VCM
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Versant Capital Management’s HealthEquity HQY Stock Holding History

Versant Capital 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 		$26.4K Sell
292
-161
-36% -$13.6K ﹤0.01% 1786
2026
Q1 		$37.9K Buy
453
+118
+35% +$9.68K ﹤0.01% 1404
2025
Q4 		$30.7K Sell
335
-22
-6% -$2.11K ﹤0.01% 1372
2025
Q3 		$33.8K Sell
357
-98
-22% -$9.22K ﹤0.01% 1260
2025
Q2 		$47.7K Buy
455
+133
+41% +$12.6K 0.01% 1009
2025
Q1 		$28.5K Buy
+322
New +$33K ﹤0.01% 1135
2020
Q2 		– Sell
-20
Closed -$1K – 1402
2020
Q1 		$1K Sell
20
-12
-38% -$797 ﹤0.01% 1150
2019
Q4 		$2K Hold
32
– – ﹤0.01% 1141
2019
Q3 		$1K Sell
32
-1
-3% -$66 ﹤0.01% 1250
2019
Q2 		$2K Sell
33
-31
-48% -$2.16K ﹤0.01% 1179
2019
Q1 		$4K Sell
64
-105
-62% -$7.38K ﹤0.01% 1164
2018
Q4 		$10K Hold
169
– – ﹤0.01% 817
2018
Q3 		$15K Sell
169
-9
-5% -$775 0.01% 754
2018
Q2 		$13K Sell
178
-17
-9% -$1.22K 0.01% 800
2018
Q1 		$11K Sell
195
-8
-4% -$433 ﹤0.01% 856
2017
Q4 		$9K Buy
203
+10
+5% +$495 ﹤0.01% 943
2017
Q3 		$9K Buy
193
+22
+13% +$1.02K ﹤0.01% 888
2017
Q2 		$8K Buy
171
+91
+114% +$4.26K ﹤0.01% 926
2017
Q1 		$3K Hold
80
– – ﹤0.01% 1154
2016
Q4 		$3K Hold
80
– – ﹤0.01% 1120
2016
Q3 		$3K Buy
80
+7
+10% +$222 ﹤0.01% 1095
2016
Q2 		$2K Hold
73
– – ﹤0.01% 1142
2016
Q1 		$1K Buy
+73
New +$1.56K ﹤0.01% 1236

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Versant Capital Management's HQY Position: Q2 2026 in Review

Versant Capital Management reduced its HealthEquity (HQY) stake by 36% in Q2 2026, selling an estimated $13.6K and leaving 292 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Versant Capital Management first reported a position in HQY in Q1 2016 and has held it in 23 quarters since. The position peaked at $47.7K in Q2 2025. 50 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Versant Capital Management held 292 shares of HealthEquity worth $26.4K as of Q2 2026.
  • Versant Capital Management sold 161 HealthEquity shares in Q2 2026, an estimated $13.6K.
  • HealthEquity made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1786 holding.
  • Versant Capital Management first reported a position in HealthEquity in Q1 2016 and has held it in 23 quarters since.
  • Versant Capital Management's HealthEquity position peaked at $47.7K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.