Natixis’s HealthEquity HQY Stock Holding History

Natixis’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	$234K	Buy	+2,589	New	+$219K	﹤0.01%	930
2024 Q4	–	Sell	-2,360	Closed	-$193K	–	1114
2024 Q3	$193K	Sell	2,360 -583	-20%	-$45K	﹤0.01%	710
2024 Q2	$254K	Buy	+2,943	New	+$238K	﹤0.01%	675
2024 Q1	–	Sell	-71,695	Closed	-$4.75M	–	1107
2023 Q4	$4.75M	Buy	+71,695	New	+$4.97M	0.03%	302
2021 Q1	–	Sell	-10,022	Closed	-$699K	–	1119
2020 Q4	$699K	Buy	+10,022	New	+$623K	﹤0.01%	858
2017 Q4	–	Sell	-7,395	Closed	-$374K	–	987
2017 Q3	$374K	Buy	+7,395	New	+$344K	﹤0.01%	805
2017 Q2	–	Sell	-4,800	Closed	-$204K	–	892
2017 Q1	$204K	Buy	+4,800	New	+$212K	﹤0.01%	886

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Natixis's HQY Position: Q2 2026 in Review

Natixis opened a new position in HealthEquity (HQY) in Q2 2026: 2,589 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Natixis previously reported a position in HQY as recently as Q3 2024.

Natixis first reported a position in HQY in Q1 2017 and has held it in 7 quarters since. The position peaked at $4.75M in Q4 2023. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Natixis held 2,589 shares of HealthEquity worth $234K as of Q2 2026.
HealthEquity was a new Natixis position in Q2 2026.
HealthEquity made up ﹤0.01% of Natixis's portfolio in Q2 2026, its #930 holding.
Natixis first reported a position in HealthEquity in Q1 2017 and has held it in 7 quarters since.
Natixis's HealthEquity position peaked at $4.75M in Q4 2023.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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