Fox Run Management’s HealthEquity HQY Stock Holding History

Fox Run Management’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	-2,839	Closed	-$231K	–	1094
2026 Q1	$231K	Buy	+2,839	New	+$233K	0.04%	713
2025 Q3	–	Sell	-8,738	Closed	-$915K	–	1055
2025 Q2	$915K	Buy	+8,738	New	+$828K	0.15%	220
2022 Q3	–	Sell	-8,249	Closed	-$506K	–	705
2022 Q2	$506K	Buy	+8,249	New	+$528K	0.25%	113
2020 Q3	–	Sell	-3,667	Closed	-$215K	–	240
2020 Q2	$215K	Buy	+3,667	New	+$203K	0.28%	192
2019 Q3	–	Sell	-3,409	Closed	-$223K	–	454
2019 Q2	$223K	Buy	3,409 +187	+6%	+$13K	0.15%	334
2019 Q1	$238K	Buy	+3,222	New	+$227K	0.13%	345
2018 Q3	–	Sell	-3,295	Closed	-$247K	–	678
2018 Q2	$247K	Buy	+3,295	New	+$237K	0.08%	505
2017 Q1	–	Sell	-10,700	Closed	-$434K	–	654
2016 Q4	$434K	Buy	+10,700	New	+$414K	0.23%	175

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fox Run Management's HQY Position: Q2 2026 in Review

Fox Run Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2,839 shares — an estimated $231K sold.

Fox Run Management first reported a position in HQY in Q4 2016 and held it in 8 quarters. The position peaked at $915K in Q2 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Fox Run Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 2,839 HealthEquity shares in Q2 2026, an estimated $231K.
Fox Run Management first reported a position in HealthEquity in Q4 2016 and held it in 8 quarters.
Fox Run Management's HealthEquity position peaked at $915K in Q2 2025.
496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.