CADIAN CAPITAL MANAGEMENT, LP: HEALTHEQUITY INC (HQY): Quarterly 13F Position History
As of Q2 2026, CADIAN CAPITAL MANAGEMENT, LP reported 626,700 shares of HEALTHEQUITY INC (HQY), worth $56.6M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: 206,000 (-24.7%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 626,700Shares Held (Latest Filing)
- $56.6MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- 206,000Quarter-over-Quarter Share Change
- -$13.0MQuarter-over-Quarter Value Change
- 832,700Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 626,700 | 206,000 | -24.7% | $56.6M | 4.3% | $90.3 |
| 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 rather than 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 3 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 Q1 2026 and Q2 2026, CADIAN CAPITAL MANAGEMENT, LP reduced its HQY position by 206,000 shares (-24.7%), leaving 626,700 shares at a market value of $56.6M.
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.