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John Overdeck’s HealthEquity HQY Stock Holding History

John Overdeck’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
-5,000
Closed -$402K – 4443
2021
Q2 		$402K Buy
5,000
+1,200
+32% +$91.4K ﹤0.01% 3281
2021
Q1 		$258K Sell
3,800
-1,900
-33% -$149K ﹤0.01% 3451
2020
Q4 		$397K Buy
+5,700
New +$355K ﹤0.01% 2655
2020
Q3 		– Sell
-4,400
Closed -$258K – 3285
2020
Q2 		$258K Sell
4,400
-6,700
-60% -$370K ﹤0.01% 2477
2020
Q1 		$562K Buy
11,100
+5,100
+85% +$339K ﹤0.01% 1843
2019
Q4 		$444K Sell
6,000
-4,100
-41% -$256K ﹤0.01% 2890
2019
Q3 		$577K Buy
+10,100
New +$670K ﹤0.01% 2440
2019
Q1 		– Sell
-5,400
Closed -$322K – 3216
2018
Q4 		$322K Buy
+5,400
New +$435K ﹤0.01% 2400

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's HQY Position: Q2 2025 in Review

John Overdeck sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 11,000 shares — an estimated $972K sold.

John Overdeck first reported a position in HQY in Q3 2016 and held it in 25 quarters. The position peaked at $26.3M in Q4 2021. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • John Overdeck reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • John Overdeck sold 11,000 HealthEquity shares in Q2 2025, an estimated $972K.
  • John Overdeck first reported a position in HealthEquity in Q3 2016 and held it in 25 quarters.
  • John Overdeck's HealthEquity position peaked at $26.3M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.