HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
AKTIENPREIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionEversept Partners, LP
Latest Disclosed Ownership51,614 shares
Latest Disclosed Value $ 4,313,382
Eversept Partners, LP reports 72.21% decrease in ownership of 2HE / HealthEquity, Inc.

On May 15, 2026 - Eversept Partners, LP filed a 13F-HR form disclosing ownership of 51,614 shares of HealthEquity, Inc. (DE:2HE) valued at $3,638,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 185,739 shares of HealthEquity, Inc.. This represents a change in shares of -72.21% during the quarter. The current value of the position is $3,742,015 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 51,614 -134,125 -72.21 4,313 -74.65 0.2274
2026-02-17 2025-12-31 13F HEALTHEQUITY COM 42226A107 185,739 133,351 254.54 17,016 242.77 0.8575
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 52,388 -103,480 -66.39 4,965 -69.60 0.3422
2025-08-14 2025-06-30 13F HEALTHEQUITY COM 42226A107 155,868 -196,108 -55.72 16,329 -47.51 1.5019
2025-05-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 351,976 -34,721 -8.98 31,104 -16.17 3.1589
2025-02-14 2024-12-31 13F HEALTHEQUITY COM 42226A107 386,697 67,619 21.19 37,104 42.07 3.2938
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 319,078 -94,453 -22.84 26,117 -26.74 1.7890
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 413,531 -7,814 -1.85 35,646 3.64 2.4411
2024-05-15 2024-03-31 13F HEALTHEQUITY COM 42226A107 421,345 -73,574 -14.87 34,394 4.82 2.2944
2024-02-14 2023-12-31 13F HEALTHEQUITY COM 42226A107 494,919 156,403 46.20 32,813 32.70 2.8828
2023-11-14 2023-09-30 13F HEALTHEQUITY COM 42226A107 338,516 338,516 24,729 2.0926
2023-11-08 2022-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 0 -127,043 -100.00 0 -100.00
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 0 -127,043 0
2023-11-08 2022-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 127,043 -17,097 -11.86 7,799 -19.76 0.5548
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 127,043 -17,097 7,799 0.6374
2023-11-08 2022-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 144,140 -189,212 -56.76 9,721 -34.09 0.7464
2022-05-16 2022-03-31 13F HEALTHEQUITY COM 42226A107 144,140 -189,212 9,721 0.8018
2023-11-08 2021-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 333,352 218,974 191.45 14,747 99.10 0.9425
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 333,352 218,974 14,747 1.0855
2023-11-08 2021-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 114,378 -83,122 -42.09 7,407 -53.40 0.5142
2021-11-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 114,378 -83,122 7,407 0.5546
2023-11-08 2021-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 197,500 197,500 15,895 1.0594
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 197,500 197,500 15,895 1.2464
2020-05-13 2020-03-31 13F HEALTHEQUITY COM 42226A107 0 -400 -100.00 0 -100.00
2020-02-13 2019-12-31 13F HEALTHEQUITY COM 42226A107 400 -240 -37.50 30 -18.92 0.0058
2019-11-13 2019-09-30 13F HEALTHEQUITY COM 42226A107 640 640 37 0.0116
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.