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Healthequity shares owned by AlphaCore Capital

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by AlphaCore Capital from 13F filings

Historical chart of AlphaCore Capital investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by AlphaCore Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8M 53k 90.32

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Vanguard Index Fds Large Cap Etf (VV)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
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Meta Platforms Cl A (META)
Ishares Tr Core Msci Total (IXUS)
MPLX Com Unit Rep Ltd (MPLX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Distillate Us (DSTL)

View all positions for AlphaCore Capital

Top funds holding Healthequity

BlackRock
Daniel D. Thurber
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
AQR Capital Management
Dimensional Fund Advisors
William Blair Investment Management
FMR
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Healthequity