Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s HealthEquity HQY Stock Holding History

Capital Fund Management (CFM)’s Portfolio HQY Stock Details HQY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.37M Buy
2021
Q4 		– Sell
2021
Q3 		$1.13M Buy
2018
Q4 		– Hold
2018
Q3 		– Hold
2017
Q4 		– Sell
2017
Q3 		$1.19M Buy
2017
Q2 		– Sell
2017
Q1 		$925K Buy
2016
Q4 		$348K Buy