HFM
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Harvest Fund Management’s HealthEquity HQY Stock Holding History

Harvest Fund 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
2025
Q2 		– Sell
-231
Closed -$20K – 682
2025
Q1 		$20K Sell
231
-5,103
-96% -$523K ﹤0.01% 546
2024
Q4 		$512K Buy
+5,334
New +$497K 0.02% 324
2024
Q3 		– Sell
-3,988
Closed -$343K – 666
2024
Q2 		$343K Buy
3,988
+2,728
+217% +$220K 0.02% 274
2024
Q1 		$103K Buy
1,260
+1,244
+7,775% +$97.1K 0.01% 424
2023
Q4 		$1K Sell
16
-99
-86% -$6.86K ﹤0.01% 613
2023
Q3 		$8K Buy
+115
New +$7.77K ﹤0.01% 539
2022
Q4 		– Sell
-2,820
Closed -$189K – 806
2022
Q3 		$189K Buy
2,820
+1,504
+114% +$95.2K 0.05% 197
2022
Q2 		$81K Buy
+1,316
New +$84.3K 0.02% 344
2018
Q4 		– Sell
-2,895
Closed -$273K – 381
2018
Q3 		$273K Buy
2,895
+2,325
+408% +$200K 0.05% 110
2018
Q2 		$43K Buy
+570
New +$40.9K 0.01% 210

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Fund Management's HQY Position: Q2 2025 in Review

Harvest Fund Management sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 231 shares — an estimated $20K sold.

Harvest Fund Management first reported a position in HQY in Q2 2018 and held it in 10 quarters. The position peaked at $512K in Q4 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Harvest Fund Management reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Harvest Fund Management sold 231 HealthEquity shares in Q2 2025, an estimated $20K.
  • Harvest Fund Management first reported a position in HealthEquity in Q2 2018 and held it in 10 quarters.
  • Harvest Fund Management's HealthEquity position peaked at $512K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Harvest Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.