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Legato Capital Management’s HealthEquity HQY Stock Holding History

Legato 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
Q3 		– Sell
-7,180
Closed -$752K – 584
2025
Q2 		$752K Hold
7,180
– – 0.09% 351
2025
Q1 		$634K Sell
7,180
-930
-11% -$95.4K 0.09% 379
2024
Q4 		$778K Buy
+8,110
New +$756K 0.1% 349
2024
Q3 		– Sell
-2,780
Closed -$240K – 597
2024
Q2 		$240K Sell
2,780
-3,755
-57% -$303K 0.03% 509
2024
Q1 		$533K Buy
+6,535
New +$510K 0.06% 427
2023
Q4 		– Sell
-10,475
Closed -$765K – 593
2023
Q3 		$765K Buy
+10,475
New +$708K 0.11% 300

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Legato Capital Management's HQY Position: Q3 2025 in Review

Legato Capital Management sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 7,180 shares — an estimated $752K sold.

Legato Capital Management first reported a position in HQY in Q3 2023 and held it in 6 quarters. The position peaked at $778K in Q4 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Legato Capital Management reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Legato Capital Management sold 7,180 HealthEquity shares in Q3 2025, an estimated $752K.
  • Legato Capital Management first reported a position in HealthEquity in Q3 2023 and held it in 6 quarters.
  • Legato Capital Management's HealthEquity position peaked at $778K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Legato Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.