Who owns HEALTHEQUITY, INC., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Vanguard Portfolio Management: 4.9% · 4,137,941 shares
Wasatch Advisors LP: 9.5% · 7,960,735 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of HEALTHEQUITY, INC. they hold. Together these 648 managers report 124.42% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.02B | 11,277,914 | 0.02% | 13.49% | June 30, 2026 |
| VANGUARD GROUP INC | $794M | 8,668,534 | 0.01% | 10.37% | December 31, 2025 |
646 more institutional holders behind a free account
See every manager reporting HEALTHEQUITY, INC., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 54.01% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | $261M | 0.21% | 3.46% | June 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $228M | 0.01% | 3.02% | June 30, 2026 |
498 more funds behind a free account
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