TwinBeech Capital’s HealthEquity HQY Stock Holding History

TwinBeech Capital’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	$1.82M	Buy	+20,182	New	+$1.71M	0.33%	97
2026 Q1	–	Sell	-21,100	Closed	-$1.93M	–	687
2025 Q4	$1.93M	Buy	+21,100	New	+$2.02M	0.14%	198
2024 Q1	–	Sell	-68,255	Closed	-$4.53M	–	700
2023 Q4	$4.53M	Buy	+68,255	New	+$4.73M	0.07%	284
2022 Q3	–	Sell	-11,022	Closed	-$677K	–	712
2022 Q2	$677K	Buy	+11,022	New	+$706K	0.03%	390
2021 Q2	–	Sell	-13,781	Closed	-$937K	–	533
2021 Q1	$937K	Buy	+13,781	New	+$1.08M	0.14%	200
2020 Q1	–	Sell	-16,037	Closed	-$1.19M	–	373
2019 Q4	$1.19M	Buy	+16,037	New	+$1M	0.34%	97

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TwinBeech Capital's HQY Position: Q2 2026 in Review

TwinBeech Capital opened a new position in HealthEquity (HQY) in Q2 2026: 20,182 shares worth $1.82M. The stake represents 0.33% of the portfolio and ranks #97 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in HQY as recently as Q4 2025.

TwinBeech Capital first reported a position in HQY in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.53M in Q4 2023. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

TwinBeech Capital held 20,182 shares of HealthEquity worth $1.82M as of Q2 2026.
HealthEquity was a new TwinBeech Capital position in Q2 2026.
HealthEquity made up 0.33% of TwinBeech Capital's portfolio in Q2 2026, its #97 holding.
TwinBeech Capital first reported a position in HealthEquity in Q4 2019 and has held it in 6 quarters since.
TwinBeech Capital's HealthEquity position peaked at $4.53M in Q4 2023.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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