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Yousif Capital Management’s HealthEquity HQY Stock Holding History

Yousif Capital 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 		$2.18M Sell
24,127
-1,598
-6% -$135K 0.02% 639
2026
Q1 		$2.15M Sell
25,725
-1,822
-7% -$149K 0.03% 630
2025
Q4 		$2.31M Sell
27,547
-342
-1% -$32.7K 0.03% 629
2025
Q3 		$2.64M Sell
27,889
-2,198
-7% -$207K 0.03% 581
2025
Q2 		$3.15M Sell
30,087
-750
-2% -$71.1K 0.03% 497
2025
Q1 		$2.73M Sell
30,837
-926
-3% -$95K 0.03% 545
2024
Q4 		$3.05M Sell
31,763
-1,223
-4% -$114K 0.03% 511
2024
Q3 		$2.7M Sell
32,986
-4,382
-12% -$338K 0.03% 597
2024
Q2 		$3.22M Sell
37,368
-2,431
-6% -$196K 0.04% 506
2024
Q1 		$3.25M Sell
39,799
-745
-2% -$58.2K 0.04% 538
2023
Q4 		$2.69M Sell
40,544
-305
-0.7% -$21.1K 0.03% 619
2023
Q3 		$2.98M Sell
40,849
-2,170
-5% -$147K 0.04% 538
2023
Q2 		$2.72M Sell
43,019
-1,057
-2% -$61.3K 0.03% 613
2023
Q1 		$2.59M Hold
44,076
– – 0.03% 616
2022
Q4 		$2.72M Buy
44,076
+835
+2% +$56.1K 0.04% 588
2022
Q3 		$2.9M Sell
43,241
-4,116
-9% -$260K 0.04% 496
2022
Q2 		$2.91M Buy
47,357
+3,045
+7% +$195K 0.04% 552
2022
Q1 		$2.99M Buy
44,312
+410
+0.9% +$22.1K 0.03% 648
2021
Q4 		$1.94M Buy
+43,902
New +$2.56M 0.02% 989

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 $3.38T AUM 44.17% 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

Yousif Capital Management's HQY Position: Q2 2026 in Review

Yousif Capital Management reduced its HealthEquity (HQY) stake by 6.2% in Q2 2026, selling an estimated $135K and leaving 24,127 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #639.

Yousif Capital Management first reported a position in HQY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q1 2024. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Yousif Capital Management held 24,127 shares of HealthEquity worth $2.18M as of Q2 2026.
  • Yousif Capital Management sold 1,598 HealthEquity shares in Q2 2026, an estimated $135K.
  • HealthEquity made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #639 holding.
  • Yousif Capital Management first reported a position in HealthEquity in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's HealthEquity position peaked at $3.25M in Q1 2024.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.