Shaker Investments’s HealthEquity HQY Stock Holding History

Shaker 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 Q4	–	Sell	-3,953	Closed	-$375K	–	94
2025 Q3	$375K	Sell	3,953 -908	-19%	-$85.5K	0.15%	86
2025 Q2	$509K	Buy	+4,861	New	+$461K	0.21%	79
2021 Q2	–	Sell	-4,807	Closed	-$327K	–	94
2021 Q1	$327K	Buy	4,807 +17	+0.4%	+$1.34K	0.16%	84
2020 Q4	$334K	Sell	4,790 -4,053	-46%	-$252K	0.17%	78
2020 Q3	$454K	Hold	8,843	–	–	0.23%	67
2020 Q2	$519K	Hold	8,843	–	–	0.3%	58
2020 Q1	$447K	Buy	8,843 +153	+2%	+$10.2K	0.38%	57
2019 Q4	$644K	Hold	8,690	–	–	0.38%	60
2019 Q3	$497K	Hold	8,690	–	–	0.33%	64
2019 Q2	$568K	Sell	8,690 -6,310	-42%	-$439K	0.38%	57
2019 Q1	$1.11M	Buy	15,000 +6,500	+76%	+$457K	0.77%	38
2018 Q4	$507K	Buy	+8,500	New	+$685K	0.44%	46

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shaker Investments's HQY Position: Q4 2025 in Review

Shaker Investments sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 3,953 shares — an estimated $375K sold.

Shaker Investments first reported a position in HQY in Q4 2018 and held it in 12 quarters. The position peaked at $1.11M in Q1 2019. 512 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Shaker Investments reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
Shaker Investments sold 3,953 HealthEquity shares in Q4 2025, an estimated $375K.
Shaker Investments first reported a position in HealthEquity in Q4 2018 and held it in 12 quarters.
Shaker Investments's HealthEquity position peaked at $1.11M in Q1 2019.
512 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Shaker Investments's 13F filing for Q4 2025, filed 30 Jan 2026.