GI
HQY icon

GAMMA Investing’s HealthEquity HQY Stock Holding History

GAMMA Investing’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
Q3 		$131K Buy
1,479
+158
+12% +$15.5K ﹤0.01% 1660
2026
Q2 		$119K Buy
1,321
+193
+17% +$16.4K ﹤0.01% 1676
2026
Q1 		$94.3K Sell
1,128
-816
-42% -$67K ﹤0.01% 1718
2025
Q4 		$178K Buy
1,944
+168
+9% +$16.1K 0.01% 1124
2025
Q3 		$168K Sell
1,776
-230
-11% -$21.6K 0.01% 1099
2025
Q2 		$210K Buy
2,006
+435
+28% +$41.2K 0.01% 878
2025
Q1 		$139K Buy
1,571
+323
+26% +$33.1K 0.01% 988
2024
Q4 		$120K Buy
1,248
+309
+33% +$28.8K 0.01% 974
2024
Q3 		$76.9K Buy
939
+344
+58% +$26.5K 0.01% 1183
2024
Q2 		$51.3K Buy
595
+318
+115% +$25.7K 0.01% 1179
2024
Q1 		$22.6K Buy
277
+151
+120% +$11.8K ﹤0.01% 1564
2023
Q4 		$9.52K Buy
+126
New +$8.74K ﹤0.01% 1930

Other funds holding HQY

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

GAMMA Investing's HQY Position: Q3 2026 in Review

GAMMA Investing increased its HealthEquity (HQY) stake by 12% in Q3 2026, buying an estimated $15.5K and bringing the position to 1,479 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

GAMMA Investing first reported a position in HQY in Q4 2023 and has held it in 12 quarters since. The position peaked at $210K in Q2 2025. 14 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • GAMMA Investing held 1,479 shares of HealthEquity worth $131K as of Q3 2026.
  • GAMMA Investing bought 158 HealthEquity shares in Q3 2026, an estimated $15.5K.
  • HealthEquity made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1660 holding.
  • GAMMA Investing first reported a position in HealthEquity in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's HealthEquity position peaked at $210K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.