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Granahan Investment Management’s HealthEquity HQY Stock Holding History

Granahan Investment 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 		$8.79M Sell
97,318
-24,781
-20% -$2.1M 0.31% 77
2026
Q1 		$10.2M Buy
122,099
+31,079
+34% +$2.55M 0.49% 56
2025
Q4 		$8.34M Buy
+91,020
New +$8.71M 0.36% 68
2025
Q3 		– Sell
-100,417
Closed -$10.5M – 155
2025
Q2 		$10.5M Buy
100,417
+40,878
+69% +$3.87M 0.43% 60
2025
Q1 		$5.26M Buy
+59,539
New +$6.11M 0.26% 92
2023
Q4 		– Sell
-489,387
Closed -$35.7M – 186
2023
Q3 		$35.7M Sell
489,387
-1,417
-0.3% -$95.7K 1.27% 21
2023
Q2 		$31M Sell
490,804
-21,697
-4% -$1.26M 0.95% 29
2023
Q1 		$30.1M Sell
512,501
-102,737
-17% -$6.24M 0.92% 31
2022
Q4 		$37.9M Sell
615,238
-76,928
-11% -$5.17M 1.16% 22
2022
Q3 		$46.5M Sell
692,166
-171,891
-20% -$10.9M 1.52% 15
2022
Q2 		$53M Buy
864,057
+35,057
+4% +$2.25M 1.81% 13
2022
Q1 		$55.9M Buy
829,000
+7,533
+0.9% +$407K 1.39% 18
2021
Q4 		$36.3M Buy
821,467
+51,861
+7% +$3.02M 0.75% 35
2021
Q3 		$49.8M Sell
769,606
-65,099
-8% -$4.52M 0.95% 26
2021
Q2 		$67.2M Buy
834,705
+46,887
+6% +$3.57M 1.25% 20
2021
Q1 		$53.6M Buy
787,818
+227,437
+41% +$17.9M 1.14% 25
2020
Q4 		$39.1M Buy
560,381
+73,091
+15% +$4.55M 0.88% 31
2020
Q3 		$25M Sell
487,290
-337,141
-41% -$18.5M 0.85% 31
2020
Q2 		$48.4M Buy
824,431
+393,733
+91% +$21.8M 1.75% 14
2020
Q1 		$21.8M Sell
430,698
-82,473
-16% -$5.48M 1.17% 19
2019
Q4 		$38M Sell
513,171
-89,596
-15% -$5.59M 1.75% 16
2019
Q3 		$34.4M Buy
602,767
+138,045
+30% +$9.16M 1.9% 14
2019
Q2 		$30.4M Buy
464,722
+196,322
+73% +$13.7M 1.5% 18
2019
Q1 		$19.9M Buy
+268,400
New +$18.9M 1.07% 25
2018
Q4 		– Sell
-2,580
Closed -$244K – 199
2018
Q3 		$244K Buy
+2,580
New +$222K 0.01% 196

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

Granahan Investment Management's HQY Position: Q2 2026 in Review

Granahan Investment Management reduced its HealthEquity (HQY) stake by 20% in Q2 2026, selling an estimated $2.1M and leaving 97,318 shares worth $8.79M. The position accounts for 0.31% of the portfolio, ranked #77.

Granahan Investment Management first reported a position in HQY in Q3 2018 and has held it in 25 quarters since. The position peaked at $67.2M in Q2 2021. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Granahan Investment Management held 97,318 shares of HealthEquity worth $8.79M as of Q2 2026.
  • Granahan Investment Management sold 24,781 HealthEquity shares in Q2 2026, an estimated $2.1M.
  • HealthEquity made up 0.31% of Granahan Investment Management's portfolio in Q2 2026, its #77 holding.
  • Granahan Investment Management first reported a position in HealthEquity in Q3 2018 and has held it in 25 quarters since.
  • Granahan Investment Management's HealthEquity position peaked at $67.2M in Q2 2021.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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