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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
Q2 		– Sell
-51,614
Closed -$4.31M – 131
2026
Q1 		$4.31M Sell
51,614
-134,125
-72% -$11M 0.23% 63
2025
Q4 		$17M Buy
185,739
+133,351
+255% +$12.8M 0.86% 31
2025
Q3 		$4.96M Sell
52,388
-103,480
-66% -$9.74M 0.34% 49
2025
Q2 		$16.3M Sell
155,868
-196,108
-56% -$18.6M 1.5% 24
2025
Q1 		$31.1M Sell
351,976
-34,721
-9% -$3.56M 3.16% 9
2024
Q4 		$37.1M Buy
386,697
+67,619
+21% +$6.3M 3.29% 9
2024
Q3 		$26.1M Sell
319,078
-94,453
-23% -$7.29M 1.79% 16
2024
Q2 		$35.6M Sell
413,531
-7,814
-2% -$631K 2.44% 13
2024
Q1 		$34.4M Sell
421,345
-73,574
-15% -$5.74M 2.29% 12
2023
Q4 		$32.8M Buy
494,919
+156,403
+46% +$10.8M 2.88% 10
2023
Q3 		$24.7M Buy
+338,516
New +$22.9M 2.09% 12
2022
Q3 		– Sell
-127,043
Closed -$7.8M – 80
2022
Q2 		$7.8M Sell
127,043
-17,097
-12% -$1.1M 0.55% 41
2022
Q1 		$9.72M Sell
144,140
-189,212
-57% -$10.2M 0.75% 37
2021
Q4 		$14.7M Buy
333,352
+218,974
+191% +$12.8M 0.94% 31
2021
Q3 		$7.41M Sell
114,378
-83,122
-42% -$5.77M 0.51% 48
2021
Q2 		$15.9M Buy
+197,500
New +$15M 1.06% 28

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Eversept Partners's HQY Position: Q2 2026 in Review

Eversept Partners sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 51,614 shares — an estimated $4.31M sold.

Eversept Partners first reported a position in HQY in Q2 2021 and held it in 16 quarters. The position peaked at $37.1M in Q4 2024. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Eversept Partners reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
  • Eversept Partners sold 51,614 HealthEquity shares in Q2 2026, an estimated $4.31M.
  • Eversept Partners first reported a position in HealthEquity in Q2 2021 and held it in 16 quarters.
  • Eversept Partners's HealthEquity position peaked at $37.1M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Eversept Partners's 13F filing for Q2 2026, filed 14 Aug 2026.