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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing's HQY Position: Q2 2026 in Review

GAMMA Investing increased its HealthEquity (HQY) stake by 17% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,321 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

GAMMA Investing first reported a position in HQY in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q2 2025. 56 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • GAMMA Investing held 1,321 shares of HealthEquity worth $119K as of Q2 2026.
  • GAMMA Investing bought 193 HealthEquity shares in Q2 2026, an estimated $16.4K.
  • HealthEquity made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1676 holding.
  • GAMMA Investing first reported a position in HealthEquity in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's HealthEquity position peaked at $210K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.