Marex Group’s HealthEquity HQY Stock Holding History

Marex Group’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	-13,781	Closed	-$1.26M	–	1130
2025 Q4	$1.26M	Sell	13,781 -12,416	-47%	-$1.19M	0.01%	375
2025 Q3	$2.48M	Buy	+26,197	New	+$2.47M	0.02%	246

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marex Group's HQY Position: Q1 2026 in Review

Marex Group sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 13,781 shares — an estimated $1.26M sold.

Marex Group first reported a position in HQY in Q3 2025 and held it in 2 quarters. The position peaked at $2.48M in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Marex Group reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Marex Group sold 13,781 HealthEquity shares in Q1 2026, an estimated $1.26M.
Marex Group first reported a position in HealthEquity in Q3 2025 and held it in 2 quarters.
Marex Group's HealthEquity position peaked at $2.48M in Q3 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.