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Aristotle Capital Boston’s HealthEquity HQY Stock Holding History

Aristotle Capital Boston’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 		$30.1M Sell
332,884
-64,345
-16% -$5.45M 2.02% 5
2026
Q1 		$33.2M Sell
397,229
-35,710
-8% -$2.93M 2.06% 6
2025
Q4 		$39.7M Sell
432,939
-3,095
-0.7% -$296K 2.18% 5
2025
Q3 		$41.3M Sell
436,034
-7,291
-2% -$686K 2.13% 4
2025
Q2 		$46.4M Sell
443,325
-34,316
-7% -$3.25M 2.37% 6
2025
Q1 		$42.2M Sell
477,641
-95,800
-17% -$9.83M 2.11% 6
2024
Q4 		$55M Buy
573,441
+35,128
+7% +$3.27M 2.04% 8
2024
Q3 		$44.1M Sell
538,313
-3,179
-0.6% -$245K 1.46% 19
2024
Q2 		$46.7M Sell
541,492
-41,171
-7% -$3.33M 1.57% 15
2024
Q1 		$47.6M Sell
582,663
-16,729
-3% -$1.31M 1.44% 16
2023
Q4 		$39.7M Sell
599,392
-21,642
-3% -$1.5M 1.21% 23
2023
Q3 		$45.4M Buy
621,034
+27,824
+5% +$1.88M 1.46% 12
2023
Q2 		$37.5M Buy
593,210
+5,292
+0.9% +$307K 1.12% 32
2023
Q1 		$34.5M Buy
587,918
+22,257
+4% +$1.35M 1.07% 36
2022
Q4 		$34.9M Buy
565,661
+25,951
+5% +$1.74M 1.1% 26
2022
Q3 		$36.3M Sell
539,710
-46,428
-8% -$2.94M 1.23% 19
2022
Q2 		$36M Buy
586,138
+11,267
+2% +$722K 1.07% 29
2022
Q1 		$38.8M Sell
574,871
-13,052
-2% -$705K 0.98% 31
2021
Q4 		$26M Sell
587,923
-14,329
-2% -$835K 0.61% 72
2021
Q3 		$39M Buy
602,252
+93,146
+18% +$6.47M 0.92% 41
2021
Q2 		$41M Sell
509,106
-27,887
-5% -$2.12M 0.94% 34
2021
Q1 		$36.5M Buy
536,993
+61,243
+13% +$4.81M 0.81% 50
2020
Q4 		$33.2M Buy
475,750
+7,084
+2% +$441K 0.79% 48
2020
Q3 		$24.1M Buy
+468,666
New +$25.7M 0.7% 58

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Aristotle Capital Boston's HQY Position: Q2 2026 in Review

Aristotle Capital Boston reduced its HealthEquity (HQY) stake by 16% in Q2 2026, selling an estimated $5.45M and leaving 332,884 shares worth $30.1M. The position accounts for 2.02% of the portfolio, ranked #5.

Aristotle Capital Boston first reported a position in HQY in Q3 2020 and has held it in 24 quarters since. The position peaked at $55M in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Aristotle Capital Boston held 332,884 shares of HealthEquity worth $30.1M as of Q2 2026.
  • Aristotle Capital Boston sold 64,345 HealthEquity shares in Q2 2026, an estimated $5.45M.
  • HealthEquity made up 2.02% of Aristotle Capital Boston's portfolio in Q2 2026, its #5 holding.
  • Aristotle Capital Boston first reported a position in HealthEquity in Q3 2020 and has held it in 24 quarters since.
  • Aristotle Capital Boston's HealthEquity position peaked at $55M in Q4 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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