IC
HQY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's HQY Position: Q1 2026 in Review

IEQ Capital opened a new position in HealthEquity (HQY) in Q1 2026: 6,790 shares worth $567K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: IEQ Capital previously reported a position in HQY as recently as Q3 2025.

IEQ Capital first reported a position in HQY in Q3 2023 and has held it in 10 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • IEQ Capital held 6,790 shares of HealthEquity worth $567K as of Q1 2026.
  • HealthEquity was a new IEQ Capital position in Q1 2026.
  • HealthEquity made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1250 holding.
  • IEQ Capital first reported a position in HealthEquity in Q3 2023 and has held it in 10 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.