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 Q2	$2.08M	Buy	+23,000	New	+$1.95M	0.18%	53

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Cache Advisors's HQY Position: Q2 2026 in Review

Cache Advisors opened a new position in HealthEquity (HQY) in Q2 2026: 23,000 shares worth $2.08M. The stake represents 0.18% of the portfolio and ranks #53 among its holdings.

80 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

Cache Advisors held 23,000 shares of HealthEquity worth $2.08M as of Q2 2026.
HealthEquity was a new Cache Advisors position in Q2 2026.
HealthEquity made up 0.18% of Cache Advisors's portfolio in Q2 2026, its #53 holding.
80 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.