Jupiter Asset Management
HQY icon

Jupiter Asset Management’s HealthEquity HQY Stock Holding History

Jupiter Asset Management’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 		– Sell
-11,705
Closed -$1.07M – 522
2025
Q4 		$1.07M Buy
11,705
+5,869
+101% +$562K 0.01% 349
2025
Q3 		$553K Buy
+5,836
New +$549K ﹤0.01% 374
2022
Q4 		– Sell
-9,396
Closed -$631K – 508
2022
Q3 		$631K Buy
+9,396
New +$595K 0.01% 420

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Asset Management's HQY Position: Q1 2026 in Review

Jupiter Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 11,705 shares — an estimated $1.07M sold.

Jupiter Asset Management first reported a position in HQY in Q3 2022 and held it in 3 quarters. The position peaked at $1.07M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Jupiter Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 11,705 HealthEquity shares in Q1 2026, an estimated $1.07M.
  • Jupiter Asset Management first reported a position in HealthEquity in Q3 2022 and held it in 3 quarters.
  • Jupiter Asset Management's HealthEquity position peaked at $1.07M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.