Trexquant Investment’s HealthEquity HQY Stock Holding History

Trexquant Investment’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 Q2	–	Sell	-186,537	Closed	-$15.6M	–	2041
2026 Q1	$15.6M	Sell	186,537 -11,337	-6%	-$930K	0.11%	221
2025 Q4	$18.1M	Buy	+197,874	New	+$18.9M	0.16%	128
2024 Q1	–	Sell	-75,117	Closed	-$4.98M	–	1572
2023 Q4	$4.98M	Buy	+75,117	New	+$5.21M	0.11%	251
2020 Q4	–	Sell	-19,658	Closed	-$1.01M	–	1216
2020 Q3	$1.01M	Buy	+19,658	New	+$1.08M	0.07%	417
2019 Q3	–	Sell	-19,748	Closed	-$1.29M	–	967
2019 Q2	$1.29M	Sell	19,748 -26,699	-57%	-$1.86M	0.12%	252
2019 Q1	$3.44M	Buy	46,447 +22,934	+98%	+$1.61M	0.24%	104
2018 Q4	$1.4M	Buy	+23,513	New	+$1.9M	0.09%	339
2016 Q1	–	Sell	-15,700	Closed	-$394K	–	1022
2015 Q4	$394K	Buy	+15,700	New	+$482K	0.03%	762
2015 Q2	–	Sell	-21,664	Closed	-$541K	–	1080
2015 Q1	$541K	Buy	+21,664	New	+$470K	0.06%	656

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Trexquant Investment's HQY Position: Q2 2026 in Review

Trexquant Investment sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 186,537 shares — an estimated $15.6M sold.

Trexquant Investment first reported a position in HQY in Q1 2015 and held it in 9 quarters. The position peaked at $18.1M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Trexquant Investment reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Trexquant Investment sold 186,537 HealthEquity shares in Q2 2026, an estimated $15.6M.
Trexquant Investment first reported a position in HealthEquity in Q1 2015 and held it in 9 quarters.
Trexquant Investment's HealthEquity position peaked at $18.1M in Q4 2025.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.