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HQY icon

Greenhouse Funds’s HealthEquity HQY Stock Holding History

Greenhouse Funds’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 		$107M Sell
1,183,024
-74,830
-6% -$6.34M 5.46% 5
2026
Q1 		$105M Buy
1,257,854
+178,150
+16% +$14.6M 4.71% 6
2025
Q4 		$98.9M Buy
1,079,704
+10,783
+1% +$1.03M 3.57% 12
2025
Q3 		$101M Buy
1,068,921
+157,106
+17% +$14.8M 3.71% 8
2025
Q2 		$95.5M Buy
911,815
+146,630
+19% +$13.9M 3.94% 7
2025
Q1 		$67.6M Sell
765,185
-119,219
-13% -$12.2M 3.17% 15
2024
Q4 		$84.9M Buy
884,404
+91,935
+12% +$8.57M 3.54% 11
2024
Q3 		$64.9M Buy
792,469
+35,775
+5% +$2.76M 2.49% 15
2024
Q2 		$65.2M Buy
756,694
+250,229
+49% +$20.2M 3.28% 15
2024
Q1 		$41.3M Buy
+506,465
New +$39.5M 2.5% 21
2021
Q4 		– Sell
-333,735
Closed -$21.6M – 48
2021
Q3 		$21.6M Sell
333,735
-1,000
-0.3% -$69.4K 2.18% 23
2021
Q2 		$26.9M Buy
334,735
+197,256
+143% +$15M 2.36% 18
2021
Q1 		$9.35M Sell
137,479
-24,513
-15% -$1.93M 1% 34
2020
Q4 		$11.3M Sell
161,992
-47,802
-23% -$2.97M 1.05% 32
2020
Q3 		$10.8M Buy
+209,794
New +$11.5M 1.64% 25

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

Greenhouse Funds's HQY Position: Q2 2026 in Review

Greenhouse Funds reduced its HealthEquity (HQY) stake by 5.9% in Q2 2026, selling an estimated $6.34M and leaving 1,183,024 shares worth $107M. The position accounts for 5.46% of the portfolio, ranked #5.

Greenhouse Funds first reported a position in HQY in Q3 2020 and has held it in 15 quarters since. 497 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Greenhouse Funds held 1,183,024 shares of HealthEquity worth $107M as of Q2 2026.
  • Greenhouse Funds sold 74,830 HealthEquity shares in Q2 2026, an estimated $6.34M.
  • HealthEquity made up 5.46% of Greenhouse Funds's portfolio in Q2 2026, its #5 holding.
  • Greenhouse Funds first reported a position in HealthEquity in Q3 2020 and has held it in 15 quarters since.
  • 497 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Greenhouse Funds's 13F filing for Q2 2026, filed 14 Aug 2026.