California State Teachers Retirement System (CalSTRS)
HQY icon

California State Teachers Retirement System (CalSTRS)’s HealthEquity HQY Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$8.83M Sell
97,794
-2,810
-3% -$238K 0.01% 796
2026
Q1 		$8.41M Buy
100,604
+19,288
+24% +$1.58M 0.01% 770
2025
Q4 		$7.45M Buy
81,316
+736
+0.9% +$70.5K 0.01% 750
2025
Q3 		$7.64M Sell
80,580
-63
-0.1% -$5.93K 0.01% 735
2025
Q2 		$8.45M Hold
80,643
– – 0.01% 673
2025
Q1 		$7.13M Sell
80,643
-906
-1% -$92.9K 0.01% 714
2024
Q4 		$7.82M Sell
81,549
-586
-0.7% -$54.6K 0.01% 706
2024
Q3 		$6.72M Sell
82,135
-1,859
-2% -$143K 0.01% 782
2024
Q2 		$7.24M Sell
83,994
-1,865
-2% -$151K 0.01% 726
2024
Q1 		$7.01M Sell
85,859
-4,251
-5% -$332K 0.01% 763
2023
Q4 		$5.97M Sell
90,110
-4,028
-4% -$279K 0.01% 824
2023
Q3 		$6.88M Sell
94,138
-8,441
-8% -$570K 0.01% 747
2023
Q2 		$6.48M Sell
102,579
-2,567
-2% -$149K 0.01% 824
2023
Q1 		$6.17M Sell
105,146
-1,400
-1% -$85K 0.01% 834
2022
Q4 		$6.57M Buy
106,546
+1,061
+1% +$71.3K 0.01% 808
2022
Q3 		$7.08M Sell
105,485
-1,367
-1% -$86.5K 0.01% 739
2022
Q2 		$6.56M Buy
106,852
+718
+0.7% +$46K 0.01% 801
2022
Q1 		$7.16M Sell
106,134
-8,910
-8% -$481K 0.01% 844
2021
Q4 		$5.09M Buy
115,044
+2,560
+2% +$149K 0.01% 1145
2021
Q3 		$7.28M Sell
112,484
-273
-0.2% -$19K 0.01% 972
2021
Q2 		$9.07M Sell
112,757
-8,314
-7% -$633K 0.01% 874
2021
Q1 		$8.23M Buy
121,071
+6,992
+6% +$549K 0.01% 907
2020
Q4 		$7.95M Buy
114,079
+41
+0% +$2.55K 0.01% 860
2020
Q3 		$5.86M Buy
114,038
+8,537
+8% +$469K 0.01% 900
2020
Q2 		$6.19M Buy
105,501
+232
+0.2% +$12.8K 0.01% 850
2020
Q1 		$5.33M Sell
105,269
-522
-0.5% -$34.7K 0.01% 792
2019
Q4 		$7.84M Sell
105,791
-2,137
-2% -$133K 0.01% 777
2019
Q3 		$6.17M Buy
107,928
+13,408
+14% +$890K 0.01% 871
2019
Q2 		$6.18M Buy
94,520
+11,604
+14% +$808K 0.01% 892
2019
Q1 		$6.13M Sell
82,916
-1,902
-2% -$134K 0.01% 862
2018
Q4 		$5.06M Buy
84,818
+1,969
+2% +$159K 0.01% 894
2018
Q3 		$7.82M Sell
82,849
-29
-0% -$2.5K 0.02% 780
2018
Q2 		$6.22M Buy
82,878
+5,991
+8% +$430K 0.01% 876
2018
Q1 		$4.66M Sell
76,887
-1,687
-2% -$91.3K 0.01% 1012
2017
Q4 		$3.67M Sell
78,574
-1,220
-2% -$60.4K 0.01% 1201
2017
Q3 		$4.04M Sell
79,794
-8,530
-10% -$397K 0.01% 1118
2017
Q2 		$4.4M Buy
88,324
+3,332
+4% +$156K 0.01% 1103
2017
Q1 		$3.61M Sell
84,992
-4,000
-4% -$177K 0.01% 1276
2016
Q4 		$3.61M Sell
88,992
-2,400
-3% -$92.8K 0.01% 1302
2016
Q3 		$3.46M Buy
91,392
+900
+1% +$28.5K 0.01% 1306
2016
Q2 		$2.75M Buy
90,492
+13,657
+18% +$359K 0.01% 1411
2016
Q1 		$1.9M Buy
76,835
+9,653
+14% +$207K ﹤0.01% 1639
2015
Q4 		$1.68M Buy
67,182
+1,038
+2% +$31.9K ﹤0.01% 1669
2015
Q3 		$1.96M Sell
66,144
-100
-0.2% -$3.14K 0.01% 1544
2015
Q2 		$2.12M Buy
66,244
+47,161
+247% +$1.27M 0.01% 1608
2015
Q1 		$477K Sell
19,083
-300
-2% -$6.51K ﹤0.01% 2478
2014
Q4 		$493K Buy
19,383
+83
+0.4% +$1.8K ﹤0.01% 2493
2014
Q3 		$353K Buy
+19,300
New +$371K ﹤0.01% 2647

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

California State Teachers Retirement System (CalSTRS)'s HQY Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its HealthEquity (HQY) stake by 2.8% in Q2 2026, selling an estimated $238K and leaving 97,794 shares worth $8.83M. The position accounts for 0.01% of the portfolio, ranked #796.

California State Teachers Retirement System (CalSTRS) first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $9.07M in Q2 2021. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 97,794 shares of HealthEquity worth $8.83M as of Q2 2026.
  • California State Teachers Retirement System (CalSTRS) sold 2,810 HealthEquity shares in Q2 2026, an estimated $238K.
  • HealthEquity made up 0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #796 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s HealthEquity position peaked at $9.07M in Q2 2021.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.