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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
2021
Q1 		– Sell
-12,000
Closed -$837K – 1673
2020
Q4 		$837K Hold
12,000
– – 0.02% 533
2020
Q3 		$616K Buy
+12,000
New +$659K 0.03% 388

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.