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Vident Advisory’s HealthEquity HQY Stock Holding History

Vident Advisory’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 		$209K Buy
+2,505
New +$206K ﹤0.01% 1682
2025
Q4 		– Sell
-2,227
Closed -$211K – 1680
2025
Q3 		$211K Buy
+2,227
New +$210K ﹤0.01% 1547
2024
Q2 		– Sell
-2,761
Closed -$225K – 1458
2024
Q1 		$225K Buy
+2,761
New +$216K ﹤0.01% 1163

Other funds holding HQY

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vident Advisory's HQY Position: Q1 2026 in Review

Vident Advisory opened a new position in HealthEquity (HQY) in Q1 2026: 2,505 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: Vident Advisory previously reported a position in HQY as recently as Q3 2025.

Vident Advisory first reported a position in HQY in Q1 2024 and has held it in 3 quarters since. The position peaked at $225K in Q1 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Vident Advisory held 2,505 shares of HealthEquity worth $209K as of Q1 2026.
  • HealthEquity was a new Vident Advisory position in Q1 2026.
  • HealthEquity made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1682 holding.
  • Vident Advisory first reported a position in HealthEquity in Q1 2024 and has held it in 3 quarters since.
  • Vident Advisory's HealthEquity position peaked at $225K in Q1 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.