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 | $622,051,065 | +15.9% | 8,515,415 | +0.2% | 0.02% | +15.4% |
| Q2 2023 | $536,542,000 | +8.1% | 8,497,656 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $496,413,951 | -3.2% | 8,455,356 | +1.6% | 0.01% | -7.1% |
| Q4 2022 | $512,829,081 | -6.6% | 8,319,745 | +1.8% | 0.01% | -12.5% |
| Q3 2022 | $549,041,000 | +9.8% | 8,173,889 | +0.4% | 0.02% | +14.3% |
| Q2 2022 | $499,892,000 | -7.3% | 8,142,880 | +1.8% | 0.01% | +7.7% |
| Q1 2022 | $539,407,000 | +52.0% | 7,998,328 | -0.3% | 0.01% | +62.5% |
| Q4 2021 | $354,974,000 | -31.6% | 8,023,824 | +0.1% | 0.01% | -38.5% |
| Q3 2021 | $519,211,000 | -19.4% | 8,017,461 | +0.1% | 0.01% | -18.8% |
| Q2 2021 | $644,400,000 | +20.0% | 8,006,958 | +1.4% | 0.02% | +6.7% |
| Q1 2021 | $537,052,000 | +6.5% | 7,897,818 | +9.2% | 0.02% | 0.0% |
| Q4 2020 | $504,141,000 | +39.8% | 7,231,968 | +3.0% | 0.02% | +25.0% |
| Q3 2020 | $360,606,000 | -6.9% | 7,019,805 | +6.4% | 0.01% | -14.3% |
| Q2 2020 | $387,245,000 | +12.2% | 6,600,393 | -3.3% | 0.01% | -6.7% |
| Q1 2020 | $345,137,000 | -30.0% | 6,822,219 | +2.4% | 0.02% | -11.8% |
| Q4 2019 | $493,291,000 | +30.4% | 6,659,774 | +0.6% | 0.02% | +21.4% |
| Q3 2019 | $378,414,000 | +2.5% | 6,621,997 | +17.3% | 0.01% | 0.0% |
| Q2 2019 | $369,268,000 | -9.4% | 5,646,295 | +2.5% | 0.01% | -12.5% |
| Q1 2019 | $407,502,000 | +25.7% | 5,508,275 | +1.4% | 0.02% | +6.7% |
| Q4 2018 | $324,183,000 | -35.1% | 5,434,737 | +2.7% | 0.02% | -25.0% |
| Q3 2018 | $499,436,000 | +23.4% | 5,290,080 | -1.9% | 0.02% | +17.6% |
| Q2 2018 | $404,858,000 | +36.0% | 5,390,905 | +9.6% | 0.02% | +30.8% |
| Q1 2018 | $297,722,000 | +34.4% | 4,917,757 | +3.6% | 0.01% | +30.0% |
| Q4 2017 | $221,555,000 | -5.8% | 4,748,295 | +2.1% | 0.01% | -9.1% |
| Q3 2017 | $235,188,000 | +11.4% | 4,649,811 | +9.7% | 0.01% | +10.0% |
| Q2 2017 | $211,145,000 | +20.9% | 4,237,298 | +3.0% | 0.01% | +11.1% |
| Q1 2017 | $174,691,000 | +11.3% | 4,115,237 | +6.2% | 0.01% | 0.0% |
| Q4 2016 | $157,019,000 | +20.9% | 3,875,101 | +13.0% | 0.01% | +12.5% |
| Q3 2016 | $129,855,000 | +35.6% | 3,430,778 | +8.9% | 0.01% | +33.3% |
| Q2 2016 | $95,739,000 | +55.6% | 3,150,828 | +26.3% | 0.01% | +50.0% |
| Q1 2016 | $61,526,000 | -5.7% | 2,493,979 | -4.2% | 0.00% | 0.0% |
| Q4 2015 | $65,252,000 | -80.8% | 2,602,797 | -76.6% | 0.00% | -69.2% |
| Q3 2015 | $340,459,000 | +389.5% | 11,110,374 | +411.9% | 0.01% | +160.0% |
| Q2 2015 | $69,559,000 | +105.9% | 2,170,316 | +60.6% | 0.01% | +150.0% |
| Q1 2015 | $33,778,000 | +193.2% | 1,351,649 | +198.6% | 0.00% | +100.0% |
| Q4 2014 | $11,520,000 | +900.9% | 452,665 | +620.5% | 0.00% | – |
| Q3 2014 | $1,151,000 | – | 62,826 | – | 0.00% | – |
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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% |