Reported 1,108,241 shares, up 64,487 (6.2%) from the prior quarter.
Reported value 25.9%; share count 6.2% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 36338000 |
| 2022-03-31 | 57859000 |
| 2022-06-30 | 52199000 |
| 2022-09-30 | 58887000 |
| 2022-12-31 | 53491069 |
| 2023-03-31 | 51748237 |
| 2023-06-30 | 55172550 |
| 2023-09-30 | 64017227 |
| 2023-12-31 | 57729730 |
| 2024-03-31 | 70656114 |
| 2024-06-30 | 72525978 |
| 2024-09-30 | 68918397 |
| 2024-12-31 | 100642274 |
| 2025-03-31 | 92236580 |
| 2025-06-30 | 116099294 |
| 2025-09-30 | 104020170 |
| 2025-12-31 | 102472720 |
| 2026-03-31 | 98117013 |
| 2026-06-30 | 103839080 |
| 2026-09-30 | 97842638 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 1,106,066 | -43,614 (-3.8%) | 2.73% | $97,842,638 | 2026-11-09 | |
| Q2 2026 | Reduced | 1,149,680 | -24,390 (-2.1%) | 2.38% | $103,839,080 | 2026-08-06 | |
| Q1 2026 | Added | 1,174,070 | +55,494 (5.0%) | 2.09% | $98,117,013 | 2026-05-06 | |
| Q4 2025 | Added | 1,118,576 | +20,969 (1.9%) | 1.92% | $102,472,720 | 2026-02-12 | |
| Q3 2025 | Reduced | 1,097,607 | -10,634 (-1.0%) | 1.78% | $104,020,170 | 2025-11-13 | |
| Q2 2025 | Added | 1,108,241 | +64,487 (6.2%) | 1.94% | $116,099,294 | 2025-08-05 | |
| Q1 2025 | Reduced | 1,043,754 | -5,149 (-0.5%) | 1.72% | $92,236,580 | 2025-05-09 | |
| Q4 2024 | Added | 1,048,903 | +206,894 (24.6%) | 1.75% | $100,642,274 | 2025-02-06 | |
| Q3 2024 | Added | 842,009 | +640 (0.1%) | 1.15% | $68,918,397 | 2024-11-05 | |
| Q2 2024 | Reduced | 841,369 | -24,197 (-2.8%) | 1.32% | $72,525,978 | 2024-08-14 | |
| Q1 2024 | Reduced | 865,566 | -5,169 (-0.6%) | 1.24% | $70,656,114 | 2024-05-03 | |
| Q4 2023 | Reduced | 870,735 | -5,613 (-0.6%) | 1.09% | $57,729,730 | 2024-02-07 | |
| Q3 2023 | Added | 876,348 | +2,535 (0.3%) | 1.35% | $64,017,227 | 2023-11-13 | |
| Q2 2023 | Reduced | 873,813 | -7,608 (-0.9%) | 1.09% | $55,172,550 | 2023-08-01 | |
| Q1 2023 | Added | 881,421 | +13,623 (1.6%) | 1.05% | $51,748,237 | 2023-05-15 | |
| Q4 2022 | Reduced | 867,798 | -8,893 (-1.0%) | 1.2% | $53,491,069 | 2023-02-07 | |
| Q3 2022 | Added | 876,691 | +26,414 (3.1%) | 1.36% | $58,887,000 | 2022-11-02 | |
| Q2 2022 | Reduced | 850,277 | -7,641 (-0.9%) | 1.2% | $52,199,000 | 2022-08-02 | |
| Q1 2022 | Added | 857,918 | +36,520 (4.4%) | 1.12% | $57,859,000 | 2022-05-02 | |
| Q4 2021 | Reduced | 821,398 | -66,492 (-7.5%) | 0.59% | $36,338,000 | 2022-02-02 | |
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Who else reported the position
540 managers reported HEALTHEQUITY INC for Q2 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 10,723,982 | -144,118 | 0.02% | $1,123,444,355 | 4 qtrs |
| VANGUARD GROUP INC | Reduced | 8,502,706 | -319,132 | 0.01% | $890,743,481 | 44 qtrs |
| WASATCH ADVISORS INC | Reduced | 6,101,064 | -1,132,972 | 3.35% | $639,147,465 | 44 qtrs |
| FMR LLC | Added | 5,040,016 | +54,803 | 0.03% | $527,992,039 | 35 qtrs |
| STATE STREET CORPORATION | Reduced | 3,184,220 | -95,848 | 0.01% | $333,578,887 | 44 qtrs |
| Invesco Ltd | Reduced | 2,365,860 | -80,338 | 0.04% | $247,847,538 | 41 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 2,147,178 | +4,386 | 0.02% | $224,965,230 | 44 qtrs |
| BROWN ADVISORY INC | Reduced | 1,627,024 | -305,906 | 0.22% | $170,447,083 | 30 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1,520,854 | -12,519 | 0.04% | $159,325,353 | 36 qtrs |
| MORGAN STANLEY | Reduced | 1,404,168 | -3,126 | < 0.01% | $147,100,818 | 44 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2025
- Filed
- August 05, 2025
- Filing type
- 13F-HR
- Position type
- COMMON-STOCK
Voting authority reported
- Sole
- 1,055,591
- Shared
- 0
- None
- 52,650
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.