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Aigen Investment Management’s HealthEquity HQY Stock Holding History

Aigen Investment 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
Q4 		– Sell
-5,387
Closed -$511K – 774
2025
Q3 		$511K Buy
+5,387
New +$507K 0.08% 393
2022
Q1 		– Sell
-14,477
Closed -$607K – 781
2021
Q4 		$607K Buy
+14,477
New +$843K 0.04% 570
2020
Q1 		– Sell
-1,032
Closed -$76K – 1391
2019
Q4 		$76K Buy
+1,032
New +$64.4K 0.01% 734

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aigen Investment Management's HQY Position: Q4 2025 in Review

Aigen Investment Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 5,387 shares — an estimated $511K sold.

Aigen Investment Management first reported a position in HQY in Q4 2019 and held it in 3 quarters. The position peaked at $607K in Q4 2021. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Aigen Investment Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 5,387 HealthEquity shares in Q4 2025, an estimated $511K.
  • Aigen Investment Management first reported a position in HealthEquity in Q4 2019 and held it in 3 quarters.
  • Aigen Investment Management's HealthEquity position peaked at $607K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.