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
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,175196.4K $0.25 %0.00 %as of Jun 30, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 2,133192.7K $0.75 %0.00 %as of Jun 30, 2026 ↗
Gotham Neutral Fund FundVantage Trust 2,112190.8K $0.18 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 2,108190.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,107185.4K $0.35 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,106185.3K $0.05 %0.00 %as of May 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,102189.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,092188.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,091188.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,048185K $0.08 %0.00 %as of Jun 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 2,017182.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,012177K $0.02 %0.00 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,917168.7K $0.06 %0.00 %as of May 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 1,901167.3K $0.20 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,850167.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,821164.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 1,819164.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Growth Fund Rydex Series Funds 1,812163.7K $0.49 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,808163.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,801158.5K $0.02 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,715154.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 1,669150.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III 1,665150.4K $0.20 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,571141.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,298117.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,293116.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,242112.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,240124.8K $0.18 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,240112K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,162105K $0.01 %0.00 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1,135102.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 1,10497.1K $0.57 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,10096.8K $0.01 %0.00 %as of May 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,092109.9K $0.19 %0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 98689.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 98386.5K $0.01 %0.00 %as of May 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 95996.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 89690.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 84075.9K $0.40 %0.00 %as of Jun 30, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 83375.2K $0.45 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 76168.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 71062.5K $0.00 %0.00 %as of May 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 70871.2K $0.15 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 67661.1K $0.40 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 67360.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Health Care Fund Rydex Series Funds 67160.6K $0.31 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 66660.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 60653.3K $0.01 %0.00 %as of May 31, 2026 ↗
S&P MidCap 400 Pure Growth Fund Rydex Variable Trust 55950.5K $0.49 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 54154.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 53747.3K $0.01 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 52547.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 52447.3K $0.51 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 51545.3K $0.01 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 47242.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 47047.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust 46041.5K $0.73 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 45741.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Health Care Fund Rydex Variable Trust 43539.3K $0.37 %0.00 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 42838.7K $1.61 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 42137K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 41236.3K $0.11 %0.00 %as of May 31, 2026 ↗
Simplify Health Care ETF Simplify Exchange Traded Funds 40436.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 39535.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 39235.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 38538.7K $1.21 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 35131.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 34931.5K $0.15 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 33830.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 33129.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 30530.7K $0.23 %0.00 %as of Jul 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 26223.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 23721.4K $0.14 %0.00 %as of Jun 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 23423.5K $0.47 %0.00 %as of Jul 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 23321K $0.09 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 22820.6K $0.18 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 22322.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 21019K $0.12 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 20618.6K $0.15 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 20618.1K $0.18 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 19617.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 19419.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 18416.6K $0.41 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 16716.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 16314.7K $0.67 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 14012.6K $0.35 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 13011.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 12611.4K $0.15 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 12012.1K $0.10 %0.00 %as of Jul 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 11912K $0.06 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 11710.3K $0.00 %0.00 %as of May 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 11710.3K $0.00 %0.00 %as of May 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 11510.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 11510.1K $0.30 %0.00 %as of May 29, 2026 ↗
Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust 11411.5K $1.08 %0.00 %as of Jul 31, 2026 ↗
Gotham Short Strategies ETF Tidal Trust I 1029.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 948.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 867.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 837.3K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 797K $0.03 %0.00 %as of May 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 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