Portolan Capital Management’s HealthEquity HQY Stock Holding History

Portolan 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 Q2	$8.06M	Sell	89,274 -12,372	-12%	-$1.05M	0.3%	93
2026 Q1	$8.49M	Buy	+101,646	New	+$8.34M	0.45%	66
2023 Q4	–	Sell	-65,363	Closed	-$4.77M	–	144
2023 Q3	$4.77M	Buy	+65,363	New	+$4.42M	0.45%	72
2023 Q2	–	Sell	-124,051	Closed	-$7.28M	–	144
2023 Q1	$7.28M	Buy	+124,051	New	+$7.53M	0.69%	51
2022 Q4	–	Sell	-58,206	Closed	-$3.91M	–	144
2022 Q3	$3.91M	Sell	58,206 -63,030	-52%	-$3.99M	0.41%	87
2022 Q2	$7.44M	Sell	121,236 -7,025	-5%	-$450K	0.75%	53
2022 Q1	$8.65M	Buy	+128,261	New	+$6.93M	0.69%	60

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

Portolan Capital Management's HQY Position: Q2 2026 in Review

Portolan Capital Management reduced its HealthEquity (HQY) stake by 12% in Q2 2026, selling an estimated $1.05M and leaving 89,274 shares worth $8.06M. The position accounts for 0.3% of the portfolio, ranked #93.

Portolan Capital Management first reported a position in HQY in Q1 2022 and has held it in 7 quarters since. The position peaked at $8.65M in Q1 2022. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Portolan Capital Management held 89,274 shares of HealthEquity worth $8.06M as of Q2 2026.
Portolan Capital Management sold 12,372 HealthEquity shares in Q2 2026, an estimated $1.05M.
HealthEquity made up 0.3% of Portolan Capital Management's portfolio in Q2 2026, its #93 holding.
Portolan Capital Management first reported a position in HealthEquity in Q1 2022 and has held it in 7 quarters since.
Portolan Capital Management's HealthEquity position peaked at $8.65M in Q1 2022.
498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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