Gotham Asset Management’s HealthEquity HQY Stock Holding History

Gotham Asset 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 Q1	$1.41M	Buy	16,872 +11,587	+219%	+$951K	﹤0.01%	1208
2025 Q4	$484K	Sell	5,285 -31,535	-86%	-$3.02M	﹤0.01%	1450
2025 Q3	$3.49M	Buy	36,820 +20,170	+121%	+$1.9M	0.02%	866
2025 Q2	$1.74M	Buy	+16,650	New	+$1.58M	0.01%	968
2024 Q4	–	Sell	-17,596	Closed	-$1.44M	–	1463
2024 Q3	$1.44M	Buy	17,596 +13,886	+374%	+$1.07M	0.01%	822
2024 Q2	$320K	Buy	+3,710	New	+$300K	﹤0.01%	1211
2024 Q1	–	Sell	-18,274	Closed	-$1.21M	–	1414
2023 Q4	$1.21M	Buy	18,274 +3,170	+21%	+$220K	0.02%	741
2023 Q3	$1.1M	Buy	+15,104	New	+$1.02M	0.02%	742
2020 Q1	–	Sell	-17,477	Closed	-$1.29M	–	1131
2019 Q4	$1.29M	Sell	17,477 -96,617	-85%	-$6.03M	0.02%	574
2019 Q3	$6.52M	Buy	114,094 +46,457	+69%	+$3.08M	0.12%	232
2019 Q2	$4.42M	Buy	+67,637	New	+$4.71M	0.07%	341

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gotham Asset Management's HQY Position: Q1 2026 in Review

Gotham Asset Management increased its HealthEquity (HQY) stake by 219% in Q1 2026, buying an estimated $951K and bringing the position to 16,872 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Gotham Asset Management first reported a position in HQY in Q2 2019 and has held it in 11 quarters since. The position peaked at $6.52M in Q3 2019. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Gotham Asset Management held 16,872 shares of HealthEquity worth $1.41M as of Q1 2026.
Gotham Asset Management bought 11,587 HealthEquity shares in Q1 2026, an estimated $951K.
HealthEquity made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1208 holding.
Gotham Asset Management first reported a position in HealthEquity in Q2 2019 and has held it in 11 quarters since.
Gotham Asset Management's HealthEquity position peaked at $6.52M in Q3 2019.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.