Y-Intercept (HK)’s HealthEquity HQY Stock Holding History

Y-Intercept (HK)’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	$1.41M	Buy	+15,641	New	+$1.33M	0.03%	885
2026 Q1	–	Sell	-42,019	Closed	-$3.85M	–	1775
2025 Q4	$3.85M	Buy	+42,019	New	+$4.02M	0.09%	320
2024 Q1	–	Sell	-4,976	Closed	-$330K	–	1538
2023 Q4	$330K	Buy	+4,976	New	+$345K	0.03%	778
2023 Q3	–	Sell	-5,286	Closed	-$334K	–	1271
2023 Q2	$334K	Buy	+5,286	New	+$307K	0.04%	729
2023 Q1	–	Sell	-9,564	Closed	-$590K	–	1327
2022 Q4	$590K	Buy	+9,564	New	+$643K	0.09%	374

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Y-Intercept (HK)'s HQY Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in HealthEquity (HQY) in Q2 2026: 15,641 shares worth $1.41M. The stake represents 0.03% of the portfolio and ranks #885 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HQY as recently as Q4 2025.

Y-Intercept (HK) first reported a position in HQY in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.85M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Y-Intercept (HK) held 15,641 shares of HealthEquity worth $1.41M as of Q2 2026.
HealthEquity was a new Y-Intercept (HK) position in Q2 2026.
HealthEquity made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #885 holding.
Y-Intercept (HK) first reported a position in HealthEquity in Q4 2022 and has held it in 5 quarters since.
Y-Intercept (HK)'s HealthEquity position peaked at $3.85M in Q4 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.