YIH
HQY icon

Y-Intercept (HK)’s HealthEquity HQY Stock Holding History

Y-Intercept (HK)’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
-42,019
Closed -$3.85M – 1775
2025
Q4 		$3.85M Buy
+42,019
New +$4.02M 0.09% 320
2024
Q1 		– Sell
-4,976
Closed -$330K – 1538
2023
Q4 		$330K Buy
+4,976
New +$345K 0.03% 778
2023
Q3 		– Sell
-5,286
Closed -$334K – 1271
2023
Q2 		$334K Buy
+5,286
New +$307K 0.04% 729
2023
Q1 		– Sell
-9,564
Closed -$590K – 1327
2022
Q4 		$590K Buy
+9,564
New +$643K 0.09% 374

Other funds holding HQY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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