NJ State Employees Deferred Compensation Plan’s HealthEquity HQY Stock Holding History

NJ State Employees Deferred Compensation Plan’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 Q4	–	Sell	-5,000	Closed	-$474K	–	186
2025 Q3	$474K	Hold	5,000	–	–	0.05%	295
2025 Q2	$524K	Hold	5,000	–	–	0.06%	274
2025 Q1	$442K	Hold	5,000	–	–	0.06%	300
2024 Q4	$480K	Hold	5,000	–	–	0.06%	301
2024 Q3	$409K	Hold	5,000	–	–	0.05%	335
2024 Q2	$431K	Hold	5,000	–	–	0.05%	311
2024 Q1	$408K	Hold	5,000	–	–	0.05%	325
2023 Q4	$332K	Hold	5,000	–	–	0.05%	362
2023 Q3	$365K	Hold	5,000	–	–	0.06%	323
2023 Q2	$316K	Hold	5,000	–	–	0.05%	361
2023 Q1	$294K	Hold	5,000	–	–	0.05%	381
2022 Q4	$308K	Hold	5,000	–	–	0.05%	356
2022 Q3	$336K	Hold	5,000	–	–	0.06%	337
2022 Q2	$307K	Hold	5,000	–	–	0.05%	349
2022 Q1	$337K	Hold	5,000	–	–	0.05%	375
2021 Q4	$221K	Hold	5,000	–	–	0.03%	457
2021 Q3	$324K	Hold	5,000	–	–	0.04%	381
2021 Q2	$402K	Hold	5,000	–	–	0.05%	347
2021 Q1	$340K	Hold	5,000	–	–	0.05%	380
2020 Q4	$349K	Hold	5,000	–	–	0.05%	346
2020 Q3	$257K	Hold	5,000	–	–	0.05%	362
2020 Q2	$293K	Hold	5,000	–	–	0.06%	331
2020 Q1	$253K	Hold	5,000	–	–	0.06%	322
2019 Q4	$370K	Hold	5,000	–	–	0.06%	348
2019 Q3	$286K	Hold	5,000	–	–	0.05%	398
2019 Q2	$327K	Buy	+5,000	New	+$348K	0.06%	397

Other funds holding HQY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

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

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

NJ State Employees Deferred Compensation Plan's HQY Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 5,000 shares — an estimated $474K sold.

NJ State Employees Deferred Compensation Plan first reported a position in HQY in Q2 2019 and held it in 26 quarters. The position peaked at $524K in Q2 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 5,000 HealthEquity shares in Q4 2025, an estimated $474K.
NJ State Employees Deferred Compensation Plan first reported a position in HealthEquity in Q2 2019 and held it in 26 quarters.
NJ State Employees Deferred Compensation Plan's HealthEquity position peaked at $524K in Q2 2025.
511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.