HealthEquity, Inc.
DE ˙ DB ˙ US42226A1079
72,50 € ↑0,50 (0,69%)
2026-06-05
AKTIENPREIS
SecurityDE:2HE / HealthEquity, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership8,525 shares
Latest Disclosed Value $ 712,434
Sheets Smith Wealth Management ownership in 2HE / HealthEquity, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 8,525 shares of HealthEquity, Inc. (DE:2HE) valued at $601,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 8,525 shares of HealthEquity, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $618,062 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F HEALTHEQUITY COM 42226A107 8,525 0 0.00 712 -8.72 0.0802
2026-01-20 2025-12-31 13F HEALTHEQUITY COM 42226A107 8,525 0 0.00 781 -3.35 0.0857
2025-10-16 2025-09-30 13F HEALTHEQUITY COM 42226A107 8,525 106 1.26 808 -8.40 0.0914
2025-07-15 2025-06-30 13F HEALTHEQUITY COM 42226A107 8,419 157 1.90 882 20.68 0.1032
2025-04-23 2025-03-31 13F HEALTHEQUITY COM 42226A107 8,262 297 3.73 730 -4.45 0.0907
2025-01-17 2024-12-31 13F HEALTHEQUITY COM 42226A107 7,965 273 3.55 764 21.46 0.0933
2024-11-01 2024-09-30 13F HEALTHEQUITY COM 42226A107 7,692 -75 -0.97 630 -5.98 0.0770
2024-07-30 2024-06-30 13F HEALTHEQUITY COM 42226A107 7,767 1 0.01 670 5.69 0.0801
2024-05-08 2024-03-31 13F HEALTHEQUITY COM 42226A107 7,766 15 0.19 634 23.39 0.0710
2024-02-06 2023-12-31 13F HEALTHEQUITY COM 42226A107 7,751 -170 -2.15 514 -11.25 0.0731
2023-10-23 2023-09-30 13F HEALTHEQUITY COM 42226A107 7,921 191 2.47 579 18.44 0.0881
2023-08-09 2023-06-30 13F HEALTHEQUITY COM 42226A107 7,730 0 0.00 488 7.73 0.0713
2023-05-26 2023-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 7,730 0 0.00 454 -4.83 0.0693
2023-05-12 2023-03-31 13F HEALTHEQUITY COM 42226A107 59 -7,671 454 0.0695
2023-03-08 2022-12-31 13F HEALTHEQUITY COM 42226A107 7,730 0 0.00 476 -8.29 0.0746
2022-11-01 2022-09-30 13F HEALTHEQUITY COM 42226A107 7,730 0 0.00 519 9.26 0.0867
2022-07-27 2022-06-30 13F HEALTHEQUITY COM 42226A107 7,730 0 0.00 475 -8.83 0.0782
2022-05-02 2022-03-31 13F HEALTHEQUITY COM 42226A107 7,730 0 0.00 521 52.34 0.0718
2022-01-20 2021-12-31 13F HEALTHEQUITY COM 42226A107 7,730 2,695 53.53 342 4.91 0.0424
2021-10-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 5,035 0 0.00 326 -19.51 0.0442
2021-08-03 2021-06-30 13F HEALTHEQUITY COM 42226A107 5,035 0 0.00 405 18.42 0.0546
2021-04-23 2021-03-31 13F HEALTHEQUITY COM 42226A107 5,035 0 0.00 342 -2.56 0.0503
2021-01-13 2020-12-31 13F HEALTHEQUITY COM 42226A107 5,035 55 1.10 351 37.11 0.0531
2020-10-26 2020-09-30 13F HEALTHEQUITY COM 42226A107 4,980 0 0.00 256 -12.33 0.0445
2020-07-17 2020-06-30 13F HEALTHEQUITY COM 42226A107 4,980 0 0.00 292 15.87 0.0584
2020-04-28 2020-03-31 13F HEALTHEQUITY COM 42226A107 4,980 294 6.27 252 -27.38 0.0528
2020-01-24 2019-12-31 13F HEALTHEQUITY COM 42226A107 4,686 -200 -4.09 347 24.37 0.0663
2019-10-28 2019-09-30 13F HEALTHEQUITY COM 42226A107 4,886 4,886 4.27 279 -19.60 0.0574
2019-01-11 2018-12-31 13F HEALTHEQUITY COM 42226A107 0 -6,493 -100.00 0 -100.00
2018-10-15 2018-09-30 13F HEALTHEQUITY COM 42226A107 6,493 -706 -9.81 613 13.31 0.1269
2018-07-26 2018-06-30 13F HEALTHEQUITY COM 42226A107 7,199 7,199 541 0.1266
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.