Shay Capital’s HealthEquity HQY Stock Holding History

Shay Capital’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
2026 Q1	$1.09M	Buy	+13,000	New	+$1.07M	0.15%	166
2025 Q2	–	Sell	-5,900	Closed	-$521K	–	389
2025 Q1	$521K	Buy	5,900 +200	+4%	+$20.5K	0.15%	147
2024 Q4	$547K	Buy	+5,700	New	+$531K	0.13%	167
2024 Q1	–	Sell	-10,000	Closed	-$663K	–	438
2023 Q4	$663K	Sell	10,000 -16,250	-62%	-$1.13M	0.26%	106
2023 Q3	$1.92M	Buy	26,250 +16,250	+163%	+$1.1M	0.57%	63
2023 Q2	$631K	Buy	+10,000	New	+$580K	0.22%	139
2023 Q1	–	Sell	-15,000	Closed	-$925K	–	494
2022 Q4	$925K	Buy	15,000 +5,000	+50%	+$336K	0.56%	70
2022 Q3	$672K	Sell	10,000 -7,500	-43%	-$475K	0.34%	122
2022 Q2	$1.07M	Sell	17,500 -2,500	-13%	-$160K	0.55%	107
2022 Q1	$1.35M	Buy	+20,000	New	+$1.08M	0.49%	93
2021 Q3	–	Sell	-5,000	Closed	-$402K	–	654
2021 Q2	$402K	Buy	+5,000	New	+$381K	0.1%	292

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

AQR Capital Management

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

William Blair Investment Management

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

Dimensional Fund Advisors

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