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 $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 $3.38T AUM 44.17% 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

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.