HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
€ 72,50 ↑0.50 (0.69%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:2HE / HealthEquity, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership341,388 shares
Latest Disclosed Value $ 28,529,790
Franklin Resources Inc reports 0.09% decrease in ownership of 2HE / HealthEquity, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 341,388 shares of HealthEquity, Inc. (DE:2HE) valued at $24,067,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 341,700 shares of HealthEquity, Inc.. This represents a change in shares of -0.09% during the quarter. The current value of the position is $24,750,630 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)
2026-05-13 2026-03-31 13F HEALTHEQUITY COM 42226A107 341,388 -312 -0.09 28,530 -8.86 0.0011
2026-02-11 2025-12-31 13F HEALTHEQUITY COM 42226A107 341,700 -498,548 -59.33 31,303 -60.69 0.0077
2025-11-13 2025-09-30 13F HEALTHEQUITY COM 42226A107 840,248 6,299 0.76 79,630 -8.85 0.0199
2025-08-12 2025-06-30 13F HEALTHEQUITY COM 42226A107 833,949 -560,718 -40.20 87,364 -29.11 0.0232
2025-05-13 2025-03-31 13F HEALTHEQUITY COM 42226A107 1,394,667 37,230 2.74 123,247 -5.37 0.0355
2025-02-12 2024-12-31 13F HEALTHEQUITY COM 42226A107 1,357,437 -282,778 -17.24 130,246 -6.55 0.0362
2024-11-27 2024-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 1,640,215 11,659 0.72 139,369 -0.72 0.0391
2024-11-12 2024-09-30 13F HEALTHEQUITY COM 42226A107 1,640,215 11,659 139,369 0.0067
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 1,628,556 69,168 4.44 140,382 10.28 0.0432
2024-05-13 2024-03-31 13F HEALTHEQUITY COM 42226A107 1,559,388 78,733 5.32 127,293 29.67 0.0403
2024-02-09 2023-12-31 13F HEALTHEQUITY COM 42226A107 1,480,655 96,583 6.98 98,167 -2.91 0.0459
2023-11-13 2023-09-30 13F HEALTHEQUITY COM 42226A107 1,384,072 -61,313 -4.24 101,106 10.79 0.0514
2023-08-11 2023-06-30 13F HEALTHEQUITY COM 42226A107 1,445,385 274,268 23.42 91,262 32.73 0.0434
2023-05-12 2023-03-31 13F HEALTHEQUITY COM 42226A107 1,171,117 -665 -0.06 68,756 -4.81 0.0345
2023-02-10 2022-12-31 13F HEALTHEQUITY COM 42226A107 1,171,782 18,700 1.62 72,229 -6.75 0.0375
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 1,153,082 11,623 1.02 77,453 10.53 0.0422
2022-08-11 2022-06-30 13F HEALTHEQUITY COM 42226A107 1,141,459 -24,467 -2.10 70,074 -10.88 0.0347
2022-05-13 2022-03-31 13F HEALTHEQUITY COM 42226A107 1,165,926 2,404 0.21 78,630 52.76 0.0314
2022-02-11 2021-12-31 13F HEALTHEQUITY COM 42226A107 1,163,522 308,552 36.09 51,474 -7.03 0.0186
2021-11-12 2021-09-30 13F HEALTHEQUITY COM 42226A107 854,970 -2,888 -0.34 55,368 -19.80 0.0208
2021-08-13 2021-06-30 13F HEALTHEQUITY COM 42226A107 857,858 -693 -0.08 69,040 18.26 0.0264
2021-05-13 2021-03-31 13F HEALTHEQUITY COM 42226A107 858,551 -218,914 -20.32 58,382 -22.27 0.0238
2021-02-10 2020-12-31 13F HEALTHEQUITY COM 42226A107 1,077,465 -166 -0.02 75,111 35.68 0.0318
2020-11-12 2020-09-30 13F HEALTHEQUITY COM 42226A107 1,077,631 214,799 24.89 55,358 13.92 0.0268
2020-08-13 2020-06-30 13F HEALTHEQUITY COM 42226A107 862,832 -34,301 -3.82 48,594 7.07 0.0250
2020-05-13 2020-03-31 13F HEALTHEQUITY COM 42226A107 897,133 45,489 5.34 45,386 -28.05 0.0303
2020-03-11 2019-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 851,644 -213 -0.03 63,082 29.59 0.0331
2020-02-12 2019-12-31 13F HEALTHEQUITY COM 42226A107 851,644 -213 63,082 7,968.1203
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 851,857 50,385 6.29 48,679 -7.13 0.0264
2019-08-14 2019-06-30 13F HEALTHEQUITY COM 42226A107 801,472 302,642 60.67 52,416 42.03 0.0279
2019-05-15 2019-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 498,830 312,198 167.28 36,904 231.48 0.0198
2019-05-14 2019-03-31 13F HEALTHEQUITY COM 42226A107 498,830 312,198 36,904
2019-02-12 2018-12-31 13F HEALTHEQUITY COM 42226A107 186,632 -1,753 -0.93 11,133 -37.40 0.0067
2018-11-13 2018-09-30 13F HEALTHEQUITY COM 42226A107 188,385 -85,096 -31.12 17,785 -13.40 0.0089
2018-08-14 2018-06-30 13F HEALTHEQUITY COM 42226A107 273,481 -1,919 -0.70 20,538 23.19 0.0105
2018-05-10 2018-03-31 13F HEALTHEQUITY COM 42226A107 275,400 -38,460 -12.25 16,672 13.84 0.0085
2018-02-14 2017-12-31 13F HEALTHEQUITY COM 42226A107 313,860 -3,078 -0.97 14,645 -8.65 0.0070
2017-11-13 2017-09-30 13F HEALTHEQUITY COM 42226A107 316,938 13,888 4.58 16,031 6.16 0.0079
2017-08-10 2017-06-30 13F HEALTHEQUITY COM 42226A107 303,050 -207,818 -40.68 15,101 -30.37 0.0075
2017-05-12 2017-03-31 13F HEALTHEQUITY COM 42226A107 510,868 -133,678 -20.74 21,686 -16.97 0.0110
2017-02-14 2016-12-31 13F HEALTHEQUITY COM 42226A107 644,546 -67,528 -9.48 26,117 -3.10 0.0135
2016-11-14 2016-09-30 13F HEALTHEQUITY COM 42226A107 712,074 -172,256 -19.48 26,952 0.31 0.0141
2016-08-11 2016-06-30 13F HEALTHEQUITY COM 42226A107 884,330 114,698 14.90 26,870 41.52 0.0145
2016-05-10 2016-03-31 13F HEALTHEQUITY COM 42226A107 769,632 72,811 10.45 18,987 8.69 0.0101
2016-04-27 2015-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 696,821 -322,639 -31.65 17,469 -42.01 0.0088
2016-02-12 2015-12-31 13F HEALTHEQUITY COM 42226A107 696,821 17,469
2015-11-10 2015-09-30 13F HEALTHEQUITY COM 42226A107 1,019,460 -281,388 -21.63 30,125 -27.75 0.0149
2015-08-12 2015-06-30 13F HEALTHEQUITY COM 42226A107 1,300,848 160,997 14.12 41,693 46.37 0.0189
2015-05-14 2015-03-31 13F HEALTHEQUITY COM 42226A107 1,139,851 699,611 158.92 28,485 154.24 0.0129
2015-02-10 2014-12-31 13F HEALTHEQUITY COM 42226A107 440,240 63,600 16.89 11,204 62.45 0.0051
2014-11-12 2014-09-30 13F HEALTHEQUITY COM 42226A107 376,640 376,640 6,897 0.0031
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.