HEALTHEQUITY INC holding history
As of Nov. 6, 2026 (UTC)
| March 31, 2025 | 7,234,036 | $639,271,761 | 3.57% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | May 15, 2025 |
| June 30, 2025 | 6,101,064 | $639,147,465 | 3.35% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2025 |
| Sept. 30, 2025 | 6,307,675 | $597,778,360 | 3.22% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Nov. 14, 2025 |
| Dec. 31, 2025 | 6,589,646 | $603,677,470 | 3.59% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Feb. 12, 2026 |
| March 31, 2026 | 7,202,934 | $601,949,194 | 4.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | April 21, 2026 |
| June 30, 2026 | 7,960,735 | $719,013,585 | 4.71% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | July 10, 2026 |
| Sept. 30, 2026 | 7,011,469 | $620,234,548 | 4.60% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Oct. 13, 2026 |
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Schedule 13G disclosures
HEALTHEQUITY, INC. · SC 13G/A · Event June 30, 2026 · Filed July 15, 2026
| Reporting person | Reported shares | % of security class | Group box |
|---|---|---|---|
| Wasatch Advisors LP | 7,960,735.00 | 9.5% | a |
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.