Jackson Square Partners’s HealthEquity HQY Stock Holding History

Jackson Square 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
2021 Q3	–	Sell	-3,519,199	Closed	-$283M	–	98
2021 Q2	$283M	Sell	3,519,199 -105,419	-3%	-$8.03M	1.62%	23
2021 Q1	$246M	Sell	3,624,618 -1,023,489	-22%	-$80.4M	1.4%	28
2020 Q4	$324M	Buy	4,648,107 +1,348,325	+41%	+$83.9M	1.29%	33
2020 Q3	$170M	Buy	3,299,782 +1,247,824	+61%	+$68.5M	0.79%	39
2020 Q2	$120M	Sell	2,051,958 -1,496,965	-42%	-$82.8M	0.6%	50
2020 Q1	$180M	Sell	3,548,923 -21,186	-0.6%	-$1.41M	1.13%	31
2019 Q4	$264M	Buy	3,570,109 +190,506	+6%	+$11.9M	1.39%	26
2019 Q3	$193M	Buy	3,379,603 +679,851	+25%	+$45.1M	1.06%	33
2019 Q2	$177M	Buy	2,699,752 +962,468	+55%	+$67M	0.91%	36
2019 Q1	$129M	Buy	+1,737,284	New	+$122M	0.7%	40

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Square Partners's HQY Position: Q3 2021 in Review

Jackson Square Partners sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 3,519,199 shares — an estimated $283M sold.

Jackson Square Partners first reported a position in HQY in Q1 2019 and held it in 10 quarters. The position peaked at $324M in Q4 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

Jackson Square Partners reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
Jackson Square Partners sold 3,519,199 HealthEquity shares in Q3 2021, an estimated $283M.
Jackson Square Partners first reported a position in HealthEquity in Q1 2019 and held it in 10 quarters.
Jackson Square Partners's HealthEquity position peaked at $324M in Q4 2020.
286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Jackson Square Partners's 13F filing for Q3 2021, filed 12 Nov 2021.