CIBC World Markets’s HealthEquity HQY Stock Holding History

CIBC World Markets’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 Q4	$517K	Buy	+5,648	New	+$541K	﹤0.01%	824
2025 Q2	$1.1M	Sell	10,519 -8,522	-45%	-$808K	0.01%	650
2025 Q1	$1.68M	Buy	19,041 +11,011	+137%	+$1.13M	0.01%	540
2024 Q4	$770K	Buy	+8,030	New	+$748K	﹤0.01%	644
2021 Q2	–	Sell	-8,903	Closed	-$605K	–	762
2021 Q1	$605K	Buy	+8,903	New	+$699K	﹤0.01%	753

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC World Markets's HQY Position: Q4 2025 in Review

CIBC World Markets opened a new position in HealthEquity (HQY) in Q4 2025: 5,648 shares worth $517K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in HQY as recently as Q2 2025.

CIBC World Markets first reported a position in HQY in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.68M in Q1 2025. 511 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

CIBC World Markets held 5,648 shares of HealthEquity worth $517K as of Q4 2025.
HealthEquity was a new CIBC World Markets position in Q4 2025.
HealthEquity made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #824 holding.
CIBC World Markets first reported a position in HealthEquity in Q1 2021 and has held it in 5 quarters since.
CIBC World Markets's HealthEquity position peaked at $1.68M in Q1 2025.
511 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.