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TownSquare Capital’s HealthEquity HQY Stock Holding History

TownSquare Capital’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
-22,344
Closed -$1.97M – 1051
2025
Q1 		$1.97M Buy
22,344
+1,498
+7% +$154K 0.02% 612
2024
Q4 		$2M Sell
20,846
-1,446
-6% -$135K 0.02% 573
2024
Q3 		$1.82M Buy
22,292
+839
+4% +$64.7K 0.02% 567
2024
Q2 		$1.85M Sell
21,453
-1,664
-7% -$134K 0.03% 523
2024
Q1 		$1.89M Sell
23,117
-1,797
-7% -$140K 0.03% 487
2023
Q4 		$1.65M Sell
24,914
-3,044
-11% -$211K 0.03% 461
2023
Q3 		$2.04M Buy
27,958
+1,613
+6% +$109K 0.04% 399
2023
Q2 		$1.66M Sell
26,345
-4,851
-16% -$281K 0.03% 425
2023
Q1 		$1.83M Buy
31,196
+2,965
+11% +$180K 0.04% 345
2022
Q4 		$1.74M Buy
28,231
+1,510
+6% +$101K 0.04% 335
2022
Q3 		$1.8M Buy
26,721
+1,165
+5% +$73.7K 0.05% 277
2022
Q2 		$1.57M Buy
25,556
+2,467
+11% +$158K 0.04% 286
2022
Q1 		$1.56M Buy
23,089
+6,731
+41% +$363K 0.04% 296
2021
Q4 		$723K Sell
16,358
-2,291
-12% -$133K 0.02% 409
2021
Q3 		$1.21M Buy
18,649
+7,187
+63% +$499K 0.03% 323
2021
Q2 		$926K Buy
11,462
+3,709
+48% +$283K 0.03% 336
2021
Q1 		$527K Sell
7,753
-2,247
-22% -$177K 0.02% 391
2020
Q4 		$697K Hold
10,000
– – 0.03% 338
2020
Q3 		$530K Hold
10,000
– – 0.03% 303
2020
Q2 		$579K Hold
10,000
– – 0.04% 264
2020
Q1 		$514K Sell
10,000
-70
-0.7% -$4.65K 0.04% 277
2019
Q4 		$746K Hold
10,070
– – 0.06% 219
2019
Q3 		$617K Hold
10,070
– – 0.05% 261
2019
Q2 		$795K Sell
10,070
-600
-6% -$41.8K 0.08% 198
2019
Q1 		$789K Hold
10,670
– – 0.06% 208
2018
Q4 		$694K Buy
+10,670
New +$860K 0.09% 173

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

TownSquare Capital's HQY Position: Q2 2025 in Review

TownSquare Capital sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 22,344 shares — an estimated $1.97M sold.

TownSquare Capital first reported a position in HQY in Q4 2018 and held it in 26 quarters. The position peaked at $2.04M in Q3 2023. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • TownSquare Capital reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 22,344 HealthEquity shares in Q2 2025, an estimated $1.97M.
  • TownSquare Capital first reported a position in HealthEquity in Q4 2018 and held it in 26 quarters.
  • TownSquare Capital's HealthEquity position peaked at $2.04M in Q3 2023.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.