D.E. Shaw & Co
HQY icon

D.E. Shaw & Co’s HealthEquity HQY Stock Holding History

D.E. Shaw & Co’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 		$1.85M Buy
+20,431
New +$1.73M ﹤0.01% 3266
2024
Q4 		– Sell
-16,849
Closed -$1.38M – 4577
2024
Q3 		$1.38M Sell
16,849
-10,377
-38% -$801K ﹤0.01% 3015
2024
Q2 		$2.35M Buy
+27,226
New +$2.2M ﹤0.01% 2517
2023
Q3 		– Sell
-25,937
Closed -$1.64M – 4355
2023
Q2 		$1.64M Sell
25,937
-9,691
-27% -$562K ﹤0.01% 2761
2023
Q1 		$2.09M Sell
35,628
-10,135
-22% -$615K ﹤0.01% 2658
2022
Q4 		$2.82M Sell
45,763
-14,648
-24% -$984K ﹤0.01% 2641
2022
Q3 		$4.06M Sell
60,411
-191,960
-76% -$12.1M ﹤0.01% 2317
2022
Q2 		$15.5M Sell
252,371
-194,986
-44% -$12.5M 0.02% 1062
2022
Q1 		$30.2M Sell
447,357
-16,343
-4% -$883K 0.03% 757
2021
Q4 		$20.5M Buy
463,700
+334,833
+260% +$19.5M 0.02% 1074
2021
Q3 		$8.35M Buy
+128,867
New +$8.95M 0.01% 1650
2020
Q3 		– Sell
-6,300
Closed -$370K – 3974
2020
Q2 		$370K Sell
6,300
-27,881
-82% -$1.54M ﹤0.01% 3536
2020
Q1 		$1.73M Buy
34,181
+13,133
+62% +$872K ﹤0.01% 2291
2019
Q4 		$1.56M Sell
21,048
-16,648
-44% -$1.04M ﹤0.01% 2671
2019
Q3 		$2.15M Sell
37,696
-438,505
-92% -$29.1M ﹤0.01% 2283
2019
Q2 		$31.1M Buy
476,201
+450,402
+1,746% +$31.4M 0.04% 541
2019
Q1 		$1.91M Buy
+25,799
New +$1.81M ﹤0.01% 2187
2017
Q2 		– Sell
-4,847
Closed -$227K – 3433
2017
Q1 		$206K Buy
+4,847
New +$214K ﹤0.01% 3111
2015
Q3 		– Sell
-16,822
Closed -$539K – 3791
2015
Q2 		$539K Buy
16,822
+3,802
+29% +$102K ﹤0.01% 3122
2015
Q1 		$325K Buy
+13,020
New +$282K ﹤0.01% 3267
2014
Q4 		– Sell
-15,828
Closed -$290K – 4101
2014
Q3 		$290K Buy
+15,828
New +$304K ﹤0.01% 3708

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

D.E. Shaw & Co's HQY Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in HealthEquity (HQY) in Q2 2026: 20,431 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #3266 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in HQY as recently as Q3 2024.

D.E. Shaw & Co first reported a position in HQY in Q3 2014 and has held it in 21 quarters since. The position peaked at $31.1M in Q2 2019. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • D.E. Shaw & Co held 20,431 shares of HealthEquity worth $1.85M as of Q2 2026.
  • HealthEquity was a new D.E. Shaw & Co position in Q2 2026.
  • HealthEquity made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3266 holding.
  • D.E. Shaw & Co first reported a position in HealthEquity in Q3 2014 and has held it in 21 quarters since.
  • D.E. Shaw & Co's HealthEquity position peaked at $31.1M in Q2 2019.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.