HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
AKTIENPREIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership36,933 shares
Latest Disclosed Value $ 3,086
Amalgamated Bank reports 1.87% increase in ownership of 2HE / HealthEquity, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 36,933 shares of HealthEquity, Inc. (DE:2HE) valued at $2,603,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 36,254 shares of HealthEquity, Inc.. This represents a change in shares of 1.87% during the quarter. The current value of the position is $2,677,642 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)
2026-05-08 2026-03-31 13F HEALTHEQUITY COM 42226A107 36,933 679 1.87 3 0.00 0.0236
2026-02-05 2025-12-31 13F HEALTHEQUITY COM 42226A107 36,254 -1,655 -4.37 3 0.00 0.0240
2025-10-29 2025-09-30 13F HEALTHEQUITY COM 42226A107 37,909 -156 -0.41 4 0.00 0.0257
2025-08-04 2025-06-30 13F HEALTHEQUITY COM 42226A107 38,065 -50 -0.13 4 0.00 0.0308
2025-04-25 2025-03-31 13F HEALTHEQUITY COM 42226A107 38,115 -1,716 -4.31 3 0.00 0.0288
2025-02-04 2024-12-31 13F HEALTHEQUITY COM 42226A107 39,831 0 0.00 4 0.00 0.0314
2024-10-30 2024-09-30 13F HEALTHEQUITY COM 42226A107 39,831 -2,313 -5.49 3 0.00 0.0269
2024-08-12 2024-06-30 13F HEALTHEQUITY COM 42226A107 42,144 -2,815 -6.26 4 0.00 0.0309
2024-04-23 2024-03-31 13F HEALTHEQUITY COM 42226A107 44,959 -8,677 -16.18 4 0.00 0.0314
2024-02-06 2023-12-31 13F HEALTHEQUITY COM 42226A107 53,636 -676 -1.24 4 0.00 0.0284
2023-11-08 2023-09-30 13F HEALTHEQUITY COM 42226A107 54,312 -1,321 -2.37 4 0.00 0.0338
2023-08-11 2023-06-30 13F HEALTHEQUITY COM 42226A107 55,633 -799 -1.42 4 0.00 0.0284
2023-05-02 2023-03-31 13F HEALTHEQUITY COM 42226A107 56,432 -3,108 -5.22 3 0.00 0.0282
2023-02-10 2022-12-31 13F HEALTHEQUITY COM 42226A107 59,540 1,060 1.81 4 -99.92 0.0327
2022-11-09 2022-09-30 13F HEALTHEQUITY COM 42226A107 58,480 1,261 2.20 3,928 11.81 0.0379
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 57,219 690 1.22 3,513 -7.84 0.0327
2022-08-25 2022-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 56,529 -2,654 -4.48 3,812 45.61 0.0296
2022-06-30 2022-03-31 13F HEALTHEQUITY COM 42226A107 56,529 -2,654 3,812 0.0303
2022-02-15 2021-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 59,183 290 0.49 2,618 -31.36 0.0193
2022-02-15 2021-12-31 13F HEALTHEQUITY COM 42226A107 59,183 290 2,618 0.0193
2021-10-29 2021-09-30 13F HEALTHEQUITY COM 42226A107 58,893 -6,237 -9.58 3,814 -27.24 0.0322
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 65,130 52,988 436.40 5,242 534.62 0.0420
2021-05-13 2021-03-31 13F HEALTHEQUITY COM 42226A107 12,142 -305 -2.45 826 -4.84 0.0310
2021-02-12 2020-12-31 13F HEALTHEQUITY COM 42226A107 12,447 114 0.92 868 36.91 0.0329
2020-10-30 2020-09-30 13F HEALTHEQUITY COM 42226A107 12,333 519 4.39 634 -8.51 0.0276
2020-08-10 2020-06-30 13F HEALTHEQUITY COM 42226A107 11,814 -1,207 -9.27 693 5.16 0.0321
2020-05-13 2020-03-31 13F HEALTHEQUITY COM 42226A107 13,021 -375 -2.80 659 -33.57 0.0161
2020-02-13 2019-12-31 13F HEALTHEQUITY COM 42226A107 13,396 1,389 11.57 992 44.61 0.0183
2019-11-13 2019-09-30 13F HEALTHEQUITY COM 42226A107 12,007 495 4.30 686 -8.90 0.0144
2019-08-14 2019-06-30 13F HEALTHEQUITY COM 42226A107 11,512 2,801 32.15 753 16.93 0.0176
2019-05-15 2019-03-31 13F HEALTHEQUITY COM 42226A107 8,711 210 2.47 644 27.02 0.0156
2019-02-15 2018-12-31 13F HEALTHEQUITY COM 42226A107 8,501 4,804 129.94 507 45.27 0.0144
2018-11-14 2018-09-30 13F HEALTHEQUITY COM 42226A107 3,697 -5,095 -57.95 349 -47.12 0.0086
2018-07-18 2018-06-30 13F HEALTHEQUITY COM 42226A107 8,792 1,534 21.14 660 50.34 0.0161
2018-05-22 2018-03-31 13F HEALTHEQUITY COM 42226A107 7,258 -56 -0.77 439 28.74 0.0116
2018-02-13 2017-12-31 13F HEALTHEQUITY COM 42226A107 7,314 461 6.73 341 -1.73 0.0092
2017-11-09 2017-09-30 13F HEALTHEQUITY COM 42226A107 6,853 -9 -0.13 347 1.46 0.0108
2017-08-10 2017-06-30 13F HEALTHEQUITY COM 42226A107 6,862 1,159 20.32 342 41.32 0.0112
2017-05-12 2017-03-31 13F HEALTHEQUITY COM 42226A107 5,703 -17 -0.30 242 4.31 0.0120
2017-02-14 2016-12-31 13F HEALTHEQUITY COM 42226A107 5,720 5,720 232 0.0105
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.