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Dorsal Capital Management’s HealthEquity HQY Stock Holding History

Dorsal Capital 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
2021
Q1 		– Sell
-1,000,000
Closed -$69.7M – 22
2020
Q4 		$69.7M Buy
1,000,000
+50,000
+5% +$3.11M 4.03% 14
2020
Q3 		$48.8M Buy
950,000
+450,000
+90% +$24.7M 3.77% 12
2020
Q2 		$29.3M Buy
+500,000
New +$27.6M 1.81% 19

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Dorsal Capital Management's HQY Position: Q1 2021 in Review

Dorsal Capital Management sold out of HealthEquity (HQY) in Q1 2021, closing a stake of 1,000,000 shares — an estimated $69.7M sold.

Dorsal Capital Management first reported a position in HQY in Q2 2020 and held it in 3 quarters. The position peaked at $69.7M in Q4 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q1 2021.

  • Dorsal Capital Management reported no remaining HealthEquity position as of Q1 2021 after selling out during the quarter.
  • Dorsal Capital Management sold 1,000,000 HealthEquity shares in Q1 2021, an estimated $69.7M.
  • Dorsal Capital Management first reported a position in HealthEquity in Q2 2020 and held it in 3 quarters.
  • Dorsal Capital Management's HealthEquity position peaked at $69.7M in Q4 2020.
  • 285 funds tracked by Wall St. Rank held HealthEquity as of Q1 2021.

Based on Dorsal Capital Management's 13F filing for Q1 2021, filed 17 May 2021.