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Ranger Investment Management’s HealthEquity HQY Stock Holding History

Ranger Investment 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 		$22.7M Sell
271,223
-2,065
-0.8% -$169K 1.64% 22
2025
Q4 		$25M Sell
273,288
-842
-0.3% -$80.6K 1.72% 27
2025
Q3 		$26M Sell
274,130
-8,350
-3% -$786K 1.81% 23
2025
Q2 		$29.6M Sell
282,480
-131,191
-32% -$12.4M 2.07% 17
2025
Q1 		$36.6M Buy
413,671
+107,788
+35% +$11.1M 2.61% 9
2024
Q4 		$29.3M Buy
305,883
+45,130
+17% +$4.21M 1.85% 21
2024
Q3 		$21.3M Buy
260,753
+9,793
+4% +$756K 1.37% 36
2024
Q2 		$21.6M Buy
+250,960
New +$20.3M 1.47% 28
2019
Q2 		– Sell
-74
Closed -$5K – 125
2019
Q1 		$5K Sell
74
-15
-17% -$1.05K ﹤0.01% 103
2018
Q4 		$5K Buy
89
+15
+20% +$1.21K ﹤0.01% 108
2018
Q3 		$7K Hold
74
– – ﹤0.01% 100
2018
Q2 		$6K Hold
74
– – ﹤0.01% 125
2018
Q1 		$4K Hold
74
– – ﹤0.01% 128
2017
Q4 		$3K Hold
74
– – ﹤0.01% 134
2017
Q3 		$4K Hold
74
– – ﹤0.01% 129
2017
Q2 		$4K Hold
74
– – ﹤0.01% 139
2017
Q1 		$3K Buy
+74
New +$3.27K ﹤0.01% 145

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

Ranger Investment Management's HQY Position: Q1 2026 in Review

Ranger Investment Management reduced its HealthEquity (HQY) stake by 0.76% in Q1 2026, selling an estimated $169K and leaving 271,223 shares worth $22.7M. The position accounts for 1.64% of the portfolio, ranked #22.

Ranger Investment Management first reported a position in HQY in Q1 2017 and has held it in 17 quarters since. The position peaked at $36.6M in Q1 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Ranger Investment Management held 271,223 shares of HealthEquity worth $22.7M as of Q1 2026.
  • Ranger Investment Management sold 2,065 HealthEquity shares in Q1 2026, an estimated $169K.
  • HealthEquity made up 1.64% of Ranger Investment Management's portfolio in Q1 2026, its #22 holding.
  • Ranger Investment Management first reported a position in HealthEquity in Q1 2017 and has held it in 17 quarters since.
  • Ranger Investment Management's HealthEquity position peaked at $36.6M in Q1 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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