Cloud Capital Management’s Helmerich & Payne HP Stock Holding History

Cloud Capital Management’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	–	–	723
2025 Q3	$0	Buy	+5	New	+$92	﹤0.01%	1231

Other funds holding HP

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cloud Capital Management's HP Position: Q4 2025 in Review

Cloud Capital Management sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 5 shares.

Cloud Capital Management first reported a position in HP in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 359 funds tracked by Wall St. Rank hold HP as of Q4 2025.

Cloud Capital Management reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 5 Helmerich & Payne shares in Q4 2025.
Cloud Capital Management first reported a position in Helmerich & Payne in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Helmerich & Payne position peaked at $0 in Q3 2025.
359 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.