헬스에퀴티, Inc.
DE ˙ DB ˙ US42226A1079
€72.50 ↑0.50 (0.69%)
2026-06-05
주가
SecurityDE:2HE / HealthEquity, Inc.
InstitutionSecurian Asset Management, Inc
Latest Disclosed Ownership6,266 shares
Latest Disclosed Value $ 523,650
Securian Asset Management, Inc ownership in 2HE / HealthEquity, Inc.

On May 1, 2026 - Securian Asset Management, Inc filed a 13F-HR form disclosing ownership of 6,266 shares of HealthEquity, Inc. (DE:2HE) valued at $441,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,266 shares of HealthEquity, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $454,285 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)
2026-05-01 2026-03-31 13F HEALTHEQUITY COM 42226A107 6,266 0 0.00 524 -8.89 0.0207
2026-02-04 2025-12-31 13F HEALTHEQUITY COM 42226A107 6,266 -210 -3.24 574 -6.36 0.0218
2025-10-23 2025-09-30 13F HEALTHEQUITY COM 42226A107 6,476 -125 -1.89 614 -11.29 0.0163
2025-07-30 2025-06-30 13F HEALTHEQUITY COM 42226A107 6,601 0 0.00 692 18.52 0.0197
2025-05-01 2025-03-31 13F HEALTHEQUITY COM 42226A107 6,601 0 0.00 583 -7.90 0.0177
2025-02-10 2024-12-31 13F HEALTHEQUITY COM 42226A107 6,601 -165 -2.44 633 14.47 0.0184
2024-11-13 2024-09-30 13F HEALTHEQUITY COM 42226A107 6,766 -173 -2.49 554 -7.53 0.0160
2024-07-15 2024-06-30 13F HEALTHEQUITY COM 42226A107 6,939 -100 -1.42 598 4.18 0.0175
2024-04-26 2024-03-31 13F HEALTHEQUITY COM 42226A107 7,039 -100 -1.40 575 21.35 0.0169
2024-02-08 2023-12-31 13F HEALTHEQUITY COM 42226A107 7,139 -100 -1.38 473 -10.42 0.0134
2023-10-30 2023-09-30 13F HEALTHEQUITY COM 42226A107 7,239 -352 -4.64 529 10.23 0.0158
2023-08-07 2023-06-30 13F HEALTHEQUITY COM 42226A107 7,591 -100 -1.30 479 6.21 0.0123
2023-04-27 2023-03-31 13F HEALTHEQUITY COM 42226A107 7,691 0 0.00 452 -4.85 0.0120
2023-02-03 2022-12-31 13F HEALTHEQUITY COM 42226A107 7,691 0 0.00 474 0.0133
2022-10-28 2022-09-30 13F HEALTHEQUITY COM 42226A107 7,691 0 0.00 1 0.0154
2022-08-04 2022-06-30 13F HEALTHEQUITY COM 42226A107 7,691 213 2.85 0 0.0113
2022-05-03 2022-03-31 13F HEALTHEQUITY COM 42226A107 7,478 0 0.00 1 0.0098
2022-02-10 2021-12-31 13F HEALTHEQUITY COM 42226A107 7,478 0 0.00 0 0.0061
2021-11-08 2021-09-30 13F HEALTHEQUITY COM 42226A107 7,478 -184 -2.40 0 0.0099
2021-08-10 2021-06-30 13F HEALTHEQUITY COM 42226A107 7,662 -162 -2.07 1 0.0125
2021-05-10 2021-03-31 13F HEALTHEQUITY COM 42226A107 7,824 538 7.38 1 0.0116
2021-02-08 2020-12-31 13F HEALTHEQUITY COM 42226A107 7,286 -161 -2.16 1 -100.00 0.0115
2020-11-04 2020-09-30 13F HealthEquity COMMON STOCK 42226A107 7,447 221 3.06 383 -9.67 0.0093
2020-08-06 2020-06-30 13F HealthEquity COMMON STOCK 42226A107 7,226 0 0.00 424 15.85 0.0108
2020-05-07 2020-03-31 13F HealthEquity COMMON STOCK 42226A107 7,226 0 0.00 366 -31.59 0.0103
2020-02-04 2019-12-31 13F HealthEquity COMMON STOCK 42226A107 7,226 -700 -8.83 535 18.10 0.0118
2019-11-12 2019-09-30 13F HealthEquity COMMON STOCK 42226A107 7,926 1,372 20.93 453 0.0104
2019-08-05 2019-06-30 13F HealthEquity COMMON STOCK 42226A107 6,554 -79 -1.19 0 -12.63 0.0099
2019-04-26 2019-03-31 13F HealthEquity COMMON STOCK 42226A107 6,633 0 0.00 0 23.99 0.0117
2019-02-04 2018-12-31 13F HealthEquity COMMON STOCK 42226A107 6,633 0 0.00 0 -36.74 0.0106
2018-10-26 2018-09-30 13F HealthEquity COMMON STOCK 42226A107 6,633 6,633 1 0.0149
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.