ValuationViz

HQY fund manager activity

HealthEquity, Inc · Nasdaq. Reported by 5 tracked fund managers in their 13F filings, Q3 2014 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalAdded750,394$67,775,5860.10%Aug 14, 2026
Joel Greenblatt - Gotham Asset ManagementAdded22,545$2,036,2640.00%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed750,025$62,679,5890.19%May 15, 2026
Joel Greenblatt - Gotham Asset ManagementAdded16,872$1,409,9930.00%May 15, 2026
Polen Capital ManagementSold out——0.00%May 14, 2026

Older quarters