HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,629 | +18.6% | 7,921 | +2.5% | 0.09% | +23.9% |
| Q2 2023 | $488,072 | +7.5% | 7,730 | 0.0% | 0.07% | +2.9% |
| Q1 2023 | $453,828 | -4.8% | 7,730 | 0.0% | 0.07% | -8.0% |
| Q4 2022 | $476,477 | -8.2% | 7,730 | 0.0% | 0.08% | -13.8% |
| Q3 2022 | $519,000 | +9.3% | 7,730 | 0.0% | 0.09% | +11.5% |
| Q2 2022 | $475,000 | -8.8% | 7,730 | 0.0% | 0.08% | +8.3% |
| Q1 2022 | $521,000 | +52.3% | 7,730 | 0.0% | 0.07% | +71.4% |
| Q4 2021 | $342,000 | +4.9% | 7,730 | +53.5% | 0.04% | -4.5% |
| Q3 2021 | $326,000 | -19.5% | 5,035 | 0.0% | 0.04% | -20.0% |
| Q2 2021 | $405,000 | +18.4% | 5,035 | 0.0% | 0.06% | +10.0% |
| Q1 2021 | $342,000 | -2.6% | 5,035 | 0.0% | 0.05% | -5.7% |
| Q4 2020 | $351,000 | +37.1% | 5,035 | +1.1% | 0.05% | +17.8% |
| Q3 2020 | $256,000 | -12.3% | 4,980 | 0.0% | 0.04% | -22.4% |
| Q2 2020 | $292,000 | +15.9% | 4,980 | 0.0% | 0.06% | +9.4% |
| Q1 2020 | $252,000 | -27.4% | 4,980 | +6.3% | 0.05% | -19.7% |
| Q4 2019 | $347,000 | +24.4% | 4,686 | -4.1% | 0.07% | +15.8% |
| Q3 2019 | $279,000 | -54.5% | 4,886 | -24.7% | 0.06% | -55.1% |
| Q3 2018 | $613,000 | +13.3% | 6,493 | -9.8% | 0.13% | 0.0% |
| Q2 2018 | $541,000 | – | 7,199 | – | 0.13% | – |
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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% |