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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays's HQY Position: Q1 2026 in Review

Barclays reduced its HealthEquity (HQY) stake by 73% in Q1 2026, selling an estimated $11.1M and leaving 50,122 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Barclays first reported a position in HQY in Q4 2014 and has held it in 44 quarters since. The position peaked at $21M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Barclays held 50,122 shares of HealthEquity worth $4.19M as of Q1 2026.
  • Barclays sold 134,982 HealthEquity shares in Q1 2026, an estimated $11.1M.
  • HealthEquity made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1928 holding.
  • Barclays first reported a position in HealthEquity in Q4 2014 and has held it in 44 quarters since.
  • Barclays's HealthEquity position peaked at $21M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.