HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
PREZZO DELLE AZIONI
SecurityDE:2HE / HealthEquity, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership850,411 shares
Latest Disclosed Value $ 71,067,521
Janus Henderson Group Plc reports 3.68% increase in ownership of 2HE / HealthEquity, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 850,411 shares of HealthEquity, Inc. (DE:2HE) valued at $59,953,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 820,233 shares of HealthEquity, Inc.. This represents a change in shares of 3.68% during the quarter. The current value of the position is $61,654,798 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)
2026-05-18 2026-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 850,411 30,178 3.68 71,068 -5.42 0.0120
2026-05-15 2026-03-31 13F HEALTHEQUITY COM 42226A107 850,411 30,178 71,068 0.0132
2026-02-17 2025-12-31 13F HEALTHEQUITY COM 42226A107 820,233 -19,261 -2.29 75,140 -5.55 0.0336
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 839,494 -13,101 -1.54 79,558 -10.93 0.0363
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 852,595 7,556 0.89 89,316 21.55 0.0438
2025-05-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 845,039 11,123 1.33 73,481 -8.17 0.0403
2025-02-14 2024-12-31 13F HEALTHEQUITY COM 42226A107 833,916 -65,324 -7.26 80,016 8.71 0.0407
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 899,240 -202,233 -18.36 73,604 -22.48 0.0377
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 1,101,473 758 0.07 94,945 5.67 0.0508
2024-05-15 2024-03-31 13F HEALTHEQUITY COM 42226A107 1,100,715 12,448 1.14 89,851 24.53 0.0490
2024-02-14 2023-12-31 13F HEALTHEQUITY COM 42226A107 1,088,267 899 0.08 72,153 -9.16 0.0430
2023-11-14 2023-09-30 13F HEALTHEQUITY COM 42226A107 1,087,368 -117,761 -9.77 79,432 4.39 0.0520
2023-08-14 2023-06-30 13F HEALTHEQUITY COM 42226A107 1,205,129 59,449 5.19 76,092 13.13 0.0473
2023-05-15 2023-03-31 13F HEALTHEQUITY COM 42226A107 1,145,680 55,922 5.13 67,263 0.13 0.0443
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 1,089,758 -214,456 -16.44 67,172 -23.32 0.0480
2023-01-13 2022-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 1,304,214 -3,827 -0.29 87,605 9.10 0.0656
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 1,304,214 -3,827 87,605 0.0223
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 1,308,041 -62,742 -4.58 80,301 -13.14 0.0554
2022-05-16 2022-03-31 13F HEALTHEQUITY COM 42226A107 1,370,783 -186,265 -11.96 92,445 34.20 0.0446
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 1,557,048 8,292 0.54 68,884 -31.32 0.0287
2021-11-16 2021-09-30 13F HEALTHEQUITY COM 42226A107 1,548,756 5,128 0.33 100,297 -19.27 0.0439
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 1,543,628 -61,435 -3.83 124,231 13.82 0.0532
2021-05-17 2021-03-31 13F HEALTHEQUITY COM 42226A107 1,605,063 184,335 12.97 109,144 10.20 0.0498
2021-02-16 2020-12-31 13F HEALTHEQUITY COM 42226A107 1,420,728 -18,125 -1.26 99,039 33.99 0.0460
2020-11-16 2020-09-30 13F HEALTHEQUITY COM 42226A107 1,438,853 -3,461 -0.24 73,914 -12.65 0.0385
2020-08-14 2020-06-30 13F HEALTHEQUITY COM 42226A107 1,442,314 -84,343 -5.52 84,621 9.56 0.0475
2020-05-14 2020-03-31 13F HEALTHEQUITY COM 42226A107 1,526,657 -858,863 -36.00 77,234 -56.29 0.0532
2020-02-18 2019-12-31 13F HEALTHEQUITY COM 42226A107 2,385,520 246,804 11.54 176,695 44.57 0.0905
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 2,138,716 80,885 3.93 122,217 -9.19 0.0662
2019-07-31 2019-06-30 13F HEALTHEQUITY COM 42226A107 2,057,831 250,692 13.87 134,582 0.67 0.0733
2019-04-30 2019-03-31 13F HEALTHEQUITY COM 42226A107 1,807,139 -645,184 -26.31 133,692 -8.61 0.0741
2019-02-06 2018-12-31 13F HEALTHEQUITY COM 42226A107 2,452,323 -109,825 -4.29 146,281 -39.53 0.0933
2018-11-09 2018-09-30 13F HEALTHEQUITY COM 42226A107 2,562,148 -65,326 -2.49 241,892 22.59 0.1293
2018-08-10 2018-06-30 13F HEALTHEQUITY COM 42226A107 2,627,474 -168,194 -6.02 197,323 16.59 0.1125
2018-05-14 2018-03-31 13F HEALTHEQUITY COM 42226A107 2,795,668 729,391 35.30 169,250 75.55 0.0997
2018-03-12 2017-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 2,066,277 45,986 2.28 96,412 -5.65 0.0594
2018-02-09 2017-12-31 13F HEALTHEQUITY COM 42226A107 2,066,277 45,986 96,412
2017-11-14 2017-09-30 13F HEALTHEQUITY COM 42226A107 2,020,291 -92,739 -4.39 102,186 -2.95 0.0655
2017-08-17 2017-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 2,113,030 1,822,732 627.88 105,292 754.43 0.0718
2017-08-14 2017-06-30 13F HEALTHEQUITY COM 42226A107 2,113,030 1,822,732 105,292
2017-05-03 2017-03-31 13F HEALTHEQUITY COM 42226A107 290,298 290,298 12,323 0.0865
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.