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Grandeur Peak Global Advisors’s HealthEquity HQY Stock Holding History

Grandeur Peak Global Advisors’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 		$440K Sell
4,875
-31,570
-87% -$2.68M 0.1% 67
2026
Q1 		$3.05M Sell
36,445
-25,361
-41% -$2.08M 0.71% 24
2025
Q4 		$5.66M Sell
61,806
-48,268
-44% -$4.62M 0.76% 31
2025
Q3 		$10.4M Sell
110,074
-3,503
-3% -$330K 1.4% 16
2025
Q2 		$11.9M Sell
113,577
-4,968
-4% -$471K 1.43% 18
2025
Q1 		$10.5M Sell
118,545
-11,832
-9% -$1.21M 1.16% 23
2024
Q4 		$12.5M Buy
130,377
+4,566
+4% +$425K 1.11% 28
2024
Q3 		$10.3M Buy
125,811
+19,623
+18% +$1.51M 0.85% 34
2024
Q2 		$9.15M Buy
106,188
+47,208
+80% +$3.81M 0.73% 41
2024
Q1 		$4.81M Buy
58,980
+56,599
+2,377% +$4.42M 0.38% 63
2023
Q4 		$158K Sell
2,381
-56,978
-96% -$3.95M 0.01% 114
2023
Q3 		$4.34M Sell
59,359
-5,124
-8% -$346K 0.33% 59
2023
Q2 		$4.07M Buy
64,483
+4,557
+8% +$264K 0.28% 64
2023
Q1 		$3.52M Buy
+59,926
New +$3.64M 0.21% 60
2020
Q3 		– Sell
-19,307
Closed -$1.13M – 118
2020
Q2 		$1.13M Sell
19,307
-8,250
-30% -$456K 0.09% 87
2020
Q1 		$1.39M Sell
27,557
-7,675
-22% -$510K 0.15% 82
2019
Q4 		$2.61M Buy
35,232
+2,700
+8% +$168K 0.24% 60
2019
Q3 		$1.86M Buy
32,532
+2,275
+8% +$151K 0.2% 64
2019
Q2 		$1.98M Buy
30,257
+75
+0.2% +$5.22K 0.21% 63
2019
Q1 		$2.23M Sell
30,182
-10,225
-25% -$719K 0.25% 59
2018
Q4 		$2.41M Buy
40,407
+8,375
+26% +$675K 0.31% 59
2018
Q3 		$3.02M Sell
32,032
-7,700
-19% -$663K 0.31% 66
2018
Q2 		$2.98M Sell
39,732
-20,593
-34% -$1.48M 0.31% 63
2018
Q1 		$3.65M Buy
60,325
+35,000
+138% +$1.89M 0.41% 57
2017
Q4 		$1.18M Buy
25,325
+15,250
+151% +$755K 0.15% 76
2017
Q3 		$510K Buy
+10,075
New +$469K 0.08% 85
2014
Q4 		– Sell
-35,000
Closed -$641K – 108
2014
Q3 		$641K Buy
+35,000
New +$672K 0.16% 81

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

Grandeur Peak Global Advisors's HQY Position: Q2 2026 in Review

Grandeur Peak Global Advisors reduced its HealthEquity (HQY) stake by 87% in Q2 2026, selling an estimated $2.68M and leaving 4,875 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #67.

Grandeur Peak Global Advisors first reported a position in HQY in Q3 2014 and has held it in 27 quarters since. The position peaked at $12.5M in Q4 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Grandeur Peak Global Advisors held 4,875 shares of HealthEquity worth $440K as of Q2 2026.
  • Grandeur Peak Global Advisors sold 31,570 HealthEquity shares in Q2 2026, an estimated $2.68M.
  • HealthEquity made up 0.1% of Grandeur Peak Global Advisors's portfolio in Q2 2026, its #67 holding.
  • Grandeur Peak Global Advisors first reported a position in HealthEquity in Q3 2014 and has held it in 27 quarters since.
  • Grandeur Peak Global Advisors's HealthEquity position peaked at $12.5M in Q4 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Grandeur Peak Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.