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Pier Capital’s HealthEquity HQY Stock Holding History

Pier Capital’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 		$4.81M Buy
+53,230
New +$4.51M 0.64% 76
2025
Q1 		– Sell
-83,625
Closed -$8.02M – 122
2024
Q4 		$8.02M Buy
+83,625
New +$7.79M 1.14% 45
2023
Q4 		– Sell
-53,832
Closed -$3.93M – 128
2023
Q3 		$3.93M Buy
+53,832
New +$3.64M 0.63% 77
2022
Q4 		– Sell
-75,353
Closed -$5.06M – 113
2022
Q3 		$5.06M Sell
75,353
-56,215
-43% -$3.56M 0.87% 65
2022
Q2 		$8.08M Sell
131,568
-38,325
-23% -$2.45M 1.38% 21
2022
Q1 		$11.5M Sell
169,893
-115,932
-41% -$6.26M 1.46% 12
2021
Q4 		$12.6M Buy
285,825
+174,544
+157% +$10.2M 1.33% 15
2021
Q3 		$7.21M Sell
111,281
-12,473
-10% -$866K 0.75% 76
2021
Q2 		$9.96M Sell
123,754
-17,293
-12% -$1.32M 1% 64
2021
Q1 		$9.59M Buy
141,047
+5,959
+4% +$468K 0.91% 71
2020
Q4 		$9.42M Buy
135,088
+24,807
+22% +$1.54M 1% 60
2020
Q3 		$5.67M Buy
110,281
+27,705
+34% +$1.52M 0.83% 76
2020
Q2 		$4.84M Buy
82,576
+16,059
+24% +$888K 0.78% 77
2020
Q1 		$3.37M Sell
66,517
-31,420
-32% -$2.09M 0.74% 71
2019
Q4 		$7.25M Buy
97,937
+12,383
+14% +$773K 1.19% 32
2019
Q3 		$4.89M Buy
85,554
+12,363
+17% +$821K 0.83% 71
2019
Q2 		$4.79M Buy
73,191
+2,422
+3% +$169K 0.74% 83
2019
Q1 		$5.24M Buy
70,769
+8,104
+13% +$570K 0.81% 74
2018
Q4 		$3.74M Sell
62,665
-37,558
-37% -$3.03M 0.74% 79
2018
Q3 		$9.46M Buy
100,223
+614
+0.6% +$52.9K 1.19% 15
2018
Q2 		$7.48M Buy
99,609
+47,169
+90% +$3.39M 1.03% 41
2018
Q1 		$3.17M Sell
52,440
-64,226
-55% -$3.48M 0.54% 93
2017
Q4 		$5.44M Sell
116,666
-62,920
-35% -$3.12M 0.93% 72
2017
Q3 		$9.08M Buy
179,586
+49,798
+38% +$2.32M 1.58% 1
2017
Q2 		$6.47M Sell
129,788
-4,671
-3% -$218K 1.12% 20
2017
Q1 		$5.71M Buy
+134,459
New +$5.95M 0.98% 60

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pier Capital's HQY Position: Q2 2026 in Review

Pier Capital opened a new position in HealthEquity (HQY) in Q2 2026: 53,230 shares worth $4.81M. The stake represents 0.64% of the portfolio and ranks #76 among its holdings. This is a return to the name: Pier Capital previously reported a position in HQY as recently as Q4 2024.

Pier Capital first reported a position in HQY in Q1 2017 and has held it in 26 quarters since. The position peaked at $12.6M in Q4 2021. 384 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Pier Capital held 53,230 shares of HealthEquity worth $4.81M as of Q2 2026.
  • HealthEquity was a new Pier Capital position in Q2 2026.
  • HealthEquity made up 0.64% of Pier Capital's portfolio in Q2 2026, its #76 holding.
  • Pier Capital first reported a position in HealthEquity in Q1 2017 and has held it in 26 quarters since.
  • Pier Capital's HealthEquity position peaked at $12.6M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Pier Capital's 13F filing for Q2 2026, filed 5 Aug 2026.