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Van Berkom & Associates’s HealthEquity HQY Stock Holding History

Van Berkom & Associates’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
Q3 		– Sell
-442,830
Closed -$46.4M – 65
2025
Q2 		$46.4M Sell
442,830
-207,231
-32% -$19.6M 1.38% 40
2025
Q1 		$57.4M Sell
650,061
-188,260
-22% -$19.3M 1.84% 31
2024
Q4 		$80.4M Sell
838,321
-97,260
-10% -$9.06M 2.39% 20
2024
Q3 		$76.6M Buy
935,581
+5,413
+0.6% +$418K 2.1% 30
2024
Q2 		$80.2M Buy
930,168
+16,807
+2% +$1.36M 2.4% 18
2024
Q1 		$74.6M Sell
913,361
-67,990
-7% -$5.31M 2.12% 31
2023
Q4 		$65.1M Sell
981,351
-61,119
-6% -$4.24M 1.89% 35
2023
Q3 		$76.2M Buy
1,042,470
+51,824
+5% +$3.5M 2.48% 14
2023
Q2 		$62.5M Sell
990,646
-47,731
-5% -$2.77M 2.27% 22
2023
Q1 		$61M Buy
1,038,377
+280,461
+37% +$17M 2.25% 19
2022
Q4 		$46.7M Buy
757,916
+38,001
+5% +$2.55M 2% 27
2022
Q3 		$48.4M Sell
719,915
-17,862
-2% -$1.13M 2.3% 21
2022
Q2 		$45.3M Sell
737,777
-148,331
-17% -$9.5M 1.9% 31
2022
Q1 		$59.8M Buy
+886,108
New +$47.9M 2.14% 25

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Van Berkom & Associates's HQY Position: Q3 2025 in Review

Van Berkom & Associates sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 442,830 shares — an estimated $46.4M sold.

Van Berkom & Associates first reported a position in HQY in Q1 2022 and held it in 14 quarters. The position peaked at $80.4M in Q4 2024. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Van Berkom & Associates reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Van Berkom & Associates sold 442,830 HealthEquity shares in Q3 2025, an estimated $46.4M.
  • Van Berkom & Associates first reported a position in HealthEquity in Q1 2022 and held it in 14 quarters.
  • Van Berkom & Associates's HealthEquity position peaked at $80.4M in Q4 2024.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Van Berkom & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.