SCA
HQY icon

Summit Creek Advisors’s HealthEquity HQY Stock Holding History

Summit Creek Advisors’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 		$13.5M Sell
161,123
-23,718
-13% -$1.95M 2.77% 5
2025
Q4 		$16.9M Sell
184,841
-7,684
-4% -$736K 2.66% 6
2025
Q3 		$18.2M Sell
192,525
-15,670
-8% -$1.47M 2.66% 5
2025
Q2 		$21.8M Sell
208,195
-36,665
-15% -$3.48M 3.04% 3
2025
Q1 		$21.6M Sell
244,860
-41,053
-14% -$4.21M 3.16% 3
2024
Q4 		$27.4M Buy
285,913
+28,424
+11% +$2.65M 3.61% 1
2024
Q3 		$21.1M Buy
257,489
+17,793
+7% +$1.37M 2.86% 8
2024
Q2 		$20.7M Sell
239,696
-16,635
-6% -$1.34M 2.83% 6
2024
Q1 		$20.9M Buy
256,331
+1,541
+0.6% +$120K 2.64% 11
2023
Q4 		$16.9M Sell
254,790
-21,723
-8% -$1.51M 2.26% 19
2023
Q3 		$20.2M Buy
276,513
+48,145
+21% +$3.25M 2.75% 10
2023
Q2 		$14.4M Buy
228,368
+242
+0.1% +$14K 1.8% 27
2023
Q1 		$13.4M Buy
228,126
+1,711
+0.8% +$104K 1.74% 26
2022
Q4 		$14M Sell
226,415
-60,996
-21% -$4.1M 1.9% 23
2022
Q3 		$19.3M Sell
287,411
-10,785
-4% -$683K 2.66% 13
2022
Q2 		$18.3M Buy
298,196
+125
+0% +$8.01K 2.33% 19
2022
Q1 		$20.1M Buy
298,071
+1,176
+0.4% +$63.5K 2.28% 23
2021
Q4 		$13.1M Buy
296,895
+81,821
+38% +$4.77M 1.32% 34
2021
Q3 		$13.9M Buy
215,074
+17,541
+9% +$1.22M 1.47% 37
2021
Q2 		$15.9M Sell
197,533
-7,030
-3% -$536K 1.9% 28
2021
Q1 		$13.9M Sell
204,563
-4,885
-2% -$384K 1.66% 32
2020
Q4 		$14.6M Sell
209,448
-106,350
-34% -$6.61M 1.87% 28
2020
Q3 		$16.2M Buy
315,798
+37,400
+13% +$2.05M 2.41% 13
2020
Q2 		$16.3M Buy
278,398
+41,895
+18% +$2.32M 2.41% 17
2020
Q1 		$12M Buy
236,503
+71,620
+43% +$4.76M 2.39% 16
2019
Q4 		$12.2M Buy
164,883
+56,930
+53% +$3.55M 1.91% 20
2019
Q3 		$6.17M Buy
+107,953
New +$7.16M 1.03% 45

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

Summit Creek Advisors's HQY Position: Q1 2026 in Review

Summit Creek Advisors reduced its HealthEquity (HQY) stake by 13% in Q1 2026, selling an estimated $1.95M and leaving 161,123 shares worth $13.5M. The position accounts for 2.77% of the portfolio, ranked #5.

Summit Creek Advisors first reported a position in HQY in Q3 2019 and has held it in 27 quarters since. The position peaked at $27.4M in Q4 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Summit Creek Advisors held 161,123 shares of HealthEquity worth $13.5M as of Q1 2026.
  • Summit Creek Advisors sold 23,718 HealthEquity shares in Q1 2026, an estimated $1.95M.
  • HealthEquity made up 2.77% of Summit Creek Advisors's portfolio in Q1 2026, its #5 holding.
  • Summit Creek Advisors first reported a position in HealthEquity in Q3 2019 and has held it in 27 quarters since.
  • Summit Creek Advisors's HealthEquity position peaked at $27.4M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Summit Creek Advisors's 13F filing for Q1 2026, filed 6 May 2026.