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Bayesian Capital Management’s HealthEquity HQY Stock Holding History

Bayesian Capital 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
-6,300
Closed -$597K – 314
2025
Q3 		$597K Sell
6,300
-13,200
-68% -$1.24M 0.12% 249
2025
Q2 		$2.04M Buy
+19,500
New +$1.85M 0.32% 84
2024
Q3 		– Sell
-3,800
Closed -$328K – 836
2024
Q2 		$328K Buy
+3,800
New +$307K 0.04% 486
2024
Q1 		– Sell
-3,030
Closed -$201K – 922
2023
Q4 		$201K Buy
+3,030
New +$210K 0.02% 604
2023
Q3 		– Sell
-10,801
Closed -$682K – 828
2023
Q2 		$682K Buy
10,801
+1,100
+11% +$63.8K 0.07% 341
2023
Q1 		$570K Buy
+9,701
New +$589K 0.07% 354
2022
Q3 		– Sell
-5,400
Closed -$332K – 842
2022
Q2 		$332K Buy
+5,400
New +$346K 0.06% 443
2020
Q1 		– Sell
-4,482
Closed -$332K – 853
2019
Q4 		$332K Buy
+4,482
New +$280K 0.06% 401
2019
Q2 		– Sell
-4,558
Closed -$337K – 583
2019
Q1 		$337K Buy
+4,558
New +$320K 0.06% 367
2018
Q3 		– Sell
-6,472
Closed -$486K – 699
2018
Q2 		$486K Sell
6,472
-853
-12% -$61.3K 0.11% 270
2018
Q1 		$443K Buy
+7,325
New +$397K 0.11% 294
2017
Q4 		– Sell
-13,751
Closed -$696K – 618
2017
Q3 		$696K Buy
+13,751
New +$640K 0.17% 195
2017
Q2 		– Sell
-6,300
Closed -$267K – 508
2017
Q1 		$267K Buy
+6,300
New +$279K 0.13% 280
2016
Q3 		– Sell
-6,880
Closed -$209K – 420
2016
Q2 		$209K Buy
+6,880
New +$181K 0.13% 324

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

Bayesian Capital Management's HQY Position: Q4 2025 in Review

Bayesian Capital Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 6,300 shares — an estimated $597K sold.

Bayesian Capital Management first reported a position in HQY in Q2 2016 and held it in 14 quarters. The position peaked at $2.04M in Q2 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Bayesian Capital Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 6,300 HealthEquity shares in Q4 2025, an estimated $597K.
  • Bayesian Capital Management first reported a position in HealthEquity in Q2 2016 and held it in 14 quarters.
  • Bayesian Capital Management's HealthEquity position peaked at $2.04M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.