XTX Topco’s HealthEquity HQY Stock Holding History

XTX Topco’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	$531K	Buy	6,354 +3,194	+101%	+$262K	0.01%	1993
2025 Q4	$289K	Buy	+3,160	New	+$303K	0.01%	2108
2025 Q3	–	Sell	-19,304	Closed	-$2.02M	–	2849
2025 Q2	$2.02M	Buy	+19,304	New	+$1.83M	0.08%	326
2025 Q1	–	Sell	-4,500	Closed	-$432K	–	2683
2024 Q4	$432K	Buy	+4,500	New	+$419K	0.04%	897
2023 Q4	–	Sell	-10,535	Closed	-$770K	–	1800
2023 Q3	$770K	Buy	+10,535	New	+$712K	0.13%	186
2023 Q1	–	Sell	-4,914	Closed	-$303K	–	1447
2022 Q4	$303K	Buy	4,914 +1,163	+31%	+$78.2K	0.06%	576
2022 Q3	$252K	Buy	+3,751	New	+$237K	0.06%	615
2021 Q4	–	Sell	-7,813	Closed	-$506K	–	824
2021 Q3	$506K	Buy	7,813 +835	+12%	+$58K	0.17%	187
2021 Q2	$562K	Buy	+6,978	New	+$532K	0.19%	144

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

XTX Topco's HQY Position: Q1 2026 in Review

XTX Topco increased its HealthEquity (HQY) stake by 101% in Q1 2026, buying an estimated $262K and bringing the position to 6,354 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #1993.

XTX Topco first reported a position in HQY in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.02M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

XTX Topco held 6,354 shares of HealthEquity worth $531K as of Q1 2026.
XTX Topco bought 3,194 HealthEquity shares in Q1 2026, an estimated $262K.
HealthEquity made up 0.01% of XTX Topco's portfolio in Q1 2026, its #1993 holding.
XTX Topco first reported a position in HealthEquity in Q2 2021 and has held it in 9 quarters since.
XTX Topco's HealthEquity position peaked at $2.02M in Q2 2025.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.