Westfield Capital Management
HQY icon

Westfield Capital Management’s HealthEquity HQY Stock Holding History

Westfield 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 		$63.5M Sell
703,313
-9,535
-1% -$808K 0.21% 134
2026
Q1 		$59.6M Sell
712,848
-1,239,604
-63% -$102M 0.25% 125
2025
Q4 		$179M Buy
1,952,452
+235,794
+14% +$22.6M 0.75% 27
2025
Q3 		$163M Buy
1,716,658
+451,450
+36% +$42.5M 0.68% 34
2025
Q2 		$133M Buy
1,265,208
+701,819
+125% +$66.5M 0.56% 42
2025
Q1 		$49.8M Buy
+563,389
New +$57.8M 0.24% 127

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

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

Westfield Capital Management reduced its HealthEquity (HQY) stake by 1.3% in Q2 2026, selling an estimated $808K and leaving 703,313 shares worth $63.5M. The position accounts for 0.21% of the portfolio, ranked #134.

Westfield Capital Management first reported a position in HQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $179M in Q4 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Westfield Capital Management held 703,313 shares of HealthEquity worth $63.5M as of Q2 2026.
  • Westfield Capital Management sold 9,535 HealthEquity shares in Q2 2026, an estimated $808K.
  • HealthEquity made up 0.21% of Westfield Capital Management's portfolio in Q2 2026, its #134 holding.
  • Westfield Capital Management first reported a position in HealthEquity in Q1 2025 and has held it in 6 quarters since.
  • Westfield Capital Management's HealthEquity position peaked at $179M in Q4 2025.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.