HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
€ 72,50 ↑0.50 (0.69%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:2HE / HealthEquity, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership253,336 shares
Latest Disclosed Value $ 21,171,289
Citigroup Inc reports 217.95% increase in ownership of 2HE / HealthEquity, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 253,336 shares of HealthEquity, Inc. (DE:2HE) valued at $17,860,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 79,677 shares of HealthEquity, Inc.. This represents a change in shares of 217.95% during the quarter. The current value of the position is $18,366,860 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)
2026-05-11 2026-03-31 13F HEALTHEQUITY COM 42226A107 253,336 173,659 217.95 21,171 190.05 0.0090
2026-02-13 2025-12-31 13F HEALTHEQUITY COM 42226A107 79,677 -5,893 -6.89 7,299 -9.99 0.0032
2025-11-10 2025-09-30 13F HEALTHEQUITY COM 42226A107 85,570 -52,054 -37.82 8,109 -43.75 0.0036
2025-08-11 2025-06-30 13F HEALTHEQUITY COM 42226A107 137,624 -56,662 -29.16 14,417 -16.03 0.0071
2025-05-12 2025-03-31 13F HEALTHEQUITY COM 42226A107 194,286 9,798 5.31 17,169 -3.01 0.0088
2025-02-12 2024-12-31 13F HEALTHEQUITY COM 42226A107 184,488 82,381 80.68 17,702 111.81 0.0105
2024-11-12 2024-09-30 13F HEALTHEQUITY COM 42226A107 102,107 43,084 73.00 8,357 64.28 0.0048
2024-08-12 2024-06-30 13F HEALTHEQUITY COM 42226A107 59,023 32,722 124.41 5,088 137.05 0.0033
2024-05-10 2024-03-31 13F HEALTHEQUITY COM 42226A107 26,301 9,217 53.95 2,147 89.58 0.0014
2024-02-09 2023-12-31 13F HEALTHEQUITY COM 42226A107 17,084 8,612 101.65 1,133 83.17 0.0008
2023-12-06 2023-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 8,472 -26,660 -75.89 619 -72.14 0.0005
2023-11-09 2023-09-30 13F HEALTHEQUITY COM 42226A107 8,472 -26,660 619 0.0002
2023-08-10 2023-06-30 13F HEALTHEQUITY COM 42226A107 35,132 22,633 181.08 2,218 202.59 0.0015
2023-05-11 2023-03-31 13F HEALTHEQUITY COM 42226A107 12,499 -1,540 -10.97 734 -15.26 0.0005
2023-02-09 2022-12-31 13F HEALTHEQUITY COM 42226A107 14,039 -9,974 -41.54 865 -46.41 0.0007
2022-11-10 2022-09-30 13F HEALTHEQUITY COM 42226A107 24,013 12,601 110.42 1,614 130.24 0.0012
2022-08-10 2022-06-30 13F HEALTHEQUITY COM 42226A107 11,412 3,495 44.15 701 31.27 0.0005
2022-05-12 2022-03-31 13F HEALTHEQUITY COM 42226A107 7,917 -19,172 -70.77 534 -55.43 0.0003
2022-02-10 2021-12-31 13F HEALTHEQUITY COM 42226A107 27,089 11,108 69.51 1,198 15.75 0.0006
2021-11-10 2021-09-30 13F HEALTHEQUITY COM 42226A107 15,981 42 0.26 1,035 -19.33 0.0006
2021-08-10 2021-06-30 13F HEALTHEQUITY COM 42226A107 15,939 -178 -1.10 1,283 17.06 0.0008
2021-05-13 2021-03-31 13F HEALTHEQUITY COM 42226A107 16,117 -9,628 -37.40 1,096 -38.91 0.0007
2021-02-11 2020-12-31 13F HEALTHEQUITY COM 42226A107 25,745 10,829 72.60 1,794 134.20 0.0011
2020-11-12 2020-09-30 13F HEALTHEQUITY COM 42226A107 14,916 -18,708 -55.64 766 -61.18 0.0005
2020-08-12 2020-06-30 13F HEALTHEQUITY COM 42226A107 33,624 -16,250 -32.58 1,973 -21.83 0.0015
2020-05-12 2020-03-31 13F HEALTHEQUITY COM 42226A107 49,874 6,971 16.25 2,524 -20.55 0.0023
2020-02-12 2019-12-31 13F HEALTHEQUITY COM 42226A107 42,903 29,456 219.05 3,177 313.67 0.0023
2019-11-08 2019-09-30 13F HEALTHEQUITY COM 42226A107 13,447 -3,043 -18.45 768 -28.82 0.0006
2019-08-12 2019-06-30 13F HEALTHEQUITY COM 42226A107 16,490 -12,052 -42.23 1,079 -48.91 0.0009
2019-05-13 2019-03-31 13F HEALTHEQUITY COM 42226A107 28,542 11,179 64.38 2,112 103.86 0.0020
2019-02-12 2018-12-31 13F HEALTHEQUITY COM 42226A107 17,363 7,802 81.60 1,036 14.73 0.0010
2018-11-13 2018-09-30 13F HEALTHEQUITY COM 42226A107 9,561 7,879 468.43 903 616.67 0.0008
2018-08-10 2018-06-30 13F HEALTHEQUITY COM 42226A107 1,682 -957 -36.26 126 -21.25 0.0001
2018-05-11 2018-03-31 13F HEALTHEQUITY COM 42226A107 2,639 2,126 414.42 160 566.67 0.0001
2018-02-12 2017-12-31 13F HEALTHEQUITY COM 42226A107 513 341 198.26 24 166.67 0.0000
2017-11-13 2017-09-30 13F HEALTHEQUITY COM 42226A107 172 -17,462 -99.02 9 -98.97 0.0000
2017-08-11 2017-06-30 13F HEALTHEQUITY COM 42226A107 17,634 -157 -0.88 878 16.14 0.0008
2017-05-12 2017-03-31 13F HEALTHEQUITY COM 42226A107 17,791 -45,076 -71.70 756 -70.32 0.0007
2017-02-10 2016-12-31 13F HEALTHEQUITY COM 42226A107 62,867 49,137 357.88 2,547 389.81 0.0023
2016-11-10 2016-09-30 13F HEALTHEQUITY COM 42226A107 13,730 -2,013 -12.79 520 8.79 0.0005
2016-08-12 2016-06-30 13F HEALTHEQUITY COM 42226A107 15,743 -14,398 -47.77 478 -35.75 0.0005
2016-05-13 2016-03-31 13F HEALTHEQUITY COM 42226A107 30,141 27,048 874.49 744 853.85 0.0008
2016-02-12 2015-12-31 13F HEALTHEQUITY COM 42226A107 3,093 -619 -16.68 78 -29.09 0.0001
2015-11-13 2015-09-30 13F HEALTHEQUITY COM 42226A107 3,712 -47,457 -92.75 110 -93.29 0.0001
2015-08-13 2015-06-30 13F HEALTHEQUITY COM 42226A107 51,169 21,720 73.75 1,640 122.83 0.0015
2015-05-14 2015-03-31 13F HEALTHEQUITY COM 42226A107 29,449 3,757 14.62 736 12.54 0.0007
2015-02-17 2014-12-31 13F HEALTHEQUITY COM 42226A107 25,692 24,471 2,004.18 654 2,743.48 0.0006
2014-11-14 2014-09-30 13F HEALTHEQUITY COM 42226A107 1,221 1,221 23 0.0000
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.