CSS LLC’s HealthEquity HQY Stock Holding History

CSS LLC’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	$720K	Buy	8,610 +4,000	+87%	+$328K	0.03%	434
2025 Q4	$422K	Buy	+4,610	New	+$441K	0.02%	596

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

CSS LLC's HQY Position: Q1 2026 in Review

CSS LLC increased its HealthEquity (HQY) stake by 87% in Q1 2026, buying an estimated $328K and bringing the position to 8,610 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #434.

CSS LLC first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

CSS LLC held 8,610 shares of HealthEquity worth $720K as of Q1 2026.
CSS LLC bought 4,000 HealthEquity shares in Q1 2026, an estimated $328K.
HealthEquity made up 0.03% of CSS LLC's portfolio in Q1 2026, its #434 holding.
CSS LLC first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.