EGM
HQY icon

Engineers Gate Manager’s HealthEquity HQY Stock Holding History

Engineers Gate Manager’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 		$237K Sell
2,835
-191,557
-99% -$15.7M ﹤0.01% 1831
2025
Q4 		$17.8M Buy
194,392
+120,006
+161% +$11.5M 0.21% 101
2025
Q3 		$7.05M Buy
74,386
+61,309
+469% +$5.77M 0.08% 305
2025
Q2 		$1.37M Buy
+13,077
New +$1.24M 0.02% 949
2024
Q1 		– Sell
-12,036
Closed -$798K – 2077
2023
Q4 		$798K Buy
+12,036
New +$834K 0.02% 919
2023
Q3 		– Sell
-31,583
Closed -$1.99M – 1921
2023
Q2 		$1.99M Buy
+31,583
New +$1.83M 0.08% 360
2022
Q3 		– Sell
-4,318
Closed -$265K – 1814
2022
Q2 		$265K Buy
+4,318
New +$277K 0.01% 1496
2022
Q1 		– Sell
-41,429
Closed -$1.83M – 2045
2021
Q4 		$1.83M Buy
+41,429
New +$2.41M 0.08% 311
2021
Q2 		– Sell
-24,362
Closed -$1.66M – 1778
2021
Q1 		$1.66M Buy
+24,362
New +$1.91M 0.08% 344
2020
Q1 		– Sell
-31,463
Closed -$2.33M – 1725
2019
Q4 		$2.33M Buy
31,463
+24,170
+331% +$1.51M 0.1% 291
2019
Q3 		$417K Buy
+7,293
New +$484K 0.02% 861
2017
Q4 		– Sell
-13,413
Closed -$678K – 778
2017
Q3 		$678K Buy
+13,413
New +$624K 0.06% 515

Other funds holding HQY

BlackRock
BlackRock New York $5.7T 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