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Healthequity shares owned by West Family Investments

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by West Family Investments from 13F filings

Historical chart of West Family Investments investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by West Family Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by West Family Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 2.7k 90.32

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Amazon (AMZN)
Micron Technology (MU)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
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View all positions for West Family Investments

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
William Blair Investment Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Mackenzie Financial
Greenhouse Funds L
Charles Schwab Investment Management

View all funds holding Healthequity