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Convergence Investment Partners’s HealthEquity HQY Stock Holding History

Convergence Investment Partners’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
-2,262
Closed -$217K – 274
2024
Q4 		$217K Buy
+2,262
New +$211K 0.05% 235
2024
Q3 		– Sell
-12,022
Closed -$1.04M – 263
2024
Q2 		$1.04M Buy
+12,022
New +$971K 0.3% 107
2019
Q4 		– Sell
-3,295
Closed -$188K – 269
2019
Q3 		$188K Sell
3,295
-21,255
-87% -$1.41M 0.05% 219
2019
Q2 		$1.61M Buy
24,550
+21,004
+592% +$1.46M 0.39% 99
2019
Q1 		$262K Buy
+3,546
New +$249K 0.06% 237

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Convergence Investment Partners's HQY Position: Q1 2025 in Review

Convergence Investment Partners sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 2,262 shares — an estimated $217K sold.

Convergence Investment Partners first reported a position in HQY in Q1 2019 and held it in 5 quarters. The position peaked at $1.61M in Q2 2019. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Convergence Investment Partners reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 2,262 HealthEquity shares in Q1 2025, an estimated $217K.
  • Convergence Investment Partners first reported a position in HealthEquity in Q1 2019 and held it in 5 quarters.
  • Convergence Investment Partners's HealthEquity position peaked at $1.61M in Q2 2019.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.