WA
HQY icon

Wasatch Advisors’s HealthEquity HQY Stock Holding History

Wasatch Advisors’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 		$719M Buy
7,960,735
+757,801
+11% +$64.2M 4.71% 1
2026
Q1 		$602M Buy
7,202,934
+613,288
+9% +$50.3M 4% 1
2025
Q4 		$604M Buy
6,589,646
+281,971
+4% +$27M 3.59% 1
2025
Q3 		$598M Buy
6,307,675
+206,611
+3% +$19.4M 3.22% 3
2025
Q2 		$639M Sell
6,101,064
-1,132,972
-16% -$107M 3.35% 1
2025
Q1 		$639M Sell
7,234,036
-279,709
-4% -$28.7M 3.57% 1
2024
Q4 		$721M Sell
7,513,745
-245,145
-3% -$22.8M 3.57% 2
2024
Q3 		$635M Buy
7,758,890
+483,269
+7% +$37.3M 3.11% 2
2024
Q2 		$627M Sell
7,275,621
-133,459
-2% -$10.8M 3.35% 1
2024
Q1 		$605M Buy
7,409,080
+569,249
+8% +$44.4M 3.16% 2
2023
Q4 		$453M Sell
6,839,831
-427,944
-6% -$29.7M 2.5% 4
2023
Q3 		$531M Buy
7,267,775
+139,453
+2% +$9.42M 3.35% 2
2023
Q2 		$450M Sell
7,128,322
-584,267
-8% -$33.9M 2.72% 3
2023
Q1 		$453M Buy
7,712,589
+1,980,668
+35% +$120M 2.82% 2
2022
Q4 		$353M Buy
5,731,921
+5,859
+0.1% +$394K 2.38% 4
2022
Q3 		$385M Sell
5,726,062
-902,689
-14% -$57.1M 2.67% 4
2022
Q2 		$407M Sell
6,628,751
-1,010,184
-13% -$64.7M 2.57% 3
2022
Q1 		$515M Buy
7,638,935
+244,868
+3% +$13.2M 2.54% 4
2021
Q4 		$327M Buy
7,394,067
+1,197,807
+19% +$69.8M 1.33% 18
2021
Q3 		$401M Buy
6,196,260
+364,908
+6% +$25.3M 1.63% 11
2021
Q2 		$469M Buy
5,831,352
+197,412
+4% +$15M 1.91% 7
2021
Q1 		$383M Buy
5,633,940
+314,928
+6% +$24.7M 1.72% 9
2020
Q4 		$371M Buy
5,319,012
+1,347,888
+34% +$83.8M 1.82% 12
2020
Q3 		$204M Buy
3,971,124
+780,916
+24% +$42.9M 1.3% 20
2020
Q2 		$187M Buy
3,190,208
+492,095
+18% +$27.2M 1.35% 20
2020
Q1 		$136M Buy
2,698,113
+508,358
+23% +$33.8M 1.42% 22
2019
Q4 		$162M Buy
2,189,755
+337,736
+18% +$21.1M 1.33% 20
2019
Q3 		$106M Sell
1,852,019
-35,525
-2% -$2.36M 1.01% 40
2019
Q2 		$123M Sell
1,887,544
-151,385
-7% -$10.5M 1.2% 27
2019
Q1 		$151M Buy
2,038,929
+376,461
+23% +$26.5M 1.64% 15
2018
Q4 		$99.2M Buy
1,662,468
+83,388
+5% +$6.72M 1.32% 23
2018
Q3 		$149M Sell
1,579,080
-218,119
-12% -$18.8M 1.7% 15
2018
Q2 		$135M Sell
1,797,199
-342,331
-16% -$24.6M 1.62% 18
2018
Q1 		$130M Sell
2,139,530
-153,750
-7% -$8.32M 1.67% 17
2017
Q4 		$107M Sell
2,293,280
-126,229
-5% -$6.25M 1.42% 19
2017
Q3 		$122M Sell
2,419,509
-22,671
-0.9% -$1.06M 1.66% 13
2017
Q2 		$122M Buy
2,442,180
+52,885
+2% +$2.47M 1.7% 13
2017
Q1 		$101M Sell
2,389,295
-27,173
-1% -$1.2M 1.5% 16
2016
Q4 		$97.9M Buy
2,416,468
+178,306
+8% +$6.89M 1.48% 16
2016
Q3 		$84.7M Buy
2,238,162
+72,807
+3% +$2.31M 1.26% 19
2016
Q2 		$65.8M Buy
2,165,355
+44,184
+2% +$1.16M 1.01% 27
2016
Q1 		$51.8M Buy
2,121,171
+962,507
+83% +$20.6M 0.79% 41
2015
Q4 		$29M Sell
1,158,664
-9,741
-0.8% -$299K 0.4% 77
2015
Q3 		$34.5M Sell
1,168,405
-30,575
-3% -$961K 0.46% 76
2015
Q2 		$38.4M Sell
1,198,980
-14,561
-1% -$391K 0.42% 85
2015
Q1 		$30.3M Buy
1,213,541
+1,163,061
+2,304% +$25.2M 0.31% 104
2014
Q4 		$1.28M Sell
50,480
-35
-0.1% -$759 0.01% 339
2014
Q3 		$925K Buy
+50,515
New +$970K 0.01% 365

Other funds holding HQY

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wasatch Advisors's HQY Position: Q2 2026 in Review

Wasatch Advisors increased its HealthEquity (HQY) stake by 11% in Q2 2026, buying an estimated $64.2M and bringing the position to 7,960,735 shares worth $719M. The position accounts for 4.71% of the portfolio, ranked #1.

Wasatch Advisors first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $721M in Q4 2024. 116 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Wasatch Advisors held 7,960,735 shares of HealthEquity worth $719M as of Q2 2026.
  • Wasatch Advisors bought 757,801 HealthEquity shares in Q2 2026, an estimated $64.2M.
  • HealthEquity made up 4.71% of Wasatch Advisors's portfolio in Q2 2026, its #1 holding.
  • Wasatch Advisors first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
  • Wasatch Advisors's HealthEquity position peaked at $721M in Q4 2024.
  • 116 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.