Graham Capital Management’s HealthEquity HQY Stock Holding History

Graham 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	$671K	Sell	8,032 -6,524	-45%	-$535K	0.02%	547
2025 Q4	$1.33M	Buy	14,556 +3,638	+33%	+$348K	0.03%	324
2025 Q3	$1.03M	Buy	10,918 +8,026	+278%	+$755K	0.02%	376
2025 Q2	$303K	Buy	+2,892	New	+$274K	﹤0.01%	992
2024 Q4	–	Sell	-4,750	Closed	-$389K	–	1338
2024 Q3	$389K	Buy	+4,750	New	+$366K	0.01%	708
2024 Q2	–	Sell	-17,668	Closed	-$1.44M	–	1176
2024 Q1	$1.44M	Sell	17,668 -43,934	-71%	-$3.43M	0.03%	317
2023 Q4	$4.08M	Buy	+61,602	New	+$4.27M	0.09%	128

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Graham Capital Management reduced its HealthEquity (HQY) stake by 45% in Q1 2026, selling an estimated $535K and leaving 8,032 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #547.

Graham Capital Management first reported a position in HQY in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.08M in Q4 2023. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

Graham Capital Management held 8,032 shares of HealthEquity worth $671K as of Q1 2026.
Graham Capital Management sold 6,524 HealthEquity shares in Q1 2026, an estimated $535K.
HealthEquity made up 0.02% of Graham Capital Management's portfolio in Q1 2026, its #547 holding.
Graham Capital Management first reported a position in HealthEquity in Q4 2023 and has held it in 7 quarters since.
Graham Capital Management's HealthEquity position peaked at $4.08M in Q4 2023.
485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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