Lazard Asset Management
HQY icon

Lazard Asset Management’s HealthEquity HQY Stock Holding History

Lazard 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 		$28.5M Sell
341,399
-9,893
-3% -$812K 0.05% 271
2025
Q4 		$32.2M Sell
351,292
-19,631
-5% -$1.88M 0.05% 250
2025
Q3 		$35.2M Sell
370,923
-16,878
-4% -$1.59M 0.05% 230
2025
Q2 		$40.6M Buy
387,801
+2,431
+0.6% +$230K 0.06% 253
2025
Q1 		$34.1M Buy
+385,370
New +$39.5M 0.05% 242
2024
Q4 		– Sell
-11,156
Closed -$913K – 2386
2024
Q3 		$913K Buy
11,156
+10,152
+1,011% +$783K ﹤0.01% 1115
2024
Q2 		$86K Buy
1,004
+455
+83% +$36.8K ﹤0.01% 1793
2024
Q1 		$44K Hold
549
– – ﹤0.01% 1740
2023
Q4 		$36K Hold
549
– – ﹤0.01% 1979
2023
Q3 		$40K Buy
549
+297
+118% +$20.1K ﹤0.01% 1915
2023
Q2 		$15K Buy
+252
New +$14.6K ﹤0.01% 2151
2021
Q4 		– Sell
-20,370
Closed -$1.32M – 2360
2021
Q3 		$1.32M Buy
+20,370
New +$1.41M ﹤0.01% 997

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lazard Asset Management reduced its HealthEquity (HQY) stake by 2.8% in Q1 2026, selling an estimated $812K and leaving 341,399 shares worth $28.5M. The position accounts for 0.05% of the portfolio, ranked #271.

Lazard Asset Management first reported a position in HQY in Q3 2021 and has held it in 12 quarters since. The position peaked at $40.6M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Lazard Asset Management held 341,399 shares of HealthEquity worth $28.5M as of Q1 2026.
  • Lazard Asset Management sold 9,893 HealthEquity shares in Q1 2026, an estimated $812K.
  • HealthEquity made up 0.05% of Lazard Asset Management's portfolio in Q1 2026, its #271 holding.
  • Lazard Asset Management first reported a position in HealthEquity in Q3 2021 and has held it in 12 quarters since.
  • Lazard Asset Management's HealthEquity position peaked at $40.6M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.