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HQY · Healthequity, Inc. · Held by Funds

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$90.04 +0.67 (+0.75%) At close · Oct 2
S&P 400 member Russell 2000 member Rebalance outlook locked
Market Cap
$7.30B
Shares
82.72M
Volume · Oct 2 834.51K Avg daily vol (3M) 833.37K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding HQY

551 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 2,891,308 $261,142,939 0.21%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,523,016 $227,878,805 0.01%
Wasatch Core Growth Fund 2,228,785 $201,303,861 6.75%
iShares Russell 2000 ETF 2,178,292 $196,743,333 0.24%
VANGUARD SMALL-CAP INDEX FUND 1,822,161 $164,577,582 0.09%
Eaton Vance Atlanta Capital SMID-Cap Fund 1,488,394 $134,431,746 1.53%
VANGUARD SMALL-CAP GROWTH INDEX FUND 1,050,095 $94,844,580 0.20%
Fidelity Small Cap Index Fund 927,272 $93,292,836 0.27%
VANGUARD EXTENDED MARKET INDEX FUND 969,218 $87,539,770 0.09%
iShares Russell 2000 Growth ETF 783,398 $70,756,507 0.46%
Wasatch Small Cap Growth Fund 752,084 $67,928,227 5.77%
BARON SMALL CAP FUND 750,000 $67,740,000 2.38%
State Street SPDR S&P MidCap 400SM ETF Trust 649,983 $58,706,465 0.21%
Small Cap Growth Fund 575,511 $57,902,162 1.04%
ClearBridge Select Fund 488,386 $49,136,515 1.55%
VANGUARD EXPLORER FUND 476,716 $47,962,397 0.22%
iShares S&P Mid-Cap 400 Growth ETF 505,806 $45,684,398 0.40%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 449,983 $40,642,465 0.41%
Fidelity Extended Market Index Fund 439,329 $38,656,559 0.09%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 427,626 $38,623,180 0.21%
VANGUARD RUSSELL 2000 INDEX FUND 433,127 $38,110,845 0.22%
Janus Henderson Triton Fund 418,746 $37,821,139 0.64%
Fidelity Enhanced Small Cap Core ETF 416,088 $37,581,068 0.65%
U.S. SMALL CAP PORTFOLIO 367,698 $36,994,096 0.19%
Wasatch Small Cap Value Fund 405,271 $36,604,077 2.61%
ClearBridge Small Cap Growth Fund 360,320 $36,251,795 1.90%
Schwab U.S. Small-Cap ETF 410,182 $36,091,914 0.16%
Harbor Small Cap Growth Fund 346,177 $34,828,868 1.31%
JPMorgan Small Cap Equity Fund 368,976 $33,325,912 1.16%
Franklin Small Cap Growth Fund 308,622 $31,050,459 1.26%
DAVENPORT EQUITY OPPORTUNITIES FUND 310,310 $28,027,199 3.55%
DAVENPORT SMALL CAP FOCUS FUND 304,228 $27,477,873 4.38%
Dimensional U.S. Small Cap ETF 270,563 $27,221,343 0.18%
Nomura Small Cap Core Fund 292,177 $25,708,654 0.47%
Fidelity Small Cap Growth Fund 235,933 $23,737,219 0.27%
College Retirement Equities Fund - Total Global Stock Account 255,125 $23,042,890 0.02%
Nationwide Geneva Small Cap Growth Fund 227,629 $22,901,754 2.62%
VANGUARD HEALTH CARE INDEX FUND 256,670 $22,584,393 0.12%
Loomis Sayles Small Cap Growth Fund 245,432 $22,167,418 0.98%
SmallCap Growth Fund I 208,666 $20,993,886 0.85%
Schwab Small-Cap Index Fund 206,104 $20,736,123 0.27%
Schwab U.S. Mid-Cap ETF 230,781 $20,306,420 0.14%
Wasatch Ultra Growth Fund 224,032 $20,234,570 4.39%
Morgan Stanley Discovery Portfolio 221,210 $19,979,687 1.60%
Janus Henderson Venture Fund 215,922 $19,502,075 0.54%
Brown Advisory Small-Cap Growth Fund 214,956 $19,414,826 3.26%
JNL Multi-Manager Small Cap Growth Fund 204,688 $18,487,420 0.73%
AQR Long-Short Equity Fund 203,143 $18,347,876 0.23%
Oberweis Small-Cap Opportunities Fund 194,200 $17,540,144 0.62%
Strategic Advisers U.S. Total Stock Fund 196,608 $17,299,538 0.02%
Showing 1–50 of 551 positions
Key facts CIK 1428336 CUSIP 42226A107 13F (30d) 16 filings 12 filers Visit website Investor relations