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HQY icon

AlphaQuest’s HealthEquity HQY Stock Holding History

AlphaQuest’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 		– Sell
-5,363
Closed -$491K – 918
2025
Q4 		$491K Buy
5,363
+4,739
+759% +$454K 0.03% 839
2025
Q3 		$59.1K Buy
624
+214
+52% +$20.1K ﹤0.01% 1885
2025
Q2 		$43K Sell
410
-1,020
-71% -$96.7K ﹤0.01% 1660
2025
Q1 		$126K Buy
+1,430
New +$147K 0.01% 1204
2024
Q4 		– Sell
-2
Closed -$164 – 1839
2024
Q3 		$164 Buy
+2
New +$154 ﹤0.01% 1811

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AlphaQuest's HQY Position: Q1 2026 in Review

AlphaQuest sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 5,363 shares — an estimated $491K sold.

AlphaQuest first reported a position in HQY in Q3 2024 and held it in 5 quarters. The position peaked at $491K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • AlphaQuest reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 5,363 HealthEquity shares in Q1 2026, an estimated $491K.
  • AlphaQuest first reported a position in HealthEquity in Q3 2024 and held it in 5 quarters.
  • AlphaQuest's HealthEquity position peaked at $491K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.