HealthEquity, Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $236.39M | 0.22% | 2,828,700 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $226.83M | 0.01% | 2,714,301 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $172.16M | 0.24% | 2,060,086 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $164.63M | 0.10% | 1,969,945 NS | $164.60B | FIGI |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | — | $155.60M | 5.22% | 1,861,950 NS | $2.98B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $92.22M | 0.24% | 1,103,538 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $79.73M | 0.10% | 953,991 NS | $81.50B | FIGI |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $62.68M | 2.32% | 750,000 NS | $2.70B | FIGI |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | — | $57.55M | 4.77% | 688,638 NS | $1.21B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $57.46M | 0.47% | 687,545 NS | $12.17B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $53.81M | 0.22% | 643,941 NS | $24.22B | FIGI |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | — | $51.39M | 0.52% | 614,922 NS | $9.84B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $43.43M | 0.44% | 519,726 NS | $9.91B | FIGI |
| T. Rowe Price Integrated U.S. Small-Cap Growt… T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $37.61M | 0.46% | 449,983 NS | $8.23B | FIGI |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | — | $35.29M | 1.57% | 422,315 NS | $2.25B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $34.87M | 0.22% | 417,285 NS | $15.63B | FIGI |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | — | $34.42M | 0.66% | 411,911 NS | $5.18B | FIGI |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | — | $33.44M | 2.54% | 400,153 NS | $1.32B | FIGI |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | — | $33.36M | 1.17% | 399,147 NS | $2.85B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $31.15M | 0.76% | 372,766 NS | $4.10B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $30.97M | 0.38% | 370,546 NS | $8.07B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $25.81M | 1.29% | 308,874 NS | $2.00B | FIGI |
| DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | — | $25.42M | 4.27% | 304,228 NS | $595.78M | FIGI |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | — | $22.95M | 3.04% | 274,631 NS | $754.76M | FIGI |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | — | $22.72M | 1.18% | 271,890 NS | $1.93B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $21.32M | 0.02% | 255,125 NS | $129.17B | FIGI |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | — | $18.75M | 3.38% | 224,352 NS | $555.41M | FIGI |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | — | $18.72M | 4.66% | 224,032 NS | $401.87M | FIGI |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $17.42M | 0.57% | 208,468 NS | $3.06B | FIGI |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | — | $16.32M | 1.46% | 195,308 NS | $1.12B | FIGI |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | — | $13.10M | 1.16% | 156,800 NS | $1.13B | FIGI |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | — | $12.14M | 0.56% | 145,296 NS | $2.18B | FIGI |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | — | $11.76M | 2.70% | 140,768 NS | $435.01M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $11.45M | 0.24% | 137,025 NS | $4.82B | FIGI |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | — | $10.94M | 1.47% | 130,966 NS | $742.83M | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $10.87M | 0.44% | 130,089 NS | $2.48B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $10.55M | 0.32% | 126,220 NS | $3.31B | FIGI |
| Nomura Small Cap Growth Fund IVY FUNDS | — | $10.01M | 1.02% | 119,832 NS | $984.74M | FIGI |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | — | $9.42M | 1.63% | 112,678 NS | $577.52M | FIGI |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | — | $9.38M | 0.95% | 112,240 NS | $992.29M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $9.29M | 0.01% | 111,166 NS | $79.62B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $9.15M | 0.52% | 109,445 NS | $1.77B | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $8.65M | 2.24% | 103,482 NS | $386.68M | FIGI |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $8.53M | 2.29% | 102,094 NS | $373.21M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $8.47M | 0.09% | 101,379 NS | $9.23B | FIGI |
| iShares U.S. Healthcare Providers ETF iShares Trust | IHF | $8.38M | 1.29% | 100,291 NS | $647.32M | FIGI |
| Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | — | $8.13M | 3.42% | 97,262 NS | $237.60M | FIGI |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | — | $7.39M | 0.61% | 88,394 NS | $1.22B | FIGI |
| Artisan Small Cap Fund Artisan Partners Funds Inc. | — | $7.37M | 0.83% | 88,237 NS | $890.46M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $7.36M | 0.22% | 88,029 NS | $3.39B | FIGI |