← Every company
Funds Holding Healthequity Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Healthequity Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of HQY →Funds holding
132
as of 2026-07-31
Reported value
$854M
summed across funds
Fund families
68
named trusts
Largest conviction
3.15%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Madison Small Cap FundMADISON FUNDS48.6K sh$4.9M | 3.15% |
| Ranger Small Cap FundSPEND LIFE WISELY FUNDS INVESTMENT TRUST3.4K sh$343K | 2.80% |
| Nationwide Geneva Mid Cap Growth FundNationwide Mutual Funds73.2K sh$7.4M | 2.79% |
| Transamerica Small Cap GrowthTRANSAMERICA FUNDS22K sh$2.2M | 2.74% |
| Nationwide Geneva Small Cap Growth FundNationwide Mutual Funds227.6K sh$22.9M | 2.62% |
| Hilton Small-MidCap Opportunity ETFTidal Trust II35.7K sh$3.6M | 2.53% |
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND17K sh$1.7M | 2.46% |
| Nationwide Renaissance Small Cap Growth FundNationwide Mutual Funds5.4K sh$542.8K | 2.39% |
| ClearBridge Small Cap Growth FundLegg Mason Partners Investment Trust360.3K sh$36.3M | 1.90% |
| Nuveen Small Cap Growth Opportunities FundNuveen Investment Funds, Inc.49.1K sh$4.9M | 1.87% |
| Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.28.2K sh$2.8M | 1.75% |
| Allspring Emerging Growth FundALLSPRING FUNDS TRUST51.5K sh$5.2M | 1.69% |
| Nuveen Small Cap Select FundNuveen Investment Funds, Inc.63.9K sh$6.4M | 1.58% |
| ClearBridge Select FundLegg Mason Partners Investment Trust488.4K sh$49.1M | 1.55% |
| ClearBridge Small Cap FundLegg Mason Global Asset Management Trust99.5K sh$10M | 1.42% |
| Harbor Active Small Cap Growth ETFHarbor ETF Trust3.7K sh$371K | 1.39% |
| SRH U.S. Quality GARP ETFElevation Series Trust28K sh$2.8M | 1.33% |
| Harbor Small Cap Growth FundHARBOR FUNDS346.2K sh$34.8M | 1.31% |
| Franklin Small Cap Growth FundFranklin Strategic Series308.6K sh$31.1M | 1.26% |
| Dunham Small Cap Growth FundDunham Funds9.6K sh$969.8K | 1.21% |
| Virtus Silvant Small/Mid Growth ETFVirtus ETF Trust II385 sh$38.7K | 1.21% |
| AMG GW&K Small Cap Growth FundAMG Funds IV23K sh$2.3M | 1.13% |
| Allspring Small Company Growth FundALLSPRING FUNDS TRUST56.3K sh$5.7M | 1.11% |
| Pacer S&P MidCap 400 Quality FCF Aristocrats ETFPacer Funds Trust114 sh$11.5K | 1.08% |
| AMG GW&K Small/Mid Cap Growth FundAMG Funds IV4.5K sh$455.7K | 1.07% |
| Small Cap Growth FundAmerican Century Mutual Funds, Inc.575.5K sh$57.9M | 1.04% |
| The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC27.4K sh$2.8M | 0.99% |
| CIBC ATLAS MID CAP EQUITY FUNDADVISORS' INNER CIRCLE FUND66.4K sh$6.7M | 0.99% |
| Schwab Health Care FundSCHWAB CAPITAL TRUST62.1K sh$6.2M | 0.97% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust30.5K sh$3.1M | 0.94% |
| SmallCap Growth Fund IPrincipal Funds, Inc208.7K sh$21M | 0.85% |
| Applied Finance Explorer FundWorld Funds Trust85.7K sh$8.6M | 0.82% |
| Invesco S&P Midcap 400 Pure Growth ETFInvesco Exchange-Traded Fund Trust19.7K sh$2M | 0.58% |
| THE HARTFORD SMALL COMPANY FUNDHARTFORD MUTUAL FUNDS, INC38.8K sh$3.9M | 0.58% |
| Janus Henderson Small Cap Growth Alpha ETFJanus Detroit Street Trust19.5K sh$2M | 0.54% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST31.6K sh$3.2M | 0.48% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust61.3K sh$6.2M | 0.48% |
| MID-CAP GROWTH PROFUNDProFunds234 sh$23.5K | 0.47% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust45.9K sh$4.6M | 0.46% |
| Morningstar U.S. Equity FundMorningstar Funds Trust84.2K sh$8.5M | 0.44% |
| Victory Small Cap Stock FundVictory Portfolios III38K sh$3.8M | 0.40% |
| GRANDEUR PEAK GLOBAL REACH FUNDGrandeur Peak Global Trust2.8K sh$279.5K | 0.35% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC64.2K sh$6.5M | 0.33% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.3K sh$1.6M | 0.28% |
| Global X Russell 2000 ETFGLOBAL X FUNDS40.6K sh$4.1M | 0.27% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST206.1K sh$20.7M | 0.27% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust927.3K sh$93.3M | 0.27% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds110.7K sh$11.1M | 0.27% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST9.6K sh$965.6K | 0.27% |
| Nationwide Small Cap Index FundNationwide Mutual Funds7.4K sh$745.1K | 0.27% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust26.2K sh$2.6M | 0.27% |
| Fidelity Small Cap Growth FundFidelity Securities Fund235.9K sh$23.7M | 0.27% |
| Fidelity Small Cap Growth K6 FundFidelity Securities Fund119.6K sh$12M | 0.26% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust7.1K sh$716.2K | 0.25% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO24K sh$2.4M | 0.25% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust66.1K sh$6.7M | 0.24% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST12.2K sh$1.2M | 0.24% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust9.3K sh$933.9K | 0.24% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.30.9K sh$3.1M | 0.24% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc32.3K sh$3.2M | 0.24% |
| Nationwide Mid Cap Market Index FundNationwide Mutual Funds11.2K sh$1.1M | 0.24% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust6.5K sh$656.7K | 0.23% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2305 sh$30.7K | 0.23% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND476.7K sh$48M | 0.22% |
| Eventide US Market ETFStrategy Shares3.9K sh$394.8K | 0.22% |
