Dmitry Balyasny’s HealthEquity HQY Stock Holding History

Dmitry Balyasny’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
2020 Q4	–	Sell	-50,000	Closed	-$2.57M	–	1498
2020 Q3	$2.57M	Buy	+50,000	New	+$2.75M	0.02%	776

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dmitry Balyasny's HQY Position: Q2 2026 in Review

Dmitry Balyasny sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 835,072 shares — an estimated $69.8M sold.

Dmitry Balyasny first reported a position in HQY in Q4 2016 and held it in 21 quarters. The position peaked at $69.8M in Q1 2026. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Dmitry Balyasny reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 835,072 HealthEquity shares in Q2 2026, an estimated $69.8M.
Dmitry Balyasny first reported a position in HealthEquity in Q4 2016 and held it in 21 quarters.
Dmitry Balyasny's HealthEquity position peaked at $69.8M in Q1 2026.
495 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.