HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
DEL PRIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionMan Group plc
Latest Disclosed Ownership423,282 shares
Latest Disclosed Value $ 35,373,677
Man Group plc reports 53.12% increase in ownership of 2HE / HealthEquity, Inc.

On May 15, 2026 - Man Group plc filed a 13F-HR form disclosing ownership of 423,282 shares of HealthEquity, Inc. (DE:2HE) valued at $29,841,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 276,444 shares of HealthEquity, Inc.. This represents a change in shares of 53.12% during the quarter. The current value of the position is $30,687,945 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)
2026-05-15 2026-03-31 13F HEALTHEQUITY COM 42226A107 423,282 146,838 53.12 35,374 39.68 0.0642
2026-02-17 2025-12-31 13F HEALTHEQUITY COM 42226A107 276,444 -30,837 -10.04 25,325 -13.04 0.0430
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 307,281 52,629 20.67 29,121 9.16 0.0506
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 254,652 236,867 1,331.84 26,677 1,598.09 0.0508
2025-05-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 17,785 -199,997 -91.83 1,572 -92.48 0.0040
2025-02-14 2024-12-31 13F HEALTHEQUITY COM 42226A107 217,782 5,685 2.68 20,896 20.37 0.0550
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 212,097 172,950 441.80 17,360 414.52 0.0452
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 39,147 -207,400 -84.12 3,374 -83.23 0.0085
2024-05-15 2024-03-31 13F HEALTHEQUITY COM 42226A107 246,547 -172,439 -41.16 20,126 -27.55 0.0507
2024-02-14 2023-12-31 13F HEALTHEQUITY COM 42226A107 418,986 27,779 694.34 0.0774
2023-11-14 2023-09-30 13F HEALTHEQUITY COM 42226A107 3,497 17.98 0.0108
2023-08-14 2023-06-30 13F HEALTHEQUITY COM 42226A107 46,957 46,957 2,965 0.0091
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 0 -36,960 -100.00 0 -100.00
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 36,960 2,483 -39.97 0.0115
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 4,136 -51.58 0.0175
2022-05-16 2022-03-31 13F HEALTHEQUITY COM 42226A107 126,657 -40,751 -24.34 8,542 15.34 0.0297
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 167,408 21,422 14.67 7,406 -21.66 0.0238
2021-11-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 145,986 44,818 44.30 9,454 16.11 0.0332
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 101,168 56,692 127.47 8,142 169.25 0.0287
2021-05-17 2021-03-31 13F HEALTHEQUITY COM 42226A107 44,476 20,584 86.15 3,024 81.51 0.0133
2021-02-16 2020-12-31 13F HEALTHEQUITY COM 42226A107 23,892 -13,357 -35.86 1,666 -12.91 0.0073
2020-11-16 2020-09-30 13F HEALTHEQUITY COM 42226A107 37,249 37,249 1,913 0.0075
2020-02-14 2019-12-31 13F HEALTHEQUITY COM 42226A107 0 -14,385 -100.00 0 -100.00
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 14,385 -110,581 -88.49 822 -89.94 0.0031
2019-08-14 2019-06-30 13F HEALTHEQUITY COM 42226A107 124,966 48,252 62.90 8,172 44.00 0.0295
2019-05-15 2019-03-31 13F HEALTHEQUITY COM 42226A107 76,714 56,553 280.51 5,675 371.74 0.0215
2019-02-14 2018-12-31 13F HEALTHEQUITY COM 42226A107 20,161 -72,552 -78.25 1,203 -86.26 0.0054
2018-11-14 2018-09-30 13F HEALTHEQUITY COM 42226A107 92,713 35,415 61.81 8,753 103.42 0.0320
2018-08-14 2018-06-30 13F HEALTHEQUITY COM 42226A107 57,298 38,087 198.26 4,303 269.99 0.0177
2018-05-15 2018-03-31 13F HEALTHEQUITY COM 42226A107 19,211 19,211 1,163 0.0053
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.