HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
DEL PRIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership42,075 shares
Latest Disclosed Value $ 3,516,208
Prudential Financial Inc reports 10.83% increase in ownership of 2HE / HealthEquity, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 42,075 shares of HealthEquity, Inc. (DE:2HE) valued at $2,966,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,965 shares of HealthEquity, Inc.. This represents a change in shares of 10.83% during the quarter. The current value of the position is $3,050,438 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)
2026-05-13 2026-03-31 13F HEALTHEQUITY COM 42226A107 42,075 4,110 10.83 3,516 1.12 0.0024
2026-02-13 2025-12-31 13F HEALTHEQUITY COM 42226A107 37,965 24,910 190.81 3,478 181.08 0.0042
2025-11-13 2025-09-30 13F HEALTHEQUITY COM 42226A107 13,055 -1,100 -7.77 1,237 -13.92 0.0015
2025-08-12 2025-06-30 13F HEALTHEQUITY COM 42226A107 14,155 4,022 39.69 1,437 46.63 0.0019
2025-05-13 2025-03-31 13F HEALTHEQUITY COM 42226A107 10,133 360 3.68 981 1.77 0.0014
2025-02-11 2024-12-31 13F HEALTHEQUITY COM 42226A107 9,773 -6,008 -38.07 963 -25.41 0.0013
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 15,781 -186,493 -92.20 1,292 -92.60 0.0018
2024-08-13 2024-06-30 13F HEALTHEQUITY COM 42226A107 202,274 55,047 37.39 17,436 45.08 0.0262
2024-05-14 2024-03-31 13F HEALTHEQUITY COM 42226A107 147,227 -425,916 -74.31 12,018 -68.37 0.0169
2024-02-13 2023-12-31 13F HEALTHEQUITY COM 42226A107 573,143 142,229 33.01 37,999 20.71 0.0574
2023-11-13 2023-09-30 13F HEALTHEQUITY COM 42226A107 430,914 344,599 399.23 31,481 477.72 0.0494
2023-08-11 2023-06-30 13F HEALTHEQUITY COM 42226A107 86,315 77,383 866.36 5,450 939.89 0.0079
2023-05-12 2023-03-31 13F HEALTHEQUITY COM 42226A107 8,932 -499 -5.29 524 -9.81 0.0008
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 9,431 -58 -0.61 581 -11.30 0.0010
2022-11-04 2022-09-30 13F HEALTHEQUITY COM 42226A107 9,489 -68 -0.71 655 7.91 0.0011
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 9,557 56 0.59 607 -5.30 0.0010
2022-05-13 2022-03-31 13F HEALTHEQUITY COM 42226A107 9,501 -657 -6.47 641 42.76 0.0009
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 10,158 -1,385 -12.00 449 -39.97 0.0006
2021-11-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 11,543 180 1.58 748 -18.16 0.0010
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 11,363 -4,119 -26.61 914 -13.20 0.0013
2021-05-12 2021-03-31 13F HEALTHEQUITY COM 42226A107 15,482 1,080 7.50 1,053 4.88 0.0016
2021-08-16 2020-12-31 13F/A-1 HEALTHEQUITY COM 0069 42226A107 14,402 285 2.02 1,004 38.48 0.0017
2021-02-16 2020-12-31 13F HEALTHEQUITY COM 42226A107 14,402 285 1,004 0.0017
2020-11-16 2020-09-30 13F HEALTHEQUITY COM 42226A107 14,117 14,026 15,413.19 725 14,400.00 0.0014
2021-08-05 2020-06-30 13F/A-1 HEALTHEQUITY COM 0058 42226A107 91 0 0.00 5 0.00 0.0009
2020-08-12 2020-06-30 13F HEALTHEQUITY COM 42226A107 13,517 13,426 793 0.0015
2021-08-05 2020-03-31 13F/A-1 HEALTHEQUITY COM 0050 42226A107 91 -7 -7.14 5 -28.57 0.0013
2020-05-12 2020-03-31 13F HEALTHEQUITY COM 42226A107 52,552 52,454 2,659 0.0059
2021-08-05 2019-12-31 13F/A-1 HEALTHEQUITY COM 0074 42226A107 98 -7 -6.67 7 16.67 0.0018
2020-02-11 2019-12-31 13F HEALTHEQUITY COM 42226A107 50,314 50,209 3,727 0.0055
2021-08-05 2019-09-30 13F/A-1 HEALTHEQUITY COM 0057 42226A107 105 -96 -47.76 6 -53.85 0.0020
2019-11-13 2019-09-30 13F HEALTHEQUITY COM 42226A107 46,470 46,269 2,656 0.0042
2021-08-05 2019-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 201 84 71.79 13 44.44 0.0045
2019-08-08 2019-06-30 13F HEALTHEQUITY COM 42226A107 40,102 39,985 2,623 0.0041
2021-08-05 2019-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 117 4 3.54 9 28.57 0.0038
2019-05-15 2019-03-31 13F HEALTHEQUITY COM 42226A107 34,902 34,789 2,582 0.0043
2021-08-05 2018-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 113 -194,898 -99.94 7 -99.96 0.0057
2019-02-07 2018-12-31 13F HEALTHEQUITY COM 42226A107 262,676 67,665 15,668 0.0275
2018-11-07 2018-09-30 13F HEALTHEQUITY COM 42226A107 195,011 -6,951 -3.44 18,411 21.39 0.0271
2018-08-13 2018-06-30 13F HEALTHEQUITY COM 42226A107 201,962 106,292 111.10 15,167 161.86 0.0227
2018-05-04 2018-03-31 13F HEALTHEQUITY COM 42226A107 95,670 10,040 11.72 5,792 44.98 0.0088
2018-02-13 2017-12-31 13F HEALTHEQUITY COM 42226A107 85,630 -19,120 -18.25 3,995 -24.59 0.0054
2017-11-02 2017-09-30 13F HEALTHEQUITY COM 42226A107 104,750 -850 -0.80 5,298 0.67 0.0088
2017-08-07 2017-06-30 13F HEALTHEQUITY COM 42226A107 105,600 24,320 29.92 5,263 52.55 0.0078
2017-05-10 2017-03-31 13F HEALTHEQUITY COM 42226A107 81,280 -6,569 -7.48 3,450 -3.06 0.0054
2017-02-07 2016-12-31 13F HEALTHEQUITY COM 42226A107 87,849 2,719 3.19 3,559 10.46 0.0057
2016-11-04 2016-09-30 13F HEALTHEQUITY COM 42226A107 85,130 -7,340 -7.94 3,222 14.66 0.0053
2016-08-09 2016-06-30 13F HEALTHEQUITY COM 42226A107 92,470 5,410 6.21 2,810 30.82 0.0047
2016-05-09 2016-03-31 13F HEALTHEQUITY COM 42226A107 87,060 6,700 8.34 2,148 6.60 0.0038
2016-02-12 2015-12-31 13F HEALTHEQUITY COM 42226A107 80,360 2,300 2.95 2,015 -12.66 0.0036
2015-11-10 2015-09-30 13F HEALTHEQUITY COM 42226A107 78,060 2,260 2.98 2,307 -5.02 0.0046
2015-08-06 2015-06-30 13F HEALTHEQUITY COM 42226A107 75,800 75,800 2,429 0.0043
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.