ZIM
HQY icon

Zacks Investment Management’s HealthEquity HQY Stock Holding History

Zacks 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
Q1 		– Sell
-33,382
Closed -$3.06M – 755
2025
Q4 		$3.06M Buy
33,382
+783
+2% +$75K 0.02% 295
2025
Q3 		$3.09M Buy
32,599
+1,351
+4% +$127K 0.02% 276
2025
Q2 		$3.27M Sell
31,248
-734
-2% -$69.6K 0.03% 274
2025
Q1 		$2.83M Buy
31,982
+1,829
+6% +$188K 0.03% 285
2024
Q4 		$2.89M Sell
30,153
-1,303
-4% -$121K 0.03% 292
2024
Q3 		$2.57M Buy
31,456
+3,059
+11% +$236K 0.02% 300
2024
Q2 		$2.45M Buy
28,397
+3,113
+12% +$252K 0.03% 263
2024
Q1 		$2.06M Buy
25,284
+5,712
+29% +$446K 0.02% 305
2023
Q4 		$1.3M Sell
19,572
-1,902
-9% -$132K 0.02% 349
2023
Q3 		$1.57M Buy
+21,474
New +$1.45M 0.02% 310
2021
Q4 		– Sell
-12,372
Closed -$801K – 647
2021
Q3 		$801K Buy
12,372
+2,799
+29% +$194K 0.01% 402
2021
Q2 		$770K Buy
+9,573
New +$729K 0.01% 398
2016
Q1 		– Sell
-14,279
Closed -$358K – 642
2015
Q4 		$358K Sell
14,279
-16,898
-54% -$519K 0.01% 458
2015
Q3 		$921K Buy
31,177
+1,784
+6% +$56.1K 0.03% 312
2015
Q2 		$942K Buy
+29,393
New +$789K 0.03% 300

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's HQY Position: Q1 2026 in Review

Zacks Investment Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 33,382 shares — an estimated $3.06M sold.

Zacks Investment Management first reported a position in HQY in Q2 2015 and held it in 15 quarters. The position peaked at $3.27M in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Zacks Investment Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 33,382 HealthEquity shares in Q1 2026, an estimated $3.06M.
  • Zacks Investment Management first reported a position in HealthEquity in Q2 2015 and held it in 15 quarters.
  • Zacks Investment Management's HealthEquity position peaked at $3.27M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.