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Renaissance Group’s HealthEquity HQY Stock Holding History

Renaissance Group’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 		$8.75M Sell
96,839
-1,475
-2% -$125K 0.36% 82
2026
Q1 		$8.22M Buy
98,314
+18,837
+24% +$1.55M 0.34% 91
2025
Q4 		$7.28M Sell
79,477
-1,017
-1% -$97.4K 0.29% 92
2025
Q3 		$7.63M Buy
80,494
+6,539
+9% +$615K 0.29% 96
2025
Q2 		$7.75M Buy
73,955
+17,144
+30% +$1.63M 0.3% 78
2025
Q1 		$5.02M Buy
56,811
+10,071
+22% +$1.03M 0.22% 93
2024
Q4 		$4.49M Buy
46,740
+4,838
+12% +$451K 0.19% 101
2024
Q3 		$3.43M Buy
41,902
+2,882
+7% +$222K 0.14% 117
2024
Q2 		$3.36M Buy
39,020
+3,814
+11% +$308K 0.13% 133
2024
Q1 		$2.87M Buy
35,206
+7,374
+26% +$576K 0.11% 144
2023
Q4 		$1.85M Buy
+27,832
New +$1.93M 0.08% 175
2021
Q1 		– Sell
-17,295
Closed -$1.21M – 288
2020
Q4 		$1.21M Buy
17,295
+620
+4% +$38.6K 0.05% 125
2020
Q3 		$857K Buy
16,675
+5,424
+48% +$298K 0.04% 134
2020
Q2 		$660K Buy
11,251
+99
+0.9% +$5.47K 0.03% 167
2020
Q1 		$564K Buy
11,152
+796
+8% +$52.9K 0.03% 179
2019
Q4 		$767K Buy
10,356
+2,665
+35% +$166K 0.03% 173
2019
Q3 		$440K Buy
+7,691
New +$510K 0.02% 212

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

Renaissance Group's HQY Position: Q2 2026 in Review

Renaissance Group reduced its HealthEquity (HQY) stake by 1.5% in Q2 2026, selling an estimated $125K and leaving 96,839 shares worth $8.75M. The position accounts for 0.36% of the portfolio, ranked #82.

Renaissance Group first reported a position in HQY in Q3 2019 and has held it in 17 quarters since. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Renaissance Group held 96,839 shares of HealthEquity worth $8.75M as of Q2 2026.
  • Renaissance Group sold 1,475 HealthEquity shares in Q2 2026, an estimated $125K.
  • HealthEquity made up 0.36% of Renaissance Group's portfolio in Q2 2026, its #82 holding.
  • Renaissance Group first reported a position in HealthEquity in Q3 2019 and has held it in 17 quarters since.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.