SummitTX Capital’s HealthEquity HQY Stock Holding History

SummitTX Capital’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	-24,187	Closed	-$2.22M	–	867
2025 Q4	$2.22M	Buy	+24,187	New	+$2.32M	0.07%	293

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SummitTX Capital's HQY Position: Q1 2026 in Review

SummitTX Capital sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 24,187 shares — an estimated $2.22M sold.

SummitTX Capital first reported a position in HQY in Q4 2025 and held it in 1 quarter. The position peaked at $2.22M in Q4 2025. 487 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

SummitTX Capital reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 24,187 HealthEquity shares in Q1 2026, an estimated $2.22M.
SummitTX Capital first reported a position in HealthEquity in Q4 2025 and held it in 1 quarter.
SummitTX Capital's HealthEquity position peaked at $2.22M in Q4 2025.
487 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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