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 Q2	$739K	Buy	8,184 +152	+2%	+$12.9K	0.01%	591
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 $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Graham Capital Management increased its HealthEquity (HQY) stake by 1.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 8,184 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #591.

Graham Capital Management first reported a position in HQY in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.08M in Q4 2023. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Graham Capital Management held 8,184 shares of HealthEquity worth $739K as of Q2 2026.
Graham Capital Management bought 152 HealthEquity shares in Q2 2026, an estimated $12.9K.
HealthEquity made up 0.01% of Graham Capital Management's portfolio in Q2 2026, its #591 holding.
Graham Capital Management first reported a position in HealthEquity in Q4 2023 and has held it in 8 quarters since.
Graham Capital Management's HealthEquity position peaked at $4.08M in Q4 2023.
501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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