Engineers Gate Manager’s HealthEquity HQY Stock Holding History

Engineers Gate Manager’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	$476K	Buy	5,271 +2,436	+86%	+$207K	0.01%	1549
2026 Q1	$237K	Sell	2,835 -191,557	-99%	-$15.7M	﹤0.01%	1831
2025 Q4	$17.8M	Buy	194,392 +120,006	+161%	+$11.5M	0.21%	101
2025 Q3	$7.05M	Buy	74,386 +61,309	+469%	+$5.77M	0.08%	305
2025 Q2	$1.37M	Buy	+13,077	New	+$1.24M	0.02%	949
2024 Q1	–	Sell	-12,036	Closed	-$798K	–	2077
2023 Q4	$798K	Buy	+12,036	New	+$834K	0.02%	919
2023 Q3	–	Sell	-31,583	Closed	-$1.99M	–	1921
2023 Q2	$1.99M	Buy	+31,583	New	+$1.83M	0.08%	360
2022 Q3	–	Sell	-4,318	Closed	-$265K	–	1814
2022 Q2	$265K	Buy	+4,318	New	+$277K	0.01%	1496
2022 Q1	–	Sell	-41,429	Closed	-$1.83M	–	2045
2021 Q4	$1.83M	Buy	+41,429	New	+$2.41M	0.08%	311
2021 Q2	–	Sell	-24,362	Closed	-$1.66M	–	1778
2021 Q1	$1.66M	Buy	+24,362	New	+$1.91M	0.08%	344
2020 Q1	–	Sell	-31,463	Closed	-$2.33M	–	1725
2019 Q4	$2.33M	Buy	31,463 +24,170	+331%	+$1.51M	0.1%	291
2019 Q3	$417K	Buy	+7,293	New	+$484K	0.02%	861
2017 Q4	–	Sell	-13,413	Closed	-$678K	–	778
2017 Q3	$678K	Buy	+13,413	New	+$624K	0.06%	515

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

Engineers Gate Manager's HQY Position: Q2 2026 in Review

Engineers Gate Manager increased its HealthEquity (HQY) stake by 86% in Q2 2026, buying an estimated $207K and bringing the position to 5,271 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #1549.

Engineers Gate Manager first reported a position in HQY in Q3 2017 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Engineers Gate Manager held 5,271 shares of HealthEquity worth $476K as of Q2 2026.
Engineers Gate Manager bought 2,436 HealthEquity shares in Q2 2026, an estimated $207K.
HealthEquity made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1549 holding.
Engineers Gate Manager first reported a position in HealthEquity in Q3 2017 and has held it in 13 quarters since.
Engineers Gate Manager's HealthEquity position peaked at $17.8M in Q4 2025.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.