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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
2021
Q4 		– Sell
-36,100
Closed -$2.34M – 5522
2021
Q3 		$2.34M Buy
+36,100
New +$2.51M ﹤0.01% 2888
2020
Q2 		– Sell
-20,000
Closed -$1.01M – 4095
2020
Q1 		$1.01M Sell
20,000
-5,600
-22% -$372K ﹤0.01% 2721
2019
Q4 		$1.9M Hold
25,600
– – ﹤0.01% 2518
2019
Q3 		$1.46M Buy
+25,600
New +$1.7M ﹤0.01% 2589
2017
Q3 		– Sell
-10,000
Closed -$498K – 3506
2017
Q2 		$498K Sell
10,000
-200
-2% -$9.35K ﹤0.01% 2822
2017
Q1 		$433K Buy
+10,200
New +$451K ﹤0.01% 2796

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.