JG
HQY icon

Joel Greenblatt’s HealthEquity HQY Stock Holding History

Joel Greenblatt’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 		$2.04M Buy
22,545
+5,673
+34% +$481K ﹤0.01% 1141
2026
Q1 		$1.41M Buy
16,872
+11,587
+219% +$951K ﹤0.01% 1208
2025
Q4 		$484K Sell
5,285
-31,535
-86% -$3.02M ﹤0.01% 1450
2025
Q3 		$3.49M Buy
36,820
+20,170
+121% +$1.9M 0.02% 866
2025
Q2 		$1.74M Buy
+16,650
New +$1.58M 0.01% 968
2024
Q4 		– Sell
-17,596
Closed -$1.44M – 1463
2024
Q3 		$1.44M Buy
17,596
+13,886
+374% +$1.07M 0.01% 822
2024
Q2 		$320K Buy
+3,710
New +$300K ﹤0.01% 1211
2024
Q1 		– Sell
-18,274
Closed -$1.21M – 1414
2023
Q4 		$1.21M Buy
18,274
+3,170
+21% +$220K 0.02% 741
2023
Q3 		$1.1M Buy
+15,104
New +$1.02M 0.02% 742
2020
Q1 		– Sell
-17,477
Closed -$1.29M – 1131
2019
Q4 		$1.29M Sell
17,477
-96,617
-85% -$6.03M 0.02% 574
2019
Q3 		$6.52M Buy
114,094
+46,457
+69% +$3.08M 0.12% 232
2019
Q2 		$4.42M Buy
+67,637
New +$4.71M 0.07% 341

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

Joel Greenblatt's HQY Position: Q2 2026 in Review

Joel Greenblatt increased its HealthEquity (HQY) stake by 34% in Q2 2026, buying an estimated $481K and bringing the position to 22,545 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Joel Greenblatt first reported a position in HQY in Q2 2019 and has held it in 12 quarters since. The position peaked at $6.52M in Q3 2019. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Joel Greenblatt held 22,545 shares of HealthEquity worth $2.04M as of Q2 2026.
  • Joel Greenblatt bought 5,673 HealthEquity shares in Q2 2026, an estimated $481K.
  • HealthEquity made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1141 holding.
  • Joel Greenblatt first reported a position in HealthEquity in Q2 2019 and has held it in 12 quarters since.
  • Joel Greenblatt's HealthEquity position peaked at $6.52M in Q3 2019.
  • 495 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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