HCM
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Hilton Capital Management’s HealthEquity HQY Stock Holding History

Hilton 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 		$4.42M Buy
52,919
+19,470
+58% +$1.6M 0.33% 70
2025
Q4 		$3.06M Buy
33,449
+7,072
+27% +$677K 0.23% 96
2025
Q3 		$2.5M Buy
+26,377
New +$2.48M 0.2% 97

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

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

Hilton Capital Management increased its HealthEquity (HQY) stake by 58% in Q1 2026, buying an estimated $1.6M and bringing the position to 52,919 shares worth $4.42M. The position accounts for 0.33% of the portfolio, ranked #70.

Hilton Capital Management first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Hilton Capital Management held 52,919 shares of HealthEquity worth $4.42M as of Q1 2026.
  • Hilton Capital Management bought 19,470 HealthEquity shares in Q1 2026, an estimated $1.6M.
  • HealthEquity made up 0.33% of Hilton Capital Management's portfolio in Q1 2026, its #70 holding.
  • Hilton Capital Management first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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