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Schonfeld Strategic Advisors’s HealthEquity HQY Stock Holding History

Schonfeld Strategic 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
Q4 		– Sell
-20,150
Closed -$1.91M – 2264
2025
Q3 		$1.91M Buy
20,150
+8,158
+68% +$768K 0.01% 1059
2025
Q2 		$1.26M Buy
+11,992
New +$1.14M 0.01% 1211
2024
Q4 		– Sell
-2,820
Closed -$231K – 2170
2024
Q3 		$231K Buy
+2,820
New +$218K ﹤0.01% 1762
2024
Q1 		– Sell
-19,510
Closed -$1.29M – 2205
2023
Q4 		$1.29M Buy
+19,510
New +$1.35M 0.01% 946
2022
Q2 		– Sell
-11,662
Closed -$786K – 2736
2022
Q1 		$786K Buy
+11,662
New +$630K 0.01% 1116
2021
Q4 		– Sell
-20,400
Closed -$1.32M – 2315
2021
Q3 		$1.32M Buy
20,400
+400
+2% +$27.8K 0.01% 853
2021
Q2 		$1.61M Buy
+20,000
New +$1.52M 0.02% 783
2020
Q4 		– Sell
-93,100
Closed -$4.78M – 1693
2020
Q3 		$4.78M Buy
+93,100
New +$5.11M 0.09% 302
2020
Q2 		– Sell
-15,593
Closed -$789K – 1361
2020
Q1 		$789K Buy
+15,593
New +$1.04M 0.05% 439
2019
Q4 		– Sell
-74,600
Closed -$4.26M – 1369
2019
Q3 		$4.26M Sell
74,600
-79,118
-51% -$5.25M 0.13% 186
2019
Q2 		$10.1M Buy
+153,718
New +$10.7M 0.36% 67
2019
Q1 		– Sell
-43,500
Closed -$2.6M – 1122
2018
Q4 		$2.6M Buy
43,500
+24,500
+129% +$1.97M 0.1% 269
2018
Q3 		$1.79M Buy
19,000
+9,000
+90% +$775K 0.08% 310
2018
Q2 		$751K Buy
+10,000
New +$718K 0.04% 449
2017
Q4 		– Sell
-9,359
Closed -$473K – 797
2017
Q3 		$473K Buy
+9,359
New +$436K 0.04% 391

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schonfeld Strategic Advisors's HQY Position: Q4 2025 in Review

Schonfeld Strategic Advisors sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 20,150 shares — an estimated $1.91M sold.

Schonfeld Strategic Advisors first reported a position in HQY in Q3 2017 and held it in 15 quarters. The position peaked at $10.1M in Q2 2019. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Schonfeld Strategic Advisors reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 20,150 HealthEquity shares in Q4 2025, an estimated $1.91M.
  • Schonfeld Strategic Advisors first reported a position in HealthEquity in Q3 2017 and held it in 15 quarters.
  • Schonfeld Strategic Advisors's HealthEquity position peaked at $10.1M in Q2 2019.
  • 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.