HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,749,720 | +15.4% | 489,387 | -0.3% | 1.27% | +33.5% |
| Q2 2023 | $30,989,365 | +3.0% | 490,804 | -4.2% | 0.95% | +4.1% |
| Q1 2023 | $30,088,934 | -20.7% | 512,501 | -16.7% | 0.92% | -21.0% |
| Q4 2022 | $37,923,270 | -18.4% | 615,238 | -11.1% | 1.16% | -23.6% |
| Q3 2022 | $46,493,000 | -12.4% | 692,166 | -19.9% | 1.52% | -16.2% |
| Q2 2022 | $53,044,000 | -5.1% | 864,057 | +4.2% | 1.81% | +30.5% |
| Q1 2022 | $55,908,000 | +53.8% | 829,000 | +0.9% | 1.39% | +85.6% |
| Q4 2021 | $36,342,000 | -27.1% | 821,467 | +6.7% | 0.75% | -20.9% |
| Q3 2021 | $49,840,000 | -25.8% | 769,606 | -7.8% | 0.95% | -24.4% |
| Q2 2021 | $67,177,000 | +25.4% | 834,705 | +6.0% | 1.25% | +10.2% |
| Q1 2021 | $53,572,000 | +37.1% | 787,818 | +40.6% | 1.14% | +29.5% |
| Q4 2020 | $39,064,000 | +56.1% | 560,381 | +15.0% | 0.88% | +3.3% |
| Q3 2020 | $25,032,000 | -48.2% | 487,290 | -40.9% | 0.85% | -51.5% |
| Q2 2020 | $48,369,000 | +122.0% | 824,431 | +91.4% | 1.75% | +49.1% |
| Q1 2020 | $21,789,000 | -42.7% | 430,698 | -16.1% | 1.17% | -32.9% |
| Q4 2019 | $38,011,000 | +10.4% | 513,171 | -14.9% | 1.75% | -7.7% |
| Q3 2019 | $34,445,000 | +13.3% | 602,767 | +29.7% | 1.90% | +26.2% |
| Q2 2019 | $30,393,000 | +53.1% | 464,722 | +73.1% | 1.50% | +40.9% |
| Q1 2019 | $19,856,000 | +8037.7% | 268,400 | +10303.1% | 1.07% | +8100.0% |
| Q3 2018 | $244,000 | – | 2,580 | – | 0.01% | – |
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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% |