HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,709 | +22.9% | 64,485 | +6.4% | 0.01% | +22.2% |
| Q2 2023 | $3,833 | -3.2% | 60,590 | -10.1% | 0.01% | -10.0% |
| Q1 2023 | $3,960 | -5.3% | 67,418 | -0.6% | 0.01% | -9.1% |
| Q4 2022 | $4,183 | -99.9% | 67,802 | +21.0% | 0.01% | 0.0% |
| Q3 2022 | $3,762,000 | +18.7% | 56,014 | +8.5% | 0.01% | +37.5% |
| Q2 2022 | $3,170,000 | +1.1% | 51,641 | +14.1% | 0.01% | +14.3% |
| Q1 2022 | $3,134,000 | +68.1% | 45,259 | +7.4% | 0.01% | +75.0% |
| Q4 2021 | $1,864,000 | -26.9% | 42,134 | +7.7% | 0.00% | -33.3% |
| Q3 2021 | $2,549,000 | -1.1% | 39,106 | +21.9% | 0.01% | 0.0% |
| Q2 2021 | $2,578,000 | +20.1% | 32,076 | +1.5% | 0.01% | +20.0% |
| Q1 2021 | $2,146,000 | -3.9% | 31,598 | -1.5% | 0.01% | +25.0% |
| Q4 2020 | $2,234,000 | +20.4% | 32,064 | -11.3% | 0.00% | 0.0% |
| Q3 2020 | $1,855,000 | -10.1% | 36,164 | +2.6% | 0.00% | -20.0% |
| Q2 2020 | $2,064,000 | +10.6% | 35,258 | -4.4% | 0.01% | 0.0% |
| Q1 2020 | $1,867,000 | -26.8% | 36,870 | +6.3% | 0.01% | -16.7% |
| Q4 2019 | $2,549,000 | +26.1% | 34,675 | -2.0% | 0.01% | +20.0% |
| Q3 2019 | $2,021,000 | -1.2% | 35,373 | +13.1% | 0.01% | 0.0% |
| Q2 2019 | $2,045,000 | -16.3% | 31,281 | -5.3% | 0.01% | -16.7% |
| Q1 2019 | $2,443,000 | +37.1% | 33,048 | +2.7% | 0.01% | +20.0% |
| Q4 2018 | $1,782,000 | -37.7% | 32,179 | +6.2% | 0.01% | -28.6% |
| Q3 2018 | $2,861,000 | -43.9% | 30,301 | -55.4% | 0.01% | -41.7% |
| Q2 2018 | $5,104,000 | +26.7% | 67,979 | +2.2% | 0.01% | +20.0% |
| Q1 2018 | $4,027,000 | +28.5% | 66,506 | -1.0% | 0.01% | +42.9% |
| Q4 2017 | $3,134,000 | -10.7% | 67,199 | -4.8% | 0.01% | -22.2% |
| Q3 2017 | $3,511,000 | +6.3% | 70,562 | +6.5% | 0.01% | 0.0% |
| Q2 2017 | $3,302,000 | +27.0% | 66,282 | +8.2% | 0.01% | +28.6% |
| Q1 2017 | $2,600,000 | +14.1% | 61,247 | +8.9% | 0.01% | +16.7% |
| Q4 2016 | $2,279,000 | -47.4% | 56,224 | -50.9% | 0.01% | 0.0% |
| Q3 2016 | $4,330,000 | +213.8% | 114,478 | +152.1% | 0.01% | +50.0% |
| Q2 2016 | $1,380,000 | +1266.3% | 45,416 | +1012.3% | 0.00% | – |
| Q1 2016 | $101,000 | -1.0% | 4,083 | 0.0% | 0.00% | – |
| Q4 2015 | $102,000 | +88.9% | 4,083 | +125.7% | 0.00% | – |
| Q3 2015 | $54,000 | -6.9% | 1,809 | 0.0% | 0.00% | – |
| Q2 2015 | $58,000 | – | 1,809 | – | 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% |