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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
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 $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

Suncoast Equity Management's HQY Position: Q1 2026 in Review

Suncoast Equity Management reduced its HealthEquity (HQY) stake by 19% in Q1 2026, selling an estimated $184K and leaving 9,250 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #57.

Suncoast Equity Management first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Suncoast Equity Management held 9,250 shares of HealthEquity worth $773K as of Q1 2026.
  • Suncoast Equity Management sold 2,240 HealthEquity shares in Q1 2026, an estimated $184K.
  • HealthEquity made up 0.09% of Suncoast Equity Management's portfolio in Q1 2026, its #57 holding.
  • Suncoast Equity Management first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • Suncoast Equity Management's HealthEquity position peaked at $1.05M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.