AM
HQY icon

AGF Management’s HealthEquity HQY Stock Holding History

AGF 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
2025
Q1 		– Sell
-135,857
Closed -$13M – 692
2024
Q4 		$13M Buy
135,857
+4,819
+4% +$449K 0.06% 178
2024
Q3 		$10.7M Buy
131,038
+101,793
+348% +$7.85M 0.05% 206
2024
Q2 		$2.52M Buy
29,245
+1,985
+7% +$160K 0.01% 349
2024
Q1 		$2.23M Sell
27,260
-14,761
-35% -$1.15M 0.01% 463
2023
Q4 		$2.79M Sell
42,021
-2,745
-6% -$190K 0.02% 436
2023
Q3 		$3.27M Sell
44,766
-16,083
-26% -$1.09M 0.02% 305
2023
Q2 		$3.84M Buy
60,849
+7,735
+15% +$449K 0.03% 302
2023
Q1 		$3.12M Sell
53,114
-159,441
-75% -$9.68M 0.02% 431
2022
Q4 		$13.1M Buy
+212,555
New +$14.3M 0.1% 169

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AGF Management's HQY Position: Q1 2025 in Review

AGF Management sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 135,857 shares — an estimated $13M sold.

AGF Management first reported a position in HQY in Q4 2022 and held it in 9 quarters. The position peaked at $13.1M in Q4 2022. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • AGF Management reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • AGF Management sold 135,857 HealthEquity shares in Q1 2025, an estimated $13M.
  • AGF Management first reported a position in HealthEquity in Q4 2022 and held it in 9 quarters.
  • AGF Management's HealthEquity position peaked at $13.1M in Q4 2022.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on AGF Management's 13F filing for Q1 2025, filed 12 May 2025.