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Deerfield Management’s HealthEquity HQY Stock Holding History

Deerfield 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
-16,231
Closed -$1.49M – 117
2025
Q4 		$1.49M Buy
16,231
+9,171
+130% +$878K 0.02% 111
2025
Q3 		$669K Buy
+7,060
New +$664K 0.01% 130
2024
Q4 		– Sell
-11,781
Closed -$964K – 247
2024
Q3 		$964K Buy
+11,781
New +$909K 0.01% 143
2024
Q2 		– Sell
-4,660
Closed -$380K – 498
2024
Q1 		$380K Buy
+4,660
New +$364K 0.01% 198

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management's HQY Position: Q1 2026 in Review

Deerfield Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 16,231 shares — an estimated $1.49M sold.

Deerfield Management first reported a position in HQY in Q1 2024 and held it in 4 quarters. The position peaked at $1.49M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Deerfield Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Deerfield Management sold 16,231 HealthEquity shares in Q1 2026, an estimated $1.49M.
  • Deerfield Management first reported a position in HealthEquity in Q1 2024 and held it in 4 quarters.
  • Deerfield Management's HealthEquity position peaked at $1.49M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Deerfield Management's 13F filing for Q1 2026, filed 15 May 2026.