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Susquehanna Portfolio Strategies’s HealthEquity HQY Stock Holding History

Susquehanna Portfolio Strategies’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
-2,330
Closed -$206K – 842
2025
Q1 		$206K Buy
+2,330
New +$239K 0.09% 124
2024
Q2 		– Sell
-24,999
Closed -$2.04M – 623
2024
Q1 		$2.04M Sell
24,999
-12,821
-34% -$1M 0.05% 333
2023
Q4 		$2.51M Buy
+37,820
New +$2.62M 0.04% 382

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Portfolio Strategies's HQY Position: Q2 2025 in Review

Susquehanna Portfolio Strategies sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 2,330 shares — an estimated $206K sold.

Susquehanna Portfolio Strategies first reported a position in HQY in Q4 2023 and held it in 3 quarters. The position peaked at $2.51M in Q4 2023. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Susquehanna Portfolio Strategies reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 2,330 HealthEquity shares in Q2 2025, an estimated $206K.
  • Susquehanna Portfolio Strategies first reported a position in HealthEquity in Q4 2023 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's HealthEquity position peaked at $2.51M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

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