CADIAN CAPITAL MANAGEMENT, LP: HEALTHEQUITY INC (HQY): Quarterly 13F Position History
As of Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reported 832,700 shares of HEALTHEQUITY INC (HQY), worth $69.6M and representing 8.5% of its 13F equity book. Quarter-over-quarter share count change: + 266,000 (+46.9%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 832,700Shares Held (Latest Filing)
- $69.6MReported Market Value (Latest Filing)
- 8.5%Portfolio Weight (% of 13F Equity Book)
- +266,000Quarter-over-Quarter Share Change
- +$17.7MQuarter-over-Quarter Value Change
- 832,700Peak Reported Shares (Historical)
Recent initiation: CADIAN CAPITAL MANAGEMENT, LP first reported HQY on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 832,700 | +266,000 | +46.9% | $69.6M | 8.5% | $83.6 |
| Q4 2025 | 566,700 | — | — | $51.9M | 3.7% | $91.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did CADIAN CAPITAL MANAGEMENT, LP first disclose a HQY position in 13F-HR filings?
CADIAN CAPITAL MANAGEMENT, LP first reported HEALTHEQUITY INC (HQY) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was CADIAN CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in HQY?
Between Q4 2025 and Q1 2026, CADIAN CAPITAL MANAGEMENT, LP added 266,000 shares of HQY (+46.9%), bringing the total reported position to 832,700 shares at a market value of $69.6M.
Does the implied price-per-share represent CADIAN CAPITAL MANAGEMENT, LP's cost basis in HQY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.