Bessemer Group
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Bessemer Group’s HealthEquity HQY Stock Holding History

Bessemer Group’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 		$9.82M Sell
108,688
-279,734
-72% -$23.7M 0.01% 403
2026
Q1 		$32.5M Buy
388,422
+15,033
+4% +$1.23M 0.05% 225
2025
Q4 		$34.2M Buy
373,389
+24,047
+7% +$2.3M 0.05% 219
2025
Q3 		$33.1M Buy
349,342
+61,317
+21% +$5.77M 0.05% 210
2025
Q2 		$30.2M Sell
288,025
-112,369
-28% -$10.7M 0.05% 220
2025
Q1 		$35.4M Buy
400,394
+103,566
+35% +$10.6M 0.06% 195
2024
Q4 		$28.5M Buy
296,828
+114,865
+63% +$10.7M 0.05% 219
2024
Q3 		$14.9M Buy
181,963
+179,475
+7,214% +$13.8M 0.02% 287
2024
Q2 		$215K Sell
2,488
-350
-12% -$28.3K ﹤0.01% 995
2024
Q1 		$231K Buy
2,838
+457
+19% +$35.7K ﹤0.01% 984
2023
Q4 		$158K Sell
2,381
-304
-11% -$21.1K ﹤0.01% 1090
2023
Q3 		$196K Sell
2,685
-278
-9% -$18.8K ﹤0.01% 1039
2023
Q2 		$187K Buy
2,963
+332
+13% +$19.3K ﹤0.01% 1064
2023
Q1 		$154K Buy
2,631
+2,577
+4,772% +$156K ﹤0.01% 956
2022
Q4 		$3K Sell
54
-53
-50% -$3.56K ﹤0.01% 1722
2022
Q3 		$7K Buy
107
+70
+189% +$4.43K ﹤0.01% 1625
2022
Q2 		$2K Buy
+37
New +$2.37K ﹤0.01% 1747
2021
Q4 		– Sell
-62
Closed -$4K – 1907
2021
Q3 		$4K Buy
+62
New +$4.31K ﹤0.01% 1536
2021
Q1 		– Sell
-174
Closed -$12K – 1559
2020
Q4 		$12K Buy
+174
New +$10.8K ﹤0.01% 1262
2020
Q1 		– Sell
-38
Closed -$3K – 1657
2019
Q4 		$3K Buy
+38
New +$2.37K ﹤0.01% 1522
2019
Q1 		– Sell
-846
Closed -$50K – 1851
2018
Q4 		$50K Hold
846
– – ﹤0.01% 1314
2018
Q3 		$80K Buy
+846
New +$72.9K ﹤0.01% 1174

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

Bessemer Group's HQY Position: Q2 2026 in Review

Bessemer Group reduced its HealthEquity (HQY) stake by 72% in Q2 2026, selling an estimated $23.7M and leaving 108,688 shares worth $9.82M. The position accounts for 0.01% of the portfolio, ranked #403.

Bessemer Group first reported a position in HQY in Q3 2018 and has held it in 22 quarters since. The position peaked at $35.4M in Q1 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Bessemer Group held 108,688 shares of HealthEquity worth $9.82M as of Q2 2026.
  • Bessemer Group sold 279,734 HealthEquity shares in Q2 2026, an estimated $23.7M.
  • HealthEquity made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #403 holding.
  • Bessemer Group first reported a position in HealthEquity in Q3 2018 and has held it in 22 quarters since.
  • Bessemer Group's HealthEquity position peaked at $35.4M in Q1 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.