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CSS LLC’s HealthEquity HQY Stock Holding History

CSS LLC’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 		$599K Sell
6,630
-1,980
-23% -$168K 0.02% 499
2026
Q1 		$720K Buy
8,610
+4,000
+87% +$328K 0.03% 434
2025
Q4 		$422K Buy
+4,610
New +$441K 0.02% 596

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

CSS LLC's HQY Position: Q2 2026 in Review

CSS LLC reduced its HealthEquity (HQY) stake by 23% in Q2 2026, selling an estimated $168K and leaving 6,630 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #499.

CSS LLC first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $720K in Q1 2026. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • CSS LLC held 6,630 shares of HealthEquity worth $599K as of Q2 2026.
  • CSS LLC sold 1,980 HealthEquity shares in Q2 2026, an estimated $168K.
  • HealthEquity made up 0.02% of CSS LLC's portfolio in Q2 2026, its #499 holding.
  • CSS LLC first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • CSS LLC's HealthEquity position peaked at $720K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on CSS LLC's 13F filing for Q2 2026, filed 14 Aug 2026.