Axiom Investors’s HealthEquity HQY Stock Holding History

Axiom Investors’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	$12.8M	Sell	153,644 -14,572	-9%	-$1.2M	0.14%	61
2025 Q4	$15.4M	Buy	168,216 +16,819	+11%	+$1.61M	0.14%	65
2025 Q3	$14.3M	Buy	151,397 +27,128	+22%	+$2.55M	0.11%	77
2025 Q2	$13M	Buy	124,269 +30,615	+33%	+$2.9M	0.11%	59
2025 Q1	$8.28M	Buy	+93,654	New	+$9.61M	0.08%	80
2020 Q2	–	Sell	-49,120	Closed	-$2.48M	–	121
2020 Q1	$2.48M	Buy	49,120 +9,567	+24%	+$635K	0.06%	85
2019 Q4	$2.93M	Buy	39,553 +14,352	+57%	+$895K	0.07%	93
2019 Q3	$1.44M	Buy	+25,201	New	+$1.67M	0.04%	105
2017 Q3	–	Sell	-72,985	Closed	-$3.64M	–	142
2017 Q2	$3.64M	Buy	72,985 +15,517	+27%	+$726K	0.09%	103
2017 Q1	$2.44M	Buy	+57,468	New	+$2.54M	0.06%	108

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

Axiom Investors's HQY Position: Q1 2026 in Review

Axiom Investors reduced its HealthEquity (HQY) stake by 8.7% in Q1 2026, selling an estimated $1.2M and leaving 153,644 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #61.

Axiom Investors first reported a position in HQY in Q1 2017 and has held it in 10 quarters since. The position peaked at $15.4M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Axiom Investors held 153,644 shares of HealthEquity worth $12.8M as of Q1 2026.
Axiom Investors sold 14,572 HealthEquity shares in Q1 2026, an estimated $1.2M.
HealthEquity made up 0.14% of Axiom Investors's portfolio in Q1 2026, its #61 holding.
Axiom Investors first reported a position in HealthEquity in Q1 2017 and has held it in 10 quarters since.
Axiom Investors's HealthEquity position peaked at $15.4M in Q4 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Axiom Investors's 13F filing for Q1 2026, filed 14 May 2026.