Sciencast Management’s HealthEquity HQY Stock Holding History

Sciencast 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
2025 Q4	–	Sell	-11,739	Closed	-$1.11M	–	341
2025 Q3	$1.11M	Buy	+11,739	New	+$1.1M	0.21%	156
2022 Q2	$469K	Sell	8,136 -5,918	-42%	-$379K	0.11%	264
2022 Q1	$937K	Buy	+14,054	New	+$759K	0.21%	153
2021 Q3	–	Sell	-5,066	Closed	-$401K	–	480
2021 Q2	$401K	Sell	5,066 -22	-0.4%	-$1.68K	0.08%	321
2021 Q1	$338K	Buy	+5,088	New	+$400K	0.07%	369
2020 Q3	–	Sell	-14,946	Closed	-$863K	–	470
2020 Q2	$863K	Buy	+14,946	New	+$826K	0.22%	158
2020 Q1	–	Sell	-6,105	Closed	-$449K	–	432
2019 Q4	$449K	Buy	+6,105	New	+$381K	0.12%	263
2019 Q3	–	Sell	-5,200	Closed	-$413K	–	409
2019 Q2	$413K	Sell	5,200 -1,300	-20%	-$90.5K	0.23%	153
2019 Q1	$503K	Buy	+6,500	New	+$457K	0.18%	185

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

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

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sciencast Management's HQY Position: Q4 2025 in Review

Sciencast Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 11,739 shares — an estimated $1.11M sold.

Sciencast Management first reported a position in HQY in Q1 2019 and held it in 9 quarters. The position peaked at $1.11M in Q3 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Sciencast Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
Sciencast Management sold 11,739 HealthEquity shares in Q4 2025, an estimated $1.11M.
Sciencast Management first reported a position in HealthEquity in Q1 2019 and held it in 9 quarters.
Sciencast Management's HealthEquity position peaked at $1.11M in Q3 2025.
511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Sciencast Management's 13F filing for Q4 2025, filed 17 Feb 2026.