HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
€ 72,50 ↑0.50 (0.69%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:2HE / HealthEquity, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership126 shares
Latest Disclosed Value $ 10,530
IFP Advisors, Inc reports 152.00% increase in ownership of 2HE / HealthEquity, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 126 shares of HealthEquity, Inc. (DE:2HE) valued at $8,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 50 shares of HealthEquity, Inc.. This represents a change in shares of 152.00% during the quarter. The current value of the position is $9,135 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)
2026-04-13 2026-03-31 13F HEALTHEQUITY cs 42226A107 126 76 152.00 11 150.00 0.0002
2026-02-06 2025-12-31 13F HEALTHEQUITY cs 42226A107 50 -721 -93.51 5 -94.52 0.0001
2026-02-06 2025-09-30 13F/A-1 HEALTHEQUITY cs 42226A107 771 727 1,652.27 73 630.00 0.0019
2025-12-02 2025-09-30 13F HEALTHEQUITY cs 42226A107 749 705 75 0.0019
2025-07-24 2025-06-30 13F HEALTHEQUITY cs 42226A107 44 13 41.94 10 400.00 0.0003
2025-05-05 2025-03-31 13F HEALTHEQUITY cs 42226A107 31 0 0.00 3 0.00 0.0001
2025-02-04 2024-12-31 13F HEALTHEQUITY cs 42226A107 31 22 244.44 3 0.0001
2025-02-04 2024-09-30 13F HEALTHEQUITY cs 42226A107 9 -14 -60.87 1 -100.00 0.0000
2024-07-30 2024-06-30 13F HEALTHEQUITY cs 42226A107 23 0 0.00 2 0.00 0.0001
2024-07-30 2024-03-31 13F HEALTHEQUITY cs 42226A107 23 -791 -97.17 2 -98.11 0.0001
2024-01-09 2023-12-31 13F HEALTHEQUITY cs 42226A107 814 784 2,613.33 54 5,200.00 0.0025
2023-08-14 2023-06-30 13F/A-1 HEALTHEQUITY cs 42226A107 30 -32 -51.61 2 -75.00 0.0001
2023-08-04 2023-06-30 13F HEALTHEQUITY cs 42226A107 30 -32 2 0.0001
2023-04-18 2023-03-31 13F HEALTHEQUITY cs 42226A107 62 -47 -43.12 5 0.0002
2023-02-07 2022-12-31 13F HEALTHEQUITY cs 42226A107 109 62 131.91 0 -100.00 0.0002
2022-11-08 2022-09-30 13F HEALTHEQUITY cs 42226A107 47 0 0.00 4 0.00 0.0001
2022-09-06 2022-06-30 13F/A-1 HEALTHEQUITY cs 42226A107 47 0 0.00 4 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 HEALTHEQUITY cs 42226A107 47 27 135.00 4 300.00 0.0001
2022-08-08 2022-03-31 13F HEALTHEQUITY INC COM Stock 42226A107 20 0 2 0.0000
2022-01-12 2021-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 20 20 1 0.0000
2021-10-06 2021-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 0 -2 -100.00 0 0.0000
2021-07-13 2021-06-30 13F HEALTHEQUITY INC COM Stock 42226A107 2 2 0 0.0000
2021-04-30 2021-03-31 13F HEALTHEQUITY INC COM Stock 42226A107 0 0 0 0.0000
2021-01-25 2020-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 0 0 0 0.0000
2020-10-29 2020-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 0 -100 -100.00 0 -100.00
2020-08-05 2020-06-30 13F HEALTHEQUITY INC COM Stock 42226A107 100 0 0.00 6 0.00 0.0005
2020-05-12 2020-03-31 13F HEALTHEQUITY INC COM Stock 42226A107 100 -59 -37.11 6 -45.45 0.0006
2020-01-17 2019-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 159 39 32.50 11 57.14 0.0008
2019-11-07 2019-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 120 65 118.18 7 75.00 0.0005
2019-05-15 2019-03-31 13F HEALTHEQUITY Stock 42226A107 55 -174 -75.98 4 -69.23 0.0005
2019-06-03 2018-12-31 13F/A-10 HEALTHEQUITY INC COM Stock 42226A107 229 127 124.51 13 30.00 0.0008
2019-01-23 2018-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 229 127 13 0.0008
2019-06-03 2018-09-30 13F/A-9 HEALTHEQUITY INC COM Stock 42226A107 102 0 0.00 10 25.00 0.0004
2018-10-25 2018-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 102 0 10 0.0004
2019-06-03 2018-06-30 13F/A-8 HEALTHEQUITY INC COM Stock 42226A107 102 -515 -83.47 8 -72.41 0.0003
2018-08-07 2018-06-30 13F HEALTHEQUITY INC COM Stock 42226A107 102 -280 8
2019-06-03 2018-03-31 13F/A-7 HEALTHEQUITY INC COM Stock 42226A107 617 0 0.00 29 0.00 0.0013
2018-05-09 2018-03-31 13F HEALTHEQUITY INC COM Stock 42226A107 382 -235 23
2019-06-03 2017-12-31 13F/A-6 HEALTHEQUITY INC COM Stock 42226A107 617 -135 -17.95 29 -23.68 0.0013
2018-01-24 2017-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 617 -135 29
2017-10-30 2017-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 752 -476 -38.76 38 -37.70 0.0015
2019-06-03 2017-06-30 13F/A-5 HEALTHEQUITY INC COM Stock 42226A107 1,228 1,157 1,629.58 61 1,933.33 0.0026
2017-07-31 2017-06-30 13F HEALTHEQUITY INC COM Stock 42226A107 1,228 1,157 61
2019-06-03 2017-03-31 13F/A-4 HEALTHEQUITY INC COM Stock 42226A107 71 0 0.00 3 0.00 0.0001
2017-04-26 2017-03-31 13F HEALTHEQUITY INC COM Stock 42226A107 71 0 3
2019-06-03 2016-12-31 13F/A-3 HEALTHEQUITY INC COM Stock 42226A107 71 0 0.00 3 0.00 0.0001
2017-02-14 2016-12-31 13F HEALTHEQUITY INC COM Stock 42226A107 71 0 3
2016-11-04 2016-09-30 13F HEALTHEQUITY INC COM Stock 42226A107 71 71 0.00 3 0.00 0.0002
2016-08-22 2016-06-30 13F HEALTHEQUITY Stock 42226A107 0 -55 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 HEALTHEQUITY Stock 42226A107 55 55 4 0.0005
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.