Holocene Advisors
HQY icon

Holocene Advisors’s HealthEquity HQY Stock Holding History

Holocene Advisors’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 		$231K Sell
2,563
-117
-4% -$9.92K ﹤0.01% 784
2026
Q1 		$224K Buy
+2,680
New +$220K ﹤0.01% 784
2025
Q4 		– Sell
-3,869
Closed -$367K – 814
2025
Q3 		$367K Buy
+3,869
New +$364K ﹤0.01% 705
2025
Q1 		– Sell
-10,874
Closed -$1.04M – 807
2024
Q4 		$1.04M Sell
10,874
-4,353
-29% -$406K ﹤0.01% 657
2024
Q3 		$1.25M Buy
+15,227
New +$1.17M 0.01% 598
2022
Q4 		– Sell
-10,435
Closed -$701K – 789
2022
Q3 		$701K Sell
10,435
-5,699
-35% -$361K ﹤0.01% 674
2022
Q2 		$990K Sell
16,134
-3,566
-18% -$228K 0.01% 662
2022
Q1 		$1.33M Sell
19,700
-3,328
-14% -$180K 0.01% 635
2021
Q4 		$1.02M Sell
23,028
-4,485
-16% -$261K 0.01% 677
2021
Q3 		$1.78M Buy
27,513
+11,401
+71% +$792K 0.01% 579
2021
Q2 		$1.3M Buy
+16,112
New +$1.23M 0.01% 637
2021
Q1 		– Sell
-16,620
Closed -$1.16M – 856
2020
Q4 		$1.16M Sell
16,620
-14,330
-46% -$891K 0.01% 518
2020
Q3 		$1.59M Buy
30,950
+18,735
+153% +$1.03M 0.01% 424
2020
Q2 		$717K Buy
+12,215
New +$675K 0.01% 470
2019
Q2 		– Sell
-4,100
Closed -$303K – 688
2019
Q1 		$303K Buy
+4,100
New +$288K ﹤0.01% 540
2018
Q1 		– Sell
-9,314
Closed -$435K – 628
2017
Q4 		$435K Buy
+9,314
New +$461K 0.01% 450

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

Holocene Advisors's HQY Position: Q2 2026 in Review

Holocene Advisors reduced its HealthEquity (HQY) stake by 4.4% in Q2 2026, selling an estimated $9.92K and leaving 2,563 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Holocene Advisors first reported a position in HQY in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.78M in Q3 2021. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Holocene Advisors held 2,563 shares of HealthEquity worth $231K as of Q2 2026.
  • Holocene Advisors sold 117 HealthEquity shares in Q2 2026, an estimated $9.92K.
  • HealthEquity made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #784 holding.
  • Holocene Advisors first reported a position in HealthEquity in Q4 2017 and has held it in 16 quarters since.
  • Holocene Advisors's HealthEquity position peaked at $1.78M in Q3 2021.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.