Kayne Anderson Rudnick Investment Management
HQY icon

Kayne Anderson Rudnick Investment Management’s HealthEquity HQY Stock Holding History

Kayne Anderson Rudnick Investment 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
Q2 		$36.2M Sell
400,613
-84,831
-17% -$7.19M 0.11% 141
2026
Q1 		$40.6M Sell
485,444
-94,630
-16% -$7.76M 0.12% 136
2025
Q4 		$53.1M Sell
580,074
-72,172
-11% -$6.91M 0.14% 123
2025
Q3 		$61.8M Sell
652,246
-34,426
-5% -$3.24M 0.15% 122
2025
Q2 		$71.9M Sell
686,672
-38,879
-5% -$3.69M 0.17% 116
2025
Q1 		$64.1M Sell
725,551
-47,230
-6% -$4.84M 0.16% 121
2024
Q4 		$74.1M Buy
772,781
+203,617
+36% +$19M 0.17% 117
2024
Q3 		$46.6M Sell
569,164
-12,365
-2% -$954K 0.1% 143
2024
Q2 		$50.1M Buy
581,529
+8,594
+1% +$694K 0.12% 137
2024
Q1 		$46.8M Sell
572,935
-8,407
-1% -$656K 0.11% 142
2023
Q4 		$38.5M Buy
581,342
+19,680
+4% +$1.36M 0.1% 151
2023
Q3 		$41M Sell
561,662
-189,527
-25% -$12.8M 0.12% 139
2023
Q2 		$47.4M Sell
751,189
-14,810
-2% -$859K 0.13% 132
2023
Q1 		$45M Sell
765,999
-2,259
-0.3% -$137K 0.13% 131
2022
Q4 		$47.4M Sell
768,258
-702,914
-48% -$47.2M 0.15% 133
2022
Q3 		$98.8M Buy
1,471,172
+60,946
+4% +$3.86M 0.33% 92
2022
Q2 		$86.6M Buy
1,410,226
+30,886
+2% +$1.98M 0.27% 103
2022
Q1 		$93M Buy
1,379,340
+29,631
+2% +$1.6M 0.25% 114
2021
Q4 		$59.7M Sell
1,349,709
-45,951
-3% -$2.68M 0.14% 141
2021
Q3 		$90.4M Buy
1,395,660
+6,618
+0.5% +$460K 0.22% 117
2021
Q2 		$112M Buy
1,389,042
+163,762
+13% +$12.5M 0.28% 104
2021
Q1 		$83.3M Buy
1,225,280
+33,288
+3% +$2.62M 0.22% 108
2020
Q4 		$83.1M Buy
1,191,992
+339,922
+40% +$21.1M 0.24% 106
2020
Q3 		$43.8M Buy
852,070
+129,505
+18% +$7.11M 0.16% 130
2020
Q2 		$42.4M Buy
722,565
+370,224
+105% +$20.5M 0.18% 117
2020
Q1 		$17.8M Buy
352,341
+37,790
+12% +$2.51M 0.1% 145
2019
Q4 		$23.3M Buy
314,551
+5,609
+2% +$350K 0.11% 133
2019
Q3 		$17.7M Sell
308,942
-144,391
-32% -$9.58M 0.09% 140
2019
Q2 		$29.6M Buy
453,333
+22,364
+5% +$1.56M 0.16% 108
2019
Q1 		$31.9M Buy
430,969
+62,878
+17% +$4.42M 0.18% 100
2018
Q4 		$22M Sell
368,091
-59,624
-14% -$4.81M 0.15% 104
2018
Q3 		$40.4M Buy
427,715
+1,830
+0.4% +$158K 0.24% 92
2018
Q2 		$32M Buy
425,885
+5,554
+1% +$399K 0.21% 98
2018
Q1 		$25.4M Buy
420,331
+90,781
+28% +$4.91M 0.19% 102
2017
Q4 		$15.4M Buy
329,550
+219
+0.1% +$10.8K 0.12% 142
2017
Q3 		$16.7M Sell
329,331
-10,931
-3% -$509K 0.15% 137
2017
Q2 		$17M Buy
340,262
+111,602
+49% +$5.22M 0.17% 141
2017
Q1 		$9.71M Buy
228,660
+150,923
+194% +$6.68M 0.11% 177
2016
Q4 		$3.15M Buy
77,737
+11,397
+17% +$440K 0.04% 214
2016
Q3 		$2.51M Sell
66,340
-1,490
-2% -$47.2K 0.03% 226
2016
Q2 		$2.06M Sell
67,830
-1,144
-2% -$30K 0.03% 234
2016
Q1 		$1.7M Buy
+68,974
New +$1.48M 0.03% 239

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

Kayne Anderson Rudnick Investment Management's HQY Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its HealthEquity (HQY) stake by 17% in Q2 2026, selling an estimated $7.19M and leaving 400,613 shares worth $36.2M. The position accounts for 0.11% of the portfolio, ranked #141.

Kayne Anderson Rudnick Investment Management first reported a position in HQY in Q1 2016 and has held it in 42 quarters since. The position peaked at $112M in Q2 2021. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 400,613 shares of HealthEquity worth $36.2M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 84,831 HealthEquity shares in Q2 2026, an estimated $7.19M.
  • HealthEquity made up 0.11% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #141 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in HealthEquity in Q1 2016 and has held it in 42 quarters since.
  • Kayne Anderson Rudnick Investment Management's HealthEquity position peaked at $112M in Q2 2021.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.