RA
HQY icon

RiverPark Advisors’s HealthEquity HQY Stock Holding History

RiverPark Advisors’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
Q3 		– Sell
-2,176
Closed -$228K – 147
2025
Q2 		$228K Buy
2,176
+170
+8% +$16.1K 0.14% 73
2025
Q1 		$177K Buy
2,006
+253
+14% +$25.9K 0.14% 85
2024
Q4 		$168K Sell
1,753
-1,061
-38% -$98.9K 0.13% 89
2024
Q3 		$230K Buy
+2,814
New +$217K 0.19% 79

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RiverPark Advisors's HQY Position: Q3 2025 in Review

RiverPark Advisors sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 2,176 shares — an estimated $228K sold.

RiverPark Advisors first reported a position in HQY in Q3 2024 and held it in 4 quarters. The position peaked at $230K in Q3 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • RiverPark Advisors reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • RiverPark Advisors sold 2,176 HealthEquity shares in Q3 2025, an estimated $228K.
  • RiverPark Advisors first reported a position in HealthEquity in Q3 2024 and held it in 4 quarters.
  • RiverPark Advisors's HealthEquity position peaked at $230K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on RiverPark Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.