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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambiar Investors's HQY Position: Q2 2025 in Review

Cambiar Investors sold out of HealthEquity (HQY) in Q2 2025, closing a stake of 13,848 shares — an estimated $1.22M sold.

Cambiar Investors first reported a position in HQY in Q4 2021 and held it in 14 quarters. The position peaked at $16.4M in Q2 2024. 486 funds tracked by Wall St. Rank hold HQY as of Q2 2025.

  • Cambiar Investors reported no remaining HealthEquity position as of Q2 2025 after selling out during the quarter.
  • Cambiar Investors sold 13,848 HealthEquity shares in Q2 2025, an estimated $1.22M.
  • Cambiar Investors first reported a position in HealthEquity in Q4 2021 and held it in 14 quarters.
  • Cambiar Investors's HealthEquity position peaked at $16.4M in Q2 2024.
  • 486 funds tracked by Wall St. Rank held HealthEquity as of Q2 2025.

Based on Cambiar Investors's 13F filing for Q2 2025, filed 5 Aug 2025.