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Nicholas Investment Partners’s HealthEquity HQY Stock Holding History

Nicholas 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
2025
Q1 		– Sell
-64,747
Closed -$6.21M – 213
2024
Q4 		$6.21M Buy
+64,747
New +$6.03M 0.55% 64
2022
Q3 		– Sell
-303,179
Closed -$18.6M – 187
2022
Q2 		$18.6M Sell
303,179
-11,525
-4% -$738K 1.76% 9
2022
Q1 		$21.2M Buy
+314,704
New +$17M 1.51% 14
2019
Q1 		– Sell
-111,189
Closed -$6.63M – 219
2018
Q4 		$6.63M Sell
111,189
-1,234
-1% -$99.5K 0.71% 35
2018
Q3 		$10.6M Sell
112,423
-1,697
-1% -$146K 0.85% 21
2018
Q2 		$8.57M Buy
114,120
+22,873
+25% +$1.64M 0.6% 30
2018
Q1 		$5.52M Sell
91,247
-27,440
-23% -$1.49M 0.4% 69
2017
Q4 		$5.54M Sell
118,687
-9,674
-8% -$479K 0.37% 71
2017
Q3 		$6.49M Sell
128,361
-8,810
-6% -$410K 0.45% 58
2017
Q2 		$6.84M Buy
137,171
+13,848
+11% +$648K 0.48% 41
2017
Q1 		$5.24M Sell
123,323
-31,528
-20% -$1.4M 0.37% 83
2016
Q4 		$6.27M Buy
154,851
+34,218
+28% +$1.32M 0.48% 70
2016
Q3 		$4.57M Hold
120,633
– – 0.3% 114
2016
Q2 		$3.67M Buy
+120,633
New +$3.17M 0.25% 167

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nicholas Investment Partners's HQY Position: Q1 2025 in Review

Nicholas Investment Partners sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 64,747 shares — an estimated $6.21M sold.

Nicholas Investment Partners first reported a position in HQY in Q2 2016 and held it in 14 quarters. The position peaked at $21.2M in Q1 2022. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Nicholas Investment Partners reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 64,747 HealthEquity shares in Q1 2025, an estimated $6.21M.
  • Nicholas Investment Partners first reported a position in HealthEquity in Q2 2016 and held it in 14 quarters.
  • Nicholas Investment Partners's HealthEquity position peaked at $21.2M in Q1 2022.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Nicholas Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.