HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
€ 72,50 ↑0.50 (0.69%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:2HE / HealthEquity, Inc.
InstitutionNorges Bank
Latest Disclosed Ownership730,567 shares
Latest Disclosed Value $ 66,927,243
Norges Bank ownership in 2HE / HealthEquity, Inc.

On February 10, 2026 - Norges Bank filed a 13F-HR form disclosing ownership of 730,567 shares of HealthEquity, Inc. (DE:2HE) valued at $56,984,226 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 0 shares of HealthEquity, Inc.. The current value of the position is $52,966,108 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)
2026-02-10 2025-12-31 13F HEALTHEQUITY COM 42226A107 730,567 730,567 66,927 0.0072
2025-11-13 2025-09-30 13F HEALTHEQUITY COM 42226A107 0 -716,613 -100.00 0 -100.00
2025-08-13 2025-06-30 13F HEALTHEQUITY COM 42226A107 716,613 -60,655 -7.80 75,072 9.30 0.0094
2026-05-11 2025-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 777,268 -1,271 -0.16 68,687 -8.05 0.0096
2025-02-12 2024-12-31 13F HEALTHEQUITY COM 42226A107 778,539 -101,093 -11.49 74,701 3.75 0.0098
2025-11-12 2024-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 879,632 -7,000 -0.79 71,998 -5.80 0.0101
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 886,632 -13,302 -1.48 76,428 4.04 0.0114
2025-05-14 2024-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 899,934 244,099 37.22 73,462 68.95 0.0116
2024-02-09 2023-12-31 13F HEALTHEQUITY COM 42226A107 655,835 213,948 48.42 43,482 34.70 0.0076
2024-11-13 2023-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 441,887 -211,286 -32.35 32,280 -21.73 0.0066
2024-08-14 2023-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 653,173 55,038 9.20 41,241 17.44 0.0081
2024-05-15 2023-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 598,135 45,395 8.21 35,117 3.07 0.0077
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 552,740 122,068 28.34 34,071 17.78 0.0082
2023-11-13 2022-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 430,672 97,087 29.10 28,928 41.26 0.0077
2023-08-14 2022-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 333,585 -158,444 -32.20 20,479 -38.29 0.0053
2023-05-12 2022-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 492,029 -7,033 -1.41 33,182 50.29 0.0072
2022-03-09 2021-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 499,062 -149,460 -23.05 22,079 -47.43 0.0045
2022-11-14 2021-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 648,522 269,868 71.27 41,998 37.82 0.0093
2022-08-15 2021-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 378,654 -356,065 -48.46 30,474 -39.00 0.0066
2022-05-09 2021-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 734,719 24,593 3.46 49,961 0.93 0.0114
2021-03-02 2020-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 710,126 203,991 40.30 49,503 90.40 0.0116
2021-11-12 2020-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 506,135 -160,542 -24.08 26,000 -33.53 0.0069
2021-08-13 2020-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 666,677 -51,727 -7.20 39,114 7.62 0.0113
2021-05-07 2020-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 718,404 23,627 3.40 36,344 -29.38 0.0130
2020-03-03 2019-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 694,777 0 0.00 51,462 29.62 0.0144
2020-11-13 2019-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 694,777 76,479 12.37 39,703 -1.81 0.0122
2020-08-13 2019-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 618,298 67,017 12.16 40,436 -0.86 0.0125
2020-05-11 2019-03-31 13F/A-2 HEALTHEQUITY COM 42226A107 551,281 49,188 9.80 40,785 36.18 0.0132
2019-03-04 2018-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 502,093 103,987 26.12 29,950 -20.31 0.0111
2019-12-02 2018-09-30 13F/A-3 HEALTHEQUITY COM 42226A107 398,106 42,678 12.01 37,585 40.81 0.0122
2019-12-02 2018-09-30 13F/A-2 HEALTHEQUITY COM 42226A107 398,106 42,678 37,585 0.0122
2019-11-12 2018-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 398,106 42,678 37,585 0.0122
2019-08-12 2018-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 355,428 105,907 42.44 26,692 76.70 0.0092
2019-05-15 2018-03-31 13F/A-2 HEALTHEQUITY COM 42226A107 249,521 16,986 7.30 15,106 39.23 0.0055
2018-03-05 2017-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 232,535 -14,896 -6.02 10,850 -13.30 0.0039
2018-11-13 2017-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 247,431 -137,014 -35.64 12,515 -34.67 0.0047
2018-07-24 2017-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 384,445 -102,837 -21.10 19,157 -7.39 0.0076
2018-05-11 2017-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 487,282 136,754 39.01 20,685 45.64 0.0085
2017-03-02 2016-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 350,528 30,000 9.36 14,203 22.58 0.0062
2017-11-13 2016-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 320,528 0 0.00 11,587 18.98 0.0055
2017-08-09 2016-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 320,528 -89,423 -21.81 9,739 -3.70 0.0046
2017-05-10 2016-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 409,951 0 0.00 10,113 -1.60 0.0050
2016-04-18 2015-12-31 13F/A-2 HEALTHEQUITY COM 42226A107 409,951 315,094 332.18 10,277 266.64 0.0051
2016-03-16 2015-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 409,951 0 10,277 0.0052
2016-11-14 2015-09-30 13F/A-2 HEALTHEQUITY COM 42226A107 94,857 94,857 2,803 0.0015
2016-04-18 2014-12-31 13F/A-2 HEALTHEQUITY COM 42226A107 0 0 0 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.