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Geneva Capital Management’s HealthEquity HQY Stock Holding History

Geneva Capital Management’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 		$104M Sell
1,149,680
-24,390
-2% -$2.07M 2.38% 10
2026
Q1 		$98.1M Buy
1,174,070
+55,494
+5% +$4.55M 2.09% 13
2025
Q4 		$102M Buy
1,118,576
+20,969
+2% +$2.01M 1.93% 16
2025
Q3 		$104M Sell
1,097,607
-10,634
-1% -$1M 1.78% 16
2025
Q2 		$116M Buy
1,108,241
+64,487
+6% +$6.11M 1.94% 16
2025
Q1 		$92.2M Sell
1,043,754
-5,149
-0.5% -$528K 1.72% 18
2024
Q4 		$101M Buy
1,048,903
+206,894
+25% +$19.3M 1.75% 19
2024
Q3 		$68.9M Buy
842,009
+640
+0.1% +$49.4K 1.15% 30
2024
Q2 		$72.5M Sell
841,369
-24,197
-3% -$1.96M 1.32% 27
2024
Q1 		$70.7M Sell
865,566
-5,169
-0.6% -$404K 1.24% 28
2023
Q4 		$57.7M Sell
870,735
-5,613
-0.6% -$389K 1.09% 32
2023
Q3 		$64M Buy
876,348
+2,535
+0.3% +$171K 1.35% 28
2023
Q2 		$55.2M Sell
873,813
-7,608
-0.9% -$441K 1.09% 34
2023
Q1 		$51.7M Buy
881,421
+13,623
+2% +$827K 1.05% 34
2022
Q4 		$53.5M Sell
867,798
-8,893
-1% -$598K 1.2% 29
2022
Q3 		$58.9M Buy
876,691
+26,414
+3% +$1.67M 1.36% 26
2022
Q2 		$52.2M Sell
850,277
-7,641
-0.9% -$489K 1.2% 31
2022
Q1 		$57.9M Buy
857,918
+36,520
+4% +$1.97M 1.12% 32
2021
Q4 		$36.3M Sell
821,398
-66,492
-7% -$3.87M 0.59% 72
2021
Q3 		$57.5M Sell
887,890
-170,642
-16% -$11.9M 0.97% 38
2021
Q2 		$85.2M Sell
1,058,532
-25,675
-2% -$1.96M 1.39% 20
2021
Q1 		$73.7M Sell
1,084,207
-23,116
-2% -$1.82M 1.26% 28
2020
Q4 		$77.2M Sell
1,107,323
-20,310
-2% -$1.26M 1.31% 24
2020
Q3 		$57.9M Buy
1,127,633
+743
+0.1% +$40.8K 1.19% 27
2020
Q2 		$66.1M Buy
1,126,890
+17,652
+2% +$976K 1.43% 19
2020
Q1 		$56.1M Buy
+1,109,238
New +$73.7M 1.6% 10

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

Geneva Capital Management's HQY Position: Q2 2026 in Review

Geneva Capital Management reduced its HealthEquity (HQY) stake by 2.1% in Q2 2026, selling an estimated $2.07M and leaving 1,149,680 shares worth $104M. The position accounts for 2.38% of the portfolio, ranked #10.

Geneva Capital Management first reported a position in HQY in Q1 2020 and has held it in 26 quarters since. The position peaked at $116M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Geneva Capital Management held 1,149,680 shares of HealthEquity worth $104M as of Q2 2026.
  • Geneva Capital Management sold 24,390 HealthEquity shares in Q2 2026, an estimated $2.07M.
  • HealthEquity made up 2.38% of Geneva Capital Management's portfolio in Q2 2026, its #10 holding.
  • Geneva Capital Management first reported a position in HealthEquity in Q1 2020 and has held it in 26 quarters since.
  • Geneva Capital Management's HealthEquity position peaked at $116M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.