Citadel Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
59,500
+55,300
| +1,317% | +$4.54M | ﹤0.01% | 4344 |
|
|
2025
Q4 | $385K | Sell |
4,200
-21,000
| -83% | -$2.01M | ﹤0.01% | 9619 |
|
|
2025
Q3 | $2.39M | Buy |
25,200
+8,400
| +50% | +$791K | ﹤0.01% | 5704 |
|
|
2025
Q2 | $1.76M | Sell |
16,800
-10,700
| -39% | -$1.01M | ﹤0.01% | 5946 |
|
|
2025
Q1 | $2.43M | Sell |
27,500
-11,900
| -30% | -$1.22M | ﹤0.01% | 5151 |
|
|
2024
Q4 | $3.78M | Buy |
39,400
+23,200
| +143% | +$2.16M | ﹤0.01% | 4433 |
|
|
2024
Q3 | $1.33M | Buy |
16,200
+9,200
| +131% | +$710K | ﹤0.01% | 6290 |
|
|
2024
Q2 | $603K | Sell |
7,000
-30,400
| -81% | -$2.46M | ﹤0.01% | 7662 |
|
|
2024
Q1 | $3.05M | Buy |
37,400
+27,100
| +263% | +$2.12M | ﹤0.01% | 4760 |
|
|
2023
Q4 | $683K | Buy |
10,300
+4,000
| +63% | +$277K | ﹤0.01% | 7444 |
|
|
2023
Q3 | $460K | Sell |
6,300
-6,500
| -51% | -$439K | ﹤0.01% | 8236 |
|
|
2023
Q2 | $808K | Sell |
12,800
-22,200
| -63% | -$1.29M | ﹤0.01% | 6901 |
|
|
2023
Q1 | $2.05M | Sell |
35,000
-85,000
| -71% | -$5.16M | ﹤0.01% | 5320 |
|
|
2022
Q4 | $7.4M | Buy |
120,000
+100,000
| +500% | +$6.72M | ﹤0.01% | 3244 |
|
|
2022
Q3 | $1.34M | Buy |
20,000
+1,700
| +9% | +$108K | ﹤0.01% | 6375 |
|
|
2022
Q2 | $1.12M | Sell |
18,300
-23,100
| -56% | -$1.48M | ﹤0.01% | 6763 |
|
|
2022
Q1 | $2.79M | Buy |
41,400
+7,000
| +20% | +$378K | ﹤0.01% | 5361 |
|
|
2021
Q4 | $1.52M | Sell |
34,400
-27,500
| -44% | -$1.6M | ﹤0.01% | 6857 |
|
|
2021
Q3 | $4.01M | Buy |
61,900
+12,000
| +24% | +$833K | ﹤0.01% | 4739 |
|
|
2021
Q2 | $4.02M | Sell |
49,900
-27,000
| -35% | -$2.06M | ﹤0.01% | 4928 |
|
|
2021
Q1 | $5.23M | Buy |
76,900
+42,800
| +126% | +$3.36M | ﹤0.01% | 4155 |
|
|
2020
Q4 | $2.38M | Sell |
34,100
-36,200
| -51% | -$2.25M | ﹤0.01% | 4995 |
|
|
2020
Q3 | $3.61M | Sell |
70,300
-4,900
| -7% | -$269K | ﹤0.01% | 3656 |
|
|
2020
Q2 | $4.41M | Buy |
75,200
+11,900
| +19% | +$658K | ﹤0.01% | 3255 |
|
|
2020
Q1 | $3.2M | Buy |
63,300
+37,200
| +143% | +$2.47M | ﹤0.01% | 3350 |
|
|
2019
Q4 | $1.93M | Sell |
26,100
-47,500
| -65% | -$2.96M | ﹤0.01% | 4470 |
|
|
2019
Q3 | $4.21M | Sell |
73,600
-193,400
| -72% | -$12.8M | ﹤0.01% | 3344 |
|
|
2019
Q2 | $17.5M | Buy |
267,000
+189,000
| +242% | +$13.2M | 0.01% | 1557 |
|
|
2019
Q1 | $5.77M | Buy |
78,000
+54,100
| +226% | +$3.8M | ﹤0.01% | 2795 |
|
|
2018
Q4 | $1.43M | Sell |
23,900
-12,400
| -34% | -$1,000K | ﹤0.01% | 4716 |
|
|
2018
Q3 | $3.43M | Buy |
36,300
+3,700
| +11% | +$319K | ﹤0.01% | 3529 |
|
|
2018
Q2 | $2.45M | Buy |
32,600
+13,200
| +68% | +$948K | ﹤0.01% | 3790 |
|
|
2018
Q1 | $1.17M | Buy |
19,400
+9,100
| +88% | +$493K | ﹤0.01% | 4560 |
|
|
2017
Q4 | $481K | Buy |
10,300
+4,200
| +69% | +$208K | ﹤0.01% | 5713 |
|
|
2017
Q3 | $309K | Sell |
6,100
-4,600
| -43% | -$214K | ﹤0.01% | 6021 |
|
|
2017
Q2 | $533K | Sell |
10,700
-2,800
| -21% | -$131K | ﹤0.01% | 5017 |
|
|
2017
Q1 | $573K | Buy |
13,500
+6,300
| +88% | +$279K | ﹤0.01% | 4806 |
|
|
2016
Q4 | $292K | Buy |
+7,200
| New | +$278K | ﹤0.01% | 5709 |
|
|
2016
Q2 | – | Sell |
-9,400
| Closed | -$232K | – | 7038 |
|
|
2016
Q1 | $232K | Buy |
9,400
+7,200
| +327% | +$154K | ﹤0.01% | 5435 |
|
|
2015
Q4 | $55K | Buy |
2,200
+900
| +69% | +$27.7K | ﹤0.01% | 7234 |
|
|
2015
Q3 | $38K | Buy |
+1,300
| New | +$40.9K | ﹤0.01% | 7767 |
|
Other funds holding HQY
WA
VPM
VCM
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.