Barclays
HQY icon

Barclays’s HealthEquity HQY Stock Holding History

Barclays’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
2019
Q1 		– Sell
-600
Closed -$36K – 7139
2018
Q4 		$36K Buy
+600
New +$48.4K ﹤0.01% 5640
2017
Q2 		– Sell
-25,000
Closed -$1.06M – 6758
2017
Q1 		$1.06M Hold
25,000
– – ﹤0.01% 2677
2016
Q4 		$1.01M Buy
+25,000
New +$966K ﹤0.01% 2735

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

Barclays's HQY Position: Q2 2026 in Review

Barclays reduced its HealthEquity (HQY) stake by 27% in Q2 2026, selling an estimated $1.16M and leaving 36,443 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Barclays first reported a position in HQY in Q4 2014 and has held it in 45 quarters since. The position peaked at $21M in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Barclays held 36,443 shares of HealthEquity worth $3.29M as of Q2 2026.
  • Barclays sold 13,679 HealthEquity shares in Q2 2026, an estimated $1.16M.
  • HealthEquity made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #2072 holding.
  • Barclays first reported a position in HealthEquity in Q4 2014 and has held it in 45 quarters since.
  • Barclays's HealthEquity position peaked at $21M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.