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O'Shaughnessy Asset Management’s HealthEquity HQY Stock Holding History

O'Shaughnessy 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 		$351K Buy
3,889
+749
+24% +$63.5K ﹤0.01% 1756
2026
Q1 		$262K Sell
3,140
-4,702
-60% -$386K ﹤0.01% 1850
2025
Q4 		$718K Sell
7,842
-4
-0.1% -$383 ﹤0.01% 1313
2025
Q3 		$744K Sell
7,846
-178
-2% -$16.8K ﹤0.01% 1273
2025
Q2 		$841K Sell
8,024
-145
-2% -$13.7K 0.01% 1130
2025
Q1 		$722K Buy
8,169
+3,534
+76% +$362K 0.01% 1137
2024
Q4 		$445K Buy
4,635
+1,108
+31% +$103K ﹤0.01% 1333
2024
Q3 		$300K Sell
3,527
-1,482
-30% -$114K ﹤0.01% 1491
2024
Q2 		$432K Sell
5,009
-210
-4% -$17K ﹤0.01% 1188
2024
Q1 		$426K Buy
5,219
+197
+4% +$15.4K ﹤0.01% 1170
2023
Q4 		$333K Sell
5,022
-1,179
-19% -$81.7K ﹤0.01% 1173
2023
Q3 		$453K Buy
6,201
+1,141
+23% +$77.1K 0.01% 967
2023
Q2 		$319K Buy
5,060
+160
+3% +$9.28K ﹤0.01% 1039
2023
Q1 		$288K Sell
4,900
-2,340
-32% -$142K ﹤0.01% 1065
2022
Q4 		$446K Sell
7,240
-216
-3% -$14.5K 0.01% 834
2022
Q3 		$501K Sell
7,456
-115
-2% -$7.28K 0.01% 738
2022
Q2 		$465K Buy
7,571
+40
+0.5% +$2.56K 0.01% 710
2022
Q1 		$508K Buy
7,531
+54
+0.7% +$2.92K 0.01% 719
2021
Q4 		$331K Hold
7,477
– – 0.01% 833
2021
Q3 		$485K Buy
7,477
+1,545
+26% +$107K 0.01% 666
2021
Q2 		$477K Buy
5,932
+296
+5% +$22.6K 0.01% 679
2021
Q1 		$383K Buy
5,636
+1,765
+46% +$139K 0.01% 692
2020
Q4 		$270K Buy
+3,871
New +$241K 0.01% 724
2017
Q4 		– Sell
-1,993
Closed -$101K – 952
2017
Q3 		$101K Sell
1,993
-634
-24% -$29.5K ﹤0.01% 632
2017
Q2 		$131K Sell
2,627
-29
-1% -$1.36K ﹤0.01% 591
2017
Q1 		$113K Hold
2,656
– – ﹤0.01% 606
2016
Q4 		$108K Buy
+2,656
New +$103K ﹤0.01% 625

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's HQY Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its HealthEquity (HQY) stake by 24% in Q2 2026, buying an estimated $63.5K and bringing the position to 3,889 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

O'Shaughnessy Asset Management first reported a position in HQY in Q4 2016 and has held it in 27 quarters since. The position peaked at $841K in Q2 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • O'Shaughnessy Asset Management held 3,889 shares of HealthEquity worth $351K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 749 HealthEquity shares in Q2 2026, an estimated $63.5K.
  • HealthEquity made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1756 holding.
  • O'Shaughnessy Asset Management first reported a position in HealthEquity in Q4 2016 and has held it in 27 quarters since.
  • O'Shaughnessy Asset Management's HealthEquity position peaked at $841K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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