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Atalan Capital Partners’s HealthEquity HQY Stock Holding History

Atalan Capital 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
Q2 		$82.7M Buy
915,270
+31,600
+4% +$2.68M 5.07% 9
2026
Q1 		$73.8M Sell
883,670
-31,480
-3% -$2.58M 6.81% 8
2025
Q4 		$83.8M Buy
915,150
+3,550
+0.4% +$340K 5.97% 11
2025
Q3 		$86.4M Buy
911,600
+211,600
+30% +$19.9M 6.03% 10
2025
Q2 		$73.3M Buy
+700,000
New +$66.4M 5.63% 8

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Atalan Capital Partners's HQY Position: Q2 2026 in Review

Atalan Capital Partners increased its HealthEquity (HQY) stake by 3.6% in Q2 2026, buying an estimated $2.68M and bringing the position to 915,270 shares worth $82.7M. The position accounts for 5.07% of the portfolio, ranked #9.

Atalan Capital Partners first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. The position peaked at $86.4M in Q3 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Atalan Capital Partners held 915,270 shares of HealthEquity worth $82.7M as of Q2 2026.
  • Atalan Capital Partners bought 31,600 HealthEquity shares in Q2 2026, an estimated $2.68M.
  • HealthEquity made up 5.07% of Atalan Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Atalan Capital Partners first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • Atalan Capital Partners's HealthEquity position peaked at $86.4M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Atalan Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.