HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |