Back to HQY
PRINCIPAL FINANCIAL GROUP INC → HQY
PRINCIPAL FINANCIAL GROUP INC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
10
Latest value
$858K
Q3 2026
Peak value
$31.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.4M |
| Q3 2025 | $619K |
| Q4 2025 | $25M |
| Q4 2025 | $462K |
| Q1 2026 | $509K |
| Q1 2026 | $24.9M |
| Q2 2026 | $28.2M |
| Q2 2026 | $586K |
| Q3 2026 | $31.1M |
| Q3 2026 | $858K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $858K | 9.7K | — | — |
| Q3 2026 | $31.1M | 351.9K | — | — |
| Q2 2026 | $586K | 6.5K | — | — |
| Q2 2026 | $28.2M | 312.1K | — | — |
| Q1 2026 | $24.9M | 298.0K | — | — |
| Q1 2026 | $509K | 6.1K | — | — |
| Q4 2025 | $462K | 5.0K | — | — |
| Q4 2025 | $25M | 272.4K | — | — |
| Q3 2025 | $619K | 6.5K | — | — |
| Q3 2025 | $23.4M | 247.2K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M