HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,220,000 | +16.4% | 345,252 | +0.6% | 0.01% | +16.7% |
| Q2 2023 | $21,675,000 | +5.9% | 343,275 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $20,458,000 | -23.1% | 348,424 | -19.2% | 0.01% | -25.0% |
| Q4 2022 | $26,591,000 | -20.0% | 431,411 | -12.8% | 0.01% | -20.0% |
| Q3 2022 | $33,246,000 | +16.9% | 494,955 | +6.9% | 0.01% | +25.0% |
| Q2 2022 | $28,431,000 | -8.9% | 463,095 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,219,000 | +9.6% | 462,914 | -28.1% | 0.01% | +33.3% |
| Q4 2021 | $28,474,000 | -37.1% | 643,634 | -7.9% | 0.01% | -50.0% |
| Q3 2021 | $45,233,000 | -18.3% | 698,479 | +1.5% | 0.01% | -20.0% |
| Q2 2021 | $55,360,000 | +17.7% | 687,869 | -0.6% | 0.02% | +7.1% |
| Q1 2021 | $47,041,000 | -11.5% | 691,771 | -9.3% | 0.01% | -6.7% |
| Q4 2020 | $53,161,000 | +18.2% | 762,607 | -12.9% | 0.02% | -6.2% |
| Q3 2020 | $44,981,000 | -6.7% | 875,640 | +6.5% | 0.02% | -15.8% |
| Q2 2020 | $48,219,000 | +24.3% | 821,878 | +7.1% | 0.02% | 0.0% |
| Q1 2020 | $38,806,000 | -21.2% | 767,057 | +15.4% | 0.02% | +5.6% |
| Q4 2019 | $49,220,000 | +38.5% | 664,490 | +6.8% | 0.02% | +28.6% |
| Q3 2019 | $35,550,000 | -10.7% | 622,086 | +2.2% | 0.01% | -12.5% |
| Q2 2019 | $39,816,000 | -7.5% | 608,802 | +4.7% | 0.02% | -11.1% |
| Q1 2019 | $43,022,000 | +13.2% | 581,528 | -8.7% | 0.02% | 0.0% |
| Q4 2018 | $38,010,000 | -36.8% | 637,211 | +0.1% | 0.02% | -28.0% |
| Q3 2018 | $60,115,000 | +10.6% | 636,738 | -12.0% | 0.02% | +4.2% |
| Q2 2018 | $54,357,000 | -2.9% | 723,797 | -21.7% | 0.02% | -4.0% |
| Q1 2018 | $55,960,000 | -13.9% | 924,354 | -33.6% | 0.02% | -13.8% |
| Q4 2017 | $64,961,000 | +23.2% | 1,392,222 | +33.6% | 0.03% | +16.0% |
| Q3 2017 | $52,708,000 | +301.0% | 1,042,084 | +295.1% | 0.02% | +257.1% |
| Q2 2017 | $13,145,000 | +67.7% | 263,778 | +42.9% | 0.01% | +75.0% |
| Q1 2017 | $7,837,000 | +5419.0% | 184,634 | +5149.8% | 0.00% | – |
| Q4 2016 | $142,000 | +125.4% | 3,517 | +113.7% | 0.00% | – |
| Q3 2016 | $63,000 | +1160.0% | 1,646 | +651.6% | 0.00% | – |
| Q4 2015 | $5,000 | -88.4% | 219 | -84.9% | 0.00% | – |
| Q3 2015 | $43,000 | -6.5% | 1,455 | +0.8% | 0.00% | – |
| Q2 2015 | $46,000 | +557.1% | 1,443 | +430.5% | 0.00% | – |
| Q1 2015 | $7,000 | -36.4% | 272 | -40.7% | 0.00% | – |
| Q4 2014 | $11,000 | – | 459 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |