Back to HQY
OPPENHEIMER ASSET MANAGEMENT INC. → HQY
OPPENHEIMER ASSET MANAGEMENT INC. HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
30
Latest value
$846K
Q3 2026
Peak value
$10.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94K |
| Q3 2025 | $5.2M |
| Q3 2025 | $318K |
| Q3 2025 | $385K |
| Q3 2025 | $8.7M |
| Q3 2025 | $108K |
| Q4 2025 | $8.1M |
| Q4 2025 | $5.9M |
| Q4 2025 | $91K |
| Q4 2025 | $289K |
| Q4 2025 | $111K |
| Q4 2025 | $252K |
| Q4 2025 | $27K |
| Q1 2026 | $268K |
| Q1 2026 | $7.4M |
| Q1 2026 | $203K |
| Q1 2026 | $83K |
| Q1 2026 | $6.6M |
| Q1 2026 | $2K |
| Q2 2026 | $10.8M |
| Q2 2026 | $379K |
| Q2 2026 | $271 |
| Q2 2026 | $9.4M |
| Q2 2026 | $151K |
| Q2 2026 | $287K |
| Q3 2026 | $438K |
| Q3 2026 | $282K |
| Q3 2026 | $10.2M |
| Q3 2026 | $8.3M |
| Q3 2026 | $846K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $846K | 9.6K | — | — |
| Q3 2026 | $8.3M | 93.3K | — | — |
| Q3 2026 | $10.2M | 115.7K | — | — |
| Q3 2026 | $282K | 3.2K | — | — |
| Q3 2026 | $438K | 5.0K | — | — |
| Q2 2026 | $287K | 3.2K | — | — |
| Q2 2026 | $151K | 1.7K | — | — |
| Q2 2026 | $9.4M | 104.3K | — | — |
| Q2 2026 | $271 | 3 | — | — |
| Q2 2026 | $379K | 4.2K | — | — |
| Q2 2026 | $10.8M | 120.0K | — | — |
| Q1 2026 | $2K | 25 | — | — |
| Q1 2026 | $6.6M | 79.0K | — | — |
| Q1 2026 | $83K | 992 | — | — |
| Q1 2026 | $203K | 2.4K | — | — |
| Q1 2026 | $7.4M | 88.2K | — | — |
| Q1 2026 | $268K | 3.2K | — | — |
| Q4 2025 | $27K | 297 | — | — |
| Q4 2025 | $252K | 2.8K | — | — |
| Q4 2025 | $111K | 1.2K | — | — |
| Q4 2025 | $289K | 3.2K | — | — |
| Q4 2025 | $91K | 992 | — | — |
| Q4 2025 | $5.9M | 64.8K | — | — |
| Q4 2025 | $8.1M | 88.5K | — | — |
| Q3 2025 | $108K | 1.1K | — | — |
| Q3 2025 | $8.7M | 91.6K | — | — |
| Q3 2025 | $385K | 4.1K | — | — |
| Q3 2025 | $318K | 3.4K | — | — |
| Q3 2025 | $5.2M | 54.4K | — | — |
| Q3 2025 | $94K | 992 | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M