FCM
HQY icon

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
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 $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

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

Frontier Capital Management increased its HealthEquity (HQY) stake by 51% in Q1 2026, buying an estimated $5.31M and bringing the position to 192,400 shares worth $16.1M. The position accounts for 0.17% of the portfolio, ranked #183.

Frontier Capital Management first reported a position in HQY in Q4 2024 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Frontier Capital Management held 192,400 shares of HealthEquity worth $16.1M as of Q1 2026.
  • Frontier Capital Management bought 64,754 HealthEquity shares in Q1 2026, an estimated $5.31M.
  • HealthEquity made up 0.17% of Frontier Capital Management's portfolio in Q1 2026, its #183 holding.
  • Frontier Capital Management first reported a position in HealthEquity in Q4 2024 and has held it in 6 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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