Cliff Asness's HQY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 2.09 M shares of HealthEquity, Inc. (HQY) worth $172.59 M, representing 0.08% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in HQY, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 661,795 shares. Largest reduction occurred in Q4 2024, reducing 148,964 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's HealthEquity (HQY) Holding Value Over Time
Track share changes against reported price movement
Quarterly HealthEquity (HQY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +329,888 | Add 18.72% | 2.09 M | $82.49 |
| Q4 2025 | -1,933 | Reduce 0.11% | 1.76 M | $91.61 |
| Q3 2025 | +656,820 | Add 59.31% | 1.76 M | $94.77 |
| Q2 2025 | +661,795 | Add 148.50% | 1.11 M | $104.76 |
| Q1 2025 | +210,972 | Add 89.90% | 445,653 | $86.48 |
| Q4 2024 | -148,964 | Reduce 38.83% | 234,681 | $95.95 |
| Q3 2024 | +251,605 | Add 190.55% | 383,645 | $81.30 |
| Q2 2024 | -44,764 | Reduce 25.32% | 132,040 | $83.66 |
| Q1 2024 | +139,786 | Add 377.62% | 176,804 | $81.63 |
| Q4 2023 | +29,108 | Add 367.99% | 37,018 | $66.30 |
| Q3 2023 | -6,144 | Reduce 43.72% | 7,910 | $73.05 |
| Q2 2023 | -3,390 | Reduce 19.43% | 14,054 | $62.96 |
| Q1 2023 | +13,734 | Add 370.19% | 17,444 | $58.71 |
| Q4 2022 | +3,710 | New Buy | 3,710 | $60.89 |
| Q2 2022 | -6,772 | Sold Out | 0 | $0.00 |
| Q1 2022 | +6,772 | New Buy | 6,772 | $67.19 |
| Q4 2021 | -9,634 | Sold Out | 0 | $0.00 |
| Q3 2021 | +3,210 | Add 49.97% | 9,634 | $64.77 |
| Q2 2021 | +6,424 | New Buy | 6,424 | $80.48 |
| Q1 2021 | -13,061 | Sold Out | 0 | $0.00 |
| Q4 2020 | -573 | Reduce 4.20% | 13,061 | $69.06 |
| Q3 2020 | -4,047 | Reduce 22.89% | 13,634 | $51.05 |
| Q2 2020 | +9,610 | Add 119.07% | 17,681 | $58.25 |
| Q1 2020 | -37,452 | Reduce 82.27% | 8,071 | $50.55 |
| Q4 2019 | -79,446 | Reduce 63.57% | 45,523 | $73.66 |
| Q3 2019 | +54,109 | Add 76.36% | 124,969 | $57.09 |
| Q2 2019 | +41,516 | Add 141.48% | 70,860 | $65.14 |
| Q1 2019 | +2,917 | Add 11.04% | 29,344 | $73.37 |
| Q4 2018 | -341 | Reduce 1.27% | 26,427 | $59.64 |
| Q3 2018 | +7,478 | Add 38.77% | 26,768 | $94.40 |
| Q2 2018 | +12,346 | Add 177.79% | 19,290 | $75.12 |
| Q1 2018 | -13,879 | Reduce 66.65% | 6,944 | $60.48 |
| Q4 2017 | -32,051 | Reduce 60.62% | 20,823 | $46.68 |
| Q3 2017 | -860 | Reduce 1.60% | 52,874 | $50.57 |
| Q2 2017 | +556 | Add 1.05% | 53,734 | $49.84 |
| Q1 2017 | +45,946 | Add 635.32% | 53,178 | $42.44 |
| Q4 2016 | +7,232 | New Buy | 7,232 | $40.51 |
| Q3 2016 | -6,901 | Sold Out | 0 | $0.00 |
| Q2 2016 | -19,237 | Reduce 73.60% | 6,901 | $30.43 |
| Q1 2016 | -3,406 | Reduce 11.53% | 26,138 | $24.68 |
| Q4 2015 | +13,207 | Add 80.84% | 29,544 | $25.08 |
| Q3 2015 | +16,337 | New Buy | 16,337 | $29.56 |
Cliff Asness's HealthEquity Investment FAQs
Cliff Asness first purchased HealthEquity, Inc. (HQY) in Q3 2015, acquiring 16,337 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held HealthEquity, Inc. (HQY) for 42 quarters since Q3 2015.
Cliff Asness's largest addition to HealthEquity, Inc. (HQY) was in Q2 2025, adding 1,107,448 shares worth $116.02 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 2,092,223 shares of HealthEquity, Inc. (HQY), valued at approximately $172.59 M.
As of the Q1 2026 filing, HealthEquity, Inc. (HQY) represents approximately 0.08% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in HealthEquity, Inc. (HQY) was 2,092,223 shares, as reported at the end of Q1 2026.