Shay Capital’s HealthEquity HQY Stock Holding History

Shay 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	$1.45M	Buy	16,000 +3,000	+23%	+$254K	0.09%	173
2026 Q1	$1.09M	Buy	+13,000	New	+$1.07M	0.09%	166
2025 Q2	–	Sell	-5,900	Closed	-$521K	–	374
2025 Q1	$521K	Buy	5,900 +200	+4%	+$20.5K	0.08%	147
2024 Q4	$547K	Buy	+5,700	New	+$531K	0.08%	167
2024 Q1	–	Sell	-10,000	Closed	-$663K	–	424
2023 Q4	$663K	Sell	10,000 -16,250	-62%	-$1.13M	0.13%	106
2023 Q3	$1.92M	Buy	26,250 +16,250	+163%	+$1.1M	0.27%	63
2023 Q2	$631K	Buy	+10,000	New	+$580K	0.09%	139
2023 Q1	–	Sell	-15,000	Closed	-$925K	–	478
2022 Q4	$925K	Buy	15,000 +5,000	+50%	+$336K	0.29%	70
2022 Q3	$672K	Sell	10,000 -7,500	-43%	-$475K	0.15%	122
2022 Q2	$1.07M	Sell	17,500 -2,500	-13%	-$160K	0.22%	107
2022 Q1	$1.35M	Buy	+20,000	New	+$1.08M	0.17%	93
2021 Q3	–	Sell	-5,000	Closed	-$402K	–	619
2021 Q2	$402K	Buy	+5,000	New	+$381K	0.05%	292

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Shay Capital's HQY Position: Q2 2026 in Review

Shay Capital increased its HealthEquity (HQY) stake by 23% in Q2 2026, buying an estimated $254K and bringing the position to 16,000 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #173.

Shay Capital first reported a position in HQY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.92M in Q3 2023. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Shay Capital held 16,000 shares of HealthEquity worth $1.45M as of Q2 2026.
Shay Capital bought 3,000 HealthEquity shares in Q2 2026, an estimated $254K.
HealthEquity made up 0.09% of Shay Capital's portfolio in Q2 2026, its #173 holding.
Shay Capital first reported a position in HealthEquity in Q2 2021 and has held it in 12 quarters since.
Shay Capital's HealthEquity position peaked at $1.92M in Q3 2023.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.