Axiom Investors
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Axiom Investors’s HealthEquity HQY Stock Holding History

Axiom Investors’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 		$10.9M Sell
120,911
-32,733
-21% -$2.77M 0.09% 85
2026
Q1 		$12.8M Sell
153,644
-14,572
-9% -$1.2M 0.14% 61
2025
Q4 		$15.4M Buy
168,216
+16,819
+11% +$1.61M 0.14% 65
2025
Q3 		$14.3M Buy
151,397
+27,128
+22% +$2.55M 0.11% 77
2025
Q2 		$13M Buy
124,269
+30,615
+33% +$2.9M 0.11% 59
2025
Q1 		$8.28M Buy
+93,654
New +$9.61M 0.08% 80
2020
Q2 		– Sell
-49,120
Closed -$2.48M – 121
2020
Q1 		$2.48M Buy
49,120
+9,567
+24% +$635K 0.06% 85
2019
Q4 		$2.93M Buy
39,553
+14,352
+57% +$895K 0.07% 93
2019
Q3 		$1.44M Buy
+25,201
New +$1.67M 0.04% 105
2017
Q3 		– Sell
-72,985
Closed -$3.64M – 142
2017
Q2 		$3.64M Buy
72,985
+15,517
+27% +$726K 0.09% 103
2017
Q1 		$2.44M Buy
+57,468
New +$2.54M 0.06% 108

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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

Axiom Investors's HQY Position: Q2 2026 in Review

Axiom Investors reduced its HealthEquity (HQY) stake by 21% in Q2 2026, selling an estimated $2.77M and leaving 120,911 shares worth $10.9M. The position accounts for 0.09% of the portfolio, ranked #85.

Axiom Investors first reported a position in HQY in Q1 2017 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2025. 502 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Axiom Investors held 120,911 shares of HealthEquity worth $10.9M as of Q2 2026.
  • Axiom Investors sold 32,733 HealthEquity shares in Q2 2026, an estimated $2.77M.
  • HealthEquity made up 0.09% of Axiom Investors's portfolio in Q2 2026, its #85 holding.
  • Axiom Investors first reported a position in HealthEquity in Q1 2017 and has held it in 11 quarters since.
  • Axiom Investors's HealthEquity position peaked at $15.4M in Q4 2025.
  • 502 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.