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Lisanti Capital Growth’s HealthEquity HQY Stock Holding History

Lisanti Capital Growth’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
2025
Q3 		– Sell
-36,345
Closed -$3.81M – 118
2025
Q2 		$3.81M Sell
36,345
-10,755
-23% -$1.02M 1.06% 41
2025
Q1 		$4.16M Buy
47,100
+38,800
+467% +$3.98M 1.24% 30
2024
Q4 		$796K Buy
+8,300
New +$773K 0.19% 106
2024
Q3 		– Sell
-33,410
Closed -$2.88M – 132
2024
Q2 		$2.88M Sell
33,410
-24,175
-42% -$1.95M 0.69% 70
2024
Q1 		$4.7M Buy
+57,585
New +$4.5M 1.15% 34
2023
Q4 		– Sell
-180,980
Closed -$13.2M – 151
2023
Q3 		$13.2M Buy
+180,980
New +$12.2M 2.09% 6
2022
Q3 		– Sell
-182,888
Closed -$11.2M – 122
2022
Q2 		$11.2M Buy
182,888
+139,108
+318% +$8.91M 1.52% 21
2022
Q1 		$2.95M Buy
+43,780
New +$2.36M 0.33% 101
2018
Q4 		– Sell
-40,495
Closed -$3.82M – 110
2018
Q3 		$3.82M Buy
+40,495
New +$3.49M 1.33% 29
2017
Q1 		– Sell
-21,200
Closed -$859K – 96
2016
Q4 		$859K Buy
21,200
+3,610
+21% +$140K 1.04% 40
2016
Q3 		$666K Buy
+17,590
New +$557K 0.84% 62
2016
Q1 		– Sell
-29,035
Closed -$728K – 103
2015
Q4 		$728K Buy
29,035
+8,575
+42% +$263K 0.76% 64
2015
Q3 		$605K Buy
+20,460
New +$643K 0.55% 75
2015
Q1 		– Sell
-60,804
Closed -$1.55M – 94
2014
Q4 		$1.55M Buy
60,804
+6,184
+11% +$134K 0.77% 62
2014
Q3 		$1M Buy
+54,620
New +$1.05M 0.5% 79

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lisanti Capital Growth's HQY Position: Q3 2025 in Review

Lisanti Capital Growth sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 36,345 shares — an estimated $3.81M sold.

Lisanti Capital Growth first reported a position in HQY in Q3 2014 and held it in 15 quarters. The position peaked at $13.2M in Q3 2023. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Lisanti Capital Growth reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Lisanti Capital Growth sold 36,345 HealthEquity shares in Q3 2025, an estimated $3.81M.
  • Lisanti Capital Growth first reported a position in HealthEquity in Q3 2014 and held it in 15 quarters.
  • Lisanti Capital Growth's HealthEquity position peaked at $13.2M in Q3 2023.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Lisanti Capital Growth's 13F filing for Q3 2025, filed 4 Nov 2025.