HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 324 filers reported holding HEALTHEQUITY INC in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,524,387 | +42.3% | 89,314 | +23.0% | 0.01% | +60.0% |
| Q2 2023 | $4,585,921 | +45.3% | 72,631 | +35.1% | 0.01% | +25.0% |
| Q1 2023 | $3,155,956 | -55.9% | 53,755 | -53.7% | 0.00% | -55.6% |
| Q4 2022 | $7,153,590 | -55.7% | 116,062 | -51.7% | 0.01% | -57.1% |
| Q3 2022 | $16,144,000 | +67.5% | 240,346 | +53.0% | 0.02% | +75.0% |
| Q2 2022 | $9,641,000 | +696.8% | 157,042 | +774.9% | 0.01% | +1100.0% |
| Q1 2022 | $1,210,000 | -60.4% | 17,949 | -61.9% | 0.00% | -66.7% |
| Q3 2021 | $3,053,000 | -49.5% | 47,150 | -37.2% | 0.00% | -57.1% |
| Q2 2021 | $6,046,000 | -20.9% | 75,124 | -33.2% | 0.01% | -22.2% |
| Q1 2021 | $7,648,000 | +762.2% | 112,465 | +783.7% | 0.01% | +800.0% |
| Q4 2020 | $887,000 | -48.0% | 12,726 | -61.7% | 0.00% | -66.7% |
| Q3 2020 | $1,706,000 | 0.0% | 33,212 | +14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,706,000 | -35.3% | 29,077 | -44.2% | 0.00% | -50.0% |
| Q1 2020 | $2,637,000 | +92.6% | 52,129 | +149.1% | 0.01% | +100.0% |
| Q2 2019 | $1,369,000 | -72.8% | 20,929 | -69.2% | 0.00% | -70.0% |
| Q1 2019 | $5,027,000 | -21.3% | 67,946 | -36.5% | 0.01% | -33.3% |
| Q4 2018 | $6,387,000 | -49.1% | 107,070 | -19.5% | 0.02% | -34.8% |
| Q3 2018 | $12,560,000 | +35.4% | 133,036 | +7.7% | 0.02% | +21.1% |
| Q2 2018 | $9,277,000 | +162.9% | 123,528 | +111.9% | 0.02% | +137.5% |
| Q1 2018 | $3,529,000 | -20.4% | 58,293 | -38.6% | 0.01% | -27.3% |
| Q4 2017 | $4,432,000 | -24.8% | 94,992 | -18.5% | 0.01% | -26.7% |
| Q3 2017 | $5,893,000 | +25.4% | 116,500 | +23.6% | 0.02% | +15.4% |
| Q2 2017 | $4,698,000 | +37.3% | 94,283 | +17.0% | 0.01% | +44.4% |
| Q1 2017 | $3,422,000 | +83.0% | 80,607 | +74.6% | 0.01% | +50.0% |
| Q4 2016 | $1,870,000 | +4.4% | 46,160 | -2.4% | 0.01% | +20.0% |
| Q3 2016 | $1,791,000 | +336.8% | 47,306 | +250.7% | 0.01% | +400.0% |
| Q2 2016 | $410,000 | -79.2% | 13,488 | -82.8% | 0.00% | -80.0% |
| Q4 2015 | $1,969,000 | – | 78,553 | – | 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% |