MAM
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Madison Asset Management’s HealthEquity HQY Stock Holding History

Madison 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
Q2 		$5.46M Buy
60,491
+86
+0.1% +$7.29K 0.07% 165
2026
Q1 		$5.05M Sell
60,405
-533
-0.9% -$43.7K 0.06% 166
2025
Q4 		$5.58M Buy
60,938
+231
+0.4% +$22.1K 0.06% 160
2025
Q3 		$5.75M Buy
60,707
+46
+0.1% +$4.33K 0.06% 158
2025
Q2 		$6.35M Sell
60,661
-8,703
-13% -$825K 0.07% 154
2025
Q1 		$6.13M Sell
69,364
-791
-1% -$81.1K 0.07% 153
2024
Q4 		$6.73M Buy
70,155
+3,696
+6% +$344K 0.08% 151
2024
Q3 		$5.44M Buy
66,459
+12,287
+23% +$948K 0.06% 163
2024
Q2 		$4.67M Buy
54,172
+313
+0.6% +$25.3K 0.06% 177
2024
Q1 		$4.4M Buy
53,859
+5,223
+11% +$408K 0.05% 181
2023
Q4 		$3.22M Buy
48,636
+34,801
+252% +$2.41M 0.04% 217
2023
Q3 		$1.01M Buy
+13,835
New +$935K 0.01% 278

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 $3.38T AUM 44.17% 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

Madison Asset Management's HQY Position: Q2 2026 in Review

Madison Asset Management increased its HealthEquity (HQY) stake by 0.14% in Q2 2026, buying an estimated $7.29K and bringing the position to 60,491 shares worth $5.46M. The position accounts for 0.07% of the portfolio, ranked #165.

Madison Asset Management first reported a position in HQY in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.73M in Q4 2024. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Madison Asset Management held 60,491 shares of HealthEquity worth $5.46M as of Q2 2026.
  • Madison Asset Management bought 86 HealthEquity shares in Q2 2026, an estimated $7.29K.
  • HealthEquity made up 0.07% of Madison Asset Management's portfolio in Q2 2026, its #165 holding.
  • Madison Asset Management first reported a position in HealthEquity in Q3 2023 and has held it in 12 quarters since.
  • Madison Asset Management's HealthEquity position peaked at $6.73M in Q4 2024.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.