HEALTHEQUITY INC COM is a security (CUSIP 42226A107) tracked across SEC portfolio filings. 510 institutional managers reported $7.3B on Form 13F as of 2026-06-30; 59 registered fund positions totaling $465.5M via N-PORT as of 2026-05-31.
Showing 15 of 510 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $880.2M | 10,532,394 |
| VANGUARD GROUP INC | Valley Forge, PA | $794.1M | 8,668,534 |
| WASATCH ADVISORS LP | SALT LAKE CITY, UT | $719.0M | 7,960,735 |
| STATE STREET CORP | BOSTON, MA | $259.1M | 3,099,897 |
| MORGAN STANLEY | NEW YORK, NY | $207.7M | 2,485,913 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $188.9M | 2,259,646 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $172.6M | 2,092,223 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | CHICAGO, IL | $138.7M | 1,659,616 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $136.0M | 1,627,039 |
| BROWN ADVISORY INC | BALTIMORE, MD | $118.1M | 1,412,784 |
| Clearbridge Investments, LLC | New York, NY | $109.5M | 1,309,972 |
| MACKENZIE FINANCIAL CORP | TORONTO ONTARIO, A6 | $107.1M | 1,281,657 |
| Greenhouse Funds LLLP | BALTIMORE, MD | $105.1M | 1,257,854 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $98.2M | 1,175,339 |
| DAVENPORT & Co LLC | RICHMOND, VA | $98.2M | 1,087,218 |
Showing 15 of 59 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| State Street SPDR S&P MidCap 400SM ETF Trust | SPDR S&P MIDCAP 400 ETF TRUST | $215.3M | 88.88% |
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $33.9M | 15.57% |
| Nomura Small Cap Core Fund | Delaware Group Equity Funds V | $25.7M | 46.60% |
| DAVENPORT SMALL CAP FOCUS FUND | Williamsburg Investment Trust | $25.4M | 426.74% |
| Loomis Sayles Small Cap Growth Fund | LOOMIS SAYLES FUNDS II | $22.7M | 118.02% |
| VANGUARD HEALTH CARE INDEX FUND | VANGUARD WORLD FUND | $22.6M | 11.89% |
| Cornerstone Strategic Investment Fund, Inc. | Cornerstone Strategic Investment Fund, Inc. | $12.0M | 66.95% |
| Fidelity Series Total Market Index Fund | Fidelity Concord Street Trust | $11.5M | 1.02% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $11.5M | 23.74% |
| Discovery Portfolio | MORGAN STANLEY INSTITUTIONAL FUND TRUST | $10.9M | 147.34% |
| TIFF MULTI-ASSET FUND | TIFF Investment Program | $9.5M | 68.25% |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND | VANGUARD ADMIRAL FUNDS | $7.5M | 41.19% |
| HARTFORD SMALL CAP GROWTH HLS FUND | HARTFORD HLS SERIES FUND II INC | $6.6M | 86.17% |
| M Capital Appreciation Fund | M FUND INC | $4.8M | 183.44% |
| Schwab U.S. Broad Market ETF | SCHWAB STRATEGIC TRUST | $4.5M | 1.04% |