Redwood Investments’s HealthEquity HQY Stock Holding History

Redwood Investments’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
2025 Q1	$1.61M	Sell	18,214 -32	-0.2%	-$3.28K	0.6%	60
2024 Q4	$1.75M	Sell	18,246 -17	-0.1%	-$1.58K	0.47%	64
2024 Q3	$1.49M	Sell	18,263 -4,331	-19%	-$334K	0.44%	74
2024 Q2	$1.94M	Buy	22,594 +1,615	+8%	+$130K	0.66%	59
2024 Q1	$1.69M	Sell	20,979 -3,947	-16%	-$308K	0.49%	77
2023 Q4	$1.65M	Sell	24,926 -144,510	-85%	-$10M	0.43%	88
2023 Q3	$12.4M	Buy	+169,436	New	+$11.4M	1.67%	21
2019 Q1	–	Sell	-127,406	Closed	-$7.6M	–	129
2018 Q4	$7.6M	Buy	127,406 +3,386	+3%	+$273K	0.71%	73
2018 Q3	$11.7M	Sell	124,020 -38,265	-24%	-$3.3M	0.91%	57
2018 Q2	$12.2M	Buy	+162,285	New	+$11.7M	0.84%	60

Other funds holding HQY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Redwood Investments's HQY Position: Q1 2025 in Review

Redwood Investments reduced its HealthEquity (HQY) stake by 0.18% in Q1 2025, selling an estimated $3.28K and leaving 18,214 shares worth $1.61M. The position accounts for 0.6% of the portfolio, ranked #60.

Redwood Investments first reported a position in HQY in Q2 2018 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2023. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

Redwood Investments held 18,214 shares of HealthEquity worth $1.61M as of Q1 2025.
Redwood Investments sold 32 HealthEquity shares in Q1 2025, an estimated $3.28K.
HealthEquity made up 0.6% of Redwood Investments's portfolio in Q1 2025, its #60 holding.
Redwood Investments first reported a position in HealthEquity in Q2 2018 and has held it in 10 quarters since.
Redwood Investments's HealthEquity position peaked at $12.4M in Q3 2023.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.