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Quantbot Technologies’s HealthEquity HQY Stock Holding History

Quantbot Technologies’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 		$617K Buy
+6,827
New +$579K 0.02% 831
2026
Q1 		– Sell
-20,723
Closed -$1.9M – 1911
2025
Q4 		$1.9M Buy
+20,723
New +$1.98M 0.06% 467
2023
Q3 		– Sell
-6,871
Closed -$434K – 1725
2023
Q2 		$434K Buy
+6,871
New +$398K 0.03% 721
2022
Q2 		– Sell
-10,828
Closed -$730K – 1877
2022
Q1 		$730K Sell
10,828
-22,398
-67% -$1.21M 0.06% 445
2021
Q4 		$1.47M Buy
33,226
+25,473
+329% +$1.48M 0.12% 260
2021
Q3 		$502K Buy
+7,753
New +$538K 0.04% 605
2020
Q3 		– Sell
-3,325
Closed -$195K – 1439
2020
Q2 		$195K Buy
3,325
+299
+10% +$16.5K 0.03% 435
2020
Q1 		$153K Sell
3,026
-6,271
-67% -$416K 0.1% 257
2019
Q4 		$688K Sell
9,297
-3,771
-29% -$235K 0.07% 334
2019
Q3 		$746K Sell
13,068
-5,002
-28% -$332K 0.07% 345
2019
Q2 		$1.18M Buy
18,070
+13,351
+283% +$929K 0.12% 210
2019
Q1 		$349K Sell
4,719
-3,970
-46% -$279K 0.03% 531
2018
Q4 		$518K Buy
8,689
+43
+0.5% +$3.47K 0.05% 434
2018
Q3 		$816K Buy
+8,646
New +$745K 0.06% 430
2017
Q3 		– Sell
-3,941
Closed -$196K – 1294
2017
Q2 		$196K Sell
3,941
-2,942
-43% -$138K 0.02% 675
2017
Q1 		$292K Buy
6,883
+3,129
+83% +$138K 0.03% 540
2016
Q4 		$152K Buy
+3,754
New +$145K 0.02% 614
2016
Q3 		– Sell
-3,209
Closed -$97K – 1175
2016
Q2 		$97K Buy
+3,209
New +$84.3K 0.01% 723
2016
Q1 		– Sell
-8,536
Closed -$213K – 1259
2015
Q4 		$213K Buy
8,536
+8,439
+8,700% +$259K 0.04% 442
2015
Q3 		$2K Buy
+97
New +$3.05K ﹤0.01% 1138

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

Quantbot Technologies's HQY Position: Q2 2026 in Review

Quantbot Technologies opened a new position in HealthEquity (HQY) in Q2 2026: 6,827 shares worth $617K. The stake represents 0.02% of the portfolio and ranks #831 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in HQY as recently as Q4 2025.

Quantbot Technologies first reported a position in HQY in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.9M in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Quantbot Technologies held 6,827 shares of HealthEquity worth $617K as of Q2 2026.
  • HealthEquity was a new Quantbot Technologies position in Q2 2026.
  • HealthEquity made up 0.02% of Quantbot Technologies's portfolio in Q2 2026, its #831 holding.
  • Quantbot Technologies first reported a position in HealthEquity in Q3 2015 and has held it in 20 quarters since.
  • Quantbot Technologies's HealthEquity position peaked at $1.9M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.