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Dynamic Technology Lab’s HealthEquity HQY Stock Holding History

Dynamic Technology Lab’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
-10,750
Closed -$985K – 1005
2025
Q4 		$985K Buy
+10,750
New +$1.03M 0.22% 120
2025
Q3 		– Sell
-27,511
Closed -$2.88M – 999
2025
Q2 		$2.88M Buy
+27,511
New +$2.61M 0.39% 20
2024
Q2 		– Sell
-14,313
Closed -$1.17M – 1145
2024
Q1 		$1.17M Buy
14,313
+1,177
+9% +$91.9K 0.12% 273
2023
Q4 		$871K Buy
+13,136
New +$911K 0.09% 373
2023
Q2 		– Sell
-11,705
Closed -$687K – 1165
2023
Q1 		$687K Sell
11,705
-1,495
-11% -$90.8K 0.06% 515
2022
Q4 		$814K Buy
13,200
+5,440
+70% +$366K 0.08% 409
2022
Q3 		$521K Sell
7,760
-14,130
-65% -$894K 0.05% 611
2022
Q2 		$1.34M Buy
+21,890
New +$1.4M 0.15% 221
2022
Q1 		– Sell
-7,057
Closed -$312K – 1269
2021
Q4 		$312K Buy
7,057
+1,027
+17% +$59.8K 0.03% 782
2021
Q3 		$391K Buy
+6,030
New +$419K 0.05% 633
2021
Q2 		– Sell
-17,090
Closed -$1.16M – 1293
2021
Q1 		$1.16M Buy
+17,090
New +$1.34M 0.13% 206
2019
Q3 		– Sell
-18,063
Closed -$1.18M – 1091
2019
Q2 		$1.18M Buy
18,063
+2,288
+15% +$159K 0.2% 123
2019
Q1 		$1.17M Buy
15,775
+2,782
+21% +$196K 0.19% 141
2018
Q4 		$775K Buy
+12,993
New +$1.05M 0.13% 236
2017
Q2 		– Sell
-11,286
Closed -$479K – 1151
2017
Q1 		$479K Sell
11,286
-1,199
-10% -$53.1K 0.11% 324
2016
Q4 		$505K Buy
+12,485
New +$483K 0.14% 260
2016
Q1 		– Sell
-9,338
Closed -$234K – 1036
2015
Q4 		$234K Buy
+9,338
New +$287K 0.07% 633

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

Dynamic Technology Lab's HQY Position: Q1 2026 in Review

Dynamic Technology Lab sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 10,750 shares — an estimated $985K sold.

Dynamic Technology Lab first reported a position in HQY in Q4 2015 and held it in 17 quarters. The position peaked at $2.88M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Dynamic Technology Lab reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 10,750 HealthEquity shares in Q1 2026, an estimated $985K.
  • Dynamic Technology Lab first reported a position in HealthEquity in Q4 2015 and held it in 17 quarters.
  • Dynamic Technology Lab's HealthEquity position peaked at $2.88M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.