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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 0.18% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners's HQY Position: Q1 2026 in Review

Woodline Partners sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 75,461 shares — an estimated $6.91M sold.

Woodline Partners first reported a position in HQY in Q2 2020 and held it in 12 quarters. The position peaked at $27.6M in Q3 2024. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Woodline Partners reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Woodline Partners sold 75,461 HealthEquity shares in Q1 2026, an estimated $6.91M.
  • Woodline Partners first reported a position in HealthEquity in Q2 2020 and held it in 12 quarters.
  • Woodline Partners's HealthEquity position peaked at $27.6M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.