Simplex Trading’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-25
| Closed | -$2.39K | – | 9187 |
|
|
2025
Q3 | $2K | Sell |
25
-3,441
| -99% | -$324K | ﹤0.01% | 8650 |
|
|
2025
Q2 | $363K | Sell |
3,466
-2,051
| -37% | -$194K | ﹤0.01% | 3852 |
|
|
2025
Q1 | $487K | Buy |
5,517
+1,244
| +29% | +$128K | ﹤0.01% | 3434 |
|
|
2024
Q4 | $409K | Buy |
4,273
+1,137
| +36% | +$106K | ﹤0.01% | 3753 |
|
|
2024
Q3 | $256K | Buy |
+3,136
| New | +$242K | ﹤0.01% | 4282 |
|
|
2022
Q3 | – | Sell |
-20,232
| Closed | -$1.28M | – | 10316 |
|
|
2022
Q2 | $1.24M | Sell |
20,232
-73,620
| -78% | -$4.72M | ﹤0.01% | 2392 |
|
|
2022
Q1 | $6.33M | Buy |
93,852
+86,593
| +1,193% | +$4.68M | 0.01% | 1086 |
|
|
2021
Q4 | $321K | Buy |
+7,259
| New | +$423K | ﹤0.01% | 4453 |
|
|
2021
Q2 | – | Sell |
-5,585
| Closed | -$425K | – | 10295 |
|
|
2021
Q1 | $379K | Sell |
5,585
-578
| -9% | -$45.4K | ﹤0.01% | 3790 |
|
|
2020
Q4 | $429K | Sell |
6,163
-10,507
| -63% | -$654K | ﹤0.01% | 3623 |
|
|
2020
Q3 | $856K | Buy |
+16,670
| New | +$916K | ﹤0.01% | 2405 |
|
|
2019
Q4 | – | Sell |
-6,917
| Closed | -$432K | – | 7550 |
|
|
2019
Q3 | $395K | Buy |
+6,917
| New | +$459K | ﹤0.01% | 2851 |
|
|
2019
Q2 | – | Sell |
-2,097
| Closed | -$146K | – | 7389 |
|
|
2019
Q1 | $155K | Sell |
2,097
-20,793
| -91% | -$1.46M | ﹤0.01% | 3880 |
|
|
2018
Q4 | $1.36M | Buy |
22,890
+22,073
| +2,702% | +$1.78M | ﹤0.01% | 1372 |
|
|
2018
Q3 | $77K | Buy |
817
+19
| +2% | +$1.64K | ﹤0.01% | 4713 |
|
|
2018
Q2 | $59K | Sell |
798
-2,905
| -78% | -$209K | ﹤0.01% | 4867 |
|
|
2018
Q1 | $224K | Buy |
3,703
+2,724
| +278% | +$147K | 0.01% | 1165 |
|
|
2017
Q4 | $45K | Sell |
979
-239
| -20% | -$11.8K | ﹤0.01% | 2553 |
|
|
2017
Q3 | $61K | Buy |
1,218
+610
| +100% | +$28.4K | ﹤0.01% | 2130 |
|
|
2017
Q2 | $30K | Buy |
+608
| New | +$28.4K | ﹤0.01% | 2887 |
|
|
2016
Q1 | – | Sell |
-6,199
| Closed | -$133K | – | 5861 |
|
|
2015
Q4 | $155K | Buy |
6,199
+6,164
| +17,611% | +$189K | 0.01% | 1052 |
|
|
2015
Q3 | $1K | Buy |
+35
| New | +$1.1K | ﹤0.01% | 5021 |
|
|
2015
Q2 | – | Sell |
-1,401
| Closed | -$37.6K | – | 5441 |
|
|
2015
Q1 | $35K | Buy |
+1,401
| New | +$30.4K | ﹤0.01% | 1827 |
|
Other funds holding HQY
WA
VPM
VCM
Simplex Trading's HQY Position: Q4 2025 in Review
Simplex Trading sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 25 shares — an estimated $2.39K sold.
Simplex Trading first reported a position in HQY in Q1 2015 and held it in 23 quarters. The position peaked at $6.33M in Q1 2022. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.
- Simplex Trading reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
- Simplex Trading sold 25 HealthEquity shares in Q4 2025, an estimated $2.39K.
- Simplex Trading first reported a position in HealthEquity in Q1 2015 and held it in 23 quarters.
- Simplex Trading's HealthEquity position peaked at $6.33M in Q1 2022.
- 511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.
Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.