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Beck Bode LLC’s HealthEquity HQY Stock Holding History

Beck Bode LLC’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
Q3 		– Sell
-5,771
Closed -$605K – 104
2025
Q2 		$605K Buy
5,771
+396
+7% +$37.5K 0.1% 67
2025
Q1 		$475K Sell
5,375
-3,473
-39% -$356K 0.09% 79
2024
Q4 		$849K Sell
8,848
-99
-1% -$9.22K 0.16% 73
2024
Q3 		$732K Sell
8,947
-102
-1% -$7.87K 0.14% 81
2024
Q2 		$780K Sell
9,049
-25,059
-73% -$2.02M 0.16% 84
2024
Q1 		$2.78M Sell
34,108
-5,490
-14% -$429K 0.57% 50
2023
Q4 		$2.63M Sell
39,598
-1,864
-4% -$129K 0.59% 54
2023
Q3 		$3.03M Sell
41,462
-775
-2% -$52.4K 0.77% 44
2023
Q2 		$2.66M Sell
42,237
-4,578
-10% -$265K 0.65% 53
2023
Q1 		$2.75M Buy
46,815
+1,155
+3% +$70.1K 0.68% 51
2022
Q4 		$2.81M Buy
45,660
+21,735
+91% +$1.46M 0.63% 55
2022
Q3 		$1.61M Buy
23,925
+11,797
+97% +$747K 0.35% 73
2022
Q2 		$745K Sell
12,128
-1,133
-9% -$72.6K 0.16% 106
2022
Q1 		$894K Buy
+13,261
New +$716K 0.2% 76

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Beck Bode LLC's HQY Position: Q3 2025 in Review

Beck Bode LLC sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 5,771 shares — an estimated $605K sold.

Beck Bode LLC first reported a position in HQY in Q1 2022 and held it in 14 quarters. The position peaked at $3.03M in Q3 2023. 494 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Beck Bode LLC reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Beck Bode LLC sold 5,771 HealthEquity shares in Q3 2025, an estimated $605K.
  • Beck Bode LLC first reported a position in HealthEquity in Q1 2022 and held it in 14 quarters.
  • Beck Bode LLC's HealthEquity position peaked at $3.03M in Q3 2023.
  • 494 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Beck Bode LLC's 13F filing for Q3 2025, filed 14 Nov 2025.