OF
HQY icon

Optimize Financial’s HealthEquity HQY Stock Holding History

Optimize Financial’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
-4,708
Closed -$431K – 377
2025
Q4 		$431K Buy
4,708
+64
+1% +$6.13K 0.22% 190
2025
Q3 		$440K Buy
+4,644
New +$437K 0.23% 168
2025
Q1 		– Sell
-2,772
Closed -$266K – 250
2024
Q4 		$266K Buy
+2,772
New +$258K 0.2% 158

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

Optimize Financial's HQY Position: Q1 2026 in Review

Optimize Financial sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 4,708 shares — an estimated $431K sold.

Optimize Financial first reported a position in HQY in Q4 2024 and held it in 3 quarters. The position peaked at $440K in Q3 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Optimize Financial reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,708 HealthEquity shares in Q1 2026, an estimated $431K.
  • Optimize Financial first reported a position in HealthEquity in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's HealthEquity position peaked at $440K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.