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HQY · Healthequity, Inc.

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$104.73 -0.86 (-0.81%) At close · Aug 14
Market Cap
$8.76B
Shares
83.60M

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

Funds holding HQY

550 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 2,828,700 $236,394,459 0.22%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,714,301 $226,834,135 0.01%
iShares Russell 2000 ETF 2,060,086 $172,161,387 0.24%
VANGUARD SMALL-CAP INDEX FUND 1,969,945 $164,628,304 0.10%
Wasatch Core Growth Fund 1,861,950 $155,603,162 5.22%
VANGUARD SMALL-CAP GROWTH INDEX FUND 1,103,538 $92,222,671 0.24%
VANGUARD EXTENDED MARKET INDEX FUND 953,991 $79,725,028 0.10%
Fidelity Small Cap Index Fund 833,566 $68,377,419 0.21%
BARON SMALL CAP FUND 750,000 $62,677,500 2.32%
Wasatch Small Cap Growth Fund 688,638 $57,549,478 4.77%
iShares Russell 2000 Growth ETF 687,545 $57,458,136 0.47%
State Street SPDR S&P MidCap 400SM ETF Trust 643,941 $53,814,149 0.22%
Eaton Vance Atlanta Capital SMID-Cap Fund 614,922 $51,389,032 0.52%
Small Cap Growth Fund 560,821 $46,004,147 0.91%
iShares S&P Mid-Cap 400 Growth ETF 519,726 $43,433,502 0.44%
ClearBridge Select Fund 522,686 $42,875,933 1.34%
Fidelity Extended Market Index Fund 439,329 $38,656,559 0.09%
VANGUARD RUSSELL 2000 INDEX FUND 433,127 $38,110,845 0.22%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 449,983 $37,605,079 0.46%
Schwab U.S. Small-Cap ETF 410,182 $36,091,914 0.16%
Columbia Acorn Fund 422,315 $35,292,865 1.57%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 417,285 $34,872,507 0.22%
Janus Henderson Triton Fund 411,911 $34,423,402 0.66%
VANGUARD EXPLORER FUND 413,178 $33,892,991 0.16%
Wasatch Small Cap Value Fund 400,153 $33,440,786 2.54%
JPMorgan Small Cap Equity Fund 399,147 $33,356,715 1.17%
Fidelity Enhanced Small Cap ETF 372,766 $31,152,055 0.76%
AQR Long-Short Equity Fund 370,546 $30,966,529 0.38%
U.S. SMALL CAP PORTFOLIO 367,698 $30,162,267 0.16%
ClearBridge Small Cap Growth Fund 360,320 $29,557,050 1.48%
Harbor Small Cap Growth Fund 327,267 $26,845,712 1.04%
JNL Multi-Manager Small Cap Growth Fund 308,874 $25,812,600 1.29%
Nomura Small Cap Core Fund 292,177 $25,708,654 0.47%
DAVENPORT SMALL CAP FOCUS FUND 304,228 $25,424,334 4.27%
Franklin Small Cap Growth Fund 292,152 $23,965,229 0.98%
DAVENPORT EQUITY OPPORTUNITIES FUND 274,631 $22,950,913 3.04%
Loomis Sayles Small Cap Growth Fund 271,890 $22,721,847 1.18%
VANGUARD HEALTH CARE INDEX FUND 256,670 $22,584,393 0.12%
Dimensional U.S. Small Cap ETF 261,610 $21,459,868 0.15%
College Retirement Equities Fund - Total Global Stock Account 255,125 $21,320,796 0.02%
Nationwide Geneva Small Cap Growth Fund 259,679 $21,301,468 1.93%
Schwab U.S. Mid-Cap ETF 230,781 $20,306,420 0.14%
Fidelity Small Cap Growth Fund 235,933 $19,353,584 0.23%
Brown Advisory Small-Cap Growth Fund 224,352 $18,749,097 3.38%
Wasatch Ultra Growth Fund 224,032 $18,722,354 4.66%
Janus Henderson Venture Fund 208,468 $17,421,671 0.57%
Strategic Advisers U.S. Total Stock Fund 196,608 $17,299,538 0.02%
SmallCap Growth Fund I 199,718 $16,382,868 0.70%
Morgan Stanley Discovery Portfolio 195,308 $16,321,890 1.46%
Schwab Small-Cap Index Fund 184,893 $15,166,773 0.21%
Showing 1–50 of 550 positions
Key facts CIK 1428336 CUSIP 42226A107 13F (30d) 448 filings 445 filers Visit website Investor relations

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