 | 635.3K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 6,266 | 565.9K $ | 0.21 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,626 | 508.1K $ | 0.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 5,497 | 496.5K $ | 0.65 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 5,430 | 490.4K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds | 5,395 | 542.8K $ | 2.39 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 5,220 | 471.5K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 5,188 | 468.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 5,147 | 452.9K $ | 0.07 % | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 5,138 | 464.1K $ | 0.19 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,128 | 515.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,984 | 450.2K $ | 0.26 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 4,684 | 423.1K $ | 1.77 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,646 | 419.6K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 4,529 | 455.7K $ | 1.07 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 4,529 | 409.1K $ | 0.75 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,526 | 408.8K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 4,476 | 404.3K $ | 1.50 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 4,330 | 391.1K $ | 0.25 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 4,293 | 377.7K $ | 0.24 % | 0.01 % | as of May 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 4,177 | 367.5K $ | 0.04 % | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,969 | 349.2K $ | 0.19 % | 0.00 % | as of May 31, 2026 ↗ |
| Eventide US Market ETF Strategy Shares | 3,924 | 394.8K $ | 0.22 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,845 | 347.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,775 | 379.8K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 3,720 | 374.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,719 | 374.2K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 3,688 | 371K $ | 1.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,521 | 354.2K $ | 0.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 3,469 | 2.8M SEK | 4.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 3,409 | 343K $ | 2.80 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,352 | 302.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 3,271 | 295.4K $ | 1.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 3,238 | 292.5K $ | 1.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 3,205 | 289.5K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,200 | 289K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 3,189 | 288K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,138 | 276.1K $ | 0.08 % | 0.00 % | as of May 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 3,109 | 280.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,104 | 273.1K $ | 0.11 % | 0.00 % | as of May 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,050 | 306.9K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 3,000 | 271K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 2,993 | 270.3K $ | 4.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,973 | 268.5K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 2,953 | 259.8K $ | 0.16 % | 0.00 % | as of May 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,924 | 264.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,902 | 255.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 2,885 | 253.9K $ | 0.22 % | 0.00 % | as of May 31, 2026 ↗ |
| GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust | 2,778 | 279.5K $ | 0.35 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 2,630 | 237.5K $ | 0.34 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 2,569 | 232K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,447 | 246.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,400 | 216.8K $ | 0.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,226 | 224K $ | 0.04 % | 0.00 % | as of Jul 31, 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