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 | $577,826 | -34.7% | 7,910 | -43.7% | 0.00% | -50.0% |
| Q2 2023 | $884,840 | -13.6% | 14,054 | -19.4% | 0.00% | 0.0% |
| Q1 2023 | $1,024,137 | +353.4% | 17,444 | +370.2% | 0.00% | +100.0% |
| Q4 2022 | $225,902 | -50.4% | 3,710 | -45.2% | 0.00% | 0.0% |
| Q1 2022 | $455,000 | -27.1% | 6,772 | -29.7% | 0.00% | 0.0% |
| Q3 2021 | $624,000 | +20.7% | 9,634 | +50.0% | 0.00% | 0.0% |
| Q2 2021 | $517,000 | -42.7% | 6,424 | -50.8% | 0.00% | -50.0% |
| Q4 2020 | $902,000 | +29.6% | 13,061 | -4.2% | 0.00% | +100.0% |
| Q3 2020 | $696,000 | -32.4% | 13,634 | -22.9% | 0.00% | -50.0% |
| Q2 2020 | $1,030,000 | +152.5% | 17,681 | +119.1% | 0.00% | +100.0% |
| Q1 2020 | $408,000 | -87.8% | 8,071 | -82.3% | 0.00% | -75.0% |
| Q4 2019 | $3,353,000 | -53.0% | 45,523 | -63.6% | 0.00% | -50.0% |
| Q3 2019 | $7,134,000 | +54.5% | 124,969 | +76.4% | 0.01% | +60.0% |
| Q2 2019 | $4,616,000 | +114.4% | 70,860 | +141.5% | 0.01% | +150.0% |
| Q1 2019 | $2,153,000 | +36.6% | 29,344 | +11.0% | 0.00% | 0.0% |
| Q4 2018 | $1,576,000 | -37.6% | 26,427 | -1.3% | 0.00% | 0.0% |
| Q3 2018 | $2,527,000 | +74.4% | 26,768 | +38.8% | 0.00% | +100.0% |
| Q2 2018 | $1,449,000 | +245.0% | 19,290 | +177.8% | 0.00% | – |
| Q1 2018 | $420,000 | -56.8% | 6,944 | -66.7% | 0.00% | -100.0% |
| Q4 2017 | $972,000 | -63.6% | 20,823 | -60.6% | 0.00% | -66.7% |
| Q3 2017 | $2,674,000 | -0.1% | 52,874 | -1.6% | 0.00% | -25.0% |
| Q2 2017 | $2,678,000 | +18.7% | 53,734 | +1.0% | 0.00% | +33.3% |
| Q1 2017 | $2,257,000 | +670.3% | 53,178 | +635.3% | 0.00% | – |
| Q4 2016 | $293,000 | +39.5% | 7,232 | +4.8% | 0.00% | – |
| Q2 2016 | $210,000 | -67.4% | 6,901 | -73.6% | 0.00% | -100.0% |
| Q1 2016 | $645,000 | -13.0% | 26,138 | -11.5% | 0.00% | 0.0% |
| Q4 2015 | $741,000 | +53.4% | 29,544 | +80.8% | 0.00% | 0.0% |
| Q3 2015 | $483,000 | – | 16,337 | – | 0.00% | – |
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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% |