Polen Capital Management
HQY icon

Polen Capital Management’s HealthEquity HQY Stock Holding History

Polen 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 		– Sell
-4,980
Closed -$456K – 246
2025
Q4 		$456K Buy
+4,980
New +$477K ﹤0.01% 178
2025
Q3 		– Sell
-8,243
Closed -$864K – 258
2025
Q2 		$864K Buy
+8,243
New +$781K ﹤0.01% 154

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State Street
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Morgan Stanley
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Geode Capital Management
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AQR Capital Management
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Polen Capital Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 4,980 shares — an estimated $456K sold.

Polen Capital Management first reported a position in HQY in Q2 2025 and held it in 2 quarters. The position peaked at $864K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Polen Capital Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 4,980 HealthEquity shares in Q1 2026, an estimated $456K.
  • Polen Capital Management first reported a position in HealthEquity in Q2 2025 and held it in 2 quarters.
  • Polen Capital Management's HealthEquity position peaked at $864K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.