Virginia Retirement Systems’s HealthEquity HQY Stock Holding History

Virginia Retirement Systems’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 Q4	$568K	Buy	6,200 +2,600	+72%	+$249K	﹤0.01%	727
2025 Q3	$341K	Buy	+3,600	New	+$339K	﹤0.01%	829
2023 Q3	$416K	Buy	+5,700	New	+$385K	﹤0.01%	744
2023 Q1	–	Sell	-8,200	Closed	-$505K	–	1131
2022 Q4	$505K	Sell	8,200 -2,300	-22%	-$155K	0.01%	822
2022 Q3	$705K	Buy	+10,500	New	+$665K	0.01%	694
2022 Q1	$661K	Buy	+9,800	New	+$529K	0.01%	775
2021 Q1	–	Sell	-4,700	Closed	-$328K	–	1146
2020 Q4	$328K	Buy	+4,700	New	+$292K	﹤0.01%	956
2020 Q2	–	Sell	-4,800	Closed	-$243K	–	1135
2020 Q1	$243K	Buy	4,800 +400	+9%	+$26.6K	﹤0.01%	987
2019 Q4	$326K	Sell	4,400 -20,600	-82%	-$1.29M	﹤0.01%	1025
2019 Q3	$1.43M	Buy	25,000 +11,100	+80%	+$737K	0.02%	545
2019 Q2	$909K	Hold	13,900	–	–	0.01%	705
2019 Q1	$1.03M	Buy	13,900 +700	+5%	+$49.2K	0.01%	663
2018 Q4	$787K	Hold	13,200	–	–	0.01%	710
2018 Q3	$1.25M	Buy	13,200 +3,800	+40%	+$327K	0.01%	629
2018 Q2	$706K	Buy	+9,400	New	+$675K	0.01%	802

Other funds holding HQY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virginia Retirement Systems's HQY Position: Q4 2025 in Review

Virginia Retirement Systems increased its HealthEquity (HQY) stake by 72% in Q4 2025, buying an estimated $249K and bringing the position to 6,200 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Virginia Retirement Systems first reported a position in HQY in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.43M in Q3 2019. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

Virginia Retirement Systems held 6,200 shares of HealthEquity worth $568K as of Q4 2025.
Virginia Retirement Systems bought 2,600 HealthEquity shares in Q4 2025, an estimated $249K.
HealthEquity made up ﹤0.01% of Virginia Retirement Systems's portfolio in Q4 2025, its #727 holding.
Virginia Retirement Systems first reported a position in HealthEquity in Q2 2018 and has held it in 15 quarters since.
Virginia Retirement Systems's HealthEquity position peaked at $1.43M in Q3 2019.
511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on Virginia Retirement Systems's 13F filing for Q4 2025, filed 4 Feb 2026.