Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s HealthEquity HQY Stock Holding History

Cambridge Investment Research 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 		$3.46M Buy
38,298
+6,029
+19% +$511K 0.01% 1273
2026
Q1 		$2.7M Buy
32,269
+4,060
+14% +$333K 0.01% 1371
2025
Q4 		$2.58M Sell
28,209
-522
-2% -$50K 0.01% 1326
2025
Q3 		$2.72M Buy
+28,731
New +$2.7M 0.01% 1266
2019
Q2 		– Sell
-5,105
Closed -$378K – 2268
2019
Q1 		$378K Buy
+5,105
New +$359K ﹤0.01% 1662
2018
Q4 		– Sell
-2,223
Closed -$210K – 2209
2018
Q3 		$210K Buy
+2,223
New +$192K ﹤0.01% 2025

Other funds holding HQY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Cambridge Investment Research Advisors's HQY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its HealthEquity (HQY) stake by 19% in Q2 2026, buying an estimated $511K and bringing the position to 38,298 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #1273.

Cambridge Investment Research Advisors first reported a position in HQY in Q3 2018 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Cambridge Investment Research Advisors held 38,298 shares of HealthEquity worth $3.46M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,029 HealthEquity shares in Q2 2026, an estimated $511K.
  • HealthEquity made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1273 holding.
  • Cambridge Investment Research Advisors first reported a position in HealthEquity in Q3 2018 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.