Pathstone Holdings
HQY icon

Pathstone Holdings’s HealthEquity HQY Stock Holding History

Pathstone Holdings’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 		$3.3M Buy
36,497
+9,070
+33% +$769K 0.01% 847
2026
Q1 		$2.29M Sell
27,427
-1,882
-6% -$154K 0.01% 959
2025
Q4 		$2.68M Sell
29,309
-389
-1% -$37.2K 0.01% 881
2025
Q3 		$2.81M Buy
29,698
+736
+3% +$69.3K 0.01% 839
2025
Q2 		$3.03M Buy
28,962
+2,300
+9% +$218K 0.01% 762
2025
Q1 		$2.36M Buy
26,662
+8,279
+45% +$849K 0.01% 889
2024
Q4 		$1.76M Buy
18,383
+1,605
+10% +$150K 0.01% 1047
2024
Q3 		$1.37M Sell
16,778
-5,460
-25% -$421K 0.01% 1197
2024
Q2 		$1.92M Buy
22,238
+14,351
+182% +$1.16M 0.01% 939
2024
Q1 		$644K Buy
7,887
+873
+12% +$68.2K ﹤0.01% 1552
2023
Q4 		$465K Buy
+7,014
New +$486K ﹤0.01% 1552

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

Pathstone Holdings's HQY Position: Q2 2026 in Review

Pathstone Holdings increased its HealthEquity (HQY) stake by 33% in Q2 2026, buying an estimated $769K and bringing the position to 36,497 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #847.

Pathstone Holdings first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Pathstone Holdings held 36,497 shares of HealthEquity worth $3.3M as of Q2 2026.
  • Pathstone Holdings bought 9,070 HealthEquity shares in Q2 2026, an estimated $769K.
  • HealthEquity made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #847 holding.
  • Pathstone Holdings first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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