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Oberweis Asset Management’s HealthEquity HQY Stock Holding History

Oberweis 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 		$20.6M Buy
228,291
+61,650
+37% +$5.23M 0.43% 86
2026
Q1 		$13.9M Buy
166,641
+25,061
+18% +$2.06M 0.41% 97
2025
Q4 		$13M Buy
141,580
+1,500
+1% +$144K 0.47% 83
2025
Q3 		$13.3M Buy
140,080
+26,260
+23% +$2.47M 0.51% 73
2025
Q2 		$11.9M Buy
113,820
+7,920
+7% +$751K 0.52% 76
2025
Q1 		$9.36M Buy
105,900
+14,400
+16% +$1.48M 0.47% 76
2024
Q4 		$8.78M Buy
91,500
+7,100
+8% +$662K 0.41% 93
2024
Q3 		$6.91M Buy
84,400
+19,800
+31% +$1.53M 0.35% 106
2024
Q2 		$5.57M Buy
64,600
+13,300
+26% +$1.07M 0.34% 113
2024
Q1 		$4.19M Buy
51,300
+12,600
+33% +$984K 0.3% 130
2023
Q4 		$2.57M Buy
+38,700
New +$2.68M 0.24% 151
2017
Q4 		– Sell
-69,440
Closed -$3.51M – 238
2017
Q3 		$3.51M Sell
69,440
-200
-0.3% -$9.31K 0.98% 35
2017
Q2 		$3.47M Sell
69,640
-630
-0.9% -$29.5K 0.95% 35
2017
Q1 		$2.98M Sell
70,270
-7,708
-10% -$341K 0.88% 40
2016
Q4 		$3.16M Sell
77,978
-80,697
-51% -$3.12M 0.94% 35
2016
Q3 		$6.01M Sell
158,675
-16,700
-10% -$529K 1.73% 17
2016
Q2 		$5.33M Buy
175,375
+17,300
+11% +$454K 1.58% 20
2016
Q1 		$3.9M Sell
158,075
-1,150
-0.7% -$24.7K 1.13% 32
2015
Q4 		$3.99M Sell
159,225
-4,240
-3% -$130K 1.12% 30
2015
Q3 		$4.83M Sell
163,465
-81,240
-33% -$2.55M 1.41% 29
2015
Q2 		$7.84M Sell
244,705
-6,860
-3% -$184K 2.08% 16
2015
Q1 		$6.29M Sell
251,565
-3,000
-1% -$65.1K 1.77% 19
2014
Q4 		$6.48M Sell
254,565
-5,840
-2% -$127K 1.93% 24
2014
Q3 		$4.77M Buy
+260,405
New +$5M 1.31% 34

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

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

Oberweis Asset Management increased its HealthEquity (HQY) stake by 37% in Q2 2026, buying an estimated $5.23M and bringing the position to 228,291 shares worth $20.6M. The position accounts for 0.43% of the portfolio, ranked #86.

Oberweis Asset Management first reported a position in HQY in Q3 2014 and has held it in 24 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Oberweis Asset Management held 228,291 shares of HealthEquity worth $20.6M as of Q2 2026.
  • Oberweis Asset Management bought 61,650 HealthEquity shares in Q2 2026, an estimated $5.23M.
  • HealthEquity made up 0.43% of Oberweis Asset Management's portfolio in Q2 2026, its #86 holding.
  • Oberweis Asset Management first reported a position in HealthEquity in Q3 2014 and has held it in 24 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Oberweis Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.