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 | $13,514,907 | +12.6% | 185,009 | -2.7% | 0.01% | +20.0% |
| Q2 2023 | $12,001,904 | +7.1% | 190,084 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $11,206,506 | -5.6% | 190,879 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $11,876,672 | -14.5% | 192,678 | -6.8% | 0.01% | -28.6% |
| Q3 2022 | $13,883,000 | -4.1% | 206,682 | -12.4% | 0.01% | 0.0% |
| Q2 2022 | $14,481,000 | -20.1% | 235,879 | -12.2% | 0.01% | 0.0% |
| Q1 2022 | $18,114,000 | +112.3% | 268,599 | +39.3% | 0.01% | +133.3% |
| Q4 2021 | $8,532,000 | -31.5% | 192,856 | +0.3% | 0.00% | -40.0% |
| Q3 2021 | $12,457,000 | -20.5% | 192,356 | -1.2% | 0.01% | -16.7% |
| Q2 2021 | $15,671,000 | +14.6% | 194,721 | -3.2% | 0.01% | 0.0% |
| Q1 2021 | $13,679,000 | +1.1% | 201,161 | +3.6% | 0.01% | 0.0% |
| Q4 2020 | $13,535,000 | -79.9% | 194,158 | -85.2% | 0.01% | -83.3% |
| Q3 2020 | $67,194,000 | -44.8% | 1,308,043 | -37.0% | 0.04% | -50.0% |
| Q2 2020 | $121,767,000 | +24.2% | 2,075,460 | +7.1% | 0.07% | +2.9% |
| Q1 2020 | $98,057,000 | +630.7% | 1,938,272 | +969.9% | 0.07% | +775.0% |
| Q4 2019 | $13,419,000 | +6.5% | 181,165 | -17.9% | 0.01% | 0.0% |
| Q3 2019 | $12,602,000 | +5.5% | 220,535 | +20.7% | 0.01% | +14.3% |
| Q2 2019 | $11,947,000 | +12.3% | 182,674 | +27.0% | 0.01% | 0.0% |
| Q1 2019 | $10,639,000 | +20.5% | 143,804 | -2.9% | 0.01% | 0.0% |
| Q4 2018 | $8,831,000 | +9.5% | 148,044 | +73.3% | 0.01% | +40.0% |
| Q3 2018 | $8,067,000 | +29.3% | 85,444 | +2.9% | 0.01% | +25.0% |
| Q2 2018 | $6,237,000 | +38.9% | 83,054 | +12.0% | 0.00% | +33.3% |
| Q1 2018 | $4,489,000 | -15.0% | 74,154 | -34.5% | 0.00% | -25.0% |
| Q4 2017 | $5,281,000 | +39.3% | 113,174 | +51.0% | 0.00% | +33.3% |
| Q3 2017 | $3,791,000 | +1.5% | 74,954 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,735,000 | +24.0% | 74,954 | +5.6% | 0.00% | +50.0% |
| Q1 2017 | $3,013,000 | -87.2% | 70,974 | -87.7% | 0.00% | -90.0% |
| Q4 2016 | $23,473,000 | -4.3% | 579,284 | -10.6% | 0.02% | -4.8% |
| Q3 2016 | $24,522,000 | +23.3% | 647,878 | -1.0% | 0.02% | +23.5% |
| Q2 2016 | $19,892,000 | -9.9% | 654,654 | -26.8% | 0.02% | -10.5% |
| Q1 2016 | $22,070,000 | +41.5% | 894,610 | +43.8% | 0.02% | +46.2% |
| Q4 2015 | $15,596,000 | -21.0% | 622,090 | -6.9% | 0.01% | -23.5% |
| Q3 2015 | $19,752,000 | -6.1% | 668,416 | +1.8% | 0.02% | 0.0% |
| Q2 2015 | $21,035,000 | +6050.6% | 656,320 | +4690.7% | 0.02% | – |
| Q1 2015 | $342,000 | +235.3% | 13,700 | +242.5% | 0.00% | – |
| Q4 2014 | $102,000 | – | 4,000 | – | 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% |