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Bridger Management’s HealthEquity HQY Stock Holding History

Bridger Management’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 		$4.66M Buy
+51,616
New +$4.38M 3.11% 14
2026
Q1 		– Sell
-60,484
Closed -$5.54M – 29
2025
Q4 		$5.54M Buy
+60,484
New +$5.79M 3.56% 15

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

Bridger Management's HQY Position: Q2 2026 in Review

Bridger Management opened a new position in HealthEquity (HQY) in Q2 2026: 51,616 shares worth $4.66M. The stake represents 3.11% of the portfolio and ranks #14 among its holdings. This is a return to the name: Bridger Management previously reported a position in HQY as recently as Q4 2025.

Bridger Management first reported a position in HQY in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.54M in Q4 2025. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Bridger Management held 51,616 shares of HealthEquity worth $4.66M as of Q2 2026.
  • HealthEquity was a new Bridger Management position in Q2 2026.
  • HealthEquity made up 3.11% of Bridger Management's portfolio in Q2 2026, its #14 holding.
  • Bridger Management first reported a position in HealthEquity in Q4 2025 and has held it in 2 quarters since.
  • Bridger Management's HealthEquity position peaked at $5.54M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Bridger Management's 13F filing for Q2 2026, filed 18 Aug 2026.