Israel Englander’s HealthEquity HQY Stock Holding History

Israel Englander’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
2025 Q1	–	Sell	-145,000	Closed	-$13.9M	–	6095
2024 Q4	$13.9M	Buy	+145,000	New	+$13.5M	0.01%	1851
2023 Q4	–	Sell	-10,000	Closed	-$731K	–	6262
2023 Q3	$731K	Buy	+10,000	New	+$676K	﹤0.01%	4409
2023 Q2	–	Sell	-25,000	Closed	-$1.47M	–	6355
2023 Q1	$1.47M	Buy	+25,000	New	+$1.52M	﹤0.01%	3733
2022 Q2	–	Sell	-50,000	Closed	-$3.37M	–	7178
2022 Q1	$3.37M	Buy	+50,000	New	+$2.7M	﹤0.01%	3386
2021 Q4	–	Sell	-25,000	Closed	-$1.62M	–	7039
2021 Q3	$1.62M	Buy	+25,000	New	+$1.74M	﹤0.01%	4156
2020 Q1	–	Sell	-10,000	Closed	-$741K	–	4126
2019 Q4	$741K	Buy	+10,000	New	+$624K	﹤0.01%	3148
2019 Q3	–	Sell	-7,500	Closed	-$491K	–	4330
2019 Q2	$491K	Sell	7,500 -7,500	-50%	-$522K	﹤0.01%	3249
2019 Q1	$1.11M	Buy	15,000 +10,000	+200%	+$703K	﹤0.01%	2801
2018 Q4	$298K	Buy	5,000 +2,000	+67%	+$161K	﹤0.01%	3221
2018 Q3	$283K	Sell	3,000 -2,000	-40%	-$172K	﹤0.01%	3503
2018 Q2	$376K	Buy	+5,000	New	+$359K	﹤0.01%	3291

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Israel Englander's HQY Position: Q2 2026 in Review

Israel Englander reduced its HealthEquity (HQY) stake by 69% in Q2 2026, selling an estimated $47.4M and leaving 249,975 shares worth $22.6M. The position accounts for 0.01% of the portfolio, ranked #1522.

Israel Englander first reported a position in HQY in Q1 2015 and has held it in 43 quarters since. The position peaked at $144M in Q4 2024. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Israel Englander held 249,975 shares of HealthEquity worth $22.6M as of Q2 2026.
Israel Englander sold 558,892 HealthEquity shares in Q2 2026, an estimated $47.4M.
HealthEquity made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1522 holding.
Israel Englander first reported a position in HealthEquity in Q1 2015 and has held it in 43 quarters since.
Israel Englander's HealthEquity position peaked at $144M in Q4 2024.
495 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.