HealthEquity, Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JNL Mid Cap Index Fund JNL Series Trust | — | $7.18M | 0.22% | 85,883 NS | $3.26B | FIGI |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | — | $6.78M | 1.56% | 81,174 NS | $433.48M | FIGI |
| AMG GW&K Small Cap Core Fund AMG Funds | — | $6.77M | 1.00% | 80,970 NS | $673.97M | FIGI |
| ClearBridge Variable Small Cap Growth Portfol… Legg Mason Partners Variable Equity Trust | — | $6.40M | 1.62% | 76,532 NS | $394.44M | FIGI |
| Buffalo Small Cap Growth Fund Buffalo Funds | — | $6.27M | 1.61% | 74,969 NS | $388.72M | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $6.16M | 0.02% | 73,770 NS | $25.97B | FIGI |
| Cornerstone Strategic Investment Fund, Inc. — | — | $6.02M | 0.33% | 72,024 NS | $1.80B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $5.85M | 0.22% | 70,030 NS | $2.64B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $5.36M | 0.47% | 64,099 NS | $1.14B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $5.35M | 0.11% | 64,074 NS | $4.89B | FIGI |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | — | $5.27M | 3.87% | 63,046 NS | $136.18M | FIGI |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $5.25M | 0.50% | 62,779 NS | $1.06B | FIGI |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $4.84M | 0.46% | 57,930 NS | $1.06B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.70M | 0.24% | 56,230 NS | $1.95B | FIGI |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | — | $4.67M | 0.77% | 55,940 NS | $603.35M | FIGI |
| Mid Cap Index Fund Northern Funds | — | $4.50M | 0.22% | 53,839 NS | $2.05B | FIGI |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | — | $4.28M | 0.03% | 51,194 NS | $12.77B | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $4.25M | 0.31% | 50,907 NS | $1.38B | FIGI |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | — | $4.25M | 1.61% | 50,827 NS | $264.32M | FIGI |
| EQ/ClearBridge Select Equity Managed Volatili… EQ Advisors Trust | — | $4.17M | 0.71% | 49,911 NS | $584.05M | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $4.07M | 0.57% | 48,750 NS | $713.80M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $4.03M | 0.01% | 48,224 NS | $58.89B | FIGI |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | — | $3.99M | 1.36% | 47,776 NS | $293.02M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $3.97M | 0.25% | 47,540 NS | $1.59B | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $3.92M | 0.27% | 46,907 NS | $1.43B | FIGI |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | — | $3.82M | 0.73% | 45,763 NS | $520.63M | FIGI |
| LKCM Small Cap Equity Fund LKCM Funds | — | $3.71M | 1.14% | 44,387 NS | $325.62M | FIGI |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $3.66M | 1.16% | 43,853 NS | $316.19M | FIGI |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | — | $3.59M | 0.81% | 42,926 NS | $441.09M | FIGI |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | — | $3.50M | 0.84% | 41,905 NS | $416.50M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $3.46M | 0.01% | 41,453 NS | $30.28B | FIGI |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | — | $3.36M | 1.68% | 40,200 NS | $199.42M | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $3.32M | 0.22% | 39,742 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $3.30M | 0.22% | 39,466 NS | $1.50B | FIGI |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | — | $3.26M | 0.43% | 39,039 NS | $758.35M | FIGI |
| Small Cap Index Fund Northern Funds | — | $3.25M | 0.24% | 38,931 NS | $1.38B | FIGI |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | — | $3.18M | 1.25% | 38,037 NS | $253.31M | FIGI |
| TIFF MULTI-ASSET FUND TIFF Investment Program | — | $3.16M | 0.23% | 37,870 NS | $1.39B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $3.13M | 0.07% | 37,400 NS | $4.26B | FIGI |
| Baird Equity Opportunity Fund Baird Funds Inc | — | $3.08M | 4.57% | 36,881 NS | $67.44M | FIGI |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $3.07M | 1.64% | 36,781 NS | $187.55M | FIGI |
| Virtus KAR Health Sciences Fund Virtus Investment Trust | — | $3.07M | 3.42% | 36,777 NS | $89.76M | FIGI |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | — | $3.04M | 0.12% | 36,364 NS | $2.55B | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $2.98M | 0.13% | 35,610 NS | $2.27B | FIGI |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | — | $2.98M | 1.32% | 35,600 NS | $226.06M | FIGI |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | — | $2.93M | 0.46% | 35,057 NS | $631.75M | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $2.81M | 0.98% | 33,588 NS | $285.96M | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $2.69M | 0.22% | 32,207 NS | $1.22B | FIGI |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $2.66M | 0.36% | 31,888 NS | $732.85M | FIGI |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | — | $2.63M | 1.16% | 31,514 NS | $226.16M | FIGI |