Polar Capital Holdings’s HealthEquity HQY Stock Holding History

Polar Capital Holdings’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	$227K	Buy	+2,515	New	+$213K	﹤0.01%	243
2024 Q4	–	Sell	-3,160	Closed	-$259K	–	311
2024 Q3	$259K	Sell	3,160 -1,325	-30%	-$102K	﹤0.01%	278
2024 Q2	$387K	Buy	+4,485	New	+$362K	﹤0.01%	265
2022 Q3	–	Sell	-5,145	Closed	-$316K	–	429
2022 Q2	$316K	Sell	5,145 -1,500	-23%	-$96.1K	﹤0.01%	368
2022 Q1	$448K	Sell	6,645 -4,125	-38%	-$223K	﹤0.01%	384
2021 Q4	$476K	Hold	10,770	–	–	﹤0.01%	381
2021 Q3	$697K	Buy	10,770 +1,891	+21%	+$131K	﹤0.01%	328
2021 Q2	$715K	Buy	8,879 +3,198	+56%	+$244K	﹤0.01%	330
2021 Q1	$386K	Buy	5,681 +1,300	+30%	+$102K	﹤0.01%	310
2020 Q4	$305K	Buy	+4,381	New	+$272K	﹤0.01%	315

Other funds holding HQY

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Polar Capital Holdings's HQY Position: Q2 2026 in Review

Polar Capital Holdings opened a new position in HealthEquity (HQY) in Q2 2026: 2,515 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Polar Capital Holdings previously reported a position in HQY as recently as Q3 2024.

Polar Capital Holdings first reported a position in HQY in Q4 2020 and has held it in 10 quarters since. The position peaked at $715K in Q2 2021. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Polar Capital Holdings held 2,515 shares of HealthEquity worth $227K as of Q2 2026.
HealthEquity was a new Polar Capital Holdings position in Q2 2026.
HealthEquity made up ﹤0.01% of Polar Capital Holdings's portfolio in Q2 2026, its #243 holding.
Polar Capital Holdings first reported a position in HealthEquity in Q4 2020 and has held it in 10 quarters since.
Polar Capital Holdings's HealthEquity position peaked at $715K in Q2 2021.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.