Geode Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $214M | Buy |
2,374,467
+114,821
| +5% | +$9.73M | 0.01% | 772 |
|
|
2026
Q1 | $189M | Buy |
2,259,646
+58,414
| +3% | +$4.79M | 0.01% | 752 |
|
|
2025
Q4 | $202M | Buy |
2,201,232
+5,671
| +0.3% | +$543K | 0.01% | 717 |
|
|
2025
Q3 | $208M | Buy |
2,195,561
+48,383
| +2% | +$4.55M | 0.01% | 686 |
|
|
2025
Q2 | $225M | Buy |
2,147,178
+4,386
| +0.2% | +$416K | 0.02% | 623 |
|
|
2025
Q1 | $189M | Buy |
2,142,792
+53,394
| +3% | +$5.48M | 0.01% | 654 |
|
|
2024
Q4 | $201M | Buy |
2,089,398
+10,421
| +0.5% | +$971K | 0.02% | 634 |
|
|
2024
Q3 | $170M | Buy |
2,078,977
+15,145
| +0.7% | +$1.17M | 0.01% | 683 |
|
|
2024
Q2 | $178M | Buy |
2,063,832
+88,136
| +4% | +$7.12M | 0.02% | 638 |
|
|
2024
Q1 | $161M | Buy |
1,975,696
+82,772
| +4% | +$6.46M | 0.01% | 682 |
|
|
2023
Q4 | $126M | Buy |
1,892,924
+84,864
| +5% | +$5.88M | 0.01% | 736 |
|
|
2023
Q3 | $132M | Buy |
1,808,060
+64,429
| +4% | +$4.35M | 0.02% | 648 |
|
|
2023
Q2 | $110M | Buy |
1,743,631
+100,831
| +6% | +$5.85M | 0.01% | 735 |
|
|
2023
Q1 | $96.4M | Buy |
1,642,800
+74,712
| +5% | +$4.54M | 0.01% | 769 |
|
|
2022
Q4 | $96.7M | Buy |
1,568,088
+52,080
| +3% | +$3.5M | 0.01% | 732 |
|
|
2022
Q3 | $102M | Buy |
1,516,008
+30,974
| +2% | +$1.96M | 0.02% | 674 |
|
|
2022
Q2 | $91.2M | Sell |
1,485,034
-496
| -0% | -$31.8K | 0.01% | 726 |
|
|
2022
Q1 | $100M | Buy |
1,485,530
+47,140
| +3% | +$2.55M | 0.01% | 775 |
|
|
2021
Q4 | $63.6M | Buy |
1,438,390
+23,466
| +2% | +$1.37M | 0.01% | 1123 |
|
|
2021
Q3 | $91.6M | Sell |
1,414,924
-10,386
| -0.7% | -$721K | 0.01% | 852 |
|
|
2021
Q2 | $115M | Buy |
1,425,310
+62,468
| +5% | +$4.76M | 0.02% | 721 |
|
|
2021
Q1 | $92.7M | Buy |
1,362,842
+180,176
| +15% | +$14.2M | 0.01% | 799 |
|
|
2020
Q4 | $82.4M | Buy |
1,182,666
+58,385
| +5% | +$3.63M | 0.01% | 788 |
|
|
2020
Q3 | $57.8M | Buy |
1,124,281
+57,033
| +5% | +$3.13M | 0.01% | 844 |
|
|
2020
Q2 | $62.6M | Sell |
1,067,248
-21,139
| -2% | -$1.17M | 0.01% | 770 |
|
|
2020
Q1 | $55.1M | Buy |
1,088,387
+75,714
| +7% | +$5.03M | 0.01% | 724 |
|
|
2019
Q4 | $75M | Sell |
1,012,673
-87,373
| -8% | -$5.45M | 0.02% | 728 |
|
|
2019
Q3 | $62.9M | Buy |
1,100,046
+178,963
| +19% | +$11.9M | 0.01% | 769 |
|
|
2019
Q2 | $60.2M | Buy |
921,083
+251,629
| +38% | +$17.5M | 0.01% | 781 |
|
|
2019
Q1 | $49.5M | Buy |
669,454
+42,095
| +7% | +$2.96M | 0.01% | 846 |
|
|
2018
Q4 | $37.4M | Buy |
627,359
+60,027
| +11% | +$4.84M | 0.01% | 877 |
|
|
2018
Q3 | $53.6M | Buy |
567,332
+32,624
| +6% | +$2.81M | 0.02% | 767 |
|
|
2018
Q2 | $40.2M | Buy |
534,708
+65,223
| +14% | +$4.68M | 0.01% | 884 |
|
|
2018
Q1 | $28.4M | Buy |
469,485
+9,644
| +2% | +$522K | 0.01% | 1024 |
|
|
2017
Q4 | $21.5M | Sell |
459,841
-12,158
| -3% | -$602K | 0.01% | 1218 |
|
|
2017
Q3 | $23.9M | Buy |
471,999
+78,429
| +20% | +$3.65M | 0.01% | 1109 |
|
|
2017
Q2 | $19.6M | Buy |
393,570
+28,169
| +8% | +$1.32M | 0.01% | 1198 |
|
|
2017
Q1 | $15.5M | Buy |
365,401
+25,187
| +7% | +$1.11M | 0.01% | 1340 |
|
|
2016
Q4 | $13.8M | Buy |
340,214
+38,168
| +13% | +$1.48M | 0.01% | 1370 |
|
|
2016
Q3 | $11.4M | Buy |
302,046
+30,230
| +11% | +$958K | 0.01% | 1405 |
|
|
2016
Q2 | $8.26M | Buy |
271,816
+14,707
| +6% | +$386K | ﹤0.01% | 1575 |
|
|
2016
Q1 | $6.34M | Buy |
257,109
+25,859
| +11% | +$554K | ﹤0.01% | 1710 |
|
|
2015
Q4 | $5.8M | Buy |
231,250
+3,440
| +2% | +$106K | ﹤0.01% | 1774 |
|
|
2015
Q3 | $6.73M | Buy |
227,810
+3,092
| +1% | +$97.2K | ﹤0.01% | 1635 |
|
|
2015
Q2 | $7.2M | Buy |
224,718
+147,173
| +190% | +$3.95M | ﹤0.01% | 1648 |
|
|
2015
Q1 | $1.94M | Buy |
77,545
+8,221
| +12% | +$178K | ﹤0.01% | 2463 |
|
|
2014
Q4 | $1.76M | Buy |
69,324
+32,377
| +88% | +$702K | ﹤0.01% | 2505 |
|
|
2014
Q3 | $676K | Buy |
+36,947
| New | +$709K | ﹤0.01% | 3015 |
|
Other funds holding HQY
WA
Geode Capital Management's HQY Position: Q2 2026 in Review
Geode Capital Management increased its HealthEquity (HQY) stake by 5.1% in Q2 2026, buying an estimated $9.73M and bringing the position to 2,374,467 shares worth $214M. The position accounts for 0.01% of the portfolio, ranked #772.
Geode Capital Management first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $225M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Geode Capital Management held 2,374,467 shares of HealthEquity worth $214M as of Q2 2026.
- Geode Capital Management bought 114,821 HealthEquity shares in Q2 2026, an estimated $9.73M.
- HealthEquity made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #772 holding.
- Geode Capital Management first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
- Geode Capital Management's HealthEquity position peaked at $225M in Q2 2025.
- 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.