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Headlands Technologies’s HealthEquity HQY Stock Holding History

Headlands Technologies’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
2024
Q4 		– Sell
-1,652
Closed -$135K – 1358
2024
Q3 		$135K Buy
+1,652
New +$127K 0.02% 618
2024
Q2 		– Sell
-1,595
Closed -$130K – 1331
2024
Q1 		$130K Buy
+1,595
New +$125K 0.03% 481
2023
Q4 		– Sell
-457
Closed -$33.4K – 1088
2023
Q3 		$33.4K Sell
457
-1,188
-72% -$80.3K 0.02% 507
2023
Q2 		$104K Buy
+1,645
New +$95.4K 0.03% 380

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Headlands Technologies's HQY Position: Q4 2024 in Review

Headlands Technologies sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 1,652 shares — an estimated $135K sold.

Headlands Technologies first reported a position in HQY in Q2 2023 and held it in 4 quarters. The position peaked at $135K in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Headlands Technologies reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Headlands Technologies sold 1,652 HealthEquity shares in Q4 2024, an estimated $135K.
  • Headlands Technologies first reported a position in HealthEquity in Q2 2023 and held it in 4 quarters.
  • Headlands Technologies's HealthEquity position peaked at $135K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Headlands Technologies's 13F filing for Q4 2024, filed 12 Feb 2025.