Quarry LP’s HealthEquity HQY Stock Holding History

Quarry LP’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	$2.01K	Sell	24 -74	-76%	-$6.07K	﹤0.01%	1149
2025 Q4	$8.98K	Sell	98 -535	-85%	-$51.2K	﹤0.01%	1455
2025 Q3	$60K	Sell	633 -108	-15%	-$10.2K	0.01%	749
2025 Q2	$77.6K	Buy	741 +608	+457%	+$57.6K	0.02%	669
2025 Q1	$11.8K	Buy	+133	New	+$13.6K	﹤0.01%	1240
2024 Q4	–	Sell	-1,349	Closed	-$110K	–	1791
2024 Q3	$110K	Buy	1,349 +1,089	+419%	+$84K	0.03%	391
2024 Q2	$22.4K	Buy	+260	New	+$21K	0.01%	1050
2023 Q3	–	Sell	-1,177	Closed	-$74.3K	–	1243
2023 Q2	$74.3K	Buy	+1,177	New	+$68.3K	0.05%	179
2023 Q1	–	Sell	-492	Closed	-$30.3K	–	1165
2022 Q4	$30.3K	Buy	+492	New	+$33.1K	0.03%	210

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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