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 | $64,017,227 | +16.0% | 876,348 | +0.3% | 1.35% | +24.0% |
| Q2 2023 | $55,172,550 | +6.6% | 873,813 | -0.9% | 1.09% | +3.2% |
| Q1 2023 | $51,748,237 | -3.3% | 881,421 | +1.6% | 1.05% | -12.3% |
| Q4 2022 | $53,491,069 | -9.2% | 867,798 | -1.0% | 1.20% | -11.6% |
| Q3 2022 | $58,887,000 | +12.8% | 876,691 | +3.1% | 1.36% | +13.2% |
| Q2 2022 | $52,199,000 | -9.8% | 850,277 | -0.9% | 1.20% | +7.4% |
| Q1 2022 | $57,859,000 | +59.2% | 857,918 | +4.4% | 1.12% | +90.8% |
| Q4 2021 | $36,338,000 | -36.8% | 821,398 | -7.5% | 0.59% | -39.8% |
| Q3 2021 | $57,500,000 | -32.5% | 887,890 | -16.1% | 0.97% | -29.8% |
| Q2 2021 | $85,191,000 | +15.6% | 1,058,532 | -2.4% | 1.39% | +10.3% |
| Q1 2021 | $73,726,000 | -4.5% | 1,084,207 | -2.1% | 1.26% | -3.8% |
| Q4 2020 | $77,191,000 | +33.3% | 1,107,323 | -1.8% | 1.31% | +9.5% |
| Q3 2020 | $57,926,000 | -12.4% | 1,127,633 | +0.1% | 1.20% | -16.5% |
| Q2 2020 | $66,114,000 | +17.8% | 1,126,890 | +1.6% | 1.43% | -10.3% |
| Q1 2020 | $56,116,000 | – | 1,109,238 | – | 1.60% | – |
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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% |