HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,898 | +8.3% | 4,078 | -6.4% | 0.02% | +6.7% |
| Q2 2023 | $275,101 | +3.7% | 4,357 | -3.6% | 0.02% | -6.2% |
| Q1 2023 | $265,252 | -23.3% | 4,518 | -19.5% | 0.02% | -27.3% |
| Q4 2022 | $345,924 | -9.2% | 5,612 | -1.1% | 0.02% | -18.5% |
| Q3 2022 | $381,000 | +8.2% | 5,674 | -1.1% | 0.03% | +22.7% |
| Q2 2022 | $352,000 | -27.3% | 5,735 | -20.1% | 0.02% | +10.0% |
| Q1 2022 | $484,000 | +44.0% | 7,182 | -5.4% | 0.02% | +81.8% |
| Q4 2021 | $336,000 | -30.9% | 7,592 | +1.3% | 0.01% | -31.2% |
| Q3 2021 | $486,000 | -23.2% | 7,498 | -4.8% | 0.02% | -23.8% |
| Q2 2021 | $633,000 | +16.4% | 7,874 | -1.5% | 0.02% | 0.0% |
| Q1 2021 | $544,000 | -7.6% | 7,995 | -5.5% | 0.02% | -19.2% |
| Q4 2020 | $589,000 | +43.7% | 8,456 | +5.9% | 0.03% | +23.8% |
| Q3 2020 | $410,000 | +27.7% | 7,988 | +46.1% | 0.02% | +16.7% |
| Q2 2020 | $321,000 | +45.2% | 5,467 | +25.0% | 0.02% | +5.9% |
| Q1 2020 | $221,000 | -61.9% | 4,372 | -44.2% | 0.02% | -32.0% |
| Q4 2019 | $580,000 | +39.4% | 7,834 | +7.7% | 0.02% | +19.0% |
| Q3 2019 | $416,000 | -10.9% | 7,271 | +1.8% | 0.02% | -4.5% |
| Q2 2019 | $467,000 | -14.3% | 7,140 | -3.0% | 0.02% | -15.4% |
| Q1 2019 | $545,000 | +60.8% | 7,362 | +29.7% | 0.03% | +23.8% |
| Q4 2018 | $339,000 | -59.9% | 5,678 | -36.5% | 0.02% | -34.4% |
| Q3 2018 | $845,000 | -0.5% | 8,946 | -20.9% | 0.03% | -5.9% |
| Q2 2018 | $849,000 | +38.3% | 11,310 | +11.5% | 0.03% | +41.7% |
| Q1 2018 | $614,000 | +76.9% | 10,148 | +36.6% | 0.02% | +84.6% |
| Q4 2017 | $347,000 | -9.9% | 7,429 | -2.4% | 0.01% | -18.8% |
| Q3 2017 | $385,000 | -2.5% | 7,608 | -4.0% | 0.02% | -11.1% |
| Q2 2017 | $395,000 | +6.2% | 7,929 | -9.6% | 0.02% | +5.9% |
| Q1 2017 | $372,000 | -12.1% | 8,769 | -16.0% | 0.02% | -10.5% |
| Q4 2016 | $423,000 | +40.5% | 10,440 | +31.1% | 0.02% | +35.7% |
| Q3 2016 | $301,000 | +32.0% | 7,964 | +6.3% | 0.01% | +27.3% |
| Q2 2016 | $228,000 | -1.7% | 7,491 | +3.3% | 0.01% | +10.0% |
| Q2 2015 | $232,000 | – | 7,251 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |