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 		$50.1K Sell
600
-1,600
-73% -$131K ﹤0.01% 5881
2025
Q4 		$202K Buy
2,200
+2,100
+2,100% +$201K ﹤0.01% 4228
2025
Q3 		$9K Sell
100
-1,900
-95% -$179K ﹤0.01% 7958
2025
Q2 		$209K Sell
2,000
-5,900
-75% -$559K ﹤0.01% 4446
2025
Q1 		$698K Buy
7,900
+7,800
+7,800% +$800K ﹤0.01% 3038
2024
Q4 		$9K Sell
100
-2,600
-96% -$242K ﹤0.01% 7259
2024
Q3 		$220K Sell
2,700
-200
-7% -$15.4K ﹤0.01% 4428
2024
Q2 		$249K Sell
2,900
-1,100
-28% -$88.9K ﹤0.01% 4433
2024
Q1 		$326K Buy
4,000
+3,600
+900% +$281K ﹤0.01% 4296
2023
Q4 		$26K Sell
400
-9,700
-96% -$673K ﹤0.01% 6700
2023
Q3 		$737K Buy
10,100
+5,400
+115% +$365K ﹤0.01% 2993
2023
Q2 		$296K Sell
4,700
-4,200
-47% -$244K ﹤0.01% 3864
2023
Q1 		$522K Sell
8,900
-9,500
-52% -$577K ﹤0.01% 3222
2022
Q4 		$1.13M Buy
18,400
+15,900
+636% +$1.07M ﹤0.01% 2343
2022
Q3 		$167K Buy
2,500
+1,600
+178% +$101K ﹤0.01% 4856
2022
Q2 		$55K Sell
900
-113,300
-99% -$7.26M ﹤0.01% 6364
2022
Q1 		$7.7M Buy
114,200
+100,400
+728% +$5.42M 0.01% 979
2021
Q4 		$610K Buy
13,800
+10,100
+273% +$588K ﹤0.01% 3534
2021
Q3 		$300K Hold
3,700
– – ﹤0.01% 4910
2021
Q2 		$297K Buy
3,700
+3,606
+3,836% +$275K ﹤0.01% 5006
2021
Q1 		$639K Sell
94
-5
-5% -$393 ﹤0.01% 3003
2020
Q4 		$690K Sell
99
-170
-63% -$10.6K ﹤0.01% 3030
2020
Q3 		$1.38M Sell
269
-354
-57% -$19.4K ﹤0.01% 1893
2020
Q2 		$3.65M Buy
623
+367
+143% +$20.3K 0.01% 1059
2020
Q1 		$1.29M Buy
256
+153
+149% +$10.2K ﹤0.01% 1650
2019
Q4 		$762K Sell
103
-271
-72% -$16.9K ﹤0.01% 2336
2019
Q3 		$2.14M Buy
374
+147
+65% +$9.76K 0.01% 1289
2019
Q2 		$1.48M Buy
227
+50
+28% +$3.48K ﹤0.01% 1551
2019
Q1 		$1.31M Sell
177
-133
-43% -$9.35K ﹤0.01% 1758
2018
Q4 		$1.85M Buy
310
+133
+75% +$10.7K 0.01% 1142
2018
Q3 		$1.67M Buy
177
+105
+146% +$9.04K 0.01% 1399
2018
Q2 		$540K Sell
72
-32
-31% -$2.3K ﹤0.01% 2391
2018
Q1 		$52K Sell
104
-9
-8% -$487 ﹤0.01% 2401
2017
Q4 		$5K Buy
+113
New +$5.59K ﹤0.01% 4498
2017
Q3 		– Sell
-108
Closed -$5K – 6186
2017
Q2 		$5K Buy
108
+70
+184% +$3.27K ﹤0.01% 4577
2017
Q1 		$13K Buy
38
+14
+58% +$620 ﹤0.01% 3712
2016
Q4 		$2K Buy
+24
New +$928 ﹤0.01% 5037
2016
Q1 		– Sell
-21
Closed -$1K – 5862
2015
Q4 		$1K Buy
+21
New +$645 ﹤0.01% 4878
2015
Q3 		– Sell
-6
Closed -$1K – 5783
2015
Q2 		$1K Buy
+6
New +$161 ﹤0.01% 4668

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.