Ohio Public Employees Retirement System (OPERS)
HQY icon

Ohio Public Employees Retirement System (OPERS)’s HealthEquity HQY Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$38.8K Sell
430
-77,484
-99% -$6.57M ﹤0.01% 2035
2026
Q1 		$6.51M Buy
77,914
+14,777
+23% +$1.21M 0.02% 578
2025
Q4 		$5.78M Buy
63,137
+865
+1% +$82.8K 0.02% 652
2025
Q3 		$5.9M Sell
62,272
-31,275
-33% -$2.94M 0.02% 633
2025
Q2 		$9.8M Buy
93,547
+733
+0.8% +$69.5K 0.03% 444
2025
Q1 		$8.2M Sell
92,814
-4,509
-5% -$462K 0.03% 483
2024
Q4 		$9.34M Buy
97,323
+5,569
+6% +$519K 0.03% 453
2024
Q3 		$7.51M Buy
91,754
+4,878
+6% +$376K 0.03% 498
2024
Q2 		$7.49M Sell
86,876
-10,373
-11% -$838K 0.03% 461
2024
Q1 		$7.94M Sell
97,249
-4,947
-5% -$386K 0.03% 448
2023
Q4 		$6.78M Buy
102,196
+12,765
+14% +$885K 0.03% 510
2023
Q3 		$6.53M Buy
89,431
+4
+0% +$270 0.03% 481
2023
Q2 		$5.65M Sell
89,427
-12,355
-12% -$716K 0.02% 562
2023
Q1 		$5.98M Buy
101,782
+24,077
+31% +$1.46M 0.02% 552
2022
Q4 		$4.79M Sell
77,705
-13,330
-15% -$896K 0.02% 634
2022
Q3 		$6.12M Sell
91,035
-8,052
-8% -$510K 0.03% 527
2022
Q2 		$6.08M Sell
99,087
-13,060
-12% -$836K 0.03% 563
2022
Q1 		$7.56M Buy
112,147
+233
+0.2% +$12.6K 0.03% 560
2021
Q4 		$4.95M Buy
111,914
+19,113
+21% +$1.11M 0.02% 752
2021
Q3 		$6.01M Buy
92,801
+7,593
+9% +$527K 0.02% 658
2021
Q2 		$6.86M Sell
85,208
-1,889
-2% -$144K 0.02% 623
2021
Q1 		$5.92M Hold
87,097
– – 0.02% 622
2020
Q4 		$6.07M Buy
87,097
+7,682
+10% +$478K 0.03% 551
2020
Q3 		$4.08M Buy
79,415
+3,163
+4% +$174K 0.02% 576
2020
Q2 		$4.47M Buy
76,252
+12,613
+20% +$697K 0.03% 569
2020
Q1 		$3.22M Buy
63,639
+12,333
+24% +$819K 0.02% 638
2019
Q4 		$3.8M Sell
51,306
-52,250
-50% -$3.26M 0.02% 657
2019
Q3 		$5.92M Buy
103,556
+12,132
+13% +$805K 0.03% 472
2019
Q2 		$5.98M Buy
91,424
+6,728
+8% +$468K 0.03% 461
2019
Q1 		$6.27M Buy
84,696
+106
+0.1% +$7.45K 0.03% 474
2018
Q4 		$5.05M Buy
84,590
+46,805
+124% +$3.77M 0.03% 511
2018
Q3 		$3.57M Sell
37,785
-13,037
-26% -$1.12M 0.02% 782
2018
Q2 		$3.82M Sell
50,822
-4,693
-8% -$337K 0.02% 764
2018
Q1 		$3.36M Sell
55,515
-8,019
-13% -$434K 0.02% 784
2017
Q4 		$2.96M Sell
63,534
-50,000
-44% -$2.48M 0.01% 869
2017
Q3 		$5.74M Hold
113,534
– – 0.03% 563
2017
Q2 		$5.66M Buy
113,534
+6,095
+6% +$285K 0.03% 545
2017
Q1 		$4.56M Hold
107,439
– – 0.03% 626
2016
Q4 		$4.55M Sell
107,439
-51,190
-32% -$1.98M 0.03% 630
2016
Q3 		$6M Hold
158,629
– – 0.04% 478
2016
Q2 		$4.82M Buy
158,629
+15,000
+10% +$394K 0.03% 509
2016
Q1 		$3.54M Buy
143,629
+10,576
+8% +$227K 0.02% 613
2015
Q4 		$3.34M Hold
133,053
– – 0.02% 611
2015
Q3 		$3.93M Sell
133,053
-64,800
-33% -$2.04M 0.02% 596
2015
Q2 		$6.34M Hold
197,853
– – 0.04% 479
2015
Q1 		$4.94M Buy
197,853
+39,253
+25% +$851K 0.03% 548
2014
Q4 		$4.04M Hold
158,600
– – 0.02% 617
2014
Q3 		$2.9M Buy
+158,600
New +$3.04M 0.02% 734

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

Ohio Public Employees Retirement System (OPERS)'s HQY Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its HealthEquity (HQY) stake by 99% in Q2 2026, selling an estimated $6.57M and leaving 430 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Ohio Public Employees Retirement System (OPERS) first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $9.8M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Ohio Public Employees Retirement System (OPERS) held 430 shares of HealthEquity worth $38.8K as of Q2 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 77,484 HealthEquity shares in Q2 2026, an estimated $6.57M.
  • HealthEquity made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #2035 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s HealthEquity position peaked at $9.8M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.