Ontario Teachers' Pension Plan Board’s HealthEquity HQY Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q2	–	Sell	-8,428	Closed	-$745K	–	387
2025 Q1	$745K	Buy	+8,428	New	+$864K	0.01%	308
2024 Q2	–	Sell	-4,442	Closed	-$363K	–	492
2024 Q1	$363K	Buy	+4,442	New	+$347K	﹤0.01%	444
2022 Q3	–	Sell	-5,351	Closed	-$328K	–	508
2022 Q2	$328K	Buy	+5,351	New	+$343K	﹤0.01%	408

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's HQY Position: Q2 2025 in Review

Ontario Teachers' Pension Plan Board sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 8,428 shares — an estimated $745K sold.

Ontario Teachers' Pension Plan Board first reported a position in HQY in Q2 2022 and held it in 3 quarters. The position peaked at $745K in Q1 2025. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Ontario Teachers' Pension Plan Board reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 8,428 HealthEquity shares in Q2 2025, an estimated $745K.
Ontario Teachers' Pension Plan Board first reported a position in HealthEquity in Q2 2022 and held it in 3 quarters.
Ontario Teachers' Pension Plan Board's HealthEquity position peaked at $745K in Q1 2025.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2025, filed 8 Aug 2025.