Everence Capital Management’s HealthEquity HQY Stock Holding History

Everence 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
2026 Q2	–	Sell	-2,811	Closed	-$235K	–	888
2026 Q1	$235K	Buy	2,811 +381	+16%	+$31.3K	0.01%	684
2025 Q4	$223K	Hold	2,430	–	–	0.01%	710
2025 Q3	$230K	Hold	2,430	–	–	0.01%	715
2025 Q2	$255K	Hold	2,430	–	–	0.02%	650
2025 Q1	$215K	Hold	2,430	–	–	0.01%	720
2024 Q4	$233K	Buy	+2,430	New	+$226K	0.02%	710
2018 Q3	–	Sell	-4,070	Closed	-$306K	–	445
2018 Q2	$306K	Hold	4,070	–	–	0.06%	305
2018 Q1	$246K	Buy	+4,070	New	+$220K	0.05%	350
2017 Q4	–	Sell	-4,070	Closed	-$206K	–	432
2017 Q3	$206K	Hold	4,070	–	–	0.05%	361
2017 Q2	$203K	Buy	+4,070	New	+$190K	0.05%	350

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 $3.37T AUM 44.26% 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

Everence Capital Management's HQY Position: Q2 2026 in Review

Everence Capital Management sold out of HealthEquity (HQY) in Q2 2026, closing a stake of 2,811 shares — an estimated $235K sold.

Everence Capital Management first reported a position in HQY in Q2 2017 and held it in 10 quarters. The position peaked at $306K in Q2 2018. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Everence Capital Management reported no remaining HealthEquity position as of Q2 2026 after selling out during the quarter.
Everence Capital Management sold 2,811 HealthEquity shares in Q2 2026, an estimated $235K.
Everence Capital Management first reported a position in HealthEquity in Q2 2017 and held it in 10 quarters.
Everence Capital Management's HealthEquity position peaked at $306K in Q2 2018.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.