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David Shaw’s HealthEquity HQY Stock Holding History

David Shaw’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

David Shaw's HQY Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in HQY as recently as Q3 2024.

David Shaw 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. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • David Shaw held 20,431 shares of HealthEquity worth $1.85M as of Q2 2026.
  • HealthEquity was a new David Shaw position in Q2 2026.
  • HealthEquity made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3266 holding.
  • David Shaw first reported a position in HealthEquity in Q3 2014 and has held it in 21 quarters since.
  • David Shaw's HealthEquity position peaked at $31.1M in Q2 2019.
  • 495 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.