Goldman Sachs’s HealthEquity HQY Stock Holding History

Goldman Sachs’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
2018 Q1	–	Sell	-48,600	Closed	-$2.27M	–	6102
2017 Q4	$2.27M	Sell	48,600 -43,900	-47%	-$2.17M	﹤0.01%	3686
2017 Q3	$4.68M	Buy	92,500 +35,800	+63%	+$1.67M	﹤0.01%	3214
2017 Q2	$2.83M	Buy	56,700 +51,600	+1,012%	+$2.41M	﹤0.01%	3548
2017 Q1	$216K	Buy	+5,100	New	+$226K	﹤0.01%	5682
2016 Q4	–	Sell	-1,100	Closed	-$42K	–	6969
2016 Q3	$42K	Sell	1,100 -400	-27%	-$12.7K	﹤0.01%	6542
2016 Q2	$46K	Buy	+1,500	New	+$39.4K	﹤0.01%	6455
2015 Q4	–	Sell	-200	Closed	-$6K	–	7231
2015 Q3	$6K	Buy	+200	New	+$6.29K	﹤0.01%	7188

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs's HQY Position: Q1 2026 in Review

Goldman Sachs reduced its HealthEquity (HQY) stake by 13% in Q1 2026, selling an estimated $10.1M and leaving 800,818 shares worth $66.9M. The position accounts for 0.01% of the portfolio, ranked #1340.

Goldman Sachs first reported a position in HQY in Q3 2014 and has held it in 46 quarters since. The position peaked at $107M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Goldman Sachs held 800,818 shares of HealthEquity worth $66.9M as of Q1 2026.
Goldman Sachs sold 123,431 HealthEquity shares in Q1 2026, an estimated $10.1M.
HealthEquity made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1340 holding.
Goldman Sachs first reported a position in HealthEquity in Q3 2014 and has held it in 46 quarters since.
Goldman Sachs's HealthEquity position peaked at $107M in Q4 2024.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.