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Congress Asset Management’s HealthEquity HQY Stock Holding History

Congress 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
2026
Q1 		– Sell
-101,816
Closed -$9.33M – 429
2025
Q4 		$9.33M Buy
101,816
+27,102
+36% +$2.59M 0.07% 197
2025
Q3 		$7.08M Buy
74,714
+6,473
+9% +$609K 0.05% 210
2025
Q2 		$7.15M Sell
68,241
-12
-0% -$1.14K 0.05% 207
2025
Q1 		$6.03M Buy
68,253
+42,785
+168% +$4.39M 0.05% 216
2024
Q4 		$2.44M Buy
+25,468
New +$2.37M 0.02% 272

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Asset Management's HQY Position: Q1 2026 in Review

Congress Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 101,816 shares — an estimated $9.33M sold.

Congress Asset Management first reported a position in HQY in Q4 2024 and held it in 5 quarters. The position peaked at $9.33M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Congress Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Congress Asset Management sold 101,816 HealthEquity shares in Q1 2026, an estimated $9.33M.
  • Congress Asset Management first reported a position in HealthEquity in Q4 2024 and held it in 5 quarters.
  • Congress Asset Management's HealthEquity position peaked at $9.33M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.