Capital Fund Management (CFM)’s HealthEquity HQY Stock Holding History

Capital Fund Management (CFM)’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	$10.8M	Buy	119,832 +67,522	+129%	+$5.72M	0.05%	559
2026 Q1	$4.37M	Buy	+52,310	New	+$4.29M	0.02%	953
2021 Q4	–	Sell	-17,433	Closed	-$1.13M	–	1705
2021 Q3	$1.13M	Buy	+17,433	New	+$1.21M	0.01%	1150
2017 Q4	–	Sell	-23,600	Closed	-$1.19M	–	1871
2017 Q3	$1.19M	Buy	+23,600	New	+$1.1M	0.01%	905
2017 Q2	–	Sell	-21,800	Closed	-$925K	–	1569
2017 Q1	$925K	Buy	21,800 +13,200	+153%	+$584K	0.01%	943
2016 Q4	$348K	Buy	+8,600	New	+$332K	﹤0.01%	1387

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Fund Management (CFM)'s HQY Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its HealthEquity (HQY) stake by 129% in Q2 2026, buying an estimated $5.72M and bringing the position to 119,832 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #559.

Capital Fund Management (CFM) first reported a position in HQY in Q4 2016 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Capital Fund Management (CFM) held 119,832 shares of HealthEquity worth $10.8M as of Q2 2026.
Capital Fund Management (CFM) bought 67,522 HealthEquity shares in Q2 2026, an estimated $5.72M.
HealthEquity made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #559 holding.
Capital Fund Management (CFM) first reported a position in HealthEquity in Q4 2016 and has held it in 6 quarters since.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.