KCM
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Kornitzer Capital Management’s HealthEquity HQY Stock Holding History

Kornitzer 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 		$6.29M Hold
75,326
– – 0.14% 156
2025
Q4 		$6.9M Hold
75,326
– – 0.14% 159
2025
Q3 		$7.14M Hold
75,326
– – 0.14% 162
2025
Q2 		$7.89M Hold
75,326
– – 0.16% 157
2025
Q1 		$6.66M Hold
75,326
– – 0.14% 189
2024
Q4 		$7.23M Hold
75,326
– – 0.14% 200
2024
Q3 		$6.17M Hold
75,326
– – 0.11% 230
2024
Q2 		$6.49M Hold
75,326
– – 0.12% 224
2024
Q1 		$6.15M Hold
75,326
– – 0.11% 238
2023
Q4 		$4.99M Sell
75,326
-188,492
-71% -$13.1M 0.1% 252
2023
Q3 		$19.3M Hold
263,818
– – 0.4% 55
2023
Q2 		$16.7M Sell
263,818
-153,378
-37% -$8.89M 0.33% 83
2023
Q1 		$24.5M Hold
417,196
– – 0.49% 48
2022
Q4 		$25.7M Sell
417,196
-144,456
-26% -$9.71M 0.52% 40
2022
Q3 		$37.7M Buy
561,652
+93,767
+20% +$5.93M 0.81% 23
2022
Q2 		$28.7M Sell
467,885
-144,800
-24% -$9.27M 0.57% 38
2022
Q1 		$41.3M Hold
612,685
– – 0.68% 29
2021
Q4 		$27.1M Sell
612,685
-67,685
-10% -$3.94M 0.4% 73
2021
Q3 		$44.1M Buy
680,370
+41,765
+7% +$2.9M 0.68% 18
2021
Q2 		$51.4M Buy
638,605
+152,250
+31% +$11.6M 0.77% 14
2021
Q1 		$33.1M Buy
486,355
+335,925
+223% +$26.4M 0.53% 47
2020
Q4 		$10.5M Buy
150,430
+17,590
+13% +$1.09M 0.18% 194
2020
Q3 		$6.82M Sell
132,840
-1,385
-1% -$76.1K 0.13% 221
2020
Q2 		$7.88M Sell
134,225
-1,005
-0.7% -$55.6K 0.16% 197
2020
Q1 		$6.84M Sell
135,230
-1,655
-1% -$110K 0.16% 183
2019
Q4 		$10.1M Sell
136,885
-9,455
-6% -$590K 0.18% 170
2019
Q3 		$8.36M Buy
146,340
+13,165
+10% +$874K 0.15% 186
2019
Q2 		$8.71M Buy
133,175
+15,865
+14% +$1.1M 0.15% 185
2019
Q1 		$8.68M Sell
117,310
-22,115
-16% -$1.55M 0.16% 187
2018
Q4 		$8.32M Buy
139,425
+150
+0.1% +$12.1K 0.17% 171
2018
Q3 		$13.1M Sell
139,275
-11,365
-8% -$979K 0.21% 149
2018
Q2 		$11.3M Sell
150,640
-76,905
-34% -$5.52M 0.19% 153
2018
Q1 		$13.8M Sell
227,545
-51,605
-18% -$2.79M 0.24% 134
2017
Q4 		$13M Buy
279,150
+4,834
+2% +$239K 0.22% 138
2017
Q3 		$13.9M Sell
274,316
-28,840
-10% -$1.34M 0.24% 128
2017
Q2 		$15.1M Sell
303,156
-54,575
-15% -$2.55M 0.26% 122
2017
Q1 		$15.2M Buy
357,731
+40,851
+13% +$1.81M 0.27% 115
2016
Q4 		$12.8M Sell
316,880
-201,735
-39% -$7.8M 0.24% 134
2016
Q3 		$19.6M Sell
518,615
-142,865
-22% -$4.53M 0.35% 94
2016
Q2 		$20.1M Sell
661,480
-60,965
-8% -$1.6M 0.36% 95
2016
Q1 		$17.8M Buy
+722,445
New +$15.5M 0.31% 117

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

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

Kornitzer Capital Management held its HealthEquity (HQY) position steady in Q1 2026 at 75,326 shares worth $6.29M. The position accounts for 0.14% of the portfolio, ranked #156.

Kornitzer Capital Management first reported a position in HQY in Q1 2016 and has held it in 41 quarters since. The position peaked at $51.4M in Q2 2021. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Kornitzer Capital Management held 75,326 shares of HealthEquity worth $6.29M as of Q1 2026.
  • Kornitzer Capital Management left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up 0.14% of Kornitzer Capital Management's portfolio in Q1 2026, its #156 holding.
  • Kornitzer Capital Management first reported a position in HealthEquity in Q1 2016 and has held it in 41 quarters since.
  • Kornitzer Capital Management's HealthEquity position peaked at $51.4M in Q2 2021.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.