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Simplify Asset Management’s HealthEquity HQY Stock Holding History

Simplify Asset Management’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 		– Sell
-27,329
Closed -$2.5M – 157
2025
Q4 		$2.5M Buy
27,329
+11,524
+73% +$1.1M 0.04% 58
2025
Q3 		$1.5M Buy
+15,805
New +$1.49M 0.03% 65

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

Simplify Asset Management's HQY Position: Q1 2026 in Review

Simplify Asset Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 27,329 shares — an estimated $2.5M sold.

Simplify Asset Management first reported a position in HQY in Q3 2025 and held it in 2 quarters. The position peaked at $2.5M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Simplify Asset Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Simplify Asset Management sold 27,329 HealthEquity shares in Q1 2026, an estimated $2.5M.
  • Simplify Asset Management first reported a position in HealthEquity in Q3 2025 and held it in 2 quarters.
  • Simplify Asset Management's HealthEquity position peaked at $2.5M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Simplify Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.