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Sivia Capital Partners’s HealthEquity HQY Stock Holding History

Sivia Capital Partners’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 		$539K Buy
+5,964
New +$506K 0.07% 328
2026
Q1 		– Sell
-5,447
Closed -$499K – 537
2025
Q4 		$499K Buy
5,447
+2,468
+83% +$236K 0.1% 267
2025
Q3 		$282K Buy
2,979
+60
+2% +$5.65K 0.08% 347
2025
Q2 		$306K Buy
+2,919
New +$277K 0.1% 277

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sivia Capital Partners's HQY Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in HealthEquity (HQY) in Q2 2026: 5,964 shares worth $539K. The stake represents 0.07% of the portfolio and ranks #328 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in HQY as recently as Q4 2025.

Sivia Capital Partners first reported a position in HQY in Q2 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Sivia Capital Partners held 5,964 shares of HealthEquity worth $539K as of Q2 2026.
  • HealthEquity was a new Sivia Capital Partners position in Q2 2026.
  • HealthEquity made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #328 holding.
  • Sivia Capital Partners first reported a position in HealthEquity in Q2 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.