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IEQ Capital’s HealthEquity HQY Stock Holding History

IEQ 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 		$2.85M Buy
31,528
+24,738
+364% +$2.1M 0.01% 672
2026
Q1 		$567K Buy
+6,790
New +$557K ﹤0.01% 1250
2025
Q4 		– Sell
-2,822
Closed -$267K – 1921
2025
Q3 		$267K Sell
2,822
-6
-0.2% -$565 ﹤0.01% 1570
2025
Q2 		$296K Sell
2,828
-117
-4% -$11.1K ﹤0.01% 1404
2025
Q1 		$260K Buy
2,945
+123
+4% +$12.6K ﹤0.01% 1244
2024
Q4 		$271K Hold
2,822
– – ﹤0.01% 1068
2024
Q3 		$231K Hold
2,822
– – ﹤0.01% 1016
2024
Q2 		$243K Hold
2,822
– – ﹤0.01% 857
2024
Q1 		$230K Sell
2,822
-2,178
-44% -$170K ﹤0.01% 845
2023
Q4 		$332K Sell
5,000
-21
-0.4% -$1.46K 0.01% 703
2023
Q3 		$367K Buy
+5,021
New +$339K 0.01% 661

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

IEQ Capital's HQY Position: Q2 2026 in Review

IEQ Capital increased its HealthEquity (HQY) stake by 364% in Q2 2026, buying an estimated $2.1M and bringing the position to 31,528 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #672.

IEQ Capital first reported a position in HQY in Q3 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • IEQ Capital held 31,528 shares of HealthEquity worth $2.85M as of Q2 2026.
  • IEQ Capital bought 24,738 HealthEquity shares in Q2 2026, an estimated $2.1M.
  • HealthEquity made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #672 holding.
  • IEQ Capital first reported a position in HealthEquity in Q3 2023 and has held it in 11 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.