Employees Retirement System of Texas’s HealthEquity HQY Stock Holding History

Employees Retirement System of Texas’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	$66K	Buy	+727	New	+$61.6K	﹤0.01%	450
2019 Q3	–	Sell	-17,000	Closed	-$1.11M	–	975
2019 Q2	$1.11M	Sell	17,000 -2,000	-11%	-$139K	0.02%	768
2019 Q1	$1.41M	Hold	19,000	–	–	0.02%	708
2018 Q4	$1.13M	Hold	19,000	–	–	0.02%	738
2018 Q3	$1.79M	Buy	19,000 +2,000	+12%	+$172K	0.02%	648
2018 Q2	$1.28M	Hold	17,000	–	–	0.02%	778
2018 Q1	$1.03M	Hold	17,000	–	–	0.01%	817
2017 Q4	$793K	Hold	17,000	–	–	0.01%	883
2017 Q3	$860K	Sell	17,000 -13,000	-43%	-$605K	0.01%	852
2017 Q2	$1.5M	Hold	30,000	–	–	0.02%	723
2017 Q1	$1.27M	Hold	30,000	–	–	0.02%	772
2016 Q4	$1.22M	Buy	30,000 +9,000	+43%	+$348K	0.02%	776
2016 Q3	$795K	Sell	21,000 -22,000	-51%	-$697K	0.01%	829
2016 Q2	$1.31M	Hold	43,000	–	–	0.02%	687
2016 Q1	$1.06M	Buy	+43,000	New	+$922K	0.01%	738

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 $3.38T AUM 44.17% 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

Employees Retirement System of Texas's HQY Position: Q2 2026 in Review

Employees Retirement System of Texas opened a new position in HealthEquity (HQY) in Q2 2026: 727 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Employees Retirement System of Texas previously reported a position in HQY as recently as Q2 2019.

Employees Retirement System of Texas first reported a position in HQY in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2018. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Employees Retirement System of Texas held 727 shares of HealthEquity worth $66K as of Q2 2026.
HealthEquity was a new Employees Retirement System of Texas position in Q2 2026.
HealthEquity made up ﹤0.01% of Employees Retirement System of Texas's portfolio in Q2 2026, its #450 holding.
Employees Retirement System of Texas first reported a position in HealthEquity in Q1 2016 and has held it in 15 quarters since.
Employees Retirement System of Texas's HealthEquity position peaked at $1.79M in Q3 2018.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Employees Retirement System of Texas's 13F filing for Q2 2026, filed 14 Aug 2026.