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Janney Capital Management’s HealthEquity HQY Stock Holding History

Janney Capital Management’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
Q4 		$294K Buy
3,208
+57
+2% +$5.46K 0.02% 214
2025
Q3 		$299K Buy
+3,151
New +$297K 0.02% 204

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janney Capital Management's HQY Position: Q4 2025 in Review

Janney Capital Management increased its HealthEquity (HQY) stake by 1.8% in Q4 2025, buying an estimated $5.46K and bringing the position to 3,208 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #214.

Janney Capital Management first reported a position in HQY in Q3 2025 and has held it in 2 quarters since. The position peaked at $299K in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Janney Capital Management held 3,208 shares of HealthEquity worth $294K as of Q4 2025.
  • Janney Capital Management bought 57 HealthEquity shares in Q4 2025, an estimated $5.46K.
  • HealthEquity made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #214 holding.
  • Janney Capital Management first reported a position in HealthEquity in Q3 2025 and has held it in 2 quarters since.
  • Janney Capital Management's HealthEquity position peaked at $299K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.