TI
HQY icon

Tidal Investments’s HealthEquity HQY Stock Holding History

Tidal Investments’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 		$3.81M Buy
42,235
+3,988
+10% +$338K 0.01% 1050
2026
Q1 		$3.2M Buy
38,247
+13,291
+53% +$1.09M 0.01% 978
2025
Q4 		$2.29M Buy
24,956
+4,665
+23% +$447K 0.01% 909
2025
Q3 		$1.92M Buy
20,291
+8,591
+73% +$808K ﹤0.01% 939
2025
Q2 		$1.23M Buy
+11,700
New +$1.11M 0.01% 940
2025
Q1 		– Sell
-3,609
Closed -$346K – 1927
2024
Q4 		$346K Buy
3,609
+66
+2% +$6.15K ﹤0.01% 1538
2024
Q3 		$290K Sell
3,543
-99
-3% -$7.64K ﹤0.01% 1613
2024
Q2 		$314K Buy
+3,642
New +$294K ﹤0.01% 1513
2022
Q4 		– Sell
-18,086
Closed -$1.22M – 1153
2022
Q3 		$1.22M Buy
+18,086
New +$1.14M 0.05% 313

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

Tidal Investments's HQY Position: Q2 2026 in Review

Tidal Investments increased its HealthEquity (HQY) stake by 10% in Q2 2026, buying an estimated $338K and bringing the position to 42,235 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #1050.

Tidal Investments first reported a position in HQY in Q3 2022 and has held it in 9 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Tidal Investments held 42,235 shares of HealthEquity worth $3.81M as of Q2 2026.
  • Tidal Investments bought 3,988 HealthEquity shares in Q2 2026, an estimated $338K.
  • HealthEquity made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #1050 holding.
  • Tidal Investments first reported a position in HealthEquity in Q3 2022 and has held it in 9 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.