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 | $6,189,892 | +18.6% | 84,735 | +2.5% | 0.01% | +33.3% |
| Q2 2023 | $5,219,153 | +17.5% | 82,660 | +9.3% | 0.01% | 0.0% |
| Q1 2023 | $4,440,825 | -40.9% | 75,640 | -38.0% | 0.01% | -45.5% |
| Q4 2022 | $7,515,457 | +247.2% | 121,925 | +278.3% | 0.01% | +266.7% |
| Q3 2022 | $2,164,755 | -58.2% | 32,228 | -61.8% | 0.00% | -76.9% |
| Q2 2022 | $5,177,000 | +75.3% | 84,321 | +92.5% | 0.01% | +116.7% |
| Q1 2022 | $2,953,000 | +52.9% | 43,792 | +0.3% | 0.01% | +50.0% |
| Q4 2021 | $1,931,000 | -83.3% | 43,655 | -75.5% | 0.00% | -82.6% |
| Q3 2021 | $11,551,000 | -23.3% | 178,378 | -4.7% | 0.02% | -20.7% |
| Q2 2021 | $15,067,000 | +30.8% | 187,227 | +10.5% | 0.03% | +26.1% |
| Q1 2021 | $11,523,000 | -1.3% | 169,446 | +1.2% | 0.02% | -4.2% |
| Q4 2020 | $11,669,000 | -76.4% | 167,392 | -82.6% | 0.02% | -78.0% |
| Q3 2020 | $49,379,000 | +2.8% | 961,229 | +17.4% | 0.11% | -2.7% |
| Q2 2020 | $48,022,000 | +10.4% | 818,507 | -4.8% | 0.11% | -4.3% |
| Q1 2020 | $43,499,000 | -0.6% | 859,814 | +45.5% | 0.12% | +30.0% |
| Q4 2019 | $43,765,000 | +10.0% | 590,850 | -15.2% | 0.09% | +3.4% |
| Q3 2019 | $39,803,000 | +26.5% | 696,522 | +44.8% | 0.09% | +27.9% |
| Q2 2019 | $31,461,000 | -3.1% | 481,067 | +9.6% | 0.07% | -6.8% |
| Q1 2019 | $32,462,000 | -10.0% | 438,782 | -27.5% | 0.07% | -18.0% |
| Q4 2018 | $36,080,000 | -50.8% | 604,848 | -22.1% | 0.09% | -41.1% |
| Q3 2018 | $73,271,000 | +46.4% | 776,094 | +16.5% | 0.15% | +42.5% |
| Q2 2018 | $50,051,000 | -7.2% | 666,457 | -25.2% | 0.11% | -7.8% |
| Q1 2018 | $53,921,000 | -2.1% | 890,665 | -24.6% | 0.12% | 0.0% |
| Q4 2017 | $55,094,000 | -12.8% | 1,180,761 | -5.5% | 0.12% | -15.4% |
| Q3 2017 | $63,188,000 | +62.2% | 1,249,279 | +59.8% | 0.14% | +56.3% |
| Q2 2017 | $38,945,000 | +24.5% | 781,559 | +6.1% | 0.09% | +20.8% |
| Q1 2017 | $31,279,000 | +4149.9% | 736,859 | +3958.7% | 0.07% | +3500.0% |
| Q4 2016 | $736,000 | +7.1% | 18,155 | 0.0% | 0.00% | +100.0% |
| Q3 2016 | $687,000 | +24.5% | 18,155 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $552,000 | +46.8% | 18,155 | +19.3% | 0.00% | 0.0% |
| Q1 2016 | $376,000 | -1.6% | 15,223 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $382,000 | -15.1% | 15,223 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $450,000 | -17.1% | 15,223 | -10.2% | 0.00% | 0.0% |
| Q2 2015 | $543,000 | – | 16,949 | – | 0.00% | – |
Download | ||||||
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% |