Versor Investments’s HealthEquity HQY Stock Holding History

Versor Investments’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	-12,920	Closed	-$1.18M	–	296
2025 Q4	$1.18M	Buy	+12,920	New	+$1.24M	0.18%	106
2025 Q3	–	Sell	-19,963	Closed	-$2.09M	–	782
2025 Q2	$2.09M	Sell	19,963 -10,529	-35%	-$998K	0.37%	32
2025 Q1	$2.69M	Buy	30,492 +21,392	+235%	+$2.19M	0.44%	21
2024 Q4	$873K	Buy	+9,100	New	+$848K	0.15%	191
2024 Q3	–	Sell	-3,600	Closed	-$310K	–	865
2024 Q2	$310K	Buy	+3,600	New	+$291K	0.06%	509
2023 Q1	–	Sell	-4,900	Closed	-$302K	–	784
2022 Q4	$302K	Buy	+4,900	New	+$329K	0.03%	507

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Versor Investments's HQY Position: Q1 2026 in Review

Versor Investments sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 12,920 shares — an estimated $1.18M sold.

Versor Investments first reported a position in HQY in Q4 2022 and held it in 6 quarters. The position peaked at $2.69M in Q1 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Versor Investments reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 12,920 HealthEquity shares in Q1 2026, an estimated $1.18M.
Versor Investments first reported a position in HealthEquity in Q4 2022 and held it in 6 quarters.
Versor Investments's HealthEquity position peaked at $2.69M in Q1 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.