William Blair Investment Management
HQY icon

William Blair Investment Management’s HealthEquity HQY Stock Holding History

William Blair Investment Management’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 		$160M Buy
1,773,227
+113,611
+7% +$9.63M 0.48% 60
2026
Q1 		$139M Sell
1,659,616
-195,592
-11% -$16M 0.46% 57
2025
Q4 		$170M Buy
+1,855,208
New +$178M 0.47% 51
2024
Q2 		– Sell
-1,044,426
Closed -$85.3M – 431
2024
Q1 		$85.3M Sell
1,044,426
-738,485
-41% -$57.7M 0.22% 124
2023
Q4 		$118M Sell
1,782,911
-862,333
-33% -$59.8M 0.34% 97
2023
Q3 		$193M Sell
2,645,244
-147,496
-5% -$9.96M 0.64% 40
2023
Q2 		$176M Sell
2,792,740
-77,429
-3% -$4.49M 0.57% 60
2023
Q1 		$169M Sell
2,870,169
-116,125
-4% -$7.05M 0.59% 54
2022
Q4 		$184M Sell
2,986,294
-346,675
-10% -$23.3M 0.7% 42
2022
Q3 		$224M Buy
3,332,969
+645,378
+24% +$40.8M 0.88% 25
2022
Q2 		$165M Sell
2,687,591
-424,803
-14% -$27.2M 0.61% 49
2022
Q1 		$210M Sell
3,112,394
-455,767
-13% -$24.6M 0.63% 47
2021
Q4 		$158M Sell
3,568,161
-201,638
-5% -$11.7M 0.43% 84
2021
Q3 		$244M Buy
3,769,799
+42,186
+1% +$2.93M 0.69% 37
2021
Q2 		$300M Sell
3,727,613
-65,028
-2% -$4.95M 0.94% 27
2021
Q1 		$258M Buy
3,792,641
+138,278
+4% +$10.9M 0.84% 31
2020
Q4 		$255M Buy
3,654,363
+4,274
+0.1% +$266K 0.85% 32
2020
Q3 		$188M Buy
3,650,089
+1,108,938
+44% +$60.9M 0.73% 44
2020
Q2 		$149M Buy
2,541,151
+1,046,199
+70% +$57.9M 0.61% 61
2020
Q1 		$75.6M Buy
+1,494,952
New +$99.3M 0.37% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management's HQY Position: Q2 2026 in Review

William Blair Investment Management increased its HealthEquity (HQY) stake by 6.8% in Q2 2026, buying an estimated $9.63M and bringing the position to 1,773,227 shares worth $160M. The position accounts for 0.48% of the portfolio, ranked #60.

William Blair Investment Management first reported a position in HQY in Q1 2020 and has held it in 20 quarters since. The position peaked at $300M in Q2 2021. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • William Blair Investment Management held 1,773,227 shares of HealthEquity worth $160M as of Q2 2026.
  • William Blair Investment Management bought 113,611 HealthEquity shares in Q2 2026, an estimated $9.63M.
  • HealthEquity made up 0.48% of William Blair Investment Management's portfolio in Q2 2026, its #60 holding.
  • William Blair Investment Management first reported a position in HealthEquity in Q1 2020 and has held it in 20 quarters since.
  • William Blair Investment Management's HealthEquity position peaked at $300M in Q2 2021.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.