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GW&K Investment Management’s HealthEquity HQY Stock Holding History

GW&K Investment 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 		$57.1M Buy
632,382
+168,067
+36% +$14.2M 0.45% 77
2026
Q1 		$38.8M Buy
464,315
+1,424
+0.3% +$117K 0.34% 108
2025
Q4 		$42.4M Buy
462,891
+15,898
+4% +$1.52M 0.37% 104
2025
Q3 		$42.4M Sell
446,993
-51,905
-10% -$4.88M 0.37% 100
2025
Q2 		$52.3M Sell
498,898
-89,650
-15% -$8.5M 0.47% 72
2025
Q1 		$52M Sell
588,548
-15,923
-3% -$1.63M 0.48% 68
2024
Q4 		$58M Sell
604,471
-186,437
-24% -$17.4M 0.49% 64
2024
Q3 		$64.7M Buy
790,908
+2,256
+0.3% +$174K 0.55% 53
2024
Q2 		$68M Sell
788,652
-6,092
-0.8% -$492K 0.62% 41
2024
Q1 		$64.9M Sell
794,744
-14,491
-2% -$1.13M 0.57% 50
2023
Q4 		$53.7M Sell
809,235
-44,963
-5% -$3.12M 0.5% 71
2023
Q3 		$62.4M Sell
854,198
-84,994
-9% -$5.74M 0.63% 42
2023
Q2 		$59.3M Sell
939,192
-7,945
-0.8% -$461K 0.56% 54
2023
Q1 		$55.6M Buy
947,137
+116,382
+14% +$7.07M 0.54% 68
2022
Q4 		$51.2M Sell
830,755
-9,297
-1% -$625K 0.52% 72
2022
Q3 		$56.4M Sell
840,052
-11,531
-1% -$730K 0.62% 47
2022
Q2 		$52.3M Buy
851,583
+45,267
+6% +$2.9M 0.56% 55
2022
Q1 		$54.4M Buy
806,316
+46,645
+6% +$2.52M 0.48% 76
2021
Q4 		$33.6M Buy
759,671
+95,428
+14% +$5.56M 0.28% 151
2021
Q3 		$43M Sell
664,243
-3,466
-0.5% -$241K 0.38% 108
2021
Q2 		$53.7M Buy
667,709
+1,381
+0.2% +$105K 0.47% 75
2021
Q1 		$45.3M Buy
666,328
+8,187
+1% +$643K 0.42% 92
2020
Q4 		$45.9M Sell
658,141
-3,182
-0.5% -$198K 0.48% 60
2020
Q3 		$34M Buy
661,323
+189,696
+40% +$10.4M 0.44% 87
2020
Q2 		$27.7M Buy
471,627
+180,664
+62% +$9.99M 0.39% 106
2020
Q1 		$14.7M Buy
+290,963
New +$19.3M 0.26% 150

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 $3.38T AUM 44.17% 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

GW&K Investment Management's HQY Position: Q2 2026 in Review

GW&K Investment Management increased its HealthEquity (HQY) stake by 36% in Q2 2026, buying an estimated $14.2M and bringing the position to 632,382 shares worth $57.1M. The position accounts for 0.45% of the portfolio, ranked #77.

GW&K Investment Management first reported a position in HQY in Q1 2020 and has held it in 26 quarters since. The position peaked at $68M in Q2 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • GW&K Investment Management held 632,382 shares of HealthEquity worth $57.1M as of Q2 2026.
  • GW&K Investment Management bought 168,067 HealthEquity shares in Q2 2026, an estimated $14.2M.
  • HealthEquity made up 0.45% of GW&K Investment Management's portfolio in Q2 2026, its #77 holding.
  • GW&K Investment Management first reported a position in HealthEquity in Q1 2020 and has held it in 26 quarters since.
  • GW&K Investment Management's HealthEquity position peaked at $68M in Q2 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.