PCM
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Prelude Capital Management’s HealthEquity HQY Stock Holding History

Prelude 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
-3,490
Closed -$320K – 1378
2025
Q4 		$320K Buy
3,490
+587
+20% +$56.2K 0.02% 756
2025
Q3 		$275K Buy
+2,903
New +$273K 0.02% 774
2023
Q4 		– Sell
-3,597
Closed -$263K – 1215
2023
Q3 		$263K Sell
3,597
-1,369
-28% -$92.5K 0.02% 743
2023
Q2 		$314K Sell
4,966
-1,483
-23% -$86K 0.02% 623
2023
Q1 		$379K Sell
6,449
-9,170
-59% -$557K 0.02% 559
2022
Q4 		$963K Buy
15,619
+8,860
+131% +$595K 0.05% 393
2022
Q3 		$454K Buy
6,759
+2,764
+69% +$175K 0.02% 689
2022
Q2 		$245K Buy
+3,995
New +$256K 0.01% 1183
2021
Q1 		– Sell
-15,033
Closed -$1.05M – 1672
2020
Q4 		$1.05M Buy
15,033
+4,124
+38% +$257K 0.03% 467
2020
Q3 		$560K Buy
+10,909
New +$599K 0.03% 414
2019
Q2 		– Sell
-8,835
Closed -$654K – 1864
2019
Q1 		$654K Sell
8,835
-339
-4% -$23.8K 0.04% 430
2018
Q4 		$547K Sell
9,174
-1,388
-13% -$112K 0.04% 444
2018
Q3 		$997K Buy
10,562
+2,704
+34% +$233K 0.06% 370
2018
Q2 		$590K Buy
7,858
+941
+14% +$67.6K 0.04% 482
2018
Q1 		$419K Buy
6,917
+100
+1% +$5.41K 0.03% 486
2017
Q4 		$318K Buy
+6,817
New +$338K 0.03% 517

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Prelude Capital Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 3,490 shares — an estimated $320K sold.

Prelude Capital Management first reported a position in HQY in Q4 2017 and held it in 16 quarters. The position peaked at $1.05M in Q4 2020. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Prelude Capital Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 3,490 HealthEquity shares in Q1 2026, an estimated $320K.
  • Prelude Capital Management first reported a position in HealthEquity in Q4 2017 and held it in 16 quarters.
  • Prelude Capital Management's HealthEquity position peaked at $1.05M in Q4 2020.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.