HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 284 filers reported holding HEALTHEQUITY INC in Q4 2021. The put-call ratio across all filers is 2.95 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,350,282 | +14.2% | 167,348 | -2.8% | 0.28% | +28.6% |
| Q2 2023 | $10,816,635 | +3.9% | 172,212 | -2.9% | 0.22% | +3.8% |
| Q1 2023 | $10,414,155 | -5.9% | 177,383 | -1.2% | 0.21% | -6.2% |
| Q4 2022 | $11,062,408 | -9.7% | 179,468 | -1.6% | 0.23% | -11.0% |
| Q3 2022 | $12,255,000 | +6.4% | 182,452 | -2.8% | 0.25% | +11.4% |
| Q2 2022 | $11,518,000 | -6.4% | 187,617 | +2.8% | 0.23% | +15.7% |
| Q1 2022 | $12,306,000 | +52.2% | 182,469 | -0.1% | 0.20% | +68.4% |
| Q4 2021 | $8,083,000 | -15.8% | 182,714 | +23.3% | 0.12% | -18.2% |
| Q3 2021 | $9,598,000 | -21.8% | 148,210 | -2.8% | 0.14% | -21.4% |
| Q2 2021 | $12,271,000 | +9.2% | 152,469 | -7.7% | 0.18% | +7.7% |
| Q1 2021 | $11,237,000 | +8.4% | 165,254 | +11.1% | 0.17% | -11.1% |
| Q4 2020 | $10,366,000 | +39.5% | 148,700 | +2.8% | 0.19% | +15.2% |
| Q3 2020 | $7,433,000 | -14.1% | 144,700 | -1.9% | 0.16% | -20.3% |
| Q2 2020 | $8,656,000 | +54.5% | 147,538 | +33.2% | 0.21% | +24.0% |
| Q1 2020 | $5,604,000 | -35.4% | 110,774 | -5.4% | 0.17% | -0.6% |
| Q4 2019 | $8,672,000 | +27.2% | 117,085 | -1.8% | 0.17% | +23.5% |
| Q3 2019 | $6,817,000 | -9.5% | 119,285 | +3.5% | 0.14% | -6.2% |
| Q2 2019 | $7,535,000 | +46.7% | 115,210 | +65.9% | 0.14% | +38.1% |
| Q1 2019 | $5,137,000 | +20.2% | 69,441 | -3.0% | 0.10% | -1.9% |
| Q4 2018 | $4,272,000 | -42.9% | 71,612 | -9.6% | 0.11% | -30.5% |
| Q3 2018 | $7,477,000 | +12.0% | 79,202 | -10.9% | 0.15% | +1.3% |
| Q2 2018 | $6,677,000 | +18.6% | 88,906 | -4.4% | 0.15% | +12.6% |
| Q1 2018 | $5,632,000 | +35.2% | 93,025 | +13.0% | 0.14% | +18.4% |
| Q3 2017 | $4,165,000 | +1.6% | 82,350 | +0.1% | 0.11% | -4.2% |
| Q2 2017 | $4,100,000 | +18.4% | 82,275 | +0.9% | 0.12% | +25.3% |
| Q1 2017 | $3,463,000 | +4.6% | 81,570 | -0.2% | 0.10% | +3.3% |
| Q4 2016 | $3,312,000 | +5.9% | 81,748 | -1.1% | 0.09% | +4.5% |
| Q3 2016 | $3,128,000 | +30.2% | 82,643 | +4.5% | 0.09% | +31.3% |
| Q2 2016 | $2,403,000 | +23.5% | 79,075 | +0.3% | 0.07% | +26.4% |
| Q1 2016 | $1,945,000 | +56.9% | 78,825 | +59.4% | 0.05% | +71.0% |
| Q4 2015 | $1,240,000 | -20.2% | 49,450 | -5.9% | 0.03% | -13.9% |
| Q3 2015 | $1,553,000 | +36.7% | 52,550 | +48.2% | 0.04% | +71.4% |
| Q2 2015 | $1,136,000 | – | 35,450 | – | 0.02% | – |
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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% |