JF
HQY icon

Jump Financial’s HealthEquity HQY Stock Holding History

Jump Financial’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 		– Sell
-12,500
Closed -$1.04M – 2211
2026
Q1 		$1.04M Buy
+12,500
New +$1.03M 0.01% 900
2025
Q4 		– Sell
-65,017
Closed -$6.16M – 2089
2025
Q3 		$6.16M Buy
65,017
+60,733
+1,418% +$5.72M 0.07% 344
2025
Q2 		$449K Buy
+4,284
New +$406K ﹤0.01% 1277
2023
Q1 		– Sell
-23,525
Closed -$1.45M – 1781
2022
Q4 		$1.45M Buy
+23,525
New +$1.58M 0.08% 341
2022
Q1 		– Sell
-21,877
Closed -$967K – 1693
2021
Q4 		$967K Buy
+21,877
New +$1.27M 0.06% 402

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

Jump Financial's HQY Position: Q2 2026 in Review

Jump Financial sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 12,500 shares — an estimated $1.04M sold.

Jump Financial first reported a position in HQY in Q4 2021 and held it in 5 quarters. The position peaked at $6.16M in Q3 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Jump Financial reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 12,500 HealthEquity shares in Q2 2026, an estimated $1.04M.
  • Jump Financial first reported a position in HealthEquity in Q4 2021 and held it in 5 quarters.
  • Jump Financial's HealthEquity position peaked at $6.16M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.