Joel Greenblatt's HQY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,872 shares of HealthEquity, Inc. (HQY) worth $1.41 M, representing 0.00% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in HQY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 46,457 shares. Largest reduction occurred in Q4 2019, reducing 96,617 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's HealthEquity (HQY) Holding Value Over Time
Track share changes against reported price movement
Quarterly HealthEquity (HQY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,587 | Add 219.24% | 16,872 | $83.57 |
| Q4 2025 | -31,535 | Reduce 85.65% | 5,285 | $91.61 |
| Q3 2025 | +20,170 | Add 121.14% | 36,820 | $94.77 |
| Q2 2025 | +16,650 | New Buy | 16,650 | $104.76 |
| Q4 2024 | -17,596 | Sold Out | 0 | $0.00 |
| Q3 2024 | +13,886 | Add 374.29% | 17,596 | $81.85 |
| Q2 2024 | +3,710 | New Buy | 3,710 | $86.20 |
| Q1 2024 | -18,274 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,170 | Add 20.99% | 18,274 | $66.30 |
| Q3 2023 | +15,104 | New Buy | 15,104 | $73.05 |
| Q1 2020 | -17,477 | Sold Out | 0 | $0.00 |
| Q4 2019 | -96,617 | Reduce 84.68% | 17,477 | $74.10 |
| Q3 2019 | +46,457 | Add 68.69% | 114,094 | $57.15 |
| Q2 2019 | +67,637 | New Buy | 67,637 | $65.39 |
Joel Greenblatt's HealthEquity Investment FAQs
Joel Greenblatt first purchased HealthEquity, Inc. (HQY) in Q2 2019, acquiring 67,637 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held HealthEquity, Inc. (HQY) for 14 quarters since Q2 2019.
Joel Greenblatt's largest addition to HealthEquity, Inc. (HQY) was in Q2 2019, adding 67,637 shares worth $4.42 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 16,872 shares of HealthEquity, Inc. (HQY), valued at approximately $1.41 M.
As of the Q1 2026 filing, HealthEquity, Inc. (HQY) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in HealthEquity, Inc. (HQY) was 114,094 shares, as reported at the end of Q3 2019.