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
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,300192.2K $0.24 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,300192.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,271189.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,259185.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,096171.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,091174.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,057171.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,023154.7K $0.34 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,012153.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,003167.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III 1,901158.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,895158.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,890157.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,876156.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 1,872156.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,855155K $0.22 %0.00 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 1,825139.6K $0.19 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 1,819152K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 1,804150.8K $0.70 %0.00 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,801137.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,744145.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 1,734142.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,571131.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 1,540128.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,536128.4K $0.26 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 1,525127.4K $0.67 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,518126.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
Brown Advisory Mid-Cap Growth Fund Brown Advisory Funds 1,436120K $1.74 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,415116.1K $0.14 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,353113.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1,274106.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 1,253104.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,242103.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 1,242103.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,200100.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,17097.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,16297.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,10084.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,09383.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 96178.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 96178.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 95178K $0.13 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 92871K $0.01 %0.00 %as of Feb 28, 2026 ↗
Health Care Fund Rydex Series Funds 85671.5K $0.37 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Growth Fund Rydex Variable Trust 82068.5K $0.49 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 80467.2K $0.44 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 75461.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 72560.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 68556.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 67356.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 66450.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 62948.1K $0.54 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 55246.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 55142.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 54845.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 53844.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 53741.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 52543.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 51743.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 51739.5K $0.12 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 51539.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 50342K $0.57 %0.00 %as of Mar 31, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 50242K $0.34 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 46438.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Harbor Active Small Cap Growth ETF Harbor ETF Trust 46237.9K $1.03 %0.00 %as of Apr 30, 2026 ↗
Health Care Fund Rydex Variable Trust 44937.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 42132.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 41334.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 39232.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II 38531.6K $0.99 %0.00 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 36730.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 35129.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 35028.7K $0.20 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 33127.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Simplify Health Care ETF Simplify Exchange Traded Funds 31726.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 28223.6K $0.15 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 27722.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 25921.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 24119.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 24020.1K $0.16 %0.00 %as of Mar 31, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 23819.5K $0.40 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 21317.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 20016.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 19616.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 19015.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 18415.4K $0.41 %0.00 %as of Mar 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 18113.8K $0.15 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 17714.8K $0.16 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 16613.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 16413.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 15913.3K $0.65 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 15412.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 15211.6K $0.30 %0.00 %as of Feb 27, 2026 ↗
Gotham Short Strategies ETF Tidal Trust I 13611.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 13010.9K $0.35 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 12810.5K $0.09 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1149.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust 1139.3K $0.94 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 1027.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 947.9K $0.00 %0.00 %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