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 | $304,765 | +15.7% | 4,172 | 0.0% | 0.01% | +22.2% |
| Q2 2023 | $263,420 | +2.8% | 4,172 | -4.4% | 0.01% | -18.2% |
| Q1 2023 | $256,152 | -4.8% | 4,363 | 0.0% | 0.01% | -60.7% |
| Q4 2022 | $268,935 | -8.2% | 4,363 | 0.0% | 0.03% | +100.0% |
| Q3 2022 | $293,000 | +9.3% | 4,363 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $268,000 | -8.8% | 4,363 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $294,000 | +3.9% | 4,363 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $283,000 | -19.4% | 4,363 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $351,000 | +24.9% | 4,363 | +5.7% | 0.01% | +30.0% |
| Q1 2021 | $281,000 | -2.4% | 4,129 | 0.0% | 0.01% | -23.1% |
| Q4 2020 | $288,000 | +35.8% | 4,129 | 0.0% | 0.01% | +44.4% |
| Q3 2020 | $212,000 | -12.4% | 4,129 | 0.0% | 0.01% | -30.8% |
| Q2 2020 | $242,000 | +6.1% | 4,129 | -8.3% | 0.01% | -23.5% |
| Q1 2020 | $228,000 | -20.0% | 4,503 | +17.1% | 0.02% | +6.2% |
| Q4 2019 | $285,000 | +29.5% | 3,845 | 0.0% | 0.02% | +23.1% |
| Q3 2019 | $220,000 | -12.4% | 3,845 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $251,000 | -93.5% | 3,845 | +1253.9% | 0.01% | -6.7% |
| Q1 2019 | $3,845,000 | +1579.0% | 284 | -92.6% | 0.02% | -6.2% |
| Q4 2018 | $229,000 | -54.0% | 3,845 | -27.0% | 0.02% | -42.9% |
| Q3 2018 | $498,000 | +30.4% | 5,270 | +3.7% | 0.03% | +16.7% |
| Q2 2018 | $382,000 | +24.0% | 5,083 | 0.0% | 0.02% | +20.0% |
| Q1 2018 | $308,000 | +43.3% | 5,083 | +19.7% | 0.02% | +33.3% |
| Q3 2017 | $215,000 | -0.9% | 4,248 | -2.7% | 0.02% | 0.0% |
| Q2 2017 | $217,000 | – | 4,364 | – | 0.02% | – |
Download | ||||||
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% |