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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Suncoast Equity Management's HQY Position: Q2 2026 in Review

Suncoast Equity Management reduced its HealthEquity (HQY) stake by 6.6% in Q2 2026, selling an estimated $52.1K and leaving 8,635 shares worth $780K. The position accounts for 0.1% of the portfolio, ranked #50.

Suncoast Equity Management first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Suncoast Equity Management held 8,635 shares of HealthEquity worth $780K as of Q2 2026.
  • Suncoast Equity Management sold 615 HealthEquity shares in Q2 2026, an estimated $52.1K.
  • HealthEquity made up 0.1% of Suncoast Equity Management's portfolio in Q2 2026, its #50 holding.
  • Suncoast Equity Management first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • Suncoast Equity Management's HealthEquity position peaked at $1.05M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.