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 | $41,029,409 | -13.5% | 561,662 | -25.2% | 0.12% | -12.0% |
| Q2 2023 | $47,430,105 | +5.5% | 751,189 | -1.9% | 0.13% | +0.8% |
| Q1 2023 | $44,971,830 | -5.0% | 765,999 | -0.3% | 0.13% | -10.8% |
| Q4 2022 | $47,355,453 | -52.1% | 768,258 | -47.8% | 0.15% | -54.9% |
| Q3 2022 | $98,818,000 | +14.1% | 1,471,172 | +4.3% | 0.33% | +20.1% |
| Q2 2022 | $86,574,000 | -6.9% | 1,410,226 | +2.2% | 0.27% | +10.5% |
| Q1 2022 | $93,022,000 | +55.8% | 1,379,340 | +2.2% | 0.25% | +79.0% |
| Q4 2021 | $59,711,000 | -33.9% | 1,349,709 | -3.3% | 0.14% | -37.0% |
| Q3 2021 | $90,383,000 | -19.1% | 1,395,660 | +0.5% | 0.22% | -20.4% |
| Q2 2021 | $111,790,000 | +34.2% | 1,389,042 | +13.4% | 0.28% | +23.3% |
| Q1 2021 | $83,319,000 | +0.3% | 1,225,280 | +2.8% | 0.22% | -7.1% |
| Q4 2020 | $83,094,000 | +89.8% | 1,191,992 | +39.9% | 0.24% | +51.9% |
| Q3 2020 | $43,771,000 | +3.3% | 852,070 | +17.9% | 0.16% | -10.7% |
| Q2 2020 | $42,393,000 | +137.8% | 722,565 | +105.1% | 0.18% | +73.5% |
| Q1 2020 | $17,825,000 | -23.5% | 352,341 | +12.0% | 0.10% | -8.9% |
| Q4 2019 | $23,299,000 | +32.0% | 314,551 | +1.8% | 0.11% | +21.7% |
| Q3 2019 | $17,654,000 | -40.5% | 308,942 | -31.9% | 0.09% | -41.4% |
| Q2 2019 | $29,648,000 | -7.0% | 453,333 | +5.2% | 0.16% | -13.7% |
| Q1 2019 | $31,883,000 | +45.2% | 430,969 | +17.1% | 0.18% | +20.5% |
| Q4 2018 | $21,957,000 | -45.6% | 368,091 | -13.9% | 0.15% | -36.0% |
| Q3 2018 | $40,380,000 | +26.3% | 427,715 | +0.4% | 0.24% | +15.1% |
| Q2 2018 | $31,984,000 | +25.7% | 425,885 | +1.3% | 0.20% | +7.9% |
| Q1 2018 | $25,447,000 | +65.5% | 420,331 | +27.5% | 0.19% | +52.0% |
| Q4 2017 | $15,376,000 | -7.7% | 329,550 | +0.1% | 0.12% | -16.7% |
| Q3 2017 | $16,658,000 | -1.8% | 329,331 | -3.2% | 0.15% | -11.2% |
| Q2 2017 | $16,955,000 | +74.7% | 340,262 | +48.8% | 0.17% | +59.4% |
| Q1 2017 | $9,707,000 | +208.2% | 228,660 | +194.1% | 0.11% | +178.9% |
| Q4 2016 | $3,150,000 | +25.4% | 77,737 | +17.2% | 0.04% | +22.6% |
| Q3 2016 | $2,511,000 | +21.8% | 66,340 | -2.2% | 0.03% | 0.0% |
| Q2 2016 | $2,061,000 | +21.2% | 67,830 | -1.7% | 0.03% | +10.7% |
| Q1 2016 | $1,701,000 | – | 68,974 | – | 0.03% | – |
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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% |