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Bosun Asset Management’s HealthEquity HQY Stock Holding History

Bosun Asset 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
Q3 		– Sell
-4,110
Closed -$431K – 120
2025
Q2 		$431K Buy
+4,110
New +$390K 0.13% 148
2024
Q2 		– Sell
-5,403
Closed -$441K – 176
2024
Q1 		$441K Buy
+5,403
New +$422K 0.25% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bosun Asset Management's HQY Position: Q3 2025 in Review

Bosun Asset Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 4,110 shares — an estimated $431K sold.

Bosun Asset Management first reported a position in HQY in Q1 2024 and held it in 2 quarters. The position peaked at $441K in Q1 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Bosun Asset Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 4,110 HealthEquity shares in Q3 2025, an estimated $431K.
  • Bosun Asset Management first reported a position in HealthEquity in Q1 2024 and held it in 2 quarters.
  • Bosun Asset Management's HealthEquity position peaked at $441K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.