Virtu Financial’s HealthEquity HQY Stock Holding History

Virtu Financial’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	-3,544	Closed	-$325K	–	1923
2025 Q4	$325K	Buy	+3,544	New	+$339K	0.01%	813
2025 Q3	–	Sell	-15,393	Closed	-$1.61M	–	1727
2025 Q2	$1.61M	Buy	+15,393	New	+$1.46M	0.08%	215
2022 Q4	–	Sell	-3,761	Closed	-$253K	–	1852
2022 Q3	$253K	Sell	3,761 -99	-3%	-$6.26K	0.02%	740
2022 Q2	$237K	Buy	+3,860	New	+$247K	0.02%	687
2021 Q3	–	Sell	-3,896	Closed	-$314K	–	1696
2021 Q2	$314K	Buy	+3,896	New	+$297K	0.03%	696
2019 Q4	$424K	Buy	5,721 +738	+15%	+$46K	0.04%	497
2019 Q3	$285K	Buy	+4,983	New	+$331K	0.02%	789
2019 Q2	–	Sell	-3,852	Closed	-$285K	–	1626
2019 Q1	$285K	Sell	3,852 -974	-20%	-$68.5K	0.02%	815
2018 Q4	$288K	Buy	4,826 +2,206	+84%	+$178K	0.02%	729
2018 Q3	$247K	Buy	+2,620	New	+$226K	0.02%	962
2018 Q2	–	Sell	-19,086	Closed	-$1.16M	–	2204
2018 Q1	$1.16M	Buy	+19,086	New	+$1.03M	0.06%	308

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

Virtu Financial's HQY Position: Q1 2026 in Review

Virtu Financial sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,544 shares — an estimated $325K sold.

Virtu Financial first reported a position in HQY in Q1 2018 and held it in 11 quarters. The position peaked at $1.61M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Virtu Financial reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
Virtu Financial sold 3,544 HealthEquity shares in Q1 2026, an estimated $325K.
Virtu Financial first reported a position in HealthEquity in Q1 2018 and held it in 11 quarters.
Virtu Financial's HealthEquity position peaked at $1.61M in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Virtu Financial's 13F filing for Q1 2026, filed 14 May 2026.