SI
HQY icon

Scharf Investments’s HealthEquity HQY Stock Holding History

Scharf 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
Q3 		– Sell
-2,652
Closed -$278K – 76
2025
Q2 		$278K Hold
2,652
– – 0.01% 57
2025
Q1 		$234K Sell
2,652
-228
-8% -$23.4K 0.01% 61
2024
Q4 		$276K Hold
2,880
– – 0.01% 59
2024
Q3 		$236K Buy
+2,880
New +$222K 0.01% 58

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

Scharf Investments's HQY Position: Q3 2025 in Review

Scharf Investments sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 2,652 shares — an estimated $278K sold.

Scharf Investments first reported a position in HQY in Q3 2024 and held it in 4 quarters. The position peaked at $278K in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Scharf Investments reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Scharf Investments sold 2,652 HealthEquity shares in Q3 2025, an estimated $278K.
  • Scharf Investments first reported a position in HealthEquity in Q3 2024 and held it in 4 quarters.
  • Scharf Investments's HealthEquity position peaked at $278K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Scharf Investments's 13F filing for Q3 2025, filed 13 Nov 2025.