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FORA Capital’s HealthEquity HQY Stock Holding History

FORA 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
Q1 		– Sell
-5,582
Closed -$536K – 570
2024
Q4 		$536K Buy
+5,582
New +$520K 0.06% 256
2022
Q4 		– Sell
-8,998
Closed -$604K – 560
2022
Q3 		$604K Buy
8,998
+1,032
+13% +$65.3K 0.12% 227
2022
Q2 		$489K Buy
+7,966
New +$510K 0.1% 254
2021
Q3 		– Sell
-4,624
Closed -$372K – 578
2021
Q2 		$372K Buy
4,624
+3,779
+447% +$288K 0.07% 319
2021
Q1 		$57K Sell
845
-4,152
-83% -$326K 0.02% 522
2020
Q4 		$348K Buy
+4,997
New +$311K 0.05% 372
2020
Q3 		– Sell
-889
Closed -$52K – 789
2020
Q2 		$52K Buy
+889
New +$49.2K 0.02% 632

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FORA Capital's HQY Position: Q1 2025 in Review

FORA Capital sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 5,582 shares — an estimated $536K sold.

FORA Capital first reported a position in HQY in Q2 2020 and held it in 7 quarters. The position peaked at $604K in Q3 2022. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • FORA Capital reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • FORA Capital sold 5,582 HealthEquity shares in Q1 2025, an estimated $536K.
  • FORA Capital first reported a position in HealthEquity in Q2 2020 and held it in 7 quarters.
  • FORA Capital's HealthEquity position peaked at $604K in Q3 2022.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.