Connor, Clark & Lunn Investment Management (CC&L)’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$720K	Buy	+8,616	New	+$707K	﹤0.01%	1233
2025 Q2	–	Sell	-22,633	Closed	-$2M	–	1580
2025 Q1	$2M	Sell	22,633 -34,751	-61%	-$3.56M	0.01%	728
2024 Q4	$5.51M	Sell	57,384 -51,778	-47%	-$4.82M	0.02%	459
2024 Q3	$8.93M	Buy	109,162 +24,266	+29%	+$1.87M	0.04%	308
2024 Q2	$7.32M	Buy	+84,896	New	+$6.86M	0.03%	334
2024 Q1	–	Sell	-11,071	Closed	-$734K	–	1603
2023 Q4	$734K	Buy	+11,071	New	+$768K	﹤0.01%	949
2023 Q3	–	Sell	-26,589	Closed	-$1.68M	–	1429
2023 Q2	$1.68M	Sell	26,589 -69,758	-72%	-$4.05M	0.01%	655
2023 Q1	$5.66M	Buy	96,347 +7,495	+8%	+$455K	0.03%	347
2022 Q4	$5.48M	Buy	+88,852	New	+$5.97M	0.03%	339
2019 Q3	–	Sell	-49,700	Closed	-$3.25M	–	1012
2019 Q2	$3.25M	Buy	49,700 +32,325	+186%	+$2.25M	0.02%	352
2019 Q1	$1.28M	Buy	+17,375	New	+$1.22M	0.01%	483