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iSAM Funds (UK)’s HealthEquity HQY Stock Holding History

iSAM Funds (UK)’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
-2,239
Closed -$205K – 366
2025
Q4 		$205K Buy
2,239
+1,004
+81% +$96.1K 0.07% 284
2025
Q3 		$117K Buy
+1,235
New +$116K 0.02% 479

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

iSAM Funds (UK)'s HQY Position: Q1 2026 in Review

iSAM Funds (UK) sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 2,239 shares — an estimated $205K sold.

iSAM Funds (UK) first reported a position in HQY in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • iSAM Funds (UK) reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 2,239 HealthEquity shares in Q1 2026, an estimated $205K.
  • iSAM Funds (UK) first reported a position in HealthEquity in Q3 2025 and held it in 2 quarters.
  • iSAM Funds (UK)'s HealthEquity position peaked at $205K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.