BC
HQY icon

Bayforest Capital’s HealthEquity HQY Stock Holding History

Bayforest Capital’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
-4,410
Closed -$418K – 860
2025
Q3 		$418K Buy
4,410
+1,207
+38% +$114K 0.2% 187
2025
Q2 		$336K Sell
3,203
-1,822
-36% -$173K 0.15% 275
2025
Q1 		$444K Buy
5,025
+1,992
+66% +$204K 0.19% 183
2024
Q4 		$291K Buy
+3,033
New +$283K 0.36% 49

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bayforest Capital's HQY Position: Q4 2025 in Review

Bayforest Capital sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 4,410 shares — an estimated $418K sold.

Bayforest Capital first reported a position in HQY in Q4 2024 and held it in 4 quarters. The position peaked at $444K in Q1 2025. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Bayforest Capital reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Bayforest Capital sold 4,410 HealthEquity shares in Q4 2025, an estimated $418K.
  • Bayforest Capital first reported a position in HealthEquity in Q4 2024 and held it in 4 quarters.
  • Bayforest Capital's HealthEquity position peaked at $444K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.