HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 237 filers reported holding HEALTHEQUITY INC in Q4 2017. The put-call ratio across all filers is 2.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,533,000 | +15.7% | 89,431 | +0.0% | 0.03% | +26.1% |
| Q2 2023 | $5,646,000 | -5.5% | 89,427 | -12.1% | 0.02% | -8.0% |
| Q1 2023 | $5,976,000 | +24.8% | 101,782 | +31.0% | 0.02% | +19.0% |
| Q4 2022 | $4,790,000 | -21.7% | 77,705 | -14.6% | 0.02% | -25.0% |
| Q3 2022 | $6,115,000 | +0.5% | 91,035 | -8.1% | 0.03% | +7.7% |
| Q2 2022 | $6,083,000 | -19.6% | 99,087 | -11.6% | 0.03% | -3.7% |
| Q1 2022 | $7,563,000 | +52.8% | 112,147 | +0.2% | 0.03% | +58.8% |
| Q4 2021 | $4,951,000 | -17.6% | 111,914 | +20.6% | 0.02% | -19.0% |
| Q3 2021 | $6,010,000 | -12.4% | 92,801 | +8.9% | 0.02% | -12.5% |
| Q2 2021 | $6,858,000 | +15.8% | 85,208 | -2.2% | 0.02% | 0.0% |
| Q1 2021 | $5,923,000 | -2.5% | 87,097 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $6,072,000 | +48.8% | 87,097 | +9.7% | 0.03% | +22.7% |
| Q3 2020 | $4,080,000 | -8.8% | 79,415 | +4.1% | 0.02% | -15.4% |
| Q2 2020 | $4,474,000 | +39.0% | 76,252 | +19.8% | 0.03% | +18.2% |
| Q1 2020 | $3,219,000 | -15.3% | 63,639 | +24.0% | 0.02% | +10.0% |
| Q4 2019 | $3,800,000 | -35.8% | 51,306 | -50.5% | 0.02% | -37.5% |
| Q3 2019 | $5,918,000 | -1.0% | 103,556 | +13.3% | 0.03% | 0.0% |
| Q2 2019 | $5,979,000 | -4.6% | 91,424 | +7.9% | 0.03% | -3.0% |
| Q1 2019 | $6,266,000 | +24.2% | 84,696 | +0.1% | 0.03% | +13.8% |
| Q4 2018 | $5,046,000 | +41.5% | 84,590 | +123.9% | 0.03% | +61.1% |
| Q3 2018 | $3,567,000 | -6.5% | 37,785 | -25.7% | 0.02% | -5.3% |
| Q2 2018 | $3,817,000 | +13.6% | 50,822 | -8.5% | 0.02% | +5.6% |
| Q1 2018 | $3,361,000 | +13.4% | 55,515 | -12.6% | 0.02% | +20.0% |
| Q4 2017 | $2,964,000 | -48.4% | 63,534 | -44.0% | 0.02% | -50.0% |
| Q3 2017 | $5,743,000 | -49.2% | 113,534 | -50.0% | 0.03% | -3.2% |
| Q2 2017 | $11,314,000 | +148.1% | 227,068 | +111.3% | 0.03% | +19.2% |
| Q1 2017 | $4,561,000 | +0.2% | 107,439 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $4,550,000 | -24.2% | 107,439 | -32.3% | 0.03% | -29.7% |
| Q3 2016 | $6,004,000 | +24.6% | 158,629 | 0.0% | 0.04% | +19.4% |
| Q2 2016 | $4,820,000 | +36.0% | 158,629 | +10.4% | 0.03% | +34.8% |
| Q1 2016 | $3,543,000 | +6.2% | 143,629 | +7.9% | 0.02% | +15.0% |
| Q4 2015 | $3,336,000 | -15.2% | 133,053 | 0.0% | 0.02% | -20.0% |
| Q3 2015 | $3,932,000 | -38.0% | 133,053 | -32.8% | 0.02% | -32.4% |
| Q2 2015 | $6,341,000 | +28.3% | 197,853 | 0.0% | 0.04% | +32.1% |
| Q1 2015 | $4,944,000 | +22.5% | 197,853 | +24.7% | 0.03% | +21.7% |
| Q4 2014 | $4,036,000 | +39.0% | 158,600 | 0.0% | 0.02% | +35.3% |
| Q3 2014 | $2,904,000 | – | 158,600 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |