Iron Triangle Partners’s HealthEquity HQY Stock Holding History

Iron Triangle Partners’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 Q1	–	Sell	-335,614	Closed	-$32.2M	–	30
2024 Q4	$32.2M	Buy	+335,614	New	+$31.3M	3.54%	15
2022 Q4	–	Sell	-440,000	Closed	-$29.6M	–	31
2022 Q3	$29.6M	Sell	440,000 -45,541	-9%	-$2.88M	5.17%	5
2022 Q2	$29.8M	Sell	485,541 -1,321	-0.3%	-$84.6K	3.87%	11
2022 Q1	$32.8M	Buy	+486,862	New	+$26.3M	3.91%	14

Other funds holding HQY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Iron Triangle Partners's HQY Position: Q1 2025 in Review

Iron Triangle Partners sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 335,614 shares — an estimated $32.2M sold.

Iron Triangle Partners first reported a position in HQY in Q1 2022 and held it in 4 quarters. The position peaked at $32.8M in Q1 2022. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Iron Triangle Partners reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
Iron Triangle Partners sold 335,614 HealthEquity shares in Q1 2025, an estimated $32.2M.
Iron Triangle Partners first reported a position in HealthEquity in Q1 2022 and held it in 4 quarters.
Iron Triangle Partners's HealthEquity position peaked at $32.8M in Q1 2022.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Iron Triangle Partners's 13F filing for Q1 2025, filed 15 May 2025.