HealthEquity Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:2HE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 23	Sell€131,582	Elimelech Rosner	Individual	2,017	€65.24
22 Sep 23	Sell€98,620	Frank Corvino	Individual	1,455	€67.78
22 Sep 23	Sell€134,852	Elimelech Rosner	Individual	1,998	€67.49
12 Jun 23	Sell€607,220	Elimelech Rosner	Individual	10,156	€59.79

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 2HE?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	12,210	0.0135%
State or Government	41,200	0.0455%
Individual Insiders	1,612,233	1.78%
Institutions	88,791,750	98.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	BlackRock, Inc.	10,591,921	€792.9m	5.59%	0.02%
10%	The Vanguard Group, Inc.	8,619,499	€645.2m	1.22%	0.01%
8.6%	Wasatch Advisors LP	7,409,080	€554.6m	8.32%	2.25%
6.05%	FMR LLC	5,212,722	€390.2m	-7.72%	0.03%
3.43%	State Street Global Advisors, Inc.	2,956,410	€221.3m	4.73%	0.01%
2.74%	ClearBridge Investments, LLC	2,357,572	€176.5m	6.94%	0.15%
2.2%	Geode Capital Management, LLC	1,892,924	€141.7m	4.69%	0.01%
2.17%	Brown Advisory Incorporated	1,866,489	€139.7m	2.87%	0.2%
2.15%	JP Morgan Asset Management	1,850,248	€138.5m	-16.8%	0.02%
2.1%	Mackenzie Financial Corporation	1,807,407	€135.3m	58.2%	0.16%
2.08%	William Blair Investment Management, LLC	1,792,769	€134.2m	-32.5%	0.2%
1.7%	Franklin Resources, Inc.	1,462,656	€109.5m	7.03%	0.04%
1.64%	Dimensional Fund Advisors LP	1,409,740	€105.5m	8.31%	0.02%
1.4%	ArrowMark Colorado Holdings, LLC	1,209,652	€90.6m	-23.4%	1.1%
1.38%	Stephens Investment Management Group, LLC	1,186,491	€88.8m	4.62%	1.33%
1.29%	Allspring Global Investments, LLC	1,112,932	€83.3m	-7.92%	0.13%
1.28%	Northern Trust Global Investments	1,101,200	€82.4m	-1.75%	0.01%
1.26%	Janus Henderson Group plc	1,088,267	€81.5m	0.08%	0.04%
1.16%	Charles Schwab Investment Management, Inc.	1,002,283	€75.0m	0%	0.01%
1.14%	Van Berkom and Associates Inc.	981,351	€73.5m	-5.86%	2.26%
1.04%	Millennium Management LLC	895,195	€67.0m	-52%	0.06%
1.02%	Loomis Sayles & Company, L.P.	880,654	€65.9m	120%	0.1%
1.01%	Nationwide Fund Advisors	870,735	€65.2m	0%	0.64%
0.96%	Stephen Neeleman	823,079	€61.6m	1.95%	no data
0.94%	GW&K Investment Management, LLC	809,235	€60.6m	-5.26%	0.58%