HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
AKTIENPREIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership26,332 shares
Latest Disclosed Value $ 2,412,217
Comerica Bank reports 92.33% decrease in ownership of 2HE / HealthEquity, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 26,332 shares of HealthEquity, Inc. (DE:2HE) valued at $2,053,896 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 343,270 shares of HealthEquity, Inc.. This represents a change in shares of -92.33% during the quarter. The current value of the position is $1,909,070 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)
2026-01-29 2025-12-31 13F HEALTHEQUITY COM 42226A107 26,332 -316,938 -92.33 2,412 -92.59 0.0096
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 343,270 105,602 44.43 32,532 30.66 0.1224
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 237,668 167,515 238.79 24,898 301.65 0.0966
2025-05-14 2025-03-31 13F HEALTHEQUITY COM 42226A107 70,153 21,238 43.42 6,199 32.09 0.0260
2025-02-14 2024-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 48,915 -1,368 -2.72 4,693 14.05 0.0189
2025-02-14 2024-12-31 13F HEALTHEQUITY COM 42226A107 48,915 -1,368 4,693 0.0157
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 50,283 -3,765 -6.97 4,116 -11.66 0.0163
2024-08-15 2024-06-30 13F HEALTHEQUITY COMMON 42226A107 54,048 -3,527 -6.13 4,659 -0.87 0.0194
2024-05-16 2024-03-31 13F HEALTHEQUITY COMMON 42226A107 57,575 -1,254 -2.13 4,700 20.49 0.0203
2024-02-14 2023-12-31 13F HEALTHEQUITY COMMON 42226A107 58,829 339 0.58 3,900 -8.71 0.0180
2023-11-21 2023-09-30 13F HEALTHEQUITY COMMON 42226A107 58,490 58,419 82,280.28 4,273 0.0223
2023-08-22 2023-06-30 13F HEALTHEQUITY EQU 42226A107 71 -37,490 -99.81 0 -100.00 0.0001
2023-01-26 2022-12-31 13F HEALTHEQUITY COM 42226A107 37,561 -645 -1.69 2 -99.93 0.0177
2022-10-28 2022-09-30 13F HEALTHEQUITY COM 42226A107 38,206 -711 -1.83 2,887 23.85 0.0243
2022-08-02 2022-06-30 13F HEALTHEQUITY COM 42226A107 38,917 337 0.87 2,331 -15.64 0.0191
2022-04-27 2022-03-31 13F HEALTHEQUITY COM 42226A107 38,580 407 1.07 2,763 40.25 0.0201
2022-02-18 2021-12-31 13F HEALTHEQUITY COM 42226A107 38,173 182 0.48 1,970 -23.26 0.0145
2021-11-22 2021-09-30 13F HEALTHEQUITY COM 42226A107 37,991 -7,871 -17.16 2,567 -10.65 0.0155
2021-08-26 2021-06-30 13F HEALTHEQUITY COM 42226A107 45,862 -569 -1.23 2,873 -15.85 0.0172
2021-04-28 2021-03-31 13F HEALTHEQUITY COM 42226A107 46,431 1,057 2.33 3,414 -11.85 0.0204
2021-01-28 2020-12-31 13F HEALTHEQUITY COM 42226A107 45,374 -1,148 -2.47 3,873 44.41 0.0246
2020-10-30 2020-09-30 13F HEALTHEQUITY COM 42226A107 46,522 2,445 5.55 2,682 8.06 0.0195
2020-07-31 2020-06-30 13F HEALTHEQUITY COM 42226A107 44,077 -9,531 -17.78 2,482 -9.81 0.0191
2020-05-01 2020-03-31 13F HEALTHEQUITY COM 42226A107 53,608 -673 -1.24 2,752 -26.44 0.0252
2020-02-07 2019-12-31 13F HEALTHEQUITY COM 42226A107 54,281 114 0.21 3,741 24.16 0.0283
2019-10-31 2019-09-30 13F HEALTHEQUITY COM 42226A107 54,167 22,430 70.67 3,013 26.01 0.0238
2019-08-02 2019-06-30 13F HEALTHEQUITY COM 42226A107 31,737 -3,422 -9.73 2,391 -13.15 0.0191
2019-05-02 2019-03-31 13F HEALTHEQUITY COM 42226A107 35,159 -316 -0.89 2,753 25.48 0.0223
2019-02-06 2018-12-31 13F HEALTHEQUITY COM 42226A107 35,475 1,141 3.32 2,194 -25.55 0.0186
2018-11-01 2018-09-30 13F HEALTHEQUITY COM 42226A107 34,334 -21,208 -38.18 2,947 -34.82 0.0238
2018-08-01 2018-06-30 13F HEALTHEQUITY COM 42226A107 55,542 379 0.69 4,521 23.83 0.0316
2018-05-01 2018-03-31 13F HEALTHEQUITY COM 42226A107 55,163 1,361 2.53 3,651 38.77 0.0261
2018-02-02 2017-12-31 13F HEALTHEQUITY COM 42226A107 53,802 -938 -1.71 2,631 -1.97 0.0175
2017-11-06 2017-09-30 13F HEALTHEQUITY COM 42226A107 54,740 8,006 17.13 2,684 17.93 0.0194
2017-08-03 2017-06-30 13F HEALTHEQUITY COM 42226A107 46,734 -1,924 -3.95 2,276 5.37 0.0170
2017-05-03 2017-03-31 13F HEALTHEQUITY COM 42226A107 48,658 2,926 6.40 2,160 -1.23 0.0164
2017-02-08 2016-12-31 13F HEALTHEQUITY COM 42226A107 45,732 10,468 29.68 2,187 116.96 0.0173
2016-08-11 2016-06-30 13F HEALTHEQUITY COM 42226A107 35,264 -383 -1.07 1,008 12.50 0.0087
2016-05-11 2016-03-31 13F HEALTHEQUITY COM 42226A107 35,647 254 0.72 896 12.28 0.0080
2016-02-05 2015-12-31 13F HEALTHEQUITY COM 42226A107 35,393 531 1.52 798 -22.52 0.0078
2015-11-12 2015-09-30 13F HEALTHEQUITY COM 42226A107 34,862 -33,664 -49.13 1,030 -53.10 0.0098
2015-08-13 2015-06-30 13F HEALTHEQUITY COM 42226A107 68,526 68,526 2,196 0.0094
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.