Acadian Asset Management’s HealthEquity HQY Stock Holding History

Acadian Asset 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	$449K	Sell	5,375 -3,400	-39%	-$279K	﹤0.01%	1389
2025 Q4	$803K	Buy	8,775 +8,444	+2,551%	+$808K	﹤0.01%	1174
2025 Q3	$31K	Buy	+331	New	+$31.1K	﹤0.01%	1715
2024 Q4	–	Sell	-3,133	Closed	-$256K	–	1860
2024 Q3	$256K	Buy	+3,133	New	+$242K	﹤0.01%	1280
2024 Q1	–	Sell	-3,601	Closed	-$238K	–	1657
2023 Q4	$238K	Buy	+3,601	New	+$250K	﹤0.01%	1202
2019 Q2	–	Sell	-108	Closed	-$8K	–	1914
2019 Q1	$8K	Sell	108 -6,085	-98%	-$428K	﹤0.01%	1873
2018 Q4	$370K	Buy	6,193 +5,313	+604%	+$428K	﹤0.01%	980
2018 Q3	$83K	Sell	880 -10,377	-92%	-$894K	﹤0.01%	1253
2018 Q2	$845K	Buy	+11,257	New	+$809K	﹤0.01%	773
2017 Q1	–	Sell	-281	Closed	-$12K	–	1651
2016 Q4	$12K	Buy	+281	New	+$10.9K	﹤0.01%	1397

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management's HQY Position: Q1 2026 in Review

Acadian Asset Management reduced its HealthEquity (HQY) stake by 39% in Q1 2026, selling an estimated $279K and leaving 5,375 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Acadian Asset Management first reported a position in HQY in Q4 2016 and has held it in 10 quarters since. The position peaked at $845K in Q2 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Acadian Asset Management held 5,375 shares of HealthEquity worth $449K as of Q1 2026.
Acadian Asset Management sold 3,400 HealthEquity shares in Q1 2026, an estimated $279K.
HealthEquity made up ﹤0.01% of Acadian Asset Management's portfolio in Q1 2026, its #1389 holding.
Acadian Asset Management first reported a position in HealthEquity in Q4 2016 and has held it in 10 quarters since.
Acadian Asset Management's HealthEquity position peaked at $845K in Q2 2018.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.