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 | $4,708,803 | +12.8% | 64,460 | -2.5% | 0.02% | +17.6% |
| Q2 2023 | $4,174,122 | +44.5% | 66,109 | +34.3% | 0.02% | +30.8% |
| Q1 2023 | $2,889,647 | +1051.3% | 49,219 | +768.1% | 0.01% | +1200.0% |
| Q4 2021 | $251,000 | -33.8% | 5,670 | -3.2% | 0.00% | -50.0% |
| Q3 2021 | $379,000 | -19.7% | 5,860 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $472,000 | -64.6% | 5,860 | -70.1% | 0.00% | -66.7% |
| Q1 2021 | $1,332,000 | -42.5% | 19,595 | -41.1% | 0.01% | -40.0% |
| Q4 2020 | $2,317,000 | +35.8% | 33,241 | +0.1% | 0.01% | +25.0% |
| Q3 2020 | $1,706,000 | -51.1% | 33,216 | -44.1% | 0.01% | -52.9% |
| Q2 2020 | $3,488,000 | +12.8% | 59,456 | -2.7% | 0.02% | -15.0% |
| Q1 2020 | $3,091,000 | -33.9% | 61,091 | -3.2% | 0.02% | -13.0% |
| Q4 2019 | $4,675,000 | -13.0% | 63,110 | -32.9% | 0.02% | -20.7% |
| Q3 2019 | $5,373,000 | +178.5% | 94,025 | +218.8% | 0.03% | +190.0% |
| Q2 2019 | $1,929,000 | -17.4% | 29,490 | -6.6% | 0.01% | -23.1% |
| Q1 2019 | $2,336,000 | +24.1% | 31,580 | +0.1% | 0.01% | +8.3% |
| Q4 2018 | $1,882,000 | -38.4% | 31,545 | -2.6% | 0.01% | -25.0% |
| Q3 2018 | $3,057,000 | +49.9% | 32,375 | +19.2% | 0.02% | +45.5% |
| Q2 2018 | $2,039,000 | +8.6% | 27,155 | -12.4% | 0.01% | 0.0% |
| Q1 2018 | $1,878,000 | +29.2% | 31,015 | -0.5% | 0.01% | +37.5% |
| Q4 2017 | $1,454,000 | +59.4% | 31,170 | +72.8% | 0.01% | +60.0% |
| Q3 2017 | $912,000 | -55.2% | 18,040 | -66.5% | 0.01% | -70.6% |
| Q3 2016 | $2,037,000 | -9.0% | 53,815 | -26.9% | 0.02% | -10.5% |
| Q2 2016 | $2,238,000 | +12.3% | 73,660 | -8.8% | 0.02% | +5.6% |
| Q1 2016 | $1,992,000 | +733.5% | 80,730 | +746.2% | 0.02% | +800.0% |
| Q4 2015 | $239,000 | -15.2% | 9,540 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $282,000 | -7.8% | 9,540 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $306,000 | +25.4% | 9,540 | -2.3% | 0.00% | +50.0% |
| Q1 2015 | $244,000 | – | 9,760 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |