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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company's HQY Position: Q2 2024 in Review

William Blair & Company sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 6,566 shares — an estimated $536K sold.

William Blair & Company first reported a position in HQY in Q2 2019 and held it in 19 quarters. The position peaked at $981K in Q2 2021. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • William Blair & Company reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • William Blair & Company sold 6,566 HealthEquity shares in Q2 2024, an estimated $536K.
  • William Blair & Company first reported a position in HealthEquity in Q2 2019 and held it in 19 quarters.
  • William Blair & Company's HealthEquity position peaked at $981K in Q2 2021.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on William Blair & Company's 13F filing for Q2 2024, filed 12 Aug 2024.