HQY — HEALTHEQUITY INC

Ownership history in Future Fund LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Future Fund LLC reported a position in HEALTHEQUITY INC (HQY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.29% (2025 Q4)
Avg. % of fund
1.1%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,317 +12,854 +40.9% 1.29% $4.1M $91.61
2025 Q3 ADDED 31,463 +10,952 +53.4% 1.05% $3.0M $94.77
2025 Q2 INITIATED 20,511 — — 0.96% $2.1M $104.76
% of Fund (quarterly)    HQY price (monthly, adj. close)

Other funds also holding HQY

As of 2025 Q4 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 6.12% Atalan Capital Partners, LP 3Y 7Y 5.97% 12th Street Asset Management Company, LLC 3Y 7Y 3.91% CADIAN CAPITAL MANAGEMENT, LP 3Y 7Y 3.75% WASATCH ADVISORS LP 3Y 7Y 3.59% Greenhouse Funds LLLP 3Y 7Y 3.57% BRIDGER MANAGEMENT, LLC 3Y 7Y 3.56% ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 2.77% Summit Creek Advisors LLC 3Y 7Y 2.66% Aristotle Capital Boston, LLC 3Y 7Y 2.18%
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