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 | $3,182,711 | +1.0% | 42,819 | -14.2% | 0.72% | +5.1% |
| Q2 2023 | $3,150,305 | -1.4% | 49,894 | -8.3% | 0.68% | -13.5% |
| Q1 2023 | $3,193,998 | -19.3% | 54,403 | -15.3% | 0.79% | -27.3% |
| Q4 2022 | $3,958,087 | -60.9% | 64,213 | -57.5% | 1.08% | -61.9% |
| Q3 2022 | $10,133,000 | +4.5% | 150,940 | -4.4% | 2.84% | +6.2% |
| Q2 2022 | $9,693,000 | -9.9% | 157,944 | -1.0% | 2.67% | +8.7% |
| Q1 2022 | $10,758,000 | +42.3% | 159,522 | -0.6% | 2.46% | +38.6% |
| Q4 2021 | $7,561,000 | -49.6% | 160,439 | -30.1% | 1.77% | +10.8% |
| Q3 2021 | $15,002,000 | +77.4% | 229,656 | +118.5% | 1.60% | -32.7% |
| Q2 2021 | $8,457,000 | -28.2% | 105,092 | -39.3% | 2.38% | -36.7% |
| Q1 2021 | $11,780,000 | -3.9% | 173,240 | -1.5% | 3.76% | -16.9% |
| Q4 2020 | $12,260,000 | +36.4% | 175,872 | +0.5% | 4.52% | +19.3% |
| Q3 2020 | $8,990,000 | -8.3% | 175,003 | +4.7% | 3.79% | -20.3% |
| Q2 2020 | $9,806,000 | +64.4% | 167,095 | +41.7% | 4.76% | +17.4% |
| Q1 2020 | $5,966,000 | -3.4% | 117,920 | +41.4% | 4.05% | +14.9% |
| Q4 2019 | $6,176,000 | +22.5% | 83,381 | -5.5% | 3.53% | +15.4% |
| Q3 2019 | $5,042,000 | -12.6% | 88,231 | 0.0% | 3.06% | -20.4% |
| Q2 2019 | $5,770,000 | -10.8% | 88,231 | +0.9% | 3.84% | +48.1% |
| Q1 2019 | $6,469,000 | +24.0% | 87,445 | 0.0% | 2.59% | -33.0% |
| Q4 2018 | $5,216,000 | -29.5% | 87,445 | -0.2% | 3.87% | -19.7% |
| Q3 2018 | $7,395,000 | -50.9% | 87,626 | -56.3% | 4.82% | -56.3% |
| Q2 2018 | $15,053,000 | +22.9% | 200,439 | -1.0% | 11.03% | +18.5% |
| Q1 2018 | $12,253,000 | +29.7% | 202,392 | 0.0% | 9.30% | +16.4% |
| Q4 2017 | $9,444,000 | -60.6% | 202,392 | -57.3% | 7.99% | -23.7% |
| Q3 2017 | $24,000,000 | +106.9% | 474,478 | +103.9% | 10.48% | -18.1% |
| Q2 2017 | $11,598,000 | – | 232,746 | – | 12.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |