Suncoast Equity Management
HQY icon

Suncoast Equity Management’s HealthEquity HQY Stock Holding History

Suncoast Equity 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
Q3 		$772K Buy
8,725
+90
+1% +$8.81K 0.1% 52
2026
Q2 		$780K Sell
8,635
-615
-7% -$52.1K 0.1% 50
2026
Q1 		$773K Sell
9,250
-2,240
-19% -$184K 0.09% 57
2025
Q4 		$1.05M Buy
11,490
+4,170
+57% +$399K 0.11% 54
2025
Q3 		$694K Buy
+7,320
New +$689K 0.07% 64

Other funds holding HQY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Suncoast Equity Management's HQY Position: Q3 2026 in Review

Suncoast Equity Management increased its HealthEquity (HQY) stake by 1% in Q3 2026, buying an estimated $8.81K and bringing the position to 8,725 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #52.

Suncoast Equity Management first reported a position in HQY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 422 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Suncoast Equity Management held 8,725 shares of HealthEquity worth $772K as of Q3 2026.
  • Suncoast Equity Management bought 90 HealthEquity shares in Q3 2026, an estimated $8.81K.
  • HealthEquity made up 0.1% of Suncoast Equity Management's portfolio in Q3 2026, its #52 holding.
  • Suncoast Equity Management first reported a position in HealthEquity in Q3 2025 and has held it in 5 quarters since.
  • Suncoast Equity Management's HealthEquity position peaked at $1.05M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Suncoast Equity Management's 13F filing for Q3 2026, filed 3 Nov 2026.