As of the latest SEC filings, HEALTHEQUITY, INC. (HQY) is held by 523 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $236,394,459.00 in market value, representing 0.22% of its portfolio.
Funds holding HEALTHEQUITY, INC. (HQY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HQY
- CIK:
- 0001428336
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.22% | $236,394,459.00 | 2,828,700 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $226,834,134.57 | 2,714,301 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.24% | $172,161,387.02 | 2,060,086 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.10% | $164,628,303.65 | 1,969,945 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 5.22% | $155,603,161.50 | 1,861,950 | Mar 31, 2026 | May 5, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.24% | $92,222,670.66 | 1,103,538 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.10% | $79,725,027.87 | 953,991 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.21% | $68,377,418.98 | 833,566 | Apr 30, 2026 | Jun 26, 2026 |
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 2.32% | $62,677,500.00 | 750,000 | Mar 31, 2026 | May 22, 2026 |
|
WIAEX
Wasatch Small Cap Growth Fund
|
MF | Independent / Boutique | 4.77% | $57,549,477.66 | 688,638 | Mar 31, 2026 | May 5, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.47% | $57,458,135.65 | 687,545 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.22% | $53,814,149.37 | 643,941 | Mar 31, 2026 | Jun 1, 2026 |
|
EAASX
Eaton Vance Atlanta Capital SMID-Cap Fund
|
MF | Eaton Vance | 0.52% | $51,389,031.54 | 614,922 | Mar 31, 2026 | May 26, 2026 |
|
ANOIX
Small Cap Growth Fund
|
MF | American Century | 0.91% | $46,004,146.63 | 560,821 | Apr 30, 2026 | Jun 26, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.44% | $43,433,501.82 | 519,726 | Mar 31, 2026 | May 28, 2026 |
|
LCLCX
ClearBridge Select Fund
|
MF | Franklin Templeton | 1.34% | $42,875,932.58 | 522,686 | Apr 30, 2026 | Jun 22, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.46% | $37,605,079.31 | 449,983 | Mar 31, 2026 | May 28, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 1.57% | $35,292,864.55 | 422,315 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.22% | $34,872,507.45 | 417,285 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $34,639,949.81 | 452,869 | Feb 28, 2026 | Apr 24, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.66% | $34,423,402.27 | 411,911 | Mar 31, 2026 | May 29, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.16% | $33,892,991.34 | 413,178 | Apr 30, 2026 | Jun 26, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 2.54% | $33,440,786.21 | 400,153 | Mar 31, 2026 | May 5, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 1.17% | $33,356,714.79 | 399,147 | Mar 31, 2026 | May 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.21% | $32,350,451.13 | 422,937 | Feb 28, 2026 | Apr 28, 2026 |
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