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Healthequity shares owned by Expect Equity

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

Historical chart of Expect Equity investment in Healthequity

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

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Quarterly reported holdings in Healthequity by Expect Equity

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 16k 83.57

More positions owned by Expect Equity

MKS Instruments (MKSI)
Columbia Banking System (COLB)
First Horizon National Corporation (FHN)
Allegheny Technologies Incorporated (ATI)
Caci Intl Cl A (CACI)
Flowserve Corporation (FLS)
Oshkosh Corporation (OSK)
SM Energy (SM)
Concentra Group Holdings Par Common Stock (CON)
Modine Manufacturing (MOD)
Cousins Pptys Com New (CUZ)
LSI Industries (LYTS)
Mamamancini's Holdings (MAMA)
Gibraltar Industries (ROCK)
Standardaero (SARO)

View all positions for Expect Equity

Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
AQR Capital Management
FMR
William Blair Investment Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Mackenzie Financial

View all funds holding Healthequity