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Olympiad Research’s HealthEquity HQY Stock Holding History

Olympiad Research’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
-3,490
Closed -$320K – 113
2025
Q4 		$320K Buy
3,490
+622
+22% +$59.5K 0.85% 27
2025
Q3 		$272K Buy
+2,868
New +$270K 0.38% 99
2023
Q4 		– Sell
-3,597
Closed -$263K – 365
2023
Q3 		$263K Sell
3,597
-1,593
-31% -$108K 0.26% 172
2023
Q2 		$328K Buy
+5,190
New +$301K 0.32% 100

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Olympiad Research's HQY Position: Q1 2026 in Review

Olympiad Research sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,490 shares — an estimated $320K sold.

Olympiad Research first reported a position in HQY in Q2 2023 and held it in 4 quarters. The position peaked at $328K in Q2 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Olympiad Research reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Olympiad Research sold 3,490 HealthEquity shares in Q1 2026, an estimated $320K.
  • Olympiad Research first reported a position in HealthEquity in Q2 2023 and held it in 4 quarters.
  • Olympiad Research's HealthEquity position peaked at $328K in Q2 2023.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Olympiad Research's 13F filing for Q1 2026, filed 13 May 2026.