HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,750,789 | +12.4% | 23,967 | -2.8% | 0.02% | +26.3% |
| Q2 2023 | $1,557,474 | +7.5% | 24,667 | -0.1% | 0.02% | +5.6% |
| Q1 2023 | $1,448,963 | -4.7% | 24,680 | +0.0% | 0.02% | -10.0% |
| Q4 2022 | $1,520,844 | -7.9% | 24,673 | +0.4% | 0.02% | -13.0% |
| Q3 2022 | $1,651,000 | +9.4% | 24,586 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,509,000 | -16.7% | 24,586 | -8.4% | 0.02% | +21.1% |
| Q1 2022 | $1,811,000 | +51.0% | 26,847 | -0.9% | 0.02% | +46.2% |
| Q4 2021 | $1,199,000 | -33.6% | 27,102 | -2.9% | 0.01% | -38.1% |
| Q3 2021 | $1,807,000 | -21.1% | 27,902 | -2.0% | 0.02% | -19.2% |
| Q2 2021 | $2,290,000 | +23.7% | 28,458 | +4.6% | 0.03% | +18.2% |
| Q1 2021 | $1,851,000 | +4.2% | 27,217 | +6.8% | 0.02% | -4.3% |
| Q4 2020 | $1,777,000 | +33.3% | 25,487 | -1.8% | 0.02% | +15.0% |
| Q3 2020 | $1,333,000 | -14.0% | 25,945 | -1.8% | 0.02% | -13.0% |
| Q2 2020 | $1,550,000 | +15.6% | 26,414 | -0.4% | 0.02% | 0.0% |
| Q1 2020 | $1,341,000 | -32.2% | 26,507 | -0.7% | 0.02% | -17.9% |
| Q4 2019 | $1,978,000 | +21.3% | 26,703 | -6.4% | 0.03% | +33.3% |
| Q3 2019 | $1,631,000 | +13.2% | 28,544 | +29.6% | 0.02% | +5.0% |
| Q2 2019 | $1,441,000 | -10.3% | 22,031 | +1.4% | 0.02% | -13.0% |
| Q1 2019 | $1,607,000 | +25.2% | 21,721 | +0.9% | 0.02% | +15.0% |
| Q4 2018 | $1,284,000 | -34.4% | 21,531 | +3.9% | 0.02% | -25.9% |
| Q3 2018 | $1,957,000 | – | 20,729 | – | 0.03% | – |
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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% |