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 | $1,264,349 | -51.5% | 17,308 | -58.1% | 0.01% | -50.0% |
| Q2 2023 | $2,608,629 | +16.6% | 41,315 | +8.4% | 0.02% | +5.3% |
| Q1 2023 | $2,238,143 | +95383.9% | 38,122 | +0.2% | 0.02% | -5.0% |
| Q4 2022 | $2,344 | -99.9% | 38,027 | +13.7% | 0.02% | -13.0% |
| Q3 2022 | $2,247,000 | +9.6% | 33,450 | +0.2% | 0.02% | +4.5% |
| Q2 2022 | $2,050,000 | -0.8% | 33,399 | +9.0% | 0.02% | +10.0% |
| Q1 2022 | $2,066,000 | +68.7% | 30,639 | +10.7% | 0.02% | +53.8% |
| Q4 2021 | $1,225,000 | -31.3% | 27,687 | +0.5% | 0.01% | -38.1% |
| Q3 2021 | $1,784,000 | -20.2% | 27,549 | -0.8% | 0.02% | -16.0% |
| Q2 2021 | $2,235,000 | +18.8% | 27,776 | +0.4% | 0.02% | +8.7% |
| Q1 2021 | $1,881,000 | +5.1% | 27,662 | +7.8% | 0.02% | -8.0% |
| Q4 2020 | $1,789,000 | +41.6% | 25,668 | +4.4% | 0.02% | 0.0% |
| Q3 2020 | $1,263,000 | +42.6% | 24,579 | +62.7% | 0.02% | +56.2% |
| Q2 2020 | $886,000 | +5.0% | 15,105 | -9.4% | 0.02% | -15.8% |
| Q1 2020 | $844,000 | -8.9% | 16,675 | +33.4% | 0.02% | +18.8% |
| Q4 2019 | $926,000 | +30.2% | 12,502 | +0.5% | 0.02% | +23.1% |
| Q3 2019 | $711,000 | +13.0% | 12,434 | +29.3% | 0.01% | +18.2% |
| Q2 2019 | $629,000 | -11.0% | 9,616 | +0.6% | 0.01% | -8.3% |
| Q1 2019 | $707,000 | +24.5% | 9,562 | +0.4% | 0.01% | +9.1% |
| Q4 2018 | $568,000 | -45.3% | 9,524 | -13.5% | 0.01% | -26.7% |
| Q3 2018 | $1,039,000 | +24.6% | 11,005 | -0.9% | 0.02% | +36.4% |
| Q2 2018 | $834,000 | +185.6% | 11,110 | +130.4% | 0.01% | +175.0% |
| Q1 2018 | $292,000 | -47.8% | 4,823 | -78.1% | 0.00% | -50.0% |
| Q4 2014 | $559,000 | +72.5% | 21,975 | +24.3% | 0.01% | +60.0% |
| Q3 2014 | $324,000 | – | 17,675 | – | 0.01% | – |
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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% |