IQI
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Integrated Quantitative Investments’s HealthEquity HQY Stock Holding History

Integrated Quantitative Investments’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 		– Sell
-21,800
Closed -$2M – 466
2025
Q4 		$2M Buy
21,800
+11,705
+116% +$1.12M 0.43% 32
2025
Q3 		$957K Buy
10,095
+4,288
+74% +$404K 0.27% 170
2025
Q2 		$608K Buy
+5,807
New +$550K 0.18% 207

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Quantitative Investments's HQY Position: Q1 2026 in Review

Integrated Quantitative Investments sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 21,800 shares — an estimated $2M sold.

Integrated Quantitative Investments first reported a position in HQY in Q2 2025 and held it in 3 quarters. The position peaked at $2M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Integrated Quantitative Investments reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 21,800 HealthEquity shares in Q1 2026, an estimated $2M.
  • Integrated Quantitative Investments first reported a position in HealthEquity in Q2 2025 and held it in 3 quarters.
  • Integrated Quantitative Investments's HealthEquity position peaked at $2M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.