Share class: HealthEquity, Inc.

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A186,662,66385,521,731 ( 98.68 %) 0 98.68 %

Major shareholders: HealthEquity, Inc.

NameEquities%Valuation
BlackRock Advisors LLC
12.08 %
10,466,516 12.08 % 1 004 M $
Vanguard Fiduciary Trust Co.
10.24 %
8,876,467 10.24 % 852 M $
Wasatch Advisors LP
8.953 %
7,758,890 8.953 % 744 M $
Fidelity Management & Research Co. LLC
6.104 %
5,290,116 6.104 % 508 M $
State Street Corp.
3.614 %
3,131,900 3.614 % 301 M $
ClearBridge Investments LLC
2.756 %
2,388,392 2.756 % 229 M $
Mackenzie Financial Corp.
2.720 %
2,357,536 2.720 % 226 M $
Geode Capital Management LLC
2.399 %
2,078,977 2.399 % 199 M $
Brown Investment Advisory & Trust Co.
2.149 %
1,862,010 2.149 % 179 M $
Janus Henderson Investors US LLC
2.034 %
1,762,313 2.034 % 169 M $
░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░
░░░░░░░░░░░░░░░░░░░░░░ ░ ░░░ ░░░░% ░░

Breakdown by shareholder type

Institutional87.42%
Other9.29%
State Street Corp.3.61%
Individuals2.19%
SEI Investments Co.0.74%
Schweizerische Nationalbank0.20%
Corebridge Financial, Inc.0.17%
Manulife Financial Corp.0.12%
Governments0.09%
Zions Bancorporation NA0.02%
Hancock Whitney Corp.0.02%
The Bank of Nova Scotia0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States 91.06%
Canada 4.31%
Individuals 2.19%
United Kingdom 2.17%
Australia 1.94%
Norway 1.05%
Ireland 0.28%
Switzerland 0.27%
Germany 0.17%
Sweden 0.16%
France 0.10%
Denmark 0.10%
Singapore 0.05%
Luxembourg 0.02%
Finland 0.01%

Based on 1000 largest holdings

Logo HealthEquity, Inc.
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings and make investment choices.
Employees
3,138
More about the company