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HQY icon

Formula Growth’s HealthEquity HQY Stock Holding History

Formula Growth’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 		$3.11M Sell
34,417
-135
-0.4% -$11.4K 1.09% 25
2026
Q1 		$2.89M Sell
34,552
-4,848
-12% -$398K 1.3% 21
2025
Q4 		$3.61M Sell
39,400
-1,190
-3% -$114K 1.39% 16
2025
Q3 		$3.85M Buy
40,590
+11,100
+38% +$1.04M 1.37% 21
2025
Q2 		$3.09M Sell
29,490
-510
-2% -$48.3K 1.17% 25
2025
Q1 		$2.65M Buy
+30,000
New +$3.08M 1.08% 36
2016
Q2 		– Sell
-30,200
Closed -$745K – 154
2016
Q1 		$745K Buy
+30,200
New +$647K 0.18% 136

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

Formula Growth's HQY Position: Q2 2026 in Review

Formula Growth reduced its HealthEquity (HQY) stake by 0.39% in Q2 2026, selling an estimated $11.4K and leaving 34,417 shares worth $3.11M. The position accounts for 1.09% of the portfolio, ranked #25.

Formula Growth first reported a position in HQY in Q1 2016 and has held it in 7 quarters since. The position peaked at $3.85M in Q3 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Formula Growth held 34,417 shares of HealthEquity worth $3.11M as of Q2 2026.
  • Formula Growth sold 135 HealthEquity shares in Q2 2026, an estimated $11.4K.
  • HealthEquity made up 1.09% of Formula Growth's portfolio in Q2 2026, its #25 holding.
  • Formula Growth first reported a position in HealthEquity in Q1 2016 and has held it in 7 quarters since.
  • Formula Growth's HealthEquity position peaked at $3.85M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.