HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 EUR ↑0,50 (0,69%)
2026-06-05
PREȚUL ACȚIUNILOR
SecurityDE:2HE / HealthEquity, Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership25,200 shares
Latest Disclosed Value $ 2,106,030
Fifth Third Bancorp reports 2,370.59% increase in ownership of 2HE / HealthEquity, Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 25,200 shares of HealthEquity, Inc. (DE:2HE) valued at $1,776,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,020 shares of HealthEquity, Inc.. This represents a change in shares of 2,370.59% during the quarter. The current value of the position is $1,827,000 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F HEALTHEQUITY COM 42226A107 25,200 24,180 2,370.59 2,106 2,164.52 0.0038
2026-02-02 2025-12-31 13F HEALTHEQUITY COM 42226A107 1,020 32 3.24 93 0.00 0.0003
2025-11-07 2025-09-30 13F HEALTHEQUITY COM 42226A107 988 80 8.81 94 -2.11 0.0003
2025-07-15 2025-06-30 13F HEALTHEQUITY COM 42226A107 908 -47 -4.92 95 13.10 0.0003
2025-04-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 955 142 17.47 84 7.69 0.0003
2025-01-21 2024-12-31 13F HEALTHEQUITY COM 42226A107 813 56 7.40 78 27.87 0.0003
2024-10-17 2024-09-30 13F HEALTHEQUITY COM 42226A107 757 -10 -1.30 62 -7.58 0.0002
2024-07-22 2024-06-30 13F HEALTHEQUITY COM 42226A107 767 100 14.99 66 22.22 0.0003
2024-04-23 2024-03-31 13F HEALTHEQUITY COM 42226A107 667 59 9.70 54 35.00 0.0002
2024-01-19 2023-12-31 13F HEALTHEQUITY COM 42226A107 608 6 1.00 40 -6.98 0.0002
2023-10-31 2023-09-30 13F HEALTHEQUITY COM 42226A107 602 161 36.51 44 59.26 0.0002
2023-07-26 2023-06-30 13F HEALTHEQUITY COM 42226A107 441 96 27.83 28 35.00 0.0001
2023-04-24 2023-03-31 13F HEALTHEQUITY COM 42226A107 345 -6,475 -94.94 20 -95.24 0.0001
2023-01-25 2022-12-31 13F HEALTHEQUITY COM 42226A107 6,820 -1,251 -15.50 420 -22.51 0.0020
2022-10-25 2022-09-30 13F HEALTHEQUITY COM 42226A107 8,071 -2,331 -22.41 542 -15.18 0.0028
2022-08-04 2022-06-30 13F HEALTHEQUITY COM 42226A107 10,402 105 1.02 639 -7.93 0.0031
2022-04-19 2022-03-31 13F HEALTHEQUITY COM 42226A107 10,297 1,343 15.00 694 75.25 0.0028
2022-02-01 2021-12-31 13F HEALTHEQUITY COM 42226A107 8,954 8,776 4,930.34 396 3,200.00 0.0015
2021-10-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 178 98 122.50 12 100.00 0.0001
2021-08-06 2021-06-30 13F HEALTHEQUITY COM 42226A107 80 0 0.00 6 20.00 0.0000
2021-05-07 2021-03-31 13F HEALTHEQUITY COM 42226A107 80 0 0.00 5 -16.67 0.0000
2021-02-16 2020-12-31 13F HEALTHEQUITY COM 42226A107 80 80 6 0.0000
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 0 -29 -100.00 0 -100.00
2019-08-07 2019-06-30 13F HEALTHEQUITY COM 42226A107 29 29 2 0.0000
2019-02-14 2018-12-31 13F HEALTHEQUITY COM 42226A107 0 -585 -100.00 0 -100.00
2018-11-14 2018-09-30 13F HEALTHEQUITY COM 42226A107 585 -162 -21.69 55 -1.79 0.0003
2018-08-14 2018-06-30 13F HEALTHEQUITY COM 42226A107 747 -404 -35.10 56 -20.00 0.0004
2018-05-15 2018-03-31 13F HEALTHEQUITY COM 42226A107 1,151 -41 -3.44 70 25.00 0.0005
2018-02-14 2017-12-31 13F HEALTHEQUITY COM 42226A107 1,192 -1,292 -52.01 56 -55.56 0.0004
2017-11-14 2017-09-30 13F HEALTHEQUITY COM 42226A107 2,484 499 25.14 126 27.27 0.0009
2017-08-11 2017-06-30 13F HEALTHEQUITY COM 42226A107 1,985 -429 -17.77 99 -2.94 0.0007
2017-05-12 2017-03-31 13F HEALTHEQUITY COM 42226A107 2,414 1,914 382.80 102 410.00 0.0008
2017-02-13 2016-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 500 0 0.00 20 5.26 0.0002
2017-02-09 2016-12-31 13F HEALTHEQUITY COM 42226A107 500 0 19 0.0002
2016-11-10 2016-09-30 13F HEALTHEQUITY COM 42226A107 500 0 0.00 19 26.67 0.0002
2016-08-11 2016-06-30 13F HEALTHEQUITY COM 42226A107 500 0 0.00 15 25.00 0.0001
2016-05-13 2016-03-31 13F HEALTHEQUITY COM 42226A107 500 -98 -16.39 12 -20.00 0.0001
2016-02-16 2015-12-31 13F HEALTHEQUITY COM 42226A107 598 2 0.34 15 -16.67 0.0001
2015-11-13 2015-09-30 13F HEALTHEQUITY COM 42226A107 596 37 6.62 18 0.00 0.0002
2015-08-14 2015-06-30 13F HEALTHEQUITY COM 42226A107 559 59 11.80 18 50.00 0.0002
2015-05-14 2015-03-31 13F HEALTHEQUITY COM 42226A107 500 500 12 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.