Mariner
HQY icon

Mariner’s HealthEquity HQY Stock Holding History

Mariner’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 		$9.83M Buy
108,898
+39,830
+58% +$3.38M 0.01% 747
2026
Q1 		$5.77M Buy
69,068
+19,464
+39% +$1.6M 0.01% 998
2025
Q4 		$4.55M Buy
49,604
+4,668
+10% +$447K 0.01% 1051
2025
Q3 		$4.26M Buy
44,936
+16,502
+58% +$1.55M 0.01% 1011
2025
Q2 		$2.98M Buy
28,434
+14,966
+111% +$1.42M ﹤0.01% 1103
2025
Q1 		$1.19M Buy
13,468
+159
+1% +$16.3K ﹤0.01% 1574
2024
Q4 		$1.28M Buy
13,309
+239
+2% +$22.3K ﹤0.01% 1488
2024
Q3 		$1.07M Sell
13,070
-578
-4% -$44.6K ﹤0.01% 1552
2024
Q2 		$1.18M Sell
13,648
-28
-0.2% -$2.26K ﹤0.01% 1406
2024
Q1 		$1.12M Sell
13,676
-616
-4% -$48.1K ﹤0.01% 1431
2023
Q4 		$948K Sell
14,292
-691
-5% -$47.9K ﹤0.01% 1468
2023
Q3 		$1.09M Buy
14,983
+345
+2% +$23.3K ﹤0.01% 1267
2023
Q2 		$924K Sell
14,638
-1,671
-10% -$96.9K ﹤0.01% 1357
2023
Q1 		$957K Sell
16,309
-2,052
-11% -$125K ﹤0.01% 1289
2022
Q4 		$1.13M Buy
18,361
+1,900
+12% +$128K ﹤0.01% 1175
2022
Q3 		$1.11M Buy
+16,461
New +$1.04M ﹤0.01% 1004

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

Mariner's HQY Position: Q2 2026 in Review

Mariner increased its HealthEquity (HQY) stake by 58% in Q2 2026, buying an estimated $3.38M and bringing the position to 108,898 shares worth $9.83M. The position accounts for 0.01% of the portfolio, ranked #747.

Mariner first reported a position in HQY in Q3 2022 and has held it in 16 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Mariner held 108,898 shares of HealthEquity worth $9.83M as of Q2 2026.
  • Mariner bought 39,830 HealthEquity shares in Q2 2026, an estimated $3.38M.
  • HealthEquity made up 0.01% of Mariner's portfolio in Q2 2026, its #747 holding.
  • Mariner first reported a position in HealthEquity in Q3 2022 and has held it in 16 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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