HQY fund manager activity
HealthEquity, Inc · Nasdaq. Reported by 5 tracked fund managers in their 13F filings, Q3 2014 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 756,025 | $69,259,450 | 0.19% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 5,285 | $484,159 | 0.00% | Feb 17, 2026 |
| Polen Capital Management | New | 4,980 | $456,218 | 0.00% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 759,525 | $71,980,184 | 0.19% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 36,820 | $3,489,431 | 0.02% | Nov 14, 2025 |
| Polen Capital Management | Sold out | — | — | 0.00% | Nov 12, 2025 |
| Viking Global Investors | Sold out | — | — | 0.00% | Nov 14, 2025 |
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