Citadel Advisors’s HealthEquity HQY Stock Holding History

Citadel Advisors’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 Q1	$1.57M	Sell	18,800 -300	-2%	-$24.6K	﹤0.01%	6615
2025 Q4	$1.75M	Sell	19,100 -43,600	-70%	-$4.17M	﹤0.01%	6191
2025 Q3	$5.94M	Buy	62,700 +44,400	+243%	+$4.18M	﹤0.01%	4040
2025 Q2	$1.92M	Sell	18,300 -1,300	-7%	-$123K	﹤0.01%	5785
2025 Q1	$1.73M	Buy	19,600 +12,900	+193%	+$1.32M	﹤0.01%	5807
2024 Q4	$643K	Sell	6,700 -24,400	-78%	-$2.27M	﹤0.01%	7987
2024 Q3	$2.55M	Buy	31,100 +10,100	+48%	+$779K	﹤0.01%	5067
2024 Q2	$1.81M	Sell	21,000 -65,000	-76%	-$5.25M	﹤0.01%	5511
2024 Q1	$7.02M	Buy	86,000 +62,300	+263%	+$4.86M	﹤0.01%	3441
2023 Q4	$1.57M	Buy	23,700 +1,900	+9%	+$132K	﹤0.01%	5806
2023 Q3	$1.59M	Buy	21,800 +1,600	+8%	+$108K	﹤0.01%	5641
2023 Q2	$1.28M	Sell	20,200 -32,300	-62%	-$1.87M	﹤0.01%	5956
2023 Q1	$3.08M	Sell	52,500 -59,200	-53%	-$3.6M	﹤0.01%	4586
2022 Q4	$6.89M	Buy	111,700 +26,600	+31%	+$1.79M	﹤0.01%	3357
2022 Q3	$5.72M	Buy	85,100 +20,600	+32%	+$1.3M	﹤0.01%	3652
2022 Q2	$3.96M	Sell	64,500 -2,400	-4%	-$154K	﹤0.01%	4231
2022 Q1	$4.51M	Buy	66,900 +34,300	+105%	+$1.85M	﹤0.01%	4379
2021 Q4	$1.44M	Sell	32,600 -26,400	-45%	-$1.54M	﹤0.01%	6981
2021 Q3	$3.82M	Sell	59,000 -4,400	-7%	-$306K	﹤0.01%	4848
2021 Q2	$5.1M	Sell	63,400 -41,100	-39%	-$3.13M	﹤0.01%	4380
2021 Q1	$7.11M	Buy	104,500 +38,000	+57%	+$2.99M	﹤0.01%	3549
2020 Q4	$4.64M	Buy	66,500 +20,400	+44%	+$1.27M	﹤0.01%	3823
2020 Q3	$2.37M	Sell	46,100 -2,900	-6%	-$159K	﹤0.01%	4418
2020 Q2	$2.88M	Sell	49,000 -5,600	-10%	-$310K	﹤0.01%	3936
2020 Q1	$2.76M	Buy	54,600 +40,700	+293%	+$2.7M	﹤0.01%	3600
2019 Q4	$1.03M	Sell	13,900 -51,700	-79%	-$3.23M	﹤0.01%	5521
2019 Q3	$3.75M	Buy	65,600 +6,100	+10%	+$405K	﹤0.01%	3520
2019 Q2	$3.89M	Buy	59,500 +14,000	+31%	+$974K	﹤0.01%	3458
2019 Q1	$3.37M	Sell	45,500 -28,300	-38%	-$1.99M	﹤0.01%	3566
2018 Q4	$4.4M	Buy	73,800 +60,200	+443%	+$4.85M	﹤0.01%	2968
2018 Q3	$1.28M	Buy	13,600 +500	+4%	+$43.1K	﹤0.01%	5111
2018 Q2	$984K	Sell	13,100 -7,400	-36%	-$532K	﹤0.01%	5245
2018 Q1	$1.24M	Buy	20,500 +15,200	+287%	+$823K	﹤0.01%	4476
2017 Q4	$247K	Sell	5,300 -7,100	-57%	-$352K	﹤0.01%	6766
2017 Q3	$627K	Buy	12,400 +4,300	+53%	+$200K	﹤0.01%	4987
2017 Q2	$404K	Sell	8,100 -4,900	-38%	-$229K	﹤0.01%	5436
2017 Q1	$552K	Buy	13,000 +2,500	+24%	+$111K	﹤0.01%	4853
2016 Q4	$425K	Sell	10,500 -3,000	-22%	-$116K	﹤0.01%	5161
2016 Q3	$511K	Buy	13,500 +5,400	+67%	+$171K	﹤0.01%	4818
2016 Q2	$246K	Buy	+8,100	New	+$213K	﹤0.01%	5503
2016 Q1	–	Sell	-1,100	Closed	-$28K	–	7269
2015 Q4	$28K	Sell	1,100 -6,000	-85%	-$184K	﹤0.01%	7702
2015 Q3	$210K	Buy	7,100 +1,000	+16%	+$31.4K	﹤0.01%	6081
2015 Q2	$196K	Buy	+6,100	New	+$164K	﹤0.01%	6351

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors's HQY Position: Q1 2026 in Review

Citadel Advisors increased its HealthEquity (HQY) stake by 25% in Q1 2026, buying an estimated $4.39M and bringing the position to 268,832 shares worth $22.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Citadel Advisors first reported a position in HQY in Q3 2014 and has held it in 43 quarters since. The position peaked at $127M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Citadel Advisors held 268,832 shares of HealthEquity worth $22.5M as of Q1 2026.
Citadel Advisors bought 53,565 HealthEquity shares in Q1 2026, an estimated $4.39M.
HealthEquity made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2202 holding.
Citadel Advisors first reported a position in HealthEquity in Q3 2014 and has held it in 43 quarters since.
Citadel Advisors's HealthEquity position peaked at $127M in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.