Susquehanna Fundamental Investments’s HealthEquity HQY Stock Holding History

Susquehanna Fundamental Investments’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
2025 Q2	–	Sell	-13,650	Closed	-$1.21M	–	856
2025 Q1	$1.21M	Buy	+13,650	New	+$1.4M	0.02%	645
2023 Q1	–	Sell	-47,250	Closed	-$2.91M	–	1015
2022 Q4	$2.91M	Sell	47,250 -46,959	-50%	-$3.16M	0.05%	390
2022 Q3	$6.33M	Buy	+94,209	New	+$5.96M	0.11%	260
2022 Q1	$8.47M	Buy	125,538 +64,115	+104%	+$3.46M	0.16%	161
2021 Q4	$2.72M	Sell	61,423 -23,451	-28%	-$1.37M	0.07%	342
2021 Q3	$5.5M	Buy	84,874 +78,334	+1,198%	+$5.44M	0.1%	270
2021 Q2	$526K	Sell	6,540 -1,900	-23%	-$145K	0.01%	1142
2021 Q1	$574K	Buy	+8,440	New	+$663K	0.01%	1096
2020 Q4	–	Sell	-28,900	Closed	-$1.49M	–	1542
2020 Q3	$1.49M	Buy	28,900 +1,600	+6%	+$87.9K	0.04%	523
2020 Q2	$1.6M	Buy	+27,300	New	+$1.51M	0.08%	335

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Susquehanna Fundamental Investments's HQY Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 13,650 shares — an estimated $1.21M sold.

Susquehanna Fundamental Investments first reported a position in HQY in Q2 2020 and held it in 10 quarters. The position peaked at $8.47M in Q1 2022. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 13,650 HealthEquity shares in Q2 2025, an estimated $1.21M.
Susquehanna Fundamental Investments first reported a position in HealthEquity in Q2 2020 and held it in 10 quarters.
Susquehanna Fundamental Investments's HealthEquity position peaked at $8.47M in Q1 2022.
486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.