HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,302,700 | +11.6% | 72,590 | -3.5% | 0.05% | +18.2% |
| Q2 2023 | $4,751,601 | +6.6% | 75,255 | -0.9% | 0.04% | 0.0% |
| Q1 2023 | $4,456,383 | +127116.2% | 75,905 | +33.6% | 0.04% | -17.0% |
| Q4 2022 | $3,503 | -99.9% | 56,829 | -6.3% | 0.05% | -18.5% |
| Q3 2022 | $4,076,000 | +8.9% | 60,679 | -0.5% | 0.06% | +8.3% |
| Q2 2022 | $3,743,000 | -6.4% | 60,977 | +2.9% | 0.06% | +11.1% |
| Q1 2022 | $3,997,000 | +50.0% | 59,269 | -1.6% | 0.05% | +63.6% |
| Q4 2021 | $2,664,000 | -33.3% | 60,206 | -2.4% | 0.03% | -32.7% |
| Q3 2021 | $3,995,000 | -20.1% | 61,686 | -0.7% | 0.05% | -15.5% |
| Q2 2021 | $5,001,000 | +18.7% | 62,135 | +0.3% | 0.06% | +11.5% |
| Q1 2021 | $4,212,000 | -2.1% | 61,947 | +0.4% | 0.05% | -3.7% |
| Q4 2020 | $4,302,000 | +16.9% | 61,718 | -13.8% | 0.05% | +8.0% |
| Q3 2020 | $3,680,000 | +11.2% | 71,639 | +27.0% | 0.05% | -5.7% |
| Q2 2020 | $3,310,000 | +8.5% | 56,411 | -6.5% | 0.05% | -5.4% |
| Q1 2020 | $3,052,000 | -15.0% | 60,319 | +24.4% | 0.06% | +1.8% |
| Q4 2019 | $3,591,000 | +30.7% | 48,482 | +0.9% | 0.06% | +27.9% |
| Q3 2019 | $2,747,000 | +13.4% | 48,067 | +29.8% | 0.04% | +13.2% |
| Q2 2019 | $2,422,000 | -11.2% | 37,036 | +0.5% | 0.04% | -11.6% |
| Q1 2019 | $2,726,000 | +28.6% | 36,854 | +3.8% | 0.04% | +16.2% |
| Q4 2018 | $2,119,000 | -34.2% | 35,519 | +4.2% | 0.04% | -15.9% |
| Q3 2018 | $3,218,000 | +26.4% | 34,082 | +0.5% | 0.04% | +25.7% |
| Q2 2018 | $2,546,000 | +23.2% | 33,897 | -0.7% | 0.04% | +25.0% |
| Q1 2018 | $2,067,000 | +27.4% | 34,142 | -1.8% | 0.03% | +40.0% |
| Q4 2017 | $1,622,000 | -13.8% | 34,755 | -6.6% | 0.02% | -16.7% |
| Q3 2017 | $1,882,000 | +16.7% | 37,216 | +15.0% | 0.02% | +14.3% |
| Q2 2017 | $1,613,000 | +19.5% | 32,365 | +1.8% | