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Xponance’s HealthEquity HQY Stock Holding History

Xponance’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 		$1.13M Buy
12,465
+304
+2% +$25.8K 0.01% 753
2026
Q1 		$1.02M Buy
12,161
+1,580
+15% +$130K 0.01% 738
2025
Q4 		$969K Sell
10,581
-1,684
-14% -$161K 0.01% 701
2025
Q3 		$1.16M Buy
12,265
+102
+0.8% +$9.6K 0.01% 670
2025
Q2 		$1.27M Sell
12,163
-249
-2% -$23.6K 0.01% 640
2025
Q1 		$1.1M Buy
12,412
+136
+1% +$13.9K 0.01% 658
2024
Q4 		$1.18M Buy
12,276
+718
+6% +$66.9K 0.01% 667
2024
Q3 		$946K Sell
11,558
-43
-0.4% -$3.32K 0.01% 719
2024
Q2 		$1M Sell
11,601
-709
-6% -$57.3K 0.01% 679
2024
Q1 		$1M Buy
12,310
+41
+0.3% +$3.2K 0.01% 720
2023
Q4 		$813K Buy
12,269
+147
+1% +$10.2K 0.01% 748
2023
Q3 		$886K Sell
12,122
-269
-2% -$18.2K 0.01% 686
2023
Q2 		$782K Sell
12,391
-947
-7% -$54.9K 0.01% 738
2023
Q1 		$783K Buy
13,338
+62
+0.5% +$3.77K 0.01% 740
2022
Q4 		$818K Sell
13,276
-21
-0.2% -$1.41K 0.01% 704
2022
Q3 		$893K Sell
13,297
-152
-1% -$9.62K 0.02% 619
2022
Q2 		$825K Buy
13,449
+827
+7% +$53K 0.02% 637
2022
Q1 		$851K Sell
12,622
-133
-1% -$7.18K 0.01% 656
2021
Q4 		$565K Sell
12,755
-167
-1% -$9.73K 0.01% 858
2021
Q3 		$837K Sell
12,922
-134
-1% -$9.31K 0.02% 641
2021
Q2 		$1.05M Buy
13,056
+3,962
+44% +$302K 0.02% 569
2021
Q1 		$618K Sell
9,094
-1,813
-17% -$142K 0.01% 680
2020
Q4 		$760K Sell
10,907
-26
-0.2% -$1.62K 0.02% 562
2020
Q3 		$561K Buy
10,933
+1,269
+13% +$69.7K 0.01% 593
2020
Q2 		$567K Buy
+9,664
New +$534K 0.01% 542

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

Xponance's HQY Position: Q2 2026 in Review

Xponance increased its HealthEquity (HQY) stake by 2.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 12,465 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #753.

Xponance first reported a position in HQY in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q2 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Xponance held 12,465 shares of HealthEquity worth $1.13M as of Q2 2026.
  • Xponance bought 304 HealthEquity shares in Q2 2026, an estimated $25.8K.
  • HealthEquity made up 0.01% of Xponance's portfolio in Q2 2026, its #753 holding.
  • Xponance first reported a position in HealthEquity in Q2 2020 and has held it in 25 quarters since.
  • Xponance's HealthEquity position peaked at $1.27M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.