HC
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Henshaw Capital’s HealthEquity HQY Stock Holding History

Henshaw Capital’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 		$1.77M Buy
+19,569
New +$1.66M 0.06% 96
2025
Q4 		– Sell
-3,193
Closed -$303K – 203
2025
Q3 		$303K Buy
+3,193
New +$300K 0.01% 231

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

Henshaw Capital's HQY Position: Q2 2026 in Review

Henshaw Capital opened a new position in HealthEquity (HQY) in Q2 2026: 19,569 shares worth $1.77M. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: Henshaw Capital previously reported a position in HQY as recently as Q3 2025.

Henshaw Capital first reported a position in HQY in Q3 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Henshaw Capital held 19,569 shares of HealthEquity worth $1.77M as of Q2 2026.
  • HealthEquity was a new Henshaw Capital position in Q2 2026.
  • HealthEquity made up 0.06% of Henshaw Capital's portfolio in Q2 2026, its #96 holding.
  • Henshaw Capital first reported a position in HealthEquity in Q3 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.