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EntryPoint Capital’s HealthEquity HQY Stock Holding History

EntryPoint Capital’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
Q2 		– Sell
-6,202
Closed -$548K – 702
2025
Q1 		$548K Buy
6,202
+44
+0.7% +$4.51K 0.25% 76
2024
Q4 		$591K Buy
+6,158
New +$574K 0.25% 59
2024
Q2 		– Sell
-342
Closed -$27.9K – 1215
2024
Q1 		$27.9K Sell
342
-1,444
-81% -$113K 0.03% 983
2023
Q4 		$118K Buy
+1,786
New +$124K 0.11% 292

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EntryPoint Capital's HQY Position: Q2 2025 in Review

EntryPoint Capital sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 6,202 shares — an estimated $548K sold.

EntryPoint Capital first reported a position in HQY in Q4 2023 and held it in 4 quarters. The position peaked at $591K in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • EntryPoint Capital reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • EntryPoint Capital sold 6,202 HealthEquity shares in Q2 2025, an estimated $548K.
  • EntryPoint Capital first reported a position in HealthEquity in Q4 2023 and held it in 4 quarters.
  • EntryPoint Capital's HealthEquity position peaked at $591K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.