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Stephens Investment Management Group’s HealthEquity HQY Stock Holding History

Stephens Investment Management 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 		$65.9M Buy
729,080
+44,461
+6% +$3.77M 0.71% 65
2026
Q1 		$57.2M Sell
684,619
-41,566
-6% -$3.41M 0.78% 54
2025
Q4 		$66.5M Buy
726,185
+1,941
+0.3% +$186K 0.87% 45
2025
Q3 		$68.6M Sell
724,244
-292,089
-29% -$27.5M 0.89% 39
2025
Q2 		$106M Sell
1,016,333
-53,113
-5% -$5.03M 1.41% 12
2025
Q1 		$94.5M Buy
1,069,446
+19,009
+2% +$1.95M 1.36% 17
2024
Q4 		$101M Sell
1,050,437
-198,645
-16% -$18.5M 1.35% 12
2024
Q3 		$102M Sell
1,249,082
-38,967
-3% -$3.01M 1.39% 13
2024
Q2 		$111M Buy
1,288,049
+103,689
+9% +$8.38M 1.55% 8
2024
Q1 		$96.7M Sell
1,184,360
-2,131
-0.2% -$166K 1.29% 15
2023
Q4 		$78.7M Buy
1,186,491
+52,383
+5% +$3.63M 1.15% 25
2023
Q3 		$82.8M Buy
1,134,108
+2,336
+0.2% +$158K 1.36% 14
2023
Q2 		$71.5M Buy
1,131,772
+89,901
+9% +$5.21M 1.12% 23
2023
Q1 		$61.2M Buy
1,041,871
+8,455
+0.8% +$513K 1.02% 31
2022
Q4 		$63M Sell
1,033,416
-102,323
-9% -$6.88M 1.14% 22
2022
Q3 		$76.3M Sell
1,135,739
-4,383
-0.4% -$277K 1.45% 9
2022
Q2 		$70M Buy
1,140,122
+9,621
+0.9% +$616K 1.29% 9
2022
Q1 		$76.2M Buy
1,130,501
+82,028
+8% +$4.43M 1.12% 18
2021
Q4 		$46.4M Buy
1,048,473
+236,115
+29% +$13.8M 0.6% 81
2021
Q3 		$52.6M Buy
812,358
+116,589
+17% +$8.1M 0.72% 59
2021
Q2 		$56M Buy
695,769
+177,467
+34% +$13.5M 0.77% 54
2021
Q1 		$35.2M Sell
518,302
-63,455
-11% -$4.99M 0.51% 93
2020
Q4 		$40.6M Sell
581,757
-174,105
-23% -$10.8M 0.6% 80
2020
Q3 		$38.8M Sell
755,862
-21,943
-3% -$1.21M 0.69% 65
2020
Q2 		$45.6M Sell
777,805
-112,729
-13% -$6.23M 0.83% 52
2020
Q1 		$45.1M Buy
890,534
+87,722
+11% +$5.82M 1.09% 32
2019
Q4 		$59.5M Buy
802,812
+306,318
+62% +$19.1M 1.12% 25
2019
Q3 		$28.4M Buy
496,494
+36,348
+8% +$2.41M 0.57% 80
2019
Q2 		$30.1M Sell
460,146
-33,246
-7% -$2.31M 0.57% 78
2019
Q1 		$36.5M Sell
493,392
-128,347
-21% -$9.02M 0.74% 59
2018
Q4 		$37.1M Sell
621,739
-108,291
-15% -$8.73M 0.88% 43
2018
Q3 		$68.9M Sell
730,030
-18,692
-2% -$1.61M 1.27% 15
2018
Q2 		$57.7M Sell
748,722
-76,123
-9% -$5.47M 1.16% 24
2018
Q1 		$49.9M Sell
824,845
-114,671
-12% -$6.21M 1.08% 25
2017
Q4 		$43.8M Sell
939,516
-78,214
-8% -$3.87M 1% 31
2017
Q3 		$51.5M Sell
1,017,730
-161,275
-14% -$7.51M 1.19% 24
2017
Q2 		$58.8M Sell
1,179,005
-39,215
-3% -$1.83M 1.42% 9
2017
Q1 		$51.7M Buy
1,218,220
+52,626
+5% +$2.33M 1.27% 11
2016
Q4 		$47.2M Sell
1,165,594
-89,808
-7% -$3.47M 1.32% 10
2016
Q3 		$47.5M Sell
1,255,402
-124,500
-9% -$3.94M 1.42% 7
2016
Q2 		$41.9M Sell
1,379,902
-33,296
-2% -$874K 1.38% 12
2016
Q1 		$34.9M Buy
1,413,198
+626,446
+80% +$13.4M 1.22% 18
2015
Q4 		$19.7M Sell
786,752
-7,760
-1% -$238K 0.7% 55
2015
Q3 		$23.5M Sell
794,512
-279,585
-26% -$8.79M 0.83% 43
2015
Q2 		$34.4M Sell
1,074,097
-139,589
-12% -$3.75M 1.02% 30
2015
Q1 		$30.3M Buy
1,213,686
+168,335
+16% +$3.65M 0.91% 41
2014
Q4 		$26.6M Buy
1,045,351
+117,241
+13% +$2.54M 0.79% 48
2014
Q3 		$17M Buy
+928,110
New +$17.8M 0.51% 76

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland $1.83B AUM 331.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Stephens Investment Management Group's HQY Position: Q2 2026 in Review

Stephens Investment Management Group increased its HealthEquity (HQY) stake by 6.5% in Q2 2026, buying an estimated $3.77M and bringing the position to 729,080 shares worth $65.9M. The position accounts for 0.71% of the portfolio, ranked #65.

Stephens Investment Management Group first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $111M in Q2 2024. 224 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Stephens Investment Management Group held 729,080 shares of HealthEquity worth $65.9M as of Q2 2026.
  • Stephens Investment Management Group bought 44,461 HealthEquity shares in Q2 2026, an estimated $3.77M.
  • HealthEquity made up 0.71% of Stephens Investment Management Group's portfolio in Q2 2026, its #65 holding.
  • Stephens Investment Management Group first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
  • Stephens Investment Management Group's HealthEquity position peaked at $111M in Q2 2024.
  • 224 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.