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Yorktown Management & Research Company’s HealthEquity HQY Stock Holding History

Yorktown Management & Research Company’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
-4,125
Closed -$378K – 228
2025
Q4 		$378K Buy
+4,125
New +$395K 0.3% 133

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $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

Yorktown Management & Research Company's HQY Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 4,125 shares — an estimated $378K sold.

Yorktown Management & Research Company first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $378K in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,125 HealthEquity shares in Q1 2026, an estimated $378K.
  • Yorktown Management & Research Company first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
  • Yorktown Management & Research Company's HealthEquity position peaked at $378K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.