Lucha Capital Management’s HealthEquity HQY Stock Holding History

Lucha 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
2019 Q3	$19.3M	Buy	338,237 +53,394	+19%	+$3.54M	5.91%	3
2019 Q2	$18.6M	Buy	+284,843	New	+$19.8M	4.67%	3
2018 Q2	–	Sell	-79,940	Closed	-$4.84M	–	29
2018 Q1	$4.84M	Sell	79,940 -79,741	-50%	-$4.32M	2.27%	23
2017 Q4	$7.45M	Buy	159,681 +56,901	+55%	+$2.82M	4.29%	12
2017 Q3	$5.2M	Buy	+102,780	New	+$4.78M	2.7%	19

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Lucha Capital Management's HQY Position: Q3 2019 in Review

Lucha Capital Management increased its HealthEquity (HQY) stake by 19% in Q3 2019, buying an estimated $3.54M and bringing the position to 338,237 shares worth $19.3M. The position accounts for 5.91% of the portfolio, ranked #3.

Lucha Capital Management first reported a position in HQY in Q3 2017 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Lucha Capital Management held 338,237 shares of HealthEquity worth $19.3M as of Q3 2019.
Lucha Capital Management bought 53,394 HealthEquity shares in Q3 2019, an estimated $3.54M.
HealthEquity made up 5.91% of Lucha Capital Management's portfolio in Q3 2019, its #3 holding.
Lucha Capital Management first reported a position in HealthEquity in Q3 2017 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Lucha Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.