| Fidelity Stock Selector Small Cap FundFidelity Capital Trust151.1K sh$15.2M | 0.21% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust51.1K sh$5.1M | 0.21% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust12.9K sh$1.3M | 0.20% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust12.6K sh$1.3M | 0.20% |
| ULTRA SMALL CAP PROFUNDProFunds1.1K sh$109.9K | 0.19% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC367.7K sh$37M | 0.19% |
| Fidelity Series Small Cap Opportunities FundFidelity Securities Fund86.7K sh$8.7M | 0.18% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc3.5K sh$354.2K | 0.18% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1.2K sh$124.8K | 0.18% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust36.5K sh$3.7M | 0.18% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust270.6K sh$27.2M | 0.18% |
| First Trust Mid Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund10.2K sh$1M | 0.18% |
| ULTRA MID CAP PROFUNDProFunds708 sh$71.2K | 0.15% |
| Column Small Cap FundTrust for Professional Managers8.5K sh$823.3K | 0.15% |
| Fidelity Hedged Equity ETFFidelity Greenwood Street Trust12.8K sh$1.3M | 0.14% |
| iShares Morningstar Small-Cap ETFiShares Trust3.7K sh$374.2K | 0.13% |
| Fidelity MSCI Health Care Index ETFFIDELITY COVINGTON TRUST40.1K sh$4M | 0.12% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust31.1K sh$3.1M | 0.12% |
| Victory Extended Market Index FundVictory Portfolios III9.4K sh$948.6K | 0.12% |
| Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc105.9K sh$10.7M | 0.12% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds14.9K sh$1.5M | 0.11% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7K sh$703.5K | 0.11% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust120 sh$12.1K | 0.10% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST22.5K sh$2.3M | 0.09% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds36.4K sh$3.7M | 0.09% |
| SMALL-CAP PROFUNDProFunds72 sh$7.2K | 0.09% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.7K sh$777.9K | 0.09% |
| MID-CAP PROFUNDProFunds76 sh$7.6K | 0.08% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO13K sh$1.3M | 0.06% |
| Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II11.2K sh$1.1M | 0.06% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust119 sh$12K | 0.06% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust85.3K sh$8.6M | 0.06% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund3.1K sh$306.9K | 0.05% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust6.6K sh$666.2K | 0.05% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC83.1K sh$8.4M | 0.05% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust72.2K sh$7.3M | 0.05% |
| Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust959 sh$96.5K | 0.04% |
| Dimensional US Vector Equity ETFDimensional ETF Trust2.2K sh$224K | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC8.1K sh$814.1K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust149K sh$15M | 0.03% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC24.9K sh$2.5M | 0.03% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust6.3K sh$635.3K | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC97.2K sh$9.8M | 0.03% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust6.6K sh$668.8K | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC78.2K sh$7.9M | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC10.2K sh$1M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.8K sh$379.8K | 0.02% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust6.7K sh$672.5K | 0.02% |
| Nationwide Fundamental All Cap Equity PortfolioNationwide Mutual Funds2.4K sh$246.2K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust167 sh$16.8K | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust18.7K sh$1.9M | 0.02% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III194 sh$19.5K | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds79.5K sh$8M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III470 sh$47.3K | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust3.7K sh$374.3K | 0.01% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc896 sh$90.1K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust25.3K sh$2.5M | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS26.9K sh$2.7M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust45.8K sh$4.6M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST51K sh$5.1M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds5.1K sh$515.9K | 0.01% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc223 sh$22.4K | 0.01% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc541 sh$54.4K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS67.1K sh$6.7M | 0.01% |
| Column Mid Cap FundTrust for Professional Managers719 sh$69.4K | 0.01% |
| Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-315 sh-$31.7K | -0.01% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO-12K sh-$1.2M | -0.04% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on HQY
Company overviewEverything on HQY in one place, with the price.SEC filingsWhat HQY's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat HQY's own officers and directors buy and sell.Planned salesSales HQY insiders have filed notice of.Executive payWhat HQY awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in HQY.LobbyingWhat HQY spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on HQY's account, and who they worked for.Federal contractsWhat federal agencies pay HQY.