SIC
HQY icon

SJS Investment Consulting’s HealthEquity HQY Stock Holding History

SJS Investment Consulting’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 		$20.1K Buy
223
+181
+431% +$15.3K ﹤0.01% 797
2026
Q1 		$3.51K Sell
42
-51
-55% -$4.18K ﹤0.01% 1138
2025
Q4 		$8.52K Buy
93
+85
+1,063% +$8.14K ﹤0.01% 820
2025
Q3 		$759 Hold
8
– – ﹤0.01% 1103
2025
Q2 		$839 Sell
8
-3
-27% -$284 ﹤0.01% 928
2025
Q1 		$973 Hold
11
– – ﹤0.01% 1008
2024
Q4 		$1.06K Sell
11
-2
-15% -$186 ﹤0.01% 982
2024
Q3 		$1.06K Hold
13
– – ﹤0.01% 1049
2024
Q2 		$1.12K Hold
13
– – ﹤0.01% 984
2024
Q1 		$1.06K Hold
13
– – ﹤0.01% 1013
2023
Q4 		$862 Hold
13
– – ﹤0.01% 1010
2023
Q3 		$950 Buy
13
+5
+63% +$338 ﹤0.01% 965
2023
Q2 		$506 Hold
8
– – ﹤0.01% 1164
2023
Q1 		$470 Sell
8
-6
-43% -$364 ﹤0.01% 1170
2022
Q4 		$863 Buy
14
+1
+8% +$67 ﹤0.01% 1010
2022
Q3 		$1K Buy
+13
New +$823 ﹤0.01% 755
2022
Q1 		$0 Buy
+2
New +$108 ﹤0.01% 985

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

SJS Investment Consulting's HQY Position: Q2 2026 in Review

SJS Investment Consulting increased its HealthEquity (HQY) stake by 431% in Q2 2026, buying an estimated $15.3K and bringing the position to 223 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

SJS Investment Consulting first reported a position in HQY in Q1 2022 and has held it in 17 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • SJS Investment Consulting held 223 shares of HealthEquity worth $20.1K as of Q2 2026.
  • SJS Investment Consulting bought 181 HealthEquity shares in Q2 2026, an estimated $15.3K.
  • HealthEquity made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #797 holding.
  • SJS Investment Consulting first reported a position in HealthEquity in Q1 2022 and has held it in 17 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.