Artisan Partners
HQY icon

Artisan Partners’s HealthEquity HQY Stock Holding History

Artisan 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 		$34.7M Buy
384,107
+113,165
+42% +$9.59M 0.06% 197
2026
Q1 		$22.6M Sell
270,942
-271,274
-50% -$22.3M 0.04% 274
2025
Q4 		$49.7M Sell
542,216
-55,229
-9% -$5.29M 0.07% 208
2025
Q3 		$56.6M Sell
597,445
-24,202
-4% -$2.28M 0.08% 199
2025
Q2 		$65.1M Buy
621,647
+192,252
+45% +$18.2M 0.1% 185
2025
Q1 		$37.9M Buy
429,395
+173,344
+68% +$17.8M 0.06% 242
2024
Q4 		$24.6M Buy
+256,051
New +$23.9M 0.04% 289
2020
Q3 		– Sell
-746,250
Closed -$43.8M – 337
2020
Q2 		$43.8M Buy
746,250
+85,360
+13% +$4.72M 0.07% 213
2020
Q1 		$33.4M Sell
660,890
-1,526
-0.2% -$101K 0.07% 207
2019
Q4 		$49.1M Buy
662,416
+36,373
+6% +$2.27M 0.09% 189
2019
Q3 		$35.8M Buy
626,043
+227,170
+57% +$15.1M 0.07% 200
2019
Q2 		$26.1M Sell
398,873
-235,695
-37% -$16.4M 0.05% 222
2019
Q1 		$46.9M Buy
634,568
+24,056
+4% +$1.69M 0.09% 176
2018
Q4 		$36.4M Buy
610,512
+26,505
+5% +$2.14M 0.08% 186
2018
Q3 		$55.1M Buy
584,007
+42,122
+8% +$3.63M 0.1% 172
2018
Q2 		$40.7M Buy
541,885
+3,571
+0.7% +$257K 0.08% 184
2018
Q1 		$32.6M Buy
538,314
+25,218
+5% +$1.37M 0.07% 201
2017
Q4 		$23.9M Buy
513,096
+48,336
+10% +$2.39M 0.05% 212
2017
Q3 		$23.5M Buy
464,760
+93,435
+25% +$4.35M 0.04% 206
2017
Q2 		$18.5M Sell
371,325
-13,399
-3% -$627K 0.03% 212
2017
Q1 		$16.3M Sell
384,724
-21,397
-5% -$947K 0.03% 222
2016
Q4 		$16.5M Buy
406,121
+62,650
+18% +$2.42M 0.03% 224
2016
Q3 		$13M Buy
+343,471
New +$10.9M 0.03% 236

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

Artisan Partners's HQY Position: Q2 2026 in Review

Artisan Partners increased its HealthEquity (HQY) stake by 42% in Q2 2026, buying an estimated $9.59M and bringing the position to 384,107 shares worth $34.7M. The position accounts for 0.06% of the portfolio, ranked #197.

Artisan Partners first reported a position in HQY in Q3 2016 and has held it in 23 quarters since. The position peaked at $65.1M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Artisan Partners held 384,107 shares of HealthEquity worth $34.7M as of Q2 2026.
  • Artisan Partners bought 113,165 HealthEquity shares in Q2 2026, an estimated $9.59M.
  • HealthEquity made up 0.06% of Artisan Partners's portfolio in Q2 2026, its #197 holding.
  • Artisan Partners first reported a position in HealthEquity in Q3 2016 and has held it in 23 quarters since.
  • Artisan Partners's HealthEquity position peaked at $65.1M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.