Adage Capital Partners’s HealthEquity HQY Stock Holding History

Adage Capital Partners’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.86M	Sell	76,000 -21,000	-22%	-$1.78M	0.01%	777
2026 Q1	$8.11M	Buy	+97,000	New	+$7.96M	0.01%	726
2025 Q2	–	Sell	-12,000	Closed	-$1.06M	–	891
2025 Q1	$1.06M	Buy	12,000 +4,000	+50%	+$410K	﹤0.01%	791
2024 Q4	$768K	Buy	+8,000	New	+$745K	﹤0.01%	825
2016 Q4	–	Sell	-158,411	Closed	-$6M	–	706
2016 Q3	$6M	Buy	+158,411	New	+$5.02M	0.02%	592

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Adage Capital Partners's HQY Position: Q2 2026 in Review

Adage Capital Partners reduced its HealthEquity (HQY) stake by 22% in Q2 2026, selling an estimated $1.78M and leaving 76,000 shares worth $6.86M. The position accounts for 0.01% of the portfolio, ranked #777.

Adage Capital Partners first reported a position in HQY in Q3 2016 and has held it in 5 quarters since. The position peaked at $8.11M in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Adage Capital Partners held 76,000 shares of HealthEquity worth $6.86M as of Q2 2026.
Adage Capital Partners sold 21,000 HealthEquity shares in Q2 2026, an estimated $1.78M.
HealthEquity made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #777 holding.
Adage Capital Partners first reported a position in HealthEquity in Q3 2016 and has held it in 5 quarters since.
Adage Capital Partners's HealthEquity position peaked at $8.11M in Q1 2026.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.