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Cambiar Investors’s HealthEquity HQY Stock Holding History

Cambiar Investors’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 		$1.63M Buy
+18,046
New +$1.53M 0.07% 119
2025
Q2 		– Sell
-13,848
Closed -$1.22M – 159
2025
Q1 		$1.22M Sell
13,848
-9,932
-42% -$1.02M 0.05% 127
2024
Q4 		$2.28M Sell
23,780
-164,965
-87% -$15.4M 0.09% 109
2024
Q3 		$15.4M Sell
188,745
-1,286
-0.7% -$99.2K 0.59% 45
2024
Q2 		$16.4M Sell
190,031
-1,633
-0.9% -$132K 0.64% 44
2024
Q1 		$15.6M Sell
191,664
-8,396
-4% -$656K 0.58% 49
2023
Q4 		$13.3M Buy
200,060
+2,391
+1% +$166K 0.52% 61
2023
Q3 		$14.4M Sell
197,669
-33,113
-14% -$2.24M 0.61% 52
2023
Q2 		$14.6M Buy
230,782
+47,046
+26% +$2.73M 0.62% 47
2023
Q1 		$10.8M Buy
183,736
+149,213
+432% +$9.06M 0.46% 54
2022
Q4 		$2.13M Buy
34,523
+4,695
+16% +$316K 0.1% 121
2022
Q3 		$2M Buy
29,828
+6,467
+28% +$409K 0.1% 97
2022
Q2 		$1.43M Sell
23,361
-13,552
-37% -$868K 0.06% 129
2022
Q1 		$2.49M Sell
36,913
-25,620
-41% -$1.38M 0.09% 109
2021
Q4 		$2.77M Buy
+62,533
New +$3.64M 0.1% 106

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cambiar Investors's HQY Position: Q2 2026 in Review

Cambiar Investors opened a new position in HealthEquity (HQY) in Q2 2026: 18,046 shares worth $1.63M. The stake represents 0.07% of the portfolio and ranks #119 among its holdings. This is a return to the name: Cambiar Investors previously reported a position in HQY as recently as Q1 2025.

Cambiar Investors first reported a position in HQY in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.4M in Q2 2024. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Cambiar Investors held 18,046 shares of HealthEquity worth $1.63M as of Q2 2026.
  • HealthEquity was a new Cambiar Investors position in Q2 2026.
  • HealthEquity made up 0.07% of Cambiar Investors's portfolio in Q2 2026, its #119 holding.
  • Cambiar Investors first reported a position in HealthEquity in Q4 2021 and has held it in 15 quarters since.
  • Cambiar Investors's HealthEquity position peaked at $16.4M in Q2 2024.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.