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 Q2	–	Sell	-1,100	Closed	-$81K	–	7059
2019 Q1	$81K	Hold	1,100	–	–	﹤0.01%	5526
2018 Q4	$66K	Buy	+1,100	New	+$88.7K	﹤0.01%	5304
2018 Q1	–	Sell	-17,500	Closed	-$817K	–	7168
2017 Q4	$817K	Hold	17,500	–	–	﹤0.01%	3316
2017 Q3	$885K	Sell	17,500 -20,900	-54%	-$973K	﹤0.01%	3112
2017 Q2	$1.91M	Buy	38,400 +13,400	+54%	+$627K	﹤0.01%	2288
2017 Q1	$1.06M	Buy	+25,000	New	+$1.11M	﹤0.01%	2678

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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.