Expect Equity LLC’s HealthEquity HQY Stock Holding History

Expect Equity LLC’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	$2.19M	Buy	24,200 +8,660	+56%	+$734K	1.41%	33
2026 Q1	$1.3M	Buy	+15,540	New	+$1.28M	1.01%	50

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

Expect Equity LLC's HQY Position: Q2 2026 in Review

Expect Equity LLC increased its HealthEquity (HQY) stake by 56% in Q2 2026, buying an estimated $734K and bringing the position to 24,200 shares worth $2.19M. The position accounts for 1.41% of the portfolio, ranked #33.

Expect Equity LLC first reported a position in HQY in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Expect Equity LLC held 24,200 shares of HealthEquity worth $2.19M as of Q2 2026.
Expect Equity LLC bought 8,660 HealthEquity shares in Q2 2026, an estimated $734K.
HealthEquity made up 1.41% of Expect Equity LLC's portfolio in Q2 2026, its #33 holding.
Expect Equity LLC first reported a position in HealthEquity in Q1 2026 and has held it in 2 quarters since.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.