헬스에퀴티, Inc.
DE ˙ DB ˙ US42226A1079
€72.50 ↑0.50 (0.69%)
2026-06-05
주가
SecurityDE:2HE / HealthEquity, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership5,902 shares
Latest Disclosed Value $ 493,230
Crossmark Global Holdings, Inc. reports 0.62% decrease in ownership of 2HE / HealthEquity, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 5,902 shares of HealthEquity, Inc. (DE:2HE) valued at $416,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 5,939 shares of HealthEquity, Inc.. This represents a change in shares of -0.62% during the quarter. The current value of the position is $427,895 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)
2026-05-11 2026-03-31 13F HEALTHEQUITY COM 42226A107 5,902 -37 -0.62 493 -9.37 0.0073
2026-02-03 2025-12-31 13F HEALTHEQUITY COM 42226A107 5,939 382 6.87 544 3.42 0.0078
2025-11-12 2025-09-30 13F HEALTHEQUITY COM 42226A107 5,557 -266 -4.57 527 -13.77 0.0079
2025-08-08 2025-06-30 13F HEALTHEQUITY COM 42226A107 5,823 -473 -7.51 610 9.71 0.0098
2025-04-30 2025-03-31 13F HEALTHEQUITY COM 42226A107 6,296 261 4.32 556 0.0098
2025-01-16 2024-12-31 13F HEALTHEQUITY INC COM COM 42226A107 6,035 57 0.95 1 0.0106
2024-11-04 2024-09-30 13F HEALTHEQUITY INC COM COM 42226A107 5,978 -5,303 -47.01 0 0.0087
2024-07-29 2024-06-30 13F HEALTHEQUITY INC COM COM 42226A107 11,281 -457 -3.89 1 0.0186
2024-05-13 2024-03-31 13F HEALTHEQUITY INC COM COM 42226A107 11,738 505 4.50 1 0.0184
2024-02-13 2023-12-31 13F HEALTHEQUITY INC COM COM 42226A107 11,233 -3,633 -24.44 1 -100.00 0.0155
2023-11-08 2023-09-30 13F HEALTHEQUITY INC COM COM 42226A107 14,866 -172 -1.14 1 0.0251
2023-07-31 2023-06-30 13F HEALTHEQUITY INC COM COM 42226A107 15,038 -1,152 -7.12 1 0.0210
2023-05-12 2023-03-31 13F HEALTHEQUITY INC COM COM 42226A107 16,190 44 0.27 1 0.0224
2023-01-19 2022-12-31 13F HEALTHEQUITY INC COM COM 42226A107 16,146 521 3.33 1 -100.00 0.0248
2022-11-01 2022-09-30 13F HEALTHEQUITY INC COM COM 42226A107 15,625 -516 -3.20 1,050 5.95 0.0291
2022-07-29 2022-06-30 13F HEALTHEQUITY INC COM COM 42226A107 16,141 -1,800 -10.03 991 -18.10 0.0257
2022-05-11 2022-03-31 13F HEALTHEQUITY INC COM COM 42226A107 17,941 2,280 14.56 1,210 74.60 0.0270
2022-01-10 2021-12-31 13F HEALTHEQUITY INC COM COM 42226A107 15,661 4,518 40.55 693 -4.02 0.0151
2021-10-21 2021-09-30 13F/A-1 HEALTHEQUITY INC COM COM 42226A107 11,143 -37 -0.33 722 -19.78 0.0169
2021-07-21 2021-06-30 13F HEALTHEQUITY INC COM COM 42226A107 11,180 -220 -1.93 900 16.13 0.0212
2021-04-15 2021-03-31 13F HEALTHEQUITY INC COM COM 42226A107 11,400 640 5.95 775 3.33 0.0192
2021-01-14 2020-12-31 13F HEALTHEQUITY INC COM COM 42226A107 10,760 4,310 66.82 750 126.59 0.0190
2020-10-08 2020-09-30 13F HEALTHEQUITY INC COM COM 42226A107 6,450 190 3.04 331 -9.81 0.0093
2020-08-14 2020-06-30 13F HEALTHEQUITY INC COM COM 42226A107 6,260 350 5.92 367 22.74 0.0107
2020-04-28 2020-03-31 13F HEALTHEQUITY INC COM COM 42226A107 5,910 -20 -0.34 299 -31.89 0.0107
2020-02-06 2019-12-31 13F HEALTHEQUITY INC COM COM 42226A107 5,930 360 6.46 439 38.05 0.0121
2019-10-09 2019-09-30 13F HEALTHEQUITY INC COM COM 42226A107 5,570 660 13.44 318 -0.93 0.0093
2019-07-09 2019-06-30 13F HEALTHEQUITY INC COM COM 42226A107 4,910 -190 -3.73 321 -14.85 0.0090
2019-05-02 2019-03-31 13F HEALTHEQUITY INC COM COM 42226A107 5,100 -40 -0.78 377 22.80 0.0107
2019-01-31 2018-12-31 13F HEALTHEQUITY INC COM COM 42226A107 5,140 320 6.64 307 -32.53 0.0095
2018-11-08 2018-09-30 13F/A-1 HEALTHEQUITY INC COM COM 42226A107 4,820 -3,540 -42.34 455 -27.55 0.0115
2018-11-06 2018-09-30 13F HEALTHEQUITY INC COM COM 42226A107 8,360 0 628
2018-07-31 2018-06-30 13F HEALTHEQUITY INC COM COM 42226A107 8,360 360 4.50 628 29.75 0.0168
2018-04-16 2018-03-31 13F HEALTHEQUITY INC COM COM 42226A107 8,000 -1,500 -15.79 484 9.26 0.0125
2018-02-05 2017-12-31 13F HEALTHEQUITY INC COM COM 42226A107 9,500 -150 -1.55 443 -9.22 0.0106
2017-10-27 2017-09-30 13F HEALTHEQUITY INC COM COM 42226A107 9,650 0 0.00 488 0.00 0.0126
2017-10-25 2016-09-30 13F HEALTHEQUITY INC COM COM 42226A107 9,650 9,650 488 0.0126
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.