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Cloud Capital Management’s HealthEquity HQY Stock Holding History

Cloud Capital 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
2025
Q4 		– Sell
-12
Closed -$1K – 726
2025
Q3 		$1K Buy
+12
New +$1.13K ﹤0.01% 840

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cloud Capital Management sold out of HealthEquity (HQY) in Q4 2025, closing a stake of 12 shares — an estimated $1K sold.

Cloud Capital Management first reported a position in HQY in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 513 funds tracked by Wall St. Rank hold HQY as of Q4 2025.

  • Cloud Capital Management reported no remaining HealthEquity position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 12 HealthEquity shares in Q4 2025, an estimated $1K.
  • Cloud Capital Management first reported a position in HealthEquity in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's HealthEquity position peaked at $1K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held HealthEquity as of Q4 2025.

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