Silvant Capital Management’s HealthEquity HQY Stock Holding History

Silvant 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	$34.8K	Buy	+385	New	+$32.6K	﹤0.01%	322
2020 Q3	–	Sell	-6,644	Closed	-$390K	–	334
2020 Q2	$390K	Hold	6,644	–	–	0.07%	122
2020 Q1	$336K	Hold	6,644	–	–	0.07%	121
2019 Q4	$492K	Hold	6,644	–	–	0.09%	113
2019 Q3	$380K	Hold	6,644	–	–	0.08%	123
2019 Q2	$435K	Hold	6,644	–	–	0.08%	124
2019 Q1	$492K	Hold	6,644	–	–	0.09%	115
2018 Q4	$396K	Buy	6,644 +505	+8%	+$40.7K	0.08%	123
2018 Q3	$580K	Hold	6,139	–	–	0.07%	115
2018 Q2	$461K	Buy	6,139 +550	+10%	+$39.5K	0.06%	124
2018 Q1	$338K	Buy	+5,589	New	+$303K	0.04%	152

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

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

Silvant Capital Management opened a new position in HealthEquity (HQY) in Q2 2026: 385 shares worth $34.8K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Silvant Capital Management previously reported a position in HQY as recently as Q2 2020.

Silvant Capital Management first reported a position in HQY in Q1 2018 and has held it in 11 quarters since. The position peaked at $580K in Q3 2018. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Silvant Capital Management held 385 shares of HealthEquity worth $34.8K as of Q2 2026.
HealthEquity was a new Silvant Capital Management position in Q2 2026.
HealthEquity made up ﹤0.01% of Silvant Capital Management's portfolio in Q2 2026, its #322 holding.
Silvant Capital Management first reported a position in HealthEquity in Q1 2018 and has held it in 11 quarters since.
Silvant Capital Management's HealthEquity position peaked at $580K in Q3 2018.
500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.