FHC
HQY icon

Forest Hill Capital’s HealthEquity HQY Stock Holding History

Forest Hill Capital’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 		– Sell
-29,576
Closed -$2.71M – 27
2025
Q4 		$2.71M Hold
29,576
– – 1.39% 15
2025
Q3 		$2.8M Hold
29,576
– – 1.65% 13
2025
Q2 		$3.1M Sell
29,576
-4,500
-13% -$427K 2.2% 10
2025
Q1 		$3.01M Buy
34,076
+4,000
+13% +$410K 2.25% 8
2024
Q4 		$2.89M Sell
30,076
-7,500
-20% -$699K 2.23% 12
2024
Q3 		$3.08M Buy
37,576
+5,900
+19% +$455K 2.33% 10
2024
Q2 		$2.73M Hold
31,676
– – 2.25% 12
2024
Q1 		$2.59M Buy
31,676
+1,200
+4% +$93.7K 2.23% 11
2023
Q4 		$2.02M Buy
+30,476
New +$2.11M 1.06% 29

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forest Hill Capital's HQY Position: Q1 2026 in Review

Forest Hill Capital sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 29,576 shares — an estimated $2.71M sold.

Forest Hill Capital first reported a position in HQY in Q4 2023 and held it in 9 quarters. The position peaked at $3.1M in Q2 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Forest Hill Capital reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Forest Hill Capital sold 29,576 HealthEquity shares in Q1 2026, an estimated $2.71M.
  • Forest Hill Capital first reported a position in HealthEquity in Q4 2023 and held it in 9 quarters.
  • Forest Hill Capital's HealthEquity position peaked at $3.1M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Forest Hill Capital's 13F filing for Q1 2026, filed 15 May 2026.