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Evergreen Capital Management’s HealthEquity HQY Stock Holding History

Evergreen 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
Q1 		$317K Buy
+3,795
New +$311K 0.01% 1082
2025
Q4 		– Sell
-2,212
Closed -$210K – 1462
2025
Q3 		$210K Buy
+2,212
New +$208K 0.01% 1208

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

Evergreen Capital Management's HQY Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in HealthEquity (HQY) in Q1 2026: 3,795 shares worth $317K. The stake represents 0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in HQY as recently as Q3 2025.

Evergreen Capital Management first reported a position in HQY in Q3 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Evergreen Capital Management held 3,795 shares of HealthEquity worth $317K as of Q1 2026.
  • HealthEquity was a new Evergreen Capital Management position in Q1 2026.
  • HealthEquity made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1082 holding.
  • Evergreen Capital Management first reported a position in HealthEquity in Q3 2025 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.