Jain Global’s HealthEquity HQY Stock Holding History

Jain Global’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 Q3	–	Sell	-3,878	Closed	-$406K	–	1242
2025 Q2	$406K	Buy	+3,878	New	+$368K	﹤0.01%	829

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Jain Global's HQY Position: Q3 2025 in Review

Jain Global sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 3,878 shares — an estimated $406K sold.

Jain Global first reported a position in HQY in Q2 2025 and held it in 1 quarter. The position peaked at $406K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

Jain Global reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
Jain Global sold 3,878 HealthEquity shares in Q3 2025, an estimated $406K.
Jain Global first reported a position in HealthEquity in Q2 2025 and held it in 1 quarter.
Jain Global's HealthEquity position peaked at $406K in Q2 2025.
493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.