HQY
Healthequity, Inc.Company with tickers: HQY
CIK
1428336
CUSIP
42226A107
Shares Outstanding
83,602,157
Website
https://www.healthequity.com
Investor Relations
https://ir.healthequity.com/
13F Activity (30d)
9 filings
8 filers
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
413 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | — | 2,828,700 | $236,394,459 | 0.22% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,714,301 | $226,834,135 | 0.01% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 2,060,086 | $172,161,387 | 0.24% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,969,945 | $164,628,304 | 0.10% | Long | 2026-03-31 | |
| Wasatch Core Growth Fund | — | 1,861,950 | $155,603,162 | 5.22% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 1,103,538 | $92,222,671 | 0.24% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 953,991 | $79,725,028 | 0.10% | Long | 2026-03-31 | |
| BARON SMALL CAP FUND | — | 750,000 | $62,677,500 | 2.32% | Long | 2026-03-31 | |
| Wasatch Small Cap Growth Fund | — | 688,638 | $57,549,478 | 4.77% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 687,545 | $57,458,136 | 0.47% | Long | 2026-03-31 | |
| State Street SPDR S&P MidCap 400SM ETF Trust | MDY | 643,941 | $53,814,149 | 0.22% | Long | 2026-03-31 | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | — | 614,922 | $51,389,032 | 0.52% | Long | 2026-03-31 | |
| iShares S&P Mid-Cap 400 Growth ETF | — | 519,726 | $43,433,502 | 0.44% | Long | 2026-03-31 | |
| ClearBridge Select Fund | — | 522,686 | $42,875,933 | 1.34% | Long | 2026-04-30 | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | 449,983 | $37,605,079 | 0.46% | Long | 2026-03-31 | |
| Columbia Acorn Fund | — | 422,315 | $35,292,865 | 1.57% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | — | 417,285 | $34,872,507 | 0.22% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 452,869 | $34,639,950 | 0.08% | Long | 2026-02-28 | |
| Janus Henderson Triton Fund | — | 411,911 | $34,423,402 | 0.66% | Long | 2026-03-31 | |
| Wasatch Small Cap Value Fund | — | 400,153 | $33,440,786 | 2.54% | Long | 2026-03-31 | |
| JPMorgan Small Cap Equity Fund | — | 399,147 | $33,356,715 | 1.17% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 422,937 | $32,350,451 | 0.21% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 418,409 | $32,004,104 | 0.15% | Long | 2026-02-28 | |
| U.S. SMALL CAP PORTFOLIO | — | 366,127 | $31,366,100 | 0.18% | Long | 2026-01-31 | |
| Fidelity Enhanced Small Cap ETF | — | 372,766 | $31,152,055 | 0.76% | Long | 2026-03-31 | |
| AQR Long-Short Equity Fund | — | 370,546 | $30,966,529 | 0.38% | Long | 2026-03-31 | |
| ClearBridge Small Cap Growth Fund | — | 360,320 | $29,557,050 | 1.48% | Long | 2026-04-30 | |
| JNL Multi-Manager Small Cap Growth Fund | — | 308,874 | $25,812,600 | 1.29% | Long | 2026-03-31 | |
| DAVENPORT SMALL CAP FOCUS FUND | — | 304,228 | $25,424,334 | 4.27% | Long | 2026-03-31 | |
| Nomura Small Cap Core Fund | — | 304,636 | $23,301,608 | 0.41% | Long | 2026-02-27 | |
| DAVENPORT EQUITY OPPORTUNITIES FUND | — | 274,631 | $22,950,913 | 3.04% | Long | 2026-03-31 | |
| Loomis Sayles Small Cap Growth Fund | — | 271,890 | $22,721,847 | 1.18% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 255,125 | $21,320,796 | 0.02% | Long | 2026-03-31 | |
| VANGUARD HEALTH CARE INDEX FUND | — | 258,711 | $19,788,804 | 0.10% | Long | 2026-02-28 | |
| Brown Advisory Small-Cap Growth Fund | — | 224,352 | $18,749,097 | 3.38% | Long | 2026-03-31 | |
| Wasatch Ultra Growth Fund | — | 224,032 | $18,722,354 | 4.66% | Long | 2026-03-31 | |
| Schwab U.S. Mid-Cap ETF | — | 233,057 | $17,826,530 | 0.13% | Long | 2026-02-28 | |
| Janus Henderson Venture Fund | — | 208,468 | $17,421,671 | 0.57% | Long | 2026-03-31 | |
| Morgan Stanley Discovery Portfolio | — | 195,308 | $16,321,890 | 1.46% | Long | 2026-03-31 | |
| Strategic Advisers U.S. Total Stock Fund | — | 190,662 | $14,583,736 | 0.02% | Long | 2026-02-28 | |
| Invesco Discovery Fund | — | 182,514 | $13,960,496 | 0.21% | Long | 2026-02-28 | |
| William Blair Small-Mid Cap Growth Fund | — | 156,800 | $13,103,776 | 1.16% | Long | 2026-03-31 | |
| Small Cap Equity Portfolio | — | 157,732 | $12,938,756 | 1.31% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 161,294 | $12,337,378 | 0.01% | Long | 2026-02-28 | |
| JPMorgan Small Cap Growth Fund | — | 145,296 | $12,142,387 | 0.56% | Long | 2026-03-31 | |
| Virtus KAR Mid-Cap Growth Fund | — | 140,768 | $11,763,982 | 2.70% | Long | 2026-03-31 | |
| Oberweis Small-Cap Opportunities Fund | — | 139,100 | $11,624,587 | 0.58% | Long | 2026-03-31 | |
| Master Small Cap Index Series | — | 137,025 | $11,451,179 | 0.24% | Long | 2026-03-31 | |
| Discovery Portfolio | — | 130,966 | $10,944,829 | 1.47% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF | — | 130,089 | $10,871,538 | 0.44% | Long | 2026-03-31 |
Showing 1–50 of 413 positions