William Blair & Company
HQY icon

William Blair & Company’s HealthEquity HQY Stock Holding History

William Blair & Company’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 		$209K Buy
+2,315
New +$196K ﹤0.01% 1560
2024
Q2 		– Sell
-6,566
Closed -$536K – 1845
2024
Q1 		$536K Sell
6,566
-3,292
-33% -$257K ﹤0.01% 1071
2023
Q4 		$654K Sell
9,858
-1,766
-15% -$122K ﹤0.01% 997
2023
Q3 		$849K Sell
11,624
-1,891
-14% -$128K ﹤0.01% 892
2023
Q2 		$853K Sell
13,515
-26
-0.2% -$1.51K ﹤0.01% 895
2023
Q1 		$795K Sell
13,541
-583
-4% -$35.4K ﹤0.01% 898
2022
Q4 		$871K Sell
14,124
-333
-2% -$22.4K ﹤0.01% 868
2022
Q3 		$971K Buy
14,457
+3,744
+35% +$237K ﹤0.01% 821
2022
Q2 		$658K Sell
10,713
-1,924
-15% -$123K ﹤0.01% 980
2022
Q1 		$852K Sell
12,637
-1,571
-11% -$84.8K ﹤0.01% 978
2021
Q4 		$629K Sell
14,208
-619
-4% -$36K ﹤0.01% 1125
2021
Q3 		$960K Buy
14,827
+2,637
+22% +$183K ﹤0.01% 945
2021
Q2 		$981K Sell
12,190
-992
-8% -$75.6K ﹤0.01% 926
2021
Q1 		$896K Buy
13,182
+33
+0.3% +$2.59K ﹤0.01% 934
2020
Q4 		$917K Sell
13,149
-250
-2% -$15.6K ﹤0.01% 881
2020
Q3 		$688K Buy
13,399
+4,670
+53% +$257K ﹤0.01% 878
2020
Q2 		$512K Buy
8,729
+3,477
+66% +$192K ﹤0.01% 934
2020
Q1 		$266K Buy
+5,252
New +$349K ﹤0.01% 1060
2019
Q4 		– Sell
-3,858
Closed -$220K – 1764
2019
Q3 		$220K Sell
3,858
-318
-8% -$21.1K ﹤0.01% 1232
2019
Q2 		$273K Buy
+4,176
New +$291K ﹤0.01% 1178

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

William Blair & Company's HQY Position: Q2 2026 in Review

William Blair & Company opened a new position in HealthEquity (HQY) in Q2 2026: 2,315 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: William Blair & Company previously reported a position in HQY as recently as Q1 2024.

William Blair & Company first reported a position in HQY in Q2 2019 and has held it in 20 quarters since. The position peaked at $981K in Q2 2021. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • William Blair & Company held 2,315 shares of HealthEquity worth $209K as of Q2 2026.
  • HealthEquity was a new William Blair & Company position in Q2 2026.
  • HealthEquity made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1560 holding.
  • William Blair & Company first reported a position in HealthEquity in Q2 2019 and has held it in 20 quarters since.
  • William Blair & Company's HealthEquity position peaked at $981K in Q2 2021.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.