Oxford Asset Management’s HealthEquity HQY Stock Holding History

Oxford Asset Management’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	-8,606	Closed	-$788K	–	601
2025 Q4	$788K	Buy	+8,606	New	+$824K	0.29%	104
2019 Q3	–	Sell	-15,250	Closed	-$997K	–	1821
2019 Q2	$997K	Sell	15,250 -373	-2%	-$26K	0.02%	979
2019 Q1	$1.16M	Buy	15,623 +3,932	+34%	+$276K	0.03%	850
2018 Q4	$697K	Sell	11,691 -8,392	-42%	-$676K	0.02%	1035
2018 Q3	$1.89M	Buy	20,083 +8,155	+68%	+$703K	0.04%	693
2018 Q2	$896K	Sell	11,928 -13,799	-54%	-$991K	0.02%	1100
2018 Q1	$1.56M	Buy	+25,727	New	+$1.39M	0.03%	712

Other funds holding HQY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Oxford Asset Management's HQY Position: Q1 2026 in Review

Oxford Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 8,606 shares — an estimated $788K sold.

Oxford Asset Management first reported a position in HQY in Q1 2018 and held it in 7 quarters. The position peaked at $1.89M in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Oxford Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Oxford Asset Management sold 8,606 HealthEquity shares in Q1 2026, an estimated $788K.
Oxford Asset Management first reported a position in HealthEquity in Q1 2018 and held it in 7 quarters.
Oxford Asset Management's HealthEquity position peaked at $1.89M in Q3 2018.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.