Cache Advisors’s HealthEquity HQY Stock Holding History

Cache Advisors’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-23,000	Closed	-$2.08M	–	165
2026 Q2	$2.08M	Buy	+23,000	New	+$1.95M	0.18%	53

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cache Advisors's HQY Position: Q3 2026 in Review

Cache Advisors sold out of HealthEquity (HQY) in Q3 2026, closing a stake of 23,000 shares — an estimated $2.08M sold.

Cache Advisors first reported a position in HQY in Q2 2026 and held it in 1 quarter. The position peaked at $2.08M in Q2 2026. 70 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

Cache Advisors reported no remaining HealthEquity position as of Q3 2026 after selling out during the quarter.
Cache Advisors sold 23,000 HealthEquity shares in Q3 2026, an estimated $2.08M.
Cache Advisors first reported a position in HealthEquity in Q2 2026 and held it in 1 quarter.
Cache Advisors's HealthEquity position peaked at $2.08M in Q2 2026.
70 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.