EP
HQY icon

Eversept Partners’s HealthEquity HQY Stock Holding History

Eversept Partners’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 		$4.31M Sell
51,614
-134,125
-72% -$11M 0.28% 63
2025
Q4 		$17M Buy
185,739
+133,351
+255% +$12.8M 0.95% 31
2025
Q3 		$4.96M Sell
52,388
-103,480
-66% -$9.74M 0.38% 49
2025
Q2 		$16.3M Sell
155,868
-196,108
-56% -$18.6M 1.65% 24
2025
Q1 		$31.1M Sell
351,976
-34,721
-9% -$3.56M 3.52% 9
2024
Q4 		$37.1M Buy
386,697
+67,619
+21% +$6.3M 3.83% 9
2024
Q3 		$26.1M Sell
319,078
-94,453
-23% -$7.29M 2% 16
2024
Q2 		$35.6M Sell
413,531
-7,814
-2% -$631K 2.73% 13
2024
Q1 		$34.4M Sell
421,345
-73,574
-15% -$5.74M 2.57% 12
2023
Q4 		$32.8M Buy
494,919
+156,403
+46% +$10.8M 3.22% 10
2023
Q3 		$24.7M Buy
+338,516
New +$22.9M 2.75% 12
2022
Q3 		– Sell
-127,043
Closed -$7.8M – 82
2022
Q2 		$7.8M Sell
127,043
-17,097
-12% -$1.1M 0.76% 41
2022
Q1 		$9.72M Sell
144,140
-189,212
-57% -$10.2M 0.89% 37
2021
Q4 		$14.7M Buy
333,352
+218,974
+191% +$12.8M 1.22% 31
2021
Q3 		$7.41M Sell
114,378
-83,122
-42% -$5.77M 0.59% 48
2021
Q2 		$15.9M Buy
+197,500
New +$15M 1.47% 28

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