Verition Fund Management
HQY icon

Verition Fund Management’s HealthEquity HQY Stock Holding History

Verition Fund 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
2026
Q1 		– Sell
-28,023
Closed -$2.57M – 2858
2025
Q4 		$2.57M Buy
28,023
+420
+2% +$40.2K 0.01% 1386
2025
Q3 		$2.62M Sell
27,603
-10,722
-28% -$1.01M 0.01% 1752
2025
Q2 		$4.01M Buy
38,325
+26,220
+217% +$2.49M 0.02% 1346
2025
Q1 		$1.07M Buy
12,105
+9,247
+324% +$948K 0.01% 2077
2024
Q4 		$274K Buy
+2,858
New +$266K ﹤0.01% 2819
2024
Q1 		– Sell
-11,165
Closed -$740K – 2856
2023
Q4 		$740K Buy
+11,165
New +$774K 0.01% 1312
2022
Q4 		– Sell
-5,696
Closed -$383K – 2398
2022
Q3 		$383K Buy
+5,696
New +$360K ﹤0.01% 2061
2022
Q1 		– Sell
-6,186
Closed -$274K – 2854
2021
Q4 		$274K Buy
+6,186
New +$360K ﹤0.01% 2042
2021
Q2 		– Sell
-6,196
Closed -$421K – 1999
2021
Q1 		$421K Buy
+6,196
New +$487K ﹤0.01% 945
2019
Q3 		– Sell
-14,983
Closed -$980K – 1168
2019
Q2 		$980K Buy
14,983
+7,582
+102% +$528K 0.03% 443
2019
Q1 		$548K Sell
7,401
-5,404
-42% -$380K 0.02% 620
2018
Q4 		$764K Sell
12,805
-3,323
-21% -$268K 0.05% 320
2018
Q3 		$1.52M Buy
16,128
+3,793
+31% +$327K 0.05% 407
2018
Q2 		$926K Buy
+12,335
New +$886K 0.06% 438

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Verition Fund Management's HQY Position: Q1 2026 in Review

Verition Fund Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 28,023 shares — an estimated $2.57M sold.

Verition Fund Management first reported a position in HQY in Q2 2018 and held it in 14 quarters. The position peaked at $4.01M in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Verition Fund Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 28,023 HealthEquity shares in Q1 2026, an estimated $2.57M.
  • Verition Fund Management first reported a position in HealthEquity in Q2 2018 and held it in 14 quarters.
  • Verition Fund Management's HealthEquity position peaked at $4.01M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.