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 | |
|---|---|---|---|---|---|
| MID-CAP PROFUND ProFunds | 76 | 7.6K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 72 | 7.2K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 70 | 6.3K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 61 | 5.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 25 | 2.2K $ | 0.19 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 24 | 2.2K $ | 0.04 % | 0.00 % | as of Jun 30, 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