HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
PREZZO DELLE AZIONI
SecurityDE:2HE / HealthEquity, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership23,642 shares
Latest Disclosed Value $ 1,975,760
Stifel Financial Corp reports 0.99% decrease in ownership of 2HE / HealthEquity, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 23,642 shares of HealthEquity, Inc. (DE:2HE) valued at $1,666,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,878 shares of HealthEquity, Inc.. This represents a change in shares of -0.99% during the quarter. The current value of the position is $1,714,045 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)
2026-05-12 2026-03-31 13F HEALTHEQUITY COM 42226A107 23,642 -236 -0.99 1,976 -9.69 0.0004
2026-02-13 2025-12-31 13F HEALTHEQUITY COM 42226A107 23,878 4,332 22.16 2,187 18.09 0.0020
2025-11-12 2025-09-30 13F HEALTHEQUITY COM 42226A107 19,546 8,583 78.29 1,852 61.32 0.0017
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 10,963 -4,051 -26.98 1,148 -13.42 0.0011
2025-05-14 2025-03-31 13F HEALTHEQUITY COM 42226A107 15,014 -7,218 -32.47 1,327 -37.83 0.0014
2025-02-13 2024-12-31 13F HEALTHEQUITY COM 42226A107 22,232 2,964 15.38 2,133 35.26 0.0022
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 19,268 -2,171 -10.13 1,577 -14.66 0.0017
2024-08-13 2024-06-30 13F HEALTHEQUITY COM 42226A107 21,439 300 1.42 1,848 7.13 0.0021
2024-05-14 2024-03-31 13F HEALTHEQUITY COM 42226A107 21,139 2,198 11.60 1,726 37.45 0.0020
2024-02-12 2023-12-31 13F HEALTHEQUITY COM 42226A107 18,941 -2,696 -12.46 1,256 -20.57 0.0016
2023-11-13 2023-09-30 13F HEALTHEQUITY COM 42226A107 21,637 4,508 26.32 1,581 46.16 0.0022
2023-08-14 2023-06-30 13F HEALTHEQUITY COM 42226A107 17,129 371 2.21 1,082 9.97 0.0015
2023-05-12 2023-03-31 13F HEALTHEQUITY COM 42226A107 16,758 115 0.69 984 -4.10 0.0014
2023-02-13 2022-12-31 13F HEALTHEQUITY COM 42226A107 16,643 -5,569 -25.07 1,026 -31.30 0.0015
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 22,212 -749 -3.26 1,492 5.82 0.0024
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 22,961 -1,277 -5.27 1,410 -13.71 0.0022
2022-05-13 2022-03-31 13F HEALTHEQUITY COM 42226A107 24,238 4,159 20.71 1,634 84.01 0.0022
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 20,079 -6,206 -23.61 888 -47.86 0.0012
2021-11-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 26,285 -4,696 -15.16 1,703 -31.69 0.0025
2021-08-13 2021-06-30 13F HEALTHEQUITY COM 42226A107 30,981 -257 -0.82 2,493 17.32 0.0037
2021-05-14 2021-03-31 13F HEALTHEQUITY COM 42226A107 31,238 4,096 15.09 2,125 12.26 0.0035
2021-02-12 2020-12-31 13F HEALTHEQUITY COM 42226A107 27,142 8,495 45.56 1,893 97.60 0.0034
2020-11-16 2020-09-30 13F HEALTHEQUITY COM 42226A107 18,647 336 1.83 958 -10.80 0.0020
2020-08-14 2020-06-30 13F HEALTHEQUITY COM 42226A107 18,311 -1,666 -8.34 1,074 7.72 0.0025
2020-05-14 2020-03-31 13F HEALTHEQUITY COM 42226A107 19,977 -131,473 -86.81 997 -91.14 0.0028
2020-02-13 2019-12-31 13F HEALTHEQUITY COM 42226A107 151,450 25,570 20.31 11,258 56.36 0.0235
2019-11-19 2019-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 125,880 -83,579 -39.90 7,200 -47.73 0.0184
2019-11-13 2019-09-30 13F HEALTHEQUITY COM 42226A107 125,880 -83,579 7,200 4,035.9609
2019-08-14 2019-06-30 13F HEALTHEQUITY COM 42226A107 209,459 1,091 0.52 13,774 -10.87 0.0355
2019-05-14 2019-03-31 13F HEALTHEQUITY COM 42226A107 208,368 16,693 8.71 15,453 34.64 0.0437
2019-02-13 2018-12-31 13F HEALTHEQUITY COM 42226A107 191,675 54,584 39.82 11,477 -11.36 0.0371
2018-11-13 2018-09-30 13F HEALTHEQUITY COM 42226A107 137,091 -107,724 -44.00 12,948 -29.62 0.0371
2018-08-14 2018-06-30 13F HEALTHEQUITY COM 42226A107 244,815 9,248 3.93 18,396 28.94 0.0564
2018-05-11 2018-03-31 13F HEALTHEQUITY COM 42226A107 235,567 24,801 11.77 14,267 44.34 0.0450
2018-02-14 2017-12-31 13F HEALTHEQUITY COM 42226A107 210,766 -5,569 -2.57 9,884 -9.97 0.0313
2017-11-13 2017-09-30 13F HEALTHEQUITY COM 42226A107 216,335 177,462 456.52 10,979 473.02 0.0381
2017-08-14 2017-06-30 13F HEALTHEQUITY COM 42226A107 38,873 1,263 3.36 1,916 22.35 0.0071
2017-05-10 2017-03-31 13F HEALTHEQUITY COM 42226A107 37,610 26,369 234.58 1,566 244.93 0.0061
2017-02-16 2016-12-31 13F HEALTHEQUITY COM 42226A107 11,241 11,241 44.12 454 97.39 0.0019
2016-02-16 2015-12-31 13F HEALTHEQUITY COM 42226A107 0 -7,800 -100.00 0 -100.00
2015-11-16 2015-09-30 13F HEALTHEQUITY COM 42226A107 7,800 7,800 230 0.0013
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.