Capital Fund Management (CFM)
HQY icon

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
2018
Q4 		– Sell
-33,600
Closed -$3.17M – 2004
2018
Q3 		$3.17M Buy
+33,600
New +$2.89M 0.02% 942

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Fund Management (CFM)'s HQY Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in HealthEquity (HQY) in Q1 2026: 52,310 shares worth $4.37M. The stake represents 0.02% of the portfolio and ranks #953 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in HQY as recently as Q3 2021.

Capital Fund Management (CFM) first reported a position in HQY in Q4 2016 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Capital Fund Management (CFM) held 52,310 shares of HealthEquity worth $4.37M as of Q1 2026.
  • HealthEquity was a new Capital Fund Management (CFM) position in Q1 2026.
  • HealthEquity made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #953 holding.
  • Capital Fund Management (CFM) first reported a position in HealthEquity in Q4 2016 and has held it in 5 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.