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 - 2024
[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 - 2024
Healthequity Inc
Rosner Elimelech
Ladd Delano
Kessler Jon
Neeleman Stephen
Murdock Tyson D.
Trittschuh Larry L
Black Paul
Parker Stuart B.
Natarajan Rajesh
Sacks Ian
Wellborn Gayle Furgurson
McCowan Debra Charlotte
Bloomberg Edward
Selander Robert W
Dillon Adrian T
Corvino Frank
Dilsaver Evelyn S
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
Pomerantz Ernest H
Pinnacle Health III, LLC
Neeleman David
Financial Partners Fund I, L.P.
Napier Park Global Capital GP LLC
Pershing Sandra
Keohan Edward Craig
First HSA, GP
HealthEquity Founder Holdings, LLC
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock Inc. [2023-03-31] SOLE 10,073,280.0 10,287,596.0
Vanguard Group Inc [2023-03-31] SOLE 0.0 8,224,776.0
Wasatch Advisors LP [2023-03-31] SOLE 5,785,564.0 7,712,589.0
FMR LLC [2023-03-31] DFND 4,525,054.0 4,528,402.0
William Blair Investment Management LLC [2023-03-31] SOLE 2,567,097.0 2,870,169.0
State Street Corp [2023-03-31] DFND 2,551,884.0 2,750,473.0
JPMorgan Chase & Co [2023-03-31] DFND 2,120,627.0 2,474,388.0
Brown Advisory Inc [2023-03-31] DFND 1,831,595.0 2,120,875.0
ArrowMark Colorado Holdings LLC [2023-03-31] SOLE 1,655,464.0 1,655,464.0
Geode Capital Management LLC [2023-03-31] DFND 1,628,390.0 1,642,800.0
Clearbridge Investments LLC [2023-03-31] SOLE 1,561,848.0 1,592,430.0
Allspring Global Investments Holdings, LLC [2023-03-31] DFND 579,810.0 1,439,777.0
Millennium Management LLC [2023-03-31] SOLE 1,168,908.0 1,193,908.0
Franklin Resources Inc [2023-03-31] DFND 1,170,136.0 1,171,117.0
Mackenzie Financial Corp [2023-03-31] SOLE 1,153,867.0 1,153,867.0
Janus Henderson Group PLC [2023-03-31] DFND 0.0 1,145,680.0
Northern Trust Corp [2023-03-31] DFND 83,138.0 1,121,578.0
Stephens Investment Management Group LLC [2023-03-31] DFND 0.0 1,041,871.0
Van Berkom & Associates Inc. [2023-03-31] SOLE 615,802.0 1,038,377.0
Charles Schwab Investment Management Inc [2023-03-31] SOLE 937,610.0 937,610.0
Dimensional Fund Advisors LP [2023-03-31] SOLE 829,687.0 906,482.0
GW&K Investment Management LLC [2023-03-31] SOLE 900,569.0 900,569.0
Bank of America Corp /DE/ [2023-03-31] DFND 141,038.0 880,993.0
Bank of New York Mellon Corp [2023-03-31] DFND 789,580.0 822,165.0
BAMCO Inc /NY/ [2023-03-31] DFND 0.0 800,000.0
Massachusetts Financial Services Co /MA/ [2023-03-31] SOLE 794,130.0 794,130.0
American Century Companies Inc [2023-03-31] DFND 556,567.0 757,971.0
Goldman Sachs Group Inc [2023-03-31] DFND 674,157.0 686,615.0
Point72 Asset Management LP [2023-03-31] DFND 0.0 682,267.0
Wellington Management Group LLP [2023-03-31] DFND 0.0 665,734.0
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