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
2026 Q2	–	Sell	-10,100	Closed	-$18.4K	–	126
2026 Q1	$18.4K	Sell	10,100 -100	-1%	-$8.21K	﹤0.01%	96
2025 Q4	$67.8K	Buy	+10,200	New	+$976K	0.01%	93

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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.