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Teza Capital Management’s HealthEquity HQY Stock Holding History

Teza Capital 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
2024
Q4 		– Sell
-7,003
Closed -$573K – 612
2024
Q3 		$573K Buy
+7,003
New +$540K 0.06% 351
2024
Q1 		– Sell
-4,808
Closed -$319K – 644
2023
Q4 		$319K Sell
4,808
-5,166
-52% -$358K 0.05% 396
2023
Q3 		$729K Buy
+9,974
New +$674K 0.12% 242
2023
Q1 		– Sell
-5,305
Closed -$327K – 590
2022
Q4 		$327K Buy
+5,305
New +$357K 0.06% 428

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Teza Capital Management's HQY Position: Q4 2024 in Review

Teza Capital Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 7,003 shares — an estimated $573K sold.

Teza Capital Management first reported a position in HQY in Q4 2022 and held it in 4 quarters. The position peaked at $729K in Q3 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Teza Capital Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Teza Capital Management sold 7,003 HealthEquity shares in Q4 2024, an estimated $573K.
  • Teza Capital Management first reported a position in HealthEquity in Q4 2022 and held it in 4 quarters.
  • Teza Capital Management's HealthEquity position peaked at $729K in Q3 2023.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Teza Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.