Overbrook Management Corp’s HealthEquity HQY Stock Holding History

Overbrook Management Corp’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 Q2	$745K	Sell	8,249 -4,427	-35%	-$375K	0.11%	43
2026 Q1	$1.06M	Sell	12,676 -27,795	-69%	-$2.28M	0.2%	38
2025 Q4	$3.71M	Sell	40,471 -4,499	-10%	-$431K	0.64%	29
2025 Q3	$4.26M	Sell	44,970 -2,515	-5%	-$237K	0.77%	28
2025 Q2	$4.97M	Sell	47,485 -21,931	-32%	-$2.08M	0.93%	27
2025 Q1	$6.13M	Sell	69,416 -3,867	-5%	-$397K	1.44%	27
2024 Q4	$7.03M	Sell	73,283 -261	-0.4%	-$24.3K	1.51%	26
2024 Q3	$6.02M	Sell	73,544 -68,957	-48%	-$5.32M	1.38%	26
2024 Q2	$12.3M	Buy	+142,501	New	+$11.5M	3.1%	13

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Overbrook Management Corp's HQY Position: Q2 2026 in Review

Overbrook Management Corp reduced its HealthEquity (HQY) stake by 35% in Q2 2026, selling an estimated $375K and leaving 8,249 shares worth $745K. The position accounts for 0.11% of the portfolio, ranked #43.

Overbrook Management Corp first reported a position in HQY in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q2 2024. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Overbrook Management Corp held 8,249 shares of HealthEquity worth $745K as of Q2 2026.
Overbrook Management Corp sold 4,427 HealthEquity shares in Q2 2026, an estimated $375K.
HealthEquity made up 0.11% of Overbrook Management Corp's portfolio in Q2 2026, its #43 holding.
Overbrook Management Corp first reported a position in HealthEquity in Q2 2024 and has held it in 9 quarters since.
Overbrook Management Corp's HealthEquity position peaked at $12.3M in Q2 2024.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Overbrook Management Corp's 13F filing for Q2 2026, filed 30 Jul 2026.