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Lighthouse Investment Partners’s HealthEquity HQY Stock Holding History

Lighthouse Investment Partners’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
2026
Q1 		– Sell
-5,532
Closed -$507K – 869
2025
Q4 		$507K Buy
+5,532
New +$530K 0.02% 599

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VPM
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VCM
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lighthouse Investment Partners's HQY Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 5,532 shares — an estimated $507K sold.

Lighthouse Investment Partners first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $507K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 5,532 HealthEquity shares in Q1 2026, an estimated $507K.
  • Lighthouse Investment Partners first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
  • Lighthouse Investment Partners's HealthEquity position peaked at $507K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.