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 Q3	$4.03M	Buy	45,586 +29,945	+191%	+$2.93M	0.09%	309
2026 Q2	$1.41M	Buy	+15,641	New	+$1.33M	0.03%	885
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Y-Intercept (HK)'s HQY Position: Q3 2026 in Review

Y-Intercept (HK) increased its HealthEquity (HQY) stake by 191% in Q3 2026, buying an estimated $2.93M and bringing the position to 45,586 shares worth $4.03M. The position accounts for 0.09% of the portfolio, ranked #309.

Y-Intercept (HK) first reported a position in HQY in Q4 2022 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Y-Intercept (HK) held 45,586 shares of HealthEquity worth $4.03M as of Q3 2026.
Y-Intercept (HK) bought 29,945 HealthEquity shares in Q3 2026, an estimated $2.93M.
HealthEquity made up 0.09% of Y-Intercept (HK)'s portfolio in Q3 2026, its #309 holding.
Y-Intercept (HK) first reported a position in HealthEquity in Q4 2022 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.