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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,199 | 852.3K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,097 | 843.8K $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 9,928 | 829.7K $ | 0.43 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 9,855 | 823.6K $ | 1.75 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 9,812 | 804.9K $ | 0.21 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,632 | 804.9K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| The Future Fund Long/Short ETF NORTHERN LIGHTS FUND TRUST II | 9,618 | 735.7K $ | 1.86 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 9,548 | 783.2K $ | 0.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,540 | 729.7K $ | 0.38 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,210 | 769.7K $ | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,093 | 745.9K $ | 0.21 % | 0.01 % | as of Apr 30, 2026 ↗ |
| One Global ETF NORTHERN LIGHTS FUND TRUST II | 9,054 | 692.5K $ | 0.75 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory RS Select Growth Fund Victory Portfolios | 8,870 | 741.3K $ | 0.97 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 8,687 | 664.5K $ | 0.13 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,682 | 725.6K $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ALPS Disruptive Technologies ETF ALPS ETF TRUST | 8,583 | 656.5K $ | 0.85 % | 0.01 % | as of Feb 28, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 8,557 | 715.1K $ | 0.41 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 8,352 | 685.1K $ | 0.24 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 8,313 | 694.7K $ | 0.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 8,300 | 693.6K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,204 | 673K $ | 0.13 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,092 | 663.8K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 7,895 | 659.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 7,783 | 650.4K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 7,548 | 619.2K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Thompson MidCap Fund Thompson IM Funds, Inc. | 7,500 | 573.7K $ | 0.98 % | 0.01 % | as of Feb 28, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 7,469 | 624.2K $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 7,392 | 650.4K $ | 3.07 % | 0.01 % | as of May 31, 2026 ↗ |
| Gotham Absolute Return Fund FundVantage Trust | 7,274 | 607.9K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 7,177 | 588.7K $ | 0.21 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 7,131 | 595.9K $ | 0.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,940 | 580K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,900 | 576.6K $ | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 6,875 | 525.9K $ | 0.06 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,874 | 525.8K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,664 | 546.6K $ | 0.21 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,659 | 509.3K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 6,622 | 543.2K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 6,580 | 549.9K $ | 0.63 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 6,558 | 548.1K $ | 0.19 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,355 | 531.1K $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 6,266 | 523.6K $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 6,249 | 522.2K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 6,238 | 521.3K $ | 0.45 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,205 | 509K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,186 | 507.4K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 6,180 | 472.7K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 6,019 | 493.7K $ | 2.28 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | 5,878 | 491.2K $ | 4.29 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,760 | 481.4K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,736 | 470.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 5,720 | 478K $ | 0.77 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,666 | 464.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 5,616 | 469.3K $ | 0.69 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,606 | 459.9K $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 5,430 | 453.8K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 5,400 | 451.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 5,375 | 449.2K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 5,332 | 445.6K $ | 0.10 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 5,286 | 404.3K $ | 0.14 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 5,269 | 403K $ | 0.12 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,259 | 439.5K $ | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 5,201 | 434.6K $ | 0.28 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 5,146 | 430.1K $ | 0.27 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds | 5,110 | 419.2K $ | 1.73 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 5,005 | 418.3K $ | 0.34 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,785 | 399.9K $ | 0.19 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 4,684 | 391.4K $ | 1.79 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 4,599 | 384.3K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 4,529 | 378.5K $ | 0.82 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 4,529 | 371.5K $ | 0.89 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 4,526 | 378.2K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 4,400 | 367.7K $ | 0.28 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 4,371 | 358.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 4,202 | 321.4K $ | 0.23 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 4,176 | 342.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,899 | 325.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,845 | 321.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 3,792 | 290.1K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 3,742 | 307K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 3,741 | 312.6K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,741 | 306.9K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,699 | 282.9K $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,591 | 294.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 3,565 | 272.7K $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,521 | 288.8K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 3,469 | 2.8M SEK | 4.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 3,382 | 282.6K $ | 1.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,352 | 280.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,200 | 267.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 3,183 | 266K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 2,993 | 250.1K $ | 4.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,924 | 244.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,890 | 221.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 2,885 | 220.7K $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 2,873 | 219.8K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,811 | 234.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust | 2,778 | 227.9K $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,677 | 223.7K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 2,651 | 221.5K $ | 0.03 % | 0.00 % | as of Mar 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 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 | |
|---|---|---|---|
| Vanguard Capital Management | 5.30 % | 4,479,170 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.01 % | 4,236,879 | as 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.
Cite this page
Titelia. "Fund shareholders of HealthEquity Inc". https://titelia.com/en/stocks/healthequity-inc-US42226A1079