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 | $58,440,000 | +15.7% | 800,000 | 0.0% | 0.17% | +21.4% |
| Q2 2023 | $50,512,000 | +7.5% | 800,000 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $46,968,000 | -4.8% | 800,000 | 0.0% | 0.14% | -15.1% |
| Q4 2022 | $49,312,000 | -8.2% | 800,000 | 0.0% | 0.17% | -4.6% |
| Q3 2022 | $53,736,000 | +9.4% | 800,000 | 0.0% | 0.17% | +10.1% |
| Q2 2022 | $49,112,000 | -9.0% | 800,000 | 0.0% | 0.16% | +19.7% |
| Q1 2022 | $53,952,000 | +52.4% | 800,000 | 0.0% | 0.13% | +76.0% |
| Q4 2021 | $35,392,000 | -35.9% | 800,000 | -6.2% | 0.08% | -40.0% |
| Q3 2021 | $55,226,000 | -31.5% | 852,778 | -14.8% | 0.12% | -32.4% |
| Q2 2021 | $80,590,000 | +19.5% | 1,001,371 | +1.0% | 0.18% | +11.4% |
| Q1 2021 | $67,413,000 | -7.8% | 991,371 | -5.5% | 0.17% | -8.3% |
| Q4 2020 | $73,152,000 | +35.2% | 1,049,371 | -0.4% | 0.18% | +9.0% |
| Q3 2020 | $54,115,000 | -12.8% | 1,053,436 | -0.4% | 0.17% | -25.9% |
| Q2 2020 | $62,063,000 | +16.0% | 1,057,836 | 0.0% | 0.22% | -14.5% |
| Q1 2020 | $53,516,000 | -31.7% | 1,057,836 | 0.0% | 0.26% | -12.4% |
| Q4 2019 | $78,354,000 | +29.8% | 1,057,836 | +0.1% | 0.30% | +20.6% |
| Q3 2019 | $60,387,000 | +2.0% | 1,056,736 | +16.7% | 0.25% | +4.6% |
| Q2 2019 | $59,216,000 | -16.1% | 905,436 | -5.1% | 0.24% | -20.7% |
| Q1 2019 | $70,609,000 | +24.1% | 954,436 | +0.0% | 0.30% | +3.8% |
| Q4 2018 | $56,914,000 | -42.8% | 954,136 | -9.5% | 0.29% | -30.1% |
| Q3 2018 | $99,521,000 | +10.1% | 1,054,136 | -12.4% | 0.41% | +4.3% |
| Q2 2018 | $90,403,000 | +24.1% | 1,203,771 | 0.0% | 0.40% | +17.9% |
| Q1 2018 | $72,876,000 | +29.7% | 1,203,771 | 0.0% | 0.34% | +29.3% |
| Q4 2017 | $56,168,000 | -7.8% | 1,203,771 | 0.0% | 0.26% | -10.4% |
| Q3 2017 | $60,887,000 | +1.5% | 1,203,771 | 0.0% | 0.29% | -5.6% |
| Q2 2017 | $59,984,000 | +7.5% | 1,203,771 | -8.4% | 0.31% | +3.4% |
| Q1 2017 | $55,812,000 | +4.8% | 1,314,771 | +0.1% | 0.30% | -1.3% |
| Q4 2016 | $53,238,000 | +0.7% | 1,313,864 | -5.9% | 0.30% | +7.1% |
| Q3 2016 | $52,858,000 | +24.5% | 1,396,507 | -0.1% | 0.28% | +23.9% |
| Q2 2016 | $42,466,000 | +3.7% | 1,397,607 | -15.8% | 0.23% | +4.1% |
| Q1 2016 | $40,933,000 | -2.3% | 1,659,231 | -0.7% | 0.22% | +11.9% |
| Q4 2015 | $41,903,000 | -16.6% | 1,671,458 | -1.7% | 0.19% | -14.5% |
| Q3 2015 | $50,242,000 | -12.0% | 1,700,242 | -4.5% | 0.23% | +1.3% |
| Q2 2015 | $57,088,000 | +28.3% | 1,781,213 | +0.0% | 0.22% | +30.2% |
| Q1 2015 | $44,512,000 | +0.2% | 1,781,184 | +2.1% | 0.17% | -3.4% |
| Q4 2014 | $44,402,000 | +49.5% | 1,744,675 | +7.5% | 0.18% | +44.7% |
| Q3 2014 | $29,703,000 | – | 1,622,248 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |