Caption Management’s HealthEquity HQY Stock Holding History

Caption 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 Q1	–	Sell
2024 Q4	$875K	Buy
2023 Q2	–	Hold
2023 Q1	–	Hold
2019 Q1	–	Sell
2018 Q4	$1.19M	Buy