HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 316 filers reported holding HEALTHEQUITY INC in Q2 2023. The put-call ratio across all filers is 0.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,809 | +10.3% | 7,239 | -4.6% | 0.02% | +33.3% |
| Q2 2023 | $479,296 | +6.1% | 7,591 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $451,539 | -4.8% | 7,691 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $474,073 | -8.3% | 7,691 | 0.0% | 0.01% | -13.3% |
| Q3 2022 | $517,000 | +9.5% | 7,691 | 0.0% | 0.02% | +36.4% |
| Q2 2022 | $472,000 | -6.3% | 7,691 | +2.8% | 0.01% | +10.0% |
| Q1 2022 | $504,000 | +52.3% | 7,478 | 0.0% | 0.01% | +66.7% |
| Q4 2021 | $331,000 | -31.6% | 7,478 | 0.0% | 0.01% | -40.0% |
| Q3 2021 | $484,000 | -21.6% | 7,478 | -2.4% | 0.01% | -23.1% |
| Q2 2021 | $617,000 | +16.0% | 7,662 | -2.1% | 0.01% | +8.3% |
| Q1 2021 | $532,000 | +4.7% | 7,824 | +7.4% | 0.01% | +9.1% |
| Q4 2020 | $508,000 | +32.6% | 7,286 | -2.2% | 0.01% | +22.2% |
| Q3 2020 | $383,000 | -9.7% | 7,447 | +3.1% | 0.01% | -18.2% |
| Q2 2020 | $424,000 | +15.8% | 7,226 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $366,000 | -31.6% | 7,226 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $535,000 | +18.1% | 7,226 | -8.8% | 0.01% | +20.0% |
| Q3 2019 | $453,000 | +5.6% | 7,926 | +20.9% | 0.01% | 0.0% |
| Q2 2019 | $429,000 | -12.6% | 6,554 | -1.2% | 0.01% | -16.7% |
| Q1 2019 | $491,000 | +24.0% | 6,633 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $396,000 | -36.7% | 6,633 | 0.0% | 0.01% | -26.7% |
| Q3 2018 | $626,000 | – | 6,633 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |