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Frontier Capital Management’s HealthEquity HQY Stock Holding History

Frontier 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 		$16.6M Sell
184,308
-8,092
-4% -$686K 0.16% 209
2026
Q1 		$16.1M Buy
192,400
+64,754
+51% +$5.31M 0.17% 183
2025
Q4 		$11.7M Buy
127,646
+12,895
+11% +$1.23M 0.12% 228
2025
Q3 		$10.9M Buy
114,751
+2,154
+2% +$203K 0.1% 241
2025
Q2 		$11.8M Buy
112,597
+22,437
+25% +$2.13M 0.11% 231
2025
Q1 		$7.97M Buy
90,160
+46,400
+106% +$4.76M 0.09% 231
2024
Q4 		$4.2M Buy
+43,760
New +$4.08M 0.04% 262

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 $3.37T AUM 44.26% 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

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

Frontier Capital Management reduced its HealthEquity (HQY) stake by 4.2% in Q2 2026, selling an estimated $686K and leaving 184,308 shares worth $16.6M. The position accounts for 0.16% of the portfolio, ranked #209.

Frontier Capital Management first reported a position in HQY in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Frontier Capital Management held 184,308 shares of HealthEquity worth $16.6M as of Q2 2026.
  • Frontier Capital Management sold 8,092 HealthEquity shares in Q2 2026, an estimated $686K.
  • HealthEquity made up 0.16% of Frontier Capital Management's portfolio in Q2 2026, its #209 holding.
  • Frontier Capital Management first reported a position in HealthEquity in Q4 2024 and has held it in 7 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Frontier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.