Neuberger Berman Group
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Neuberger Berman Group’s HealthEquity HQY Stock Holding History

Neuberger Berman Group’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 		$447K Buy
5,354
+1,409
+36% +$116K ﹤0.01% 1678
2025
Q4 		$361K Buy
3,945
+486
+14% +$46.5K ﹤0.01% 1733
2025
Q3 		$328K Sell
3,459
-81,113
-96% -$7.63M ﹤0.01% 1729
2025
Q2 		$8.86M Sell
84,572
-39,006
-32% -$3.7M 0.01% 821
2025
Q1 		$10.9M Buy
123,578
+20,175
+20% +$2.07M 0.01% 761
2024
Q4 		$9.92M Buy
103,403
+41,425
+67% +$3.86M 0.01% 806
2024
Q3 		$5.07M Sell
61,978
-2,166
-3% -$167K ﹤0.01% 942
2024
Q2 		$5.53M Buy
64,144
+16,543
+35% +$1.34M ﹤0.01% 890
2024
Q1 		$3.89M Buy
47,601
+689
+1% +$53.8K ﹤0.01% 986
2023
Q4 		$3.11M Sell
46,912
-4,217
-8% -$292K ﹤0.01% 1017
2023
Q3 		$3.73M Buy
51,129
+779
+2% +$52.6K ﹤0.01% 947
2023
Q2 		$3.18M Buy
50,350
+10,716
+27% +$621K ﹤0.01% 992
2023
Q1 		$2.33M Buy
39,634
+2,483
+7% +$151K ﹤0.01% 1052
2022
Q4 		$2.29M Sell
37,151
-235
-0.6% -$15.8K ﹤0.01% 1043
2022
Q3 		$2.51M Sell
37,386
-24,738
-40% -$1.57M ﹤0.01% 1030
2022
Q2 		$3.81M Buy
62,124
+3,201
+5% +$205K ﹤0.01% 968
2022
Q1 		$3.97M Buy
+58,923
New +$3.18M ﹤0.01% 1025
2020
Q2 		– Sell
-35,000
Closed -$1.77M – 1562
2020
Q1 		$1.77M Hold
35,000
– – ﹤0.01% 971
2019
Q4 		$2.59M Buy
35,000
+8,900
+34% +$555K ﹤0.01% 973
2019
Q3 		$1.49M Buy
+26,100
New +$1.73M ﹤0.01% 1068
2016
Q1 		– Sell
-49,100
Closed -$1.23M – 1500
2015
Q4 		$1.23M Sell
49,100
-2,600
-5% -$79.9K ﹤0.01% 1084
2015
Q3 		$1.53M Buy
51,700
+5,400
+12% +$170K ﹤0.01% 1074
2015
Q2 		$1.48M Buy
+46,300
New +$1.24M ﹤0.01% 1128

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

Neuberger Berman Group's HQY Position: Q1 2026 in Review

Neuberger Berman Group increased its HealthEquity (HQY) stake by 36% in Q1 2026, buying an estimated $116K and bringing the position to 5,354 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Neuberger Berman Group first reported a position in HQY in Q2 2015 and has held it in 23 quarters since. The position peaked at $10.9M in Q1 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Neuberger Berman Group held 5,354 shares of HealthEquity worth $447K as of Q1 2026.
  • Neuberger Berman Group bought 1,409 HealthEquity shares in Q1 2026, an estimated $116K.
  • HealthEquity made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1678 holding.
  • Neuberger Berman Group first reported a position in HealthEquity in Q2 2015 and has held it in 23 quarters since.
  • Neuberger Berman Group's HealthEquity position peaked at $10.9M in Q1 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.