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Thomas Steyer’s HealthEquity HQY Stock Holding History

Thomas Steyer’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 		– Sell
-2,800
Closed -$234K – 134
2026
Q1 		$234K Sell
2,800
-2,200
-44% -$181K ﹤0.01% 132
2025
Q4 		$458K Hold
5,000
– – ﹤0.01% 98
2025
Q3 		$474K Sell
5,000
-314,800
-98% -$29.6M ﹤0.01% 94
2025
Q2 		$33.5M Sell
319,800
-102,000
-24% -$9.67M 0.14% 61
2025
Q1 		$37.3M Buy
421,800
+419,000
+14,964% +$43M 0.18% 63
2024
Q4 		$269K Hold
2,800
– – ﹤0.01% 118
2024
Q3 		$229K Hold
2,800
– – ﹤0.01% 137
2024
Q2 		$241K Hold
2,800
– – ﹤0.01% 126
2024
Q1 		$229K Buy
+2,800
New +$219K ﹤0.01% 143
2023
Q4 		– Sell
-2,800
Closed -$205K – 164
2023
Q3 		$205K Buy
+2,800
New +$189K ﹤0.01% 127

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

Thomas Steyer's HQY Position: Q2 2026 in Review

Thomas Steyer sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2,800 shares — an estimated $234K sold.

Thomas Steyer first reported a position in HQY in Q3 2023 and held it in 10 quarters. The position peaked at $37.3M in Q1 2025. 495 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Thomas Steyer reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Thomas Steyer sold 2,800 HealthEquity shares in Q2 2026, an estimated $234K.
  • Thomas Steyer first reported a position in HealthEquity in Q3 2023 and held it in 10 quarters.
  • Thomas Steyer's HealthEquity position peaked at $37.3M in Q1 2025.
  • 495 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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