Healthequity Inc

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Healthequity Inc
TickerHQY
CIK #0001428336
CUSIP42226A107
SectorTrade & Services - Services-Business Services, Nec
Address15 West Scenic Pointe Drive Suite 400, Draper, UT 84003
Source [EDGAR]
CIK Filing 2011 - 2025
[0001428336] 10-K
[0001428336] 10-Q
[0001428336] 3
[0001428336] 4
[0001428336] 5
[0001428336] 8-K
[0001428336] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
FMR LLC Healthequity Inc [2023-02-09] 0.0
Wasatch Advisors Inc Healthequity Inc [2021-02-11] 6.9
Jackson Square Partners LLC Healthequity Inc [2020-02-14] 5.04
FMR LLC Healthequity Inc [2019-02-13] 0.0
Morgan Stanley Healthequity Inc [2019-02-12] 9.6
Vanguard Group Inc Healthequity Inc [2017-02-13] 6.52
Wells Fargo & Company/MN Healthequity Inc [2016-01-29] 5.64
BlackRock Inc Healthequity Inc [2016-01-28] 6.7
Berkley Capital Investors LP Healthequity Inc [2015-02-10] 28.1
Napier Park Global Capital GP LLC Healthequity Inc [2015-01-26] 7.5
Form 3/4/5 Filer 2011 - 2025
Neeleman Stephen
Healthequity Inc
Gathright Michael
Lucania James M
Rosner Elimelech
Ladd Delano
Fiore Michael Henry
Natarajan Rajesh
Dilsaver Evelyn S
Selander Robert W
Dillon Adrian T
Wellborn Gayle Furgurson
McCowan Debra Charlotte
Parker Stuart B.
Kessler Jon
Cutler Scott
Corvino Frank
Black Paul
Aissi Slim
Murdock Tyson D.
Sacks Ian
Trittschuh Larry L
Bloomberg Edward
Hill Angelique Christine
Otten William Robert
Mott Darcy G
Hostetter Adam J
Medici Frank
Dreier Ashley
Robinson Gary D
Soldan Jon
Berkley Capital, LLC
Berkley W R Corp
Berkley Capital Investors, L.P.
Rana Manu S
Leavitt Michael O
Sydney Matthew
Jensen Frode
Pinnacle Health III, LLC
Neeleman David
Financial Partners Fund I, L.P.
Napier Park Global Capital GP LLC
Pomerantz Ernest H
Pershing Sandra
First HSA, GP
HealthEquity Founder Holdings, LLC
Keohan Edward Craig
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 10,429,775 10,723,982
Vanguard Group Inc [2025-06-30] SOLE 0 8,292,164
Wasatch Advisors LP [2025-06-30] SOLE 4,301,879 6,101,064
FMR LLC [2025-06-30] DFND 5,018,439 5,040,016
State Street Corp [2025-06-30] DFND 2,899,106 3,184,220
Invesco Ltd. [2025-06-30] DFND 0 2,365,860
Geode Capital Management LLC [2025-06-30] DFND 2,131,454 2,147,178
Brown Advisory Inc [2025-06-30] DFND 1,310,964 1,627,024
Morgan Stanley [2025-06-30] DFND 1,163,348 1,404,168
Dimensional Fund Advisors LP [2025-06-30] SOLE 1,258,173 1,344,937
Clearbridge Investments LLC [2025-06-30] SOLE 1,203,683 1,321,383
Mackenzie Financial Corp [2025-06-30] SOLE 1,267,168 1,267,168
Westfield Capital Management Co LP [2025-06-30] SOLE 928,854 1,265,208
Citadel Advisors LLC [2025-06-30] DFND 1,245,486 1,245,486
Charles Schwab Investment Management Inc [2025-06-30] SOLE 1,129,095 1,129,115
CIBC Private Wealth Group LLC [2025-06-30] SOLE 1,123,527 1,126,950
AQR Capital Management LLC [2025-06-30] DFND 1,043,508 1,104,131
JPMorgan Chase & Co [2025-06-30] DFND 864,740 1,080,747
Loomis Sayles & Co L P [2025-06-30] DFND 893,026 1,031,328
Northern Trust Corp [2025-06-30] DFND 1,027,599 1,030,643
Stephens Investment Management Group LLC [2025-06-30] DFND 0 1,016,333
Wellington Management Group LLP [2025-06-30] DFND 0 924,922
Goldman Sachs Group Inc [2025-06-30] DFND 914,564 917,283
Greenhouse Funds LLLP [2025-06-30] SOLE 819,330 911,815
Janus Henderson Group PLC [2025-06-30] DFND 0 852,595
Franklin Resources Inc [2025-06-30] DFND 832,314 833,949
Allspring Global Investments Holdings, LLC [2025-06-30] DFND 309,679 784,375
BAMCO Inc /NY/ [2025-06-30] DFND 0 780,000
Ameriprise Financial Inc [2025-06-30] DFND 0 732,434
Norges Bank [2025-06-30] SOLE 716,613 716,613
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