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TC
TwinBeech Capital’s
HealthEquity
HQY
Stock Holding History
TwinBeech 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
2026
Q1
–
Sell
-21,100
Closed
-$1.93M
–
687
2025
Q4
$1.93M
Buy
+21,100
New
+$2.02M
0.14%
198
2024
Q1
–
Sell
-68,255
Closed
-$4.53M
–
700
2023
Q4
$4.53M
Buy
+68,255
New
+$4.73M
0.07%
284
2022
Q3
–
Sell
-11,022
Closed
-$677K
–
712
2022
Q2
$677K
Buy
+11,022
New
+$706K
0.03%
390
2021
Q2
–
Sell
-13,781
Closed
-$937K
–
533
2021
Q1
$937K
Buy
+13,781
New
+$1.08M
0.14%
200
2020
Q1
–
Sell
-16,037
Closed
-$1.19M
–
373
2019
Q4
$1.19M
Buy
+16,037
New
+$1M
0.34%
97
Other funds holding HQY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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