Marshall Wace’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.5M | Buy |
83,056
+51,520
| +163% | +$4.37M | 0.01% | 1171 |
|
|
2026
Q1 | $2.64M | Sell |
31,536
-418,786
| -93% | -$34.4M | ﹤0.01% | 1631 |
|
|
2025
Q4 | $41.3M | Buy |
450,322
+157,140
| +54% | +$15M | 0.04% | 396 |
|
|
2025
Q3 | $27.8M | Buy |
293,182
+240,847
| +460% | +$22.7M | 0.03% | 520 |
|
|
2025
Q2 | $5.48M | Buy |
+52,335
| New | +$4.96M | 0.01% | 1099 |
|
|
2024
Q3 | – | Sell |
-9,800
| Closed | -$845K | – | 2694 |
|
|
2024
Q2 | $845K | Sell |
9,800
-32,832
| -77% | -$2.65M | ﹤0.01% | 1764 |
|
|
2024
Q1 | $3.48M | Buy |
+42,632
| New | +$3.33M | 0.01% | 1143 |
|
|
2023
Q3 | – | Sell |
-487,575
| Closed | -$30.8M | – | 2416 |
|
|
2023
Q2 | $30.8M | Buy |
487,575
+59,789
| +14% | +$3.47M | 0.06% | 338 |
|
|
2023
Q1 | $25.1M | Sell |
427,786
-115,111
| -21% | -$6.99M | 0.05% | 384 |
|
|
2022
Q4 | $33.5M | Buy |
542,897
+156,495
| +41% | +$10.5M | 0.08% | 300 |
|
|
2022
Q3 | $26M | Buy |
386,402
+271,414
| +236% | +$17.2M | 0.06% | 373 |
|
|
2022
Q2 | $7.06M | Buy |
114,988
+108,134
| +1,578% | +$6.93M | 0.01% | 1110 |
|
|
2022
Q1 | $462K | Buy |
6,854
+5,571
| +434% | +$301K | ﹤0.01% | 2813 |
|
|
2021
Q4 | $56K | Sell |
1,283
-64,465
| -98% | -$3.75M | ﹤0.01% | 3542 |
|
|
2021
Q3 | $4.26M | Buy |
+65,748
| New | +$4.57M | 0.02% | 1032 |
|
|
2021
Q2 | – | Sell |
-57,666
| Closed | -$3.92M | – | 2817 |
|
|
2021
Q1 | $3.92M | Buy |
+57,666
| New | +$4.53M | 0.02% | 970 |
|
|
2019
Q4 | – | Sell |
-172,922
| Closed | -$9.88M | – | 1861 |
|
|
2019
Q3 | $9.88M | Buy |
172,922
+26,269
| +18% | +$1.74M | 0.08% | 298 |
|
|
2019
Q2 | $9.59M | Buy |
146,653
+137,490
| +1,500% | +$9.57M | 0.08% | 291 |
|
|
2019
Q1 | $678K | Buy |
9,163
+5,959
| +186% | +$419K | 0.01% | 1048 |
|
|
2018
Q4 | $191K | Buy |
+3,204
| New | +$258K | ﹤0.01% | 1289 |
|
|
2017
Q1 | – | Sell |
-48,044
| Closed | -$1.95M | – | 504 |
|
|
2016
Q4 | $1.95M | Buy |
+48,044
| New | +$1.86M | 0.01% | 641 |
|
|
2016
Q3 | – | Sell |
-219,223
| Closed | -$6.66M | – | 1022 |
|
|
2016
Q2 | $6.66M | Buy |
+219,223
| New | +$5.76M | 0.06% | 335 |
|
|
2015
Q4 | – | Sell |
-277,898
| Closed | -$8.21M | – | 1037 |
|
|
2015
Q3 | $8.21M | Buy |
+277,898
| New | +$8.73M | 0.1% | 209 |
|
Other funds holding HQY
WA
Marshall Wace's HQY Position: Q2 2026 in Review
Marshall Wace increased its HealthEquity (HQY) stake by 163% in Q2 2026, buying an estimated $4.37M and bringing the position to 83,056 shares worth $7.5M. The position accounts for 0.01% of the portfolio, ranked #1171.
Marshall Wace first reported a position in HQY in Q3 2015 and has held it in 23 quarters since. The position peaked at $41.3M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Marshall Wace held 83,056 shares of HealthEquity worth $7.5M as of Q2 2026.
- Marshall Wace bought 51,520 HealthEquity shares in Q2 2026, an estimated $4.37M.
- HealthEquity made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1171 holding.
- Marshall Wace first reported a position in HealthEquity in Q3 2015 and has held it in 23 quarters since.
- Marshall Wace's HealthEquity position peaked at $41.3M in Q4 2025.
- 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.