Woodline Partners’s HealthEquity HQY Stock Holding History

Woodline Partners’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	-75,461	Closed	-$6.91M	–	1095
2025 Q4	$6.91M	Sell	75,461 -200,929	-73%	-$19.2M	0.03%	551
2025 Q3	$26.2M	Buy	+276,390	New	+$26M	0.12%	222
2025 Q2	–	Sell	-24,870	Closed	-$2.2M	–	981
2025 Q1	$2.2M	Sell	24,870 -163,086	-87%	-$16.7M	0.01%	648
2024 Q4	$18M	Sell	187,956 -148,827	-44%	-$13.9M	0.12%	230
2024 Q3	$27.6M	Buy	336,783 +61,587	+22%	+$4.75M	0.23%	140
2024 Q2	$23.7M	Buy	+275,196	New	+$22.2M	0.23%	142
2023 Q4	–	Sell	-7,300	Closed	-$533K	–	556
2023 Q3	$533K	Buy	+7,300	New	+$493K	0.01%	490
2022 Q3	–	Sell	-194,475	Closed	-$11.9M	–	784
2022 Q2	$11.9M	Buy	194,475 +4,295	+2%	+$275K	0.2%	153
2022 Q1	$12.8M	Buy	190,180 +127,188	+202%	+$6.87M	0.21%	147
2021 Q4	$2.79M	Buy	+62,992	New	+$3.67M	0.04%	375
2020 Q4	–	Sell	-61,006	Closed	-$3.13M	–	245
2020 Q3	$3.13M	Buy	61,006 +54,906	+900%	+$3.02M	0.1%	155
2020 Q2	$358K	Buy	+6,100	New	+$337K	0.01%	146

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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