Simplex Trading
HQY icon

Simplex Trading’s HealthEquity HQY Stock Holding History

Simplex Trading’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 		$359K Sell
4,300
-1,600
-27% -$131K ﹤0.01% 3629
2025
Q4 		$540K Sell
5,900
-8,600
-59% -$823K ﹤0.01% 3231
2025
Q3 		$1.37M Buy
14,500
+5,100
+54% +$480K ﹤0.01% 2711
2025
Q2 		$984K Buy
9,400
+8,000
+571% +$758K ﹤0.01% 2796
2025
Q1 		$123K Sell
1,400
-1,100
-44% -$113K ﹤0.01% 4853
2024
Q4 		$239K Buy
2,500
+900
+56% +$83.9K ﹤0.01% 4336
2024
Q3 		$130K Buy
1,600
+300
+23% +$23.1K ﹤0.01% 4957
2024
Q2 		$112K Sell
1,300
-25,700
-95% -$2.08M ﹤0.01% 5263
2024
Q1 		$2.2M Sell
27,000
-11,200
-29% -$874K ﹤0.01% 2313
2023
Q4 		$2.53M Buy
38,200
+33,600
+730% +$2.33M ﹤0.01% 2174
2023
Q3 		$336K Buy
4,600
+1,000
+28% +$67.6K ﹤0.01% 3818
2023
Q2 		$227K Sell
3,600
-24,100
-87% -$1.4M ﹤0.01% 4161
2023
Q1 		$1.63M Buy
27,700
+5,000
+22% +$304K ﹤0.01% 2126
2022
Q4 		$1.4M Sell
22,700
-9,600
-30% -$645K ﹤0.01% 2152
2022
Q3 		$2.17M Buy
32,300
+26,600
+467% +$1.68M ﹤0.01% 1884
2022
Q2 		$349K Buy
5,700
+2,900
+104% +$186K ﹤0.01% 3901
2022
Q1 		$188K Sell
2,800
-1,000
-26% -$54K ﹤0.01% 5241
2021
Q4 		$168K Buy
3,800
+1,900
+100% +$111K ﹤0.01% 5434
2021
Q3 		$154K Hold
1,900
– – ﹤0.01% 6002
2021
Q2 		$152K Buy
1,900
+1,831
+2,654% +$139K ﹤0.01% 6109
2021
Q1 		$469K Sell
69
-41
-37% -$3.22K ﹤0.01% 3464
2020
Q4 		$766K Sell
110
-168
-60% -$10.4K ﹤0.01% 2889
2020
Q3 		$1.43M Buy
278
+242
+672% +$13.3K ﹤0.01% 1863
2020
Q2 		$211K Sell
36
-164
-82% -$9.07K ﹤0.01% 3937
2020
Q1 		$1.01M Buy
200
+109
+120% +$7.24K ﹤0.01% 1875
2019
Q4 		$674K Sell
91
-86
-49% -$5.37K ﹤0.01% 2448
2019
Q3 		$1.01M Sell
177
-136
-43% -$9.03K ﹤0.01% 1925
2019
Q2 		$2.05M Buy
313
+263
+526% +$18.3K 0.01% 1299
2019
Q1 		$369K Sell
50
-40
-44% -$2.81K ﹤0.01% 2983
2018
Q4 		$536K Buy
90
+15
+20% +$1.21K ﹤0.01% 2155
2018
Q3 		$708K Sell
75
-35
-32% -$3.02K ﹤0.01% 2248
2018
Q2 		$826K Buy
110
+59
+116% +$4.24K ﹤0.01% 1957
2018
Q1 		$9K Buy
+51
New +$2.76K ﹤0.01% 4121
2017
Q4 		– Sell
-25
Closed -$5K – 6257
2017
Q3 		$5K Sell
25
-79
-76% -$3.68K ﹤0.01% 4381
2017
Q2 		$35K Buy
104
+94
+940% +$4.4K ﹤0.01% 2718
2017
Q1 		$5K Sell
10
-122
-92% -$5.4K ﹤0.01% 4578
2016
Q4 		$103K Sell
132
-52
-28% -$2.01K 0.01% 1510
2016
Q3 		$126K Buy
184
+130
+241% +$4.12K 0.01% 1365
2016
Q2 		$18K Sell
54
-101
-65% -$2.65K ﹤0.01% 2984
2016
Q1 		$33K Buy
+155
New +$3.32K ﹤0.01% 2339
2015
Q4 		– Sell
-7
Closed -$1K – 5681
2015
Q3 		$1K Sell
7
-13
-65% -$409 ﹤0.01% 5020
2015
Q2 		$7K Buy
20
+10
+100% +$268 ﹤0.01% 3370
2015
Q1 		$1K Buy
+10
New +$217 ﹤0.01% 4490

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

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.