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HQY icon

Inspire Investing’s HealthEquity HQY Stock Holding History

Inspire Investing’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 		$662K Buy
7,922
+4,299
+119% +$353K 0.04% 398
2025
Q4 		$332K Sell
3,623
-10,815
-75% -$1.04M 0.03% 742
2025
Q3 		$1.37M Buy
14,438
+7,994
+124% +$752K 0.13% 174
2025
Q2 		$675K Sell
6,444
-1,085
-14% -$103K 0.07% 250
2025
Q1 		$665K Buy
7,529
+597
+9% +$61.2K 0.08% 247
2024
Q4 		$665K Sell
6,932
-17,095
-71% -$1.59M 0.07% 284
2024
Q3 		$1.97M Buy
24,027
+10,312
+75% +$796K 0.2% 116
2024
Q2 		$1.18M Sell
13,715
-1,882
-12% -$152K 0.14% 182
2024
Q1 		$1.27M Buy
15,597
+9,818
+170% +$767K 0.13% 186
2023
Q4 		$383K Buy
5,779
+1,580
+38% +$110K 0.04% 632
2023
Q3 		$307K Sell
4,199
-10,308
-71% -$696K 0.04% 574
2023
Q2 		$916K Buy
14,507
+9,881
+214% +$573K 0.11% 218
2023
Q1 		$272K Buy
4,626
+796
+21% +$48.3K 0.03% 717
2022
Q4 		$236K Buy
3,830
+751
+24% +$50.5K 0.03% 468
2022
Q3 		$207K Sell
3,079
-367
-11% -$23.2K 0.03% 488
2022
Q2 		$212K Sell
3,446
-4
-0.1% -$256 0.03% 530
2022
Q1 		$233K Sell
3,450
-2,088
-38% -$113K 0.03% 753
2021
Q4 		$245K Buy
5,538
+1,988
+56% +$116K 0.03% 727
2021
Q3 		$230K Buy
+3,550
New +$247K 0.03% 592
2018
Q1 		– Sell
-2,031
Closed -$95K – 414
2017
Q4 		$95K Buy
+2,031
New +$101K 0.08% 204

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

Inspire Investing's HQY Position: Q1 2026 in Review

Inspire Investing increased its HealthEquity (HQY) stake by 119% in Q1 2026, buying an estimated $353K and bringing the position to 7,922 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #398.

Inspire Investing first reported a position in HQY in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.97M in Q3 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Inspire Investing held 7,922 shares of HealthEquity worth $662K as of Q1 2026.
  • Inspire Investing bought 4,299 HealthEquity shares in Q1 2026, an estimated $353K.
  • HealthEquity made up 0.04% of Inspire Investing's portfolio in Q1 2026, its #398 holding.
  • Inspire Investing first reported a position in HealthEquity in Q4 2017 and has held it in 20 quarters since.
  • Inspire Investing's HealthEquity position peaked at $1.97M in Q3 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.