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Sterling Capital Management’s HealthEquity HQY Stock Holding History

Sterling Capital Management’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 		$458K Buy
5,071
+4,521
+822% +$383K 0.01% 841
2026
Q1 		$46K Sell
550
-8
-1% -$656 ﹤0.01% 1674
2025
Q4 		$51.1K Buy
558
+351
+170% +$33.6K ﹤0.01% 1796
2025
Q3 		$19.6K Sell
207
-2
-1% -$188 ﹤0.01% 2157
2025
Q2 		$21.9K Buy
209
+120
+135% +$11.4K ﹤0.01% 1762
2025
Q1 		$7.87K Buy
89
+2
+2% +$205 ﹤0.01% 1955
2024
Q4 		$8.35K Hold
87
– – ﹤0.01% 2244
2024
Q3 		$7.12K Buy
+87
New +$6.71K ﹤0.01% 1641
2017
Q3 		– Sell
-29,268
Closed -$1.46M – 940
2017
Q2 		$1.46M Buy
29,268
+3,175
+12% +$148K 0.01% 472
2017
Q1 		$1.11M Buy
26,093
+5,861
+29% +$259K 0.01% 545
2016
Q4 		$820K Buy
+20,232
New +$782K 0.01% 659

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

Sterling Capital Management's HQY Position: Q2 2026 in Review

Sterling Capital Management increased its HealthEquity (HQY) stake by 822% in Q2 2026, buying an estimated $383K and bringing the position to 5,071 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #841.

Sterling Capital Management first reported a position in HQY in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.46M in Q2 2017. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sterling Capital Management held 5,071 shares of HealthEquity worth $458K as of Q2 2026.
  • Sterling Capital Management bought 4,521 HealthEquity shares in Q2 2026, an estimated $383K.
  • HealthEquity made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #841 holding.
  • Sterling Capital Management first reported a position in HealthEquity in Q4 2016 and has held it in 11 quarters since.
  • Sterling Capital Management's HealthEquity position peaked at $1.46M in Q2 2017.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.