HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,891,057 | +16.2% | 340,740 | +0.4% | 0.02% | +20.0% |
| Q2 2023 | $21,423,782 | +4.7% | 339,306 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $20,461,139 | -12.8% | 348,512 | -8.4% | 0.02% | -16.7% |
| Q4 2022 | $23,460,677 | +2.3% | 380,608 | +11.5% | 0.02% | 0.0% |
| Q3 2022 | $22,934,000 | +8.0% | 341,429 | -1.3% | 0.02% | +12.5% |
| Q2 2022 | $21,233,000 | +4.7% | 345,859 | +15.0% | 0.02% | +23.1% |
| Q1 2022 | $20,279,000 | +51.8% | 300,689 | -0.4% | 0.01% | +62.5% |
| Q4 2021 | $13,361,000 | -31.0% | 302,019 | +1.0% | 0.01% | -38.5% |
| Q3 2021 | $19,358,000 | -18.8% | 298,931 | +0.9% | 0.01% | -13.3% |
| Q2 2021 | $23,851,000 | +11.7% | 296,361 | -5.6% | 0.02% | 0.0% |
| Q1 2021 | $21,346,000 | +18.7% | 313,916 | +21.7% | 0.02% | +15.4% |
| Q4 2020 | $17,987,000 | +40.9% | 258,030 | +3.8% | 0.01% | +18.2% |
| Q3 2020 | $12,769,000 | -9.5% | 248,567 | +3.3% | 0.01% | -8.3% |
| Q2 2020 | $14,115,000 | +26.9% | 240,579 | +9.4% | 0.01% | 0.0% |
| Q1 2020 | $11,123,000 | -51.6% | 219,863 | -29.2% | 0.01% | -36.8% |
| Q4 2019 | $23,003,000 | +29.4% | 310,552 | -0.2% | 0.02% | +18.8% |
| Q3 2019 | $17,777,000 | +11.3% | 311,077 | +27.3% | 0.02% | +14.3% |
| Q2 2019 | $15,979,000 | -10.1% | 244,329 | +1.7% | 0.01% | -17.6% |
| Q1 2019 | $17,772,000 | +23.5% | 240,222 | -0.4% | 0.02% | +13.3% |
| Q4 2018 | $14,385,000 | -45.7% | 241,153 | -14.1% | 0.02% | -34.8% |
| Q3 2018 | $26,508,000 | -21.7% | 280,775 | -37.7% | 0.02% | -25.8% |
| Q2 2018 | $33,841,000 | +25.6% | 450,613 | +1.2% | 0.03% | +19.2% |
| Q1 2018 | $26,953,000 | +35.0% | 445,219 | +4.0% | 0.03% | +44.4% |
| Q4 2017 | $19,972,000 | -9.8% | 428,026 | -2.2% | 0.02% | -14.3% |
| Q3 2017 | $22,142,000 | +14.8% | 437,765 | +13.1% | 0.02% | +10.5% |
| Q2 2017 | $19,284,000 | +32.2% | 386,999 | +12.6% | 0.02% | +5.6% |
| Q1 2017 | $14,592,000 | +10.8% | 343,733 | +5.7% | 0.02% | +5.9% |
| Q4 2016 | $13,171,000 | +8.5% | 325,057 | +1.4% | 0.02% | +6.2% |
| Q3 2016 | $12,137,000 | +54.8% | 320,637 | +24.3% | 0.02% | +45.5% |
| Q2 2016 | $7,840,000 | +27.2% | 258,038 | +3.3% | 0.01% | +22.2% |
| Q1 2016 | $6,164,000 | +3.3% | 249,865 | +5.0% | 0.01% | 0.0% |
| Q4 2015 | $5,967,000 | -7.3% | 238,025 | +9.3% | 0.01% | -10.0% |
| Q3 2015 | $6,438,000 | -6.2% | 217,856 | +1.8% | 0.01% | 0.0% |
| Q2 2015 | $6,860,000 | – | 214,058 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |