HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
CENA AKCJI
SecurityDE:2HE / HealthEquity, Inc.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership36,809 shares
Latest Disclosed Value $ 3,076,128
Advisory Research Inc reports 74.71% increase in ownership of 2HE / HealthEquity, Inc.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 36,809 shares of HealthEquity, Inc. (DE:2HE) valued at $2,595,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,069 shares of HealthEquity, Inc.. This represents a change in shares of 74.71% during the quarter. The current value of the position is $2,668,652 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)
2026-05-14 2026-03-31 13F HEALTHEQUITY COM 42226A107 36,809 15,740 74.71 3,076 59.38 0.3211
2026-02-13 2025-12-31 13F HEALTHEQUITY COM 42226A107 21,069 -1,223 -5.49 1,930 -8.62 0.2426
2025-11-13 2025-09-30 13F HEALTHEQUITY COM 42226A107 22,292 0 0.00 2,113 -9.55 0.2774
2025-08-13 2025-06-30 13F HEALTHEQUITY COM 42226A107 22,292 -6,776 -23.31 2,335 -9.07 0.3588
2025-05-14 2025-03-31 13F HEALTHEQUITY COM 42226A107 29,068 -17 -0.06 2,569 -7.96 0.4528
2025-02-13 2024-12-31 13F HEALTHEQUITY COM 42226A107 29,085 30 0.10 2,791 17.33 0.4638
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 29,055 -1,675 -5.45 2,378 -10.20 0.4225
2024-08-13 2024-06-30 13F HEALTHEQUITY COM 42226A107 30,730 10 0.03 2,649 5.62 0.4983
2024-05-14 2024-03-31 13F HEALTHEQUITY COM 42226A107 30,720 4,435 16.87 2,508 43.92 0.4986
2024-02-13 2023-12-31 13F HealthEquity COM 42226A107 26,285 -35,324 -57.34 1,743 -61.29 0.2688
2023-11-13 2023-09-30 13F HealthEquity COM 42226A107 61,609 35,644 137.28 4,501 174.56 0.6249
2023-08-14 2023-06-30 13F HealthEquity COM 42226A107 25,965 1,195 4.82 1,639 12.72 0.2102
2023-05-12 2023-03-31 13F HealthEquity COM 42226A107 24,770 -365 -1.45 1,454 -6.13 0.2390
2023-02-13 2022-12-31 13F HealthEquity COM 42226A107 25,135 25,135 1,549 0.1457
2018-11-13 2018-09-30 13F HealthEquity COM 42226A107 0 -19,457 -100.00 0 -100.00
2018-08-14 2018-06-30 13F HealthEquity COM 42226A107 19,457 3,905 25.11 1,461 55.10 0.0234
2018-05-15 2018-03-31 13F HealthEquity COM 42226A107 15,552 15,552 942 0.0169
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.