Cliff Asness’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $176M | Sell |
1,999,209
-93,014
| -4% | -$7.89M | 0.06% | 426 |
|
|
2026
Q1 | $173M | Buy |
2,092,223
+329,888
| +19% | +$27.1M | 0.08% | 341 |
|
|
2025
Q4 | $161M | Sell |
1,762,335
-1,933
| -0.1% | -$185K | 0.08% | 320 |
|
|
2025
Q3 | $167M | Buy |
1,764,268
+656,820
| +59% | +$61.8M | 0.11% | 260 |
|
|
2025
Q2 | $116M | Buy |
1,107,448
+661,795
| +149% | +$62.7M | 0.1% | 301 |
|
|
2025
Q1 | $38.5M | Buy |
445,653
+210,972
| +90% | +$21.6M | 0.04% | 536 |
|
|
2024
Q4 | $22.5M | Sell |
234,681
-148,964
| -39% | -$13.9M | 0.03% | 596 |
|
|
2024
Q3 | $31.2M | Buy |
383,645
+251,605
| +191% | +$19.4M | 0.04% | 499 |
|
|
2024
Q2 | $11M | Sell |
132,040
-44,764
| -25% | -$3.62M | 0.02% | 734 |
|
|
2024
Q1 | $14.4M | Buy |
176,804
+139,786
| +378% | +$10.9M | 0.02% | 606 |
|
|
2023
Q4 | $2.45M | Buy |
37,018
+29,108
| +368% | +$2.02M | ﹤0.01% | 1249 |
|
|
2023
Q3 | $578K | Sell |
7,910
-6,144
| -44% | -$415K | ﹤0.01% | 1794 |
|
|
2023
Q2 | $885K | Sell |
14,054
-3,390
| -19% | -$197K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $1.02M | Buy |
17,444
+13,734
| +370% | +$834K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $226K | Buy |
+3,710
| New | +$249K | ﹤0.01% | 2050 |
|
|
2022
Q2 | – | Sell |
-6,772
| Closed | -$455K | – | 2231 |
|
|
2022
Q1 | $455K | Buy |
+6,772
| New | +$366K | ﹤0.01% | 1855 |
|
|
2021
Q4 | – | Sell |
-9,634
| Closed | -$624K | – | 2235 |
|
|
2021
Q3 | $624K | Buy |
9,634
+3,210
| +50% | +$223K | ﹤0.01% | 1775 |
|
|
2021
Q2 | $517K | Buy |
+6,424
| New | +$489K | ﹤0.01% | 1888 |
|
|
2021
Q1 | – | Sell |
-13,061
| Closed | -$902K | – | 2224 |
|
|
2020
Q4 | $902K | Sell |
13,061
-573
| -4% | -$35.6K | ﹤0.01% | 1552 |
|
|
2020
Q3 | $696K | Sell |
13,634
-4,047
| -23% | -$222K | ﹤0.01% | 1594 |
|
|
2020
Q2 | $1.03M | Buy |
17,681
+9,610
| +119% | +$531K | ﹤0.01% | 1449 |
|
|
2020
Q1 | $408K | Sell |
8,071
-37,452
| -82% | -$2.49M | ﹤0.01% | 1657 |
|
|
2019
Q4 | $3.35M | Sell |
45,523
-79,446
| -64% | -$4.96M | ﹤0.01% | 1085 |
|
|
2019
Q3 | $7.13M | Buy |
124,969
+54,109
| +76% | +$3.59M | 0.01% | 853 |
|
|
2019
Q2 | $4.62M | Buy |
70,860
+41,516
| +141% | +$2.89M | 0.01% | 1000 |
|
|
2019
Q1 | $2.15M | Buy |
29,344
+2,917
| +11% | +$205K | ﹤0.01% | 1296 |
|
|
2018
Q4 | $1.58M | Sell |
26,427
-341
| -1% | -$27.5K | ﹤0.01% | 1336 |
|
|
2018
Q3 | $2.53M | Buy |
26,768
+7,478
| +39% | +$644K | ﹤0.01% | 1303 |
|
|
2018
Q2 | $1.45M | Buy |
19,290
+12,346
| +178% | +$887K | ﹤0.01% | 1568 |
|
|
2018
Q1 | $420K | Sell |
6,944
-13,879
| -67% | -$751K | ﹤0.01% | 1962 |
|
|
2017
Q4 | $972K | Sell |
20,823
-32,051
| -61% | -$1.59M | ﹤0.01% | 1687 |
|
|
2017
Q3 | $2.67M | Sell |
52,874
-860
| -2% | -$40K | ﹤0.01% | 1276 |
|
|
2017
Q2 | $2.68M | Buy |
53,734
+556
| +1% | +$26K | ﹤0.01% | 1269 |
|
|
2017
Q1 | $2.26M | Buy |
53,178
+45,946
| +635% | +$2.03M | ﹤0.01% | 1332 |
|
|
2016
Q4 | $293K | Buy |
+7,232
| New | +$280K | ﹤0.01% | 2061 |
|
|
2016
Q3 | – | Sell |
-6,901
| Closed | -$210K | – | 2270 |
|
|
2016
Q2 | $210K | Sell |
6,901
-19,237
| -74% | -$505K | ﹤0.01% | 2101 |
|
|
2016
Q1 | $645K | Sell |
26,138
-3,406
| -12% | -$73K | ﹤0.01% | 1735 |
|
|
2015
Q4 | $741K | Buy |
29,544
+13,207
| +81% | +$406K | ﹤0.01% | 1701 |
|
|
2015
Q3 | $483K | Buy |
+16,337
| New | +$513K | ﹤0.01% | 1733 |
|
Other funds holding HQY
WA
Cliff Asness's HQY Position: Q2 2026 in Review
Cliff Asness reduced its HealthEquity (HQY) stake by 4.4% in Q2 2026, selling an estimated $7.89M and leaving 1,999,209 shares worth $176M. The position accounts for 0.06% of the portfolio, ranked #426.
Cliff Asness first reported a position in HQY in Q3 2015 and has held it in 39 quarters since. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Cliff Asness held 1,999,209 shares of HealthEquity worth $176M as of Q2 2026.
- Cliff Asness sold 93,014 HealthEquity shares in Q2 2026, an estimated $7.89M.
- HealthEquity made up 0.06% of Cliff Asness's portfolio in Q2 2026, its #426 holding.
- Cliff Asness first reported a position in HealthEquity in Q3 2015 and has held it in 39 quarters since.
- 495 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.