Blueshift Asset Management’s HealthEquity HQY Stock Holding History

Blueshift Asset Management’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	$381K	Buy	+4,219	New	+$358K	0.09%	302
2026 Q1	–	Sell	-4,652	Closed	-$426K	–	563
2025 Q4	$426K	Buy	+4,652	New	+$445K	0.12%	251
2025 Q3	–	Sell	-2,558	Closed	-$268K	–	527
2025 Q2	$268K	Sell	2,558 -10,108	-80%	-$958K	0.08%	318
2025 Q1	$1.12M	Buy	+12,666	New	+$1.3M	0.44%	47
2022 Q1	–	Sell	-17,411	Closed	-$770K	–	968
2021 Q4	$770K	Buy	+17,411	New	+$1.01M	0.07%	363
2021 Q2	–	Sell	-9,269	Closed	-$630K	–	1022
2021 Q1	$630K	Buy	+9,269	New	+$728K	0.06%	409

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Blueshift Asset Management's HQY Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in HealthEquity (HQY) in Q2 2026: 4,219 shares worth $381K. The stake represents 0.09% of the portfolio and ranks #302 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in HQY as recently as Q4 2025.

Blueshift Asset Management first reported a position in HQY in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Blueshift Asset Management held 4,219 shares of HealthEquity worth $381K as of Q2 2026.
HealthEquity was a new Blueshift Asset Management position in Q2 2026.
HealthEquity made up 0.09% of Blueshift Asset Management's portfolio in Q2 2026, its #302 holding.
Blueshift Asset Management first reported a position in HealthEquity in Q1 2021 and has held it in 6 quarters since.
Blueshift Asset Management's HealthEquity position peaked at $1.12M in Q1 2025.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.