CIM
HQY icon

CIM Investment Management’s HealthEquity HQY Stock Holding History

CIM Investment Management’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
Q1 		$319K Hold
3,816
– – 0.09% 188
2025
Q4 		$350K Hold
3,816
– – 0.09% 170
2025
Q3 		$362K Sell
3,816
-4,018
-51% -$378K 0.1% 164
2025
Q2 		$786K Buy
7,834
+3,927
+101% +$372K 0.15% 129
2025
Q1 		$345K Sell
3,907
-65
-2% -$6.67K 0.08% 156
2024
Q4 		$381K Sell
3,972
-170
-4% -$15.8K 0.11% 152
2024
Q3 		$339K Sell
4,142
-234
-5% -$18.1K 0.1% 170
2024
Q2 		$377K Sell
4,376
-738
-14% -$59.6K 0.12% 152
2024
Q1 		$417K Hold
5,114
– – 0.12% 164
2023
Q4 		$339K Hold
5,114
– – 0.11% 177
2023
Q3 		$374K Hold
5,114
– – 0.14% 151
2023
Q2 		$323K Sell
5,114
-3,583
-41% -$208K 0.11% 174
2023
Q1 		$511K Buy
+8,697
New +$528K 0.19% 119
2021
Q4 		– Sell
-3,611
Closed -$234K – 309
2021
Q3 		$234K Hold
3,611
– – 0.07% 249
2021
Q2 		$291K Hold
3,611
– – 0.09% 214
2021
Q1 		$246K Sell
3,611
-215
-6% -$16.9K 0.08% 248
2020
Q4 		$267K Buy
+3,826
New +$238K 0.09% 220
2020
Q3 		– Sell
-3,771
Closed -$221K – 270
2020
Q2 		$221K Buy
+3,771
New +$209K 0.09% 215
2020
Q1 		– Sell
-3,132
Closed -$232K – 218
2019
Q4 		$232K Sell
3,132
-2,464
-44% -$154K 0.09% 188
2019
Q3 		$320K Hold
5,596
– – 0.12% 213
2019
Q2 		$366K Sell
5,596
-167
-3% -$11.6K 0.13% 189
2019
Q1 		$426K Sell
5,763
-49
-0.8% -$3.44K 0.16% 163
2018
Q4 		$347K Buy
5,812
+2,802
+93% +$226K 0.15% 171
2018
Q3 		$284K Hold
3,010
– – 0.1% 278
2018
Q2 		$226K Buy
+3,010
New +$216K 0.08% 318

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM Investment Management's HQY Position: Q1 2026 in Review

CIM Investment Management held its HealthEquity (HQY) position steady in Q1 2026 at 3,816 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #188.

CIM Investment Management first reported a position in HQY in Q2 2018 and has held it in 25 quarters since. The position peaked at $786K in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • CIM Investment Management held 3,816 shares of HealthEquity worth $319K as of Q1 2026.
  • CIM Investment Management left its HealthEquity share count unchanged in Q1 2026.
  • HealthEquity made up 0.09% of CIM Investment Management's portfolio in Q1 2026, its #188 holding.
  • CIM Investment Management first reported a position in HealthEquity in Q2 2018 and has held it in 25 quarters since.
  • CIM Investment Management's HealthEquity position peaked at $786K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.