HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,150 | +13.1% | 15,731 | -2.2% | 0.11% | +15.3% |
| Q2 2023 | $1,015,986 | +7.5% | 16,091 | 0.0% | 0.10% | +2.1% |
| Q1 2023 | $944,703 | -4.9% | 16,091 | -0.2% | 0.10% | -8.6% |
| Q4 2022 | $993,698 | -11.7% | 16,121 | -3.8% | 0.10% | -19.2% |
| Q3 2022 | $1,126,000 | +9.3% | 16,762 | -0.1% | 0.13% | +22.6% |
| Q2 2022 | $1,030,000 | -10.9% | 16,777 | -2.1% | 0.11% | +6.0% |
| Q1 2022 | $1,156,000 | +51.5% | 17,142 | -0.6% | 0.10% | +63.9% |
| Q4 2021 | $763,000 | -46.1% | 17,237 | -21.1% | 0.06% | -52.0% |
| Q3 2021 | $1,415,000 | +1.4% | 21,857 | +26.0% | 0.13% | +0.8% |
| Q2 2021 | $1,396,000 | +18.5% | 17,341 | +0.1% | 0.13% | +9.6% |
| Q1 2021 | $1,178,000 | -2.2% | 17,323 | +0.3% | 0.12% | -8.0% |
| Q4 2020 | $1,204,000 | +17.1% | 17,273 | -13.7% | 0.12% | +4.2% |
| Q3 2020 | $1,028,000 | +1.9% | 20,008 | +16.3% | 0.12% | -4.0% |
| Q2 2020 | $1,009,000 | +12.9% | 17,198 | -2.7% | 0.12% | -3.8% |
| Q1 2020 | $894,000 | -9.4% | 17,680 | +32.6% | 0.13% | +12.1% |
| Q4 2019 | $987,000 | +41.2% | 13,330 | +9.0% | 0.12% | +33.3% |
| Q3 2019 | $699,000 | – | 12,230 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |