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Avidity Partners Management’s HealthEquity HQY Stock Holding History

Avidity Partners 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 		– Sell
-16,900
Closed -$1.55M – 59
2025
Q4 		$1.55M Sell
16,900
-8,400
-33% -$804K 0.45% 35
2025
Q3 		$2.4M Sell
25,300
-66,700
-73% -$6.28M 0.55% 37
2025
Q2 		$9.64M Buy
92,000
+14,000
+18% +$1.33M 1.92% 21
2025
Q1 		$6.89M Buy
+78,000
New +$8M 1.31% 34

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avidity Partners Management's HQY Position: Q1 2026 in Review

Avidity Partners Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 16,900 shares — an estimated $1.55M sold.

Avidity Partners Management first reported a position in HQY in Q1 2025 and held it in 4 quarters. The position peaked at $9.64M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Avidity Partners Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Avidity Partners Management sold 16,900 HealthEquity shares in Q1 2026, an estimated $1.55M.
  • Avidity Partners Management first reported a position in HealthEquity in Q1 2025 and held it in 4 quarters.
  • Avidity Partners Management's HealthEquity position peaked at $9.64M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Avidity Partners Management's 13F filing for Q1 2026, filed 13 May 2026.