HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 EUR ↑0,50 (0,69%)
2026-06-05
PREȚUL ACȚIUNILOR
SecurityDE:2HE / HealthEquity, Inc.
InstitutionWasatch Advisors Inc
Wasatch Advisors Inc ownership in 2HE / HealthEquity, Inc.
Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-02-09 2024-02-09 13G/A
2023-02-08 2023-02-08 13G/A
2022-02-10 2022-02-10 13G/A
2021-02-11 2021-02-11 13G

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-04-21 2026-03-31 13F HEALTHEQUITY COM 42226A107 7,202,934 613,288 9.31 601,949 -0.29 3.9974
2026-02-12 2025-12-31 13F HEALTHEQUITY COM 42226A107 6,589,646 281,971 4.47 603,677 0.99 3.5869
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 6,307,675 206,611 3.39 597,778 -6.47 3.2162
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 6,101,064 -1,132,972 -15.66 639,147 -0.02 3.3461
2025-05-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 7,234,036 -279,709 -3.72 639,272 -11.33 3.5667
2025-02-13 2024-12-31 13F HEALTHEQUITY COM 42226A107 7,513,745 -245,145 -3.16 720,944 13.52 3.5691
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 7,758,890 483,269 6.64 635,065 1.26 3.1126
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 7,275,621 -133,459 -1.80 627,159 3.70 3.3545
2024-04-18 2024-03-31 13F HEALTHEQUITY COM 42226A107 7,409,080 569,249 8.32 604,803 33.37 3.1629
2024-02-14 2023-12-31 13F HEALTHEQUITY COM 42226A107 6,839,831 -427,944 -5.89 453,481 -14.58 2.4981
2023-11-14 2023-09-30 13F HEALTHEQUITY COM 42226A107 7,267,775 139,453 1.96 530,911 17.96 3.3546
2023-08-08 2023-06-30 13F HEALTHEQUITY COM 42226A107 7,128,322 -584,267 -7.58 450,082 -0.60 2.7248
2023-05-12 2023-03-31 13F HEALTHEQUITY COM 42226A107 7,712,589 1,980,668 34.56 452,806 28.16 2.8189
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 5,731,921 5,859 0.10 353,316 -8.14 2.3781
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 5,726,062 -902,689 -13.62 384,620 -5.48 2.6725
2022-08-12 2022-06-30 13F HEALTHEQUITY COM 42226A107 6,628,751 -1,010,184 -13.22 406,939 -21.01 2.5726
2022-05-13 2022-03-31 13F HEALTHEQUITY COM 42226A107 7,638,935 244,868 3.31 515,170 57.49 2.5362
2022-02-15 2021-12-31 13F HealthEquity COM 42226A107 7,394,067 1,197,807 19.33 327,114 -18.48 1.3344
2021-11-12 2021-09-30 13F HEALTHEQUITY COM 42226A107 6,196,260 364,908 6.26 401,270 -14.50 1.6307
2021-08-12 2021-06-30 13F HEALTHEQUITY COM 42226A107 5,831,352 197,412 3.50 469,307 22.50 1.9052
2021-05-10 2021-03-31 13F HEALTHEQUITY COM 42226A107 5,633,940 314,928 5.92 383,108 3.32 1.7203
2021-02-12 2020-12-31 13F HEALTHEQUITY COM 42226A107 5,319,012 1,347,888 33.94 370,788 81.76 1.8248
2020-11-10 2020-09-30 13F HEALTHEQUITY COM 42226A107 3,971,124 780,916 24.48 203,996 8.99 1.2975
2020-08-12 2020-06-30 13F HEALTHEQUITY COM 42226A107 3,190,208 492,095 18.24 187,170 37.12 1.3541
2020-05-08 2020-03-31 13F HEALTHEQUITY COM 42226A107 2,698,113 508,358 23.22 136,498 -15.84 1.4212
2020-02-13 2019-12-31 13F HEALTHEQUITY COM 42226A107 2,189,755 337,736 18.24 162,195 53.25 1.3301
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 1,852,019 -35,525 -1.88 105,834 -14.27 1.0084
2019-08-07 2019-06-30 13F HEALTHEQUITY COM 42226A107 1,887,544 -151,385 -7.42 123,445 -18.16 1.2026
2019-05-08 2019-03-31 13F HEALTHEQUITY COM 42226A107 2,038,929 376,461 22.64 150,840 52.11 1.6439
2019-02-14 2018-12-31 13F HEALTHEQUITY COM 42226A107 1,662,468 83,388 5.28 99,166 -33.48 1.3217
2018-11-07 2018-09-30 13F HealthEquity COM 42226A107 1,579,080 -218,119 -12.14 149,081 10.45 1.7033
2018-08-02 2018-06-30 13F HealthEquity COM 42226A107 1,797,199 -342,331 -16.00 134,970 4.20 1.6245
2018-05-02 2018-03-31 13F HealthEquity COM 42226A107 2,139,530 -153,750 -6.70 129,527 21.05 1.6742
2018-01-16 2017-12-31 13F HealthEquity COM 42226A107 2,293,280 -126,229 -5.22 107,004 -12.56 1.4190
2017-11-08 2017-09-30 13F HealthEquity COM 42226A107 2,419,509 -22,671 -0.93 122,379 0.56 1.6615
2017-08-16 2017-06-30 13F HealthEquity COM 42226A107 2,442,180 52,885 2.21 121,694 19.98 1.6963
2017-05-15 2017-03-31 13F HealthEquity COM 42226A107 2,389,295 -27,173 -1.12 101,426 3.59 1.4951
2017-02-14 2016-12-31 13F HealthEquity COM 42226A107 2,416,468 178,306 7.97 97,915 15.58 1.4789
2016-11-08 2016-09-30 13F HealthEquity COM 42226A107 2,238,162 72,807 3.36 84,714 28.76 1.2612
2016-08-15 2016-06-30 13F HealthEquity COM 42226A107 2,165,355 44,184 2.08 65,794 27.12 1.0071
2016-05-16 2016-03-31 13F HealthEquity COM 42226A107 2,121,171 962,507 83.07 51,757 78.18 0.7910
2016-02-16 2015-12-31 13F HealthEquity COM 42226A107 1,158,664 -9,741 -0.83 29,048 -15.87 0.4003
2015-11-13 2015-09-30 13F HealthEquity COM 42226A107 1,168,405 -30,575 -2.55 34,526 -10.15 0.4615
2015-08-03 2015-06-30 13F HealthEquity COM 42226A107 1,198,980 -14,561 -1.20 38,427 26.71 0.4187
2015-05-14 2015-03-31 13F HealthEquity COM 42226A107 1,213,541 1,163,061 2,304.00 30,326 2,260.00 0.3147
2015-02-17 2014-12-31 13F HealthEquity COM 42226A107 50,480 -35 -0.07 1,285 38.92 0.0133
2014-11-14 2014-09-30 13F HealthEquity COM 42226A107 50,515 50,515 925 0.0097
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.