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Landscape Capital Management’s HealthEquity HQY Stock Holding History

Landscape 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
2024
Q4 		– Sell
-50,784
Closed -$4.16M – 808
2024
Q3 		$4.16M Buy
+50,784
New +$3.92M 0.42% 56
2024
Q2 		– Sell
-27,186
Closed -$2.22M – 786
2024
Q1 		$2.22M Buy
+27,186
New +$2.12M 0.19% 146
2023
Q3 		– Sell
-8,769
Closed -$554K – 574
2023
Q2 		$554K Buy
8,769
+2,052
+31% +$119K 0.07% 224
2023
Q1 		$394K Sell
6,717
-58,242
-90% -$3.54M 0.05% 286
2022
Q4 		$4M Buy
+64,959
New +$4.37M 0.59% 43
2022
Q3 		– Sell
-10,198
Closed -$626K – 1014
2022
Q2 		$626K Sell
10,198
-38,555
-79% -$2.47M 0.08% 222
2022
Q1 		$3.29M Buy
+48,753
New +$2.63M 0.42% 58
2020
Q1 		– Sell
-25,370
Closed -$1.88M – 708
2019
Q4 		$1.88M Buy
25,370
+19,517
+333% +$1.22M 0.14% 184
2019
Q3 		$334K Sell
5,853
-1,835
-24% -$122K 0.02% 503
2019
Q2 		$503K Buy
+7,688
New +$535K 0.04% 408
2018
Q4 		– Sell
-12,543
Closed -$1.18M – 910
2018
Q3 		$1.18M Buy
+12,543
New +$1.08M 0.09% 211
2018
Q2 		– Sell
-11,838
Closed -$717K – 558
2018
Q1 		$717K Buy
+11,838
New +$641K 0.05% 264

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Landscape Capital Management's HQY Position: Q4 2024 in Review

Landscape Capital Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 50,784 shares — an estimated $4.16M sold.

Landscape Capital Management first reported a position in HQY in Q1 2018 and held it in 12 quarters. The position peaked at $4.16M in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Landscape Capital Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Landscape Capital Management sold 50,784 HealthEquity shares in Q4 2024, an estimated $4.16M.
  • Landscape Capital Management first reported a position in HealthEquity in Q1 2018 and held it in 12 quarters.
  • Landscape Capital Management's HealthEquity position peaked at $4.16M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Landscape Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.