OSTERWEIS CAPITAL MANAGEMENT INC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 237 filers reported holding HEALTHEQUITY INC in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
OSTERWEIS CAPITAL MANAGEMENT INC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,868,837
-3.7%
80,340
-16.8%
0.43%
+6.7%
Q2 2023$6,094,589
+32.7%
96,525
+23.4%
0.40%
+29.2%
Q1 2023$4,594,058
-14.7%
78,250
-10.4%
0.31%
-20.2%
Q4 2022$5,384,562
+61.7%
87,355
+76.2%
0.39%
+56.4%
Q3 2022$3,330,000
+180.5%
49,580
+77.4%
0.25%
+168.8%
Q1 2017$1,187,00027,9550.09%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2017
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 368,285$21,622,0004.02%
ASHFORD CAPITAL MANAGEMENT INC 398,806$23,413,9003.50%
WASATCH ADVISORS LP 7,712,589$452,806,1002.82%
Van Berkom & Associates Inc. 1,038,377$60,9632.25%
Aureus Asset Management, LLC 451,449$26,504,5712.10%
SECTORAL ASSET MANAGEMENT INC 183,375$10,765,9462.07%
Summit Creek Advisors LLC 228,126$13,393,2771.74%
Advantage Alpha Capital Partners LP 122,578$7,196,5541.50%
NBW CAPITAL LLC 88,099$5,172,2921.26%
ArrowMark Colorado Holdings LLC 1,655,464$97,192,2911.10%
View complete list of HEALTHEQUITY INC shareholders