Back to HQY
Cambridge Investment Research Advisors, Inc. → HQY
Cambridge Investment Research Advisors, Inc. HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
6
Latest value
$3.2M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.5M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 36.5K | — | — |
| Q2 2026 | $3.5M | 38.3K | — | — |
| Q2 2026 | $3.5M | 38.3K | — | — |
| Q1 2026 | $2.7M | 32.3K | — | — |
| Q4 2025 | $2.6M | 28.2K | — | — |
| Q3 2025 | $2.7M | 28.7K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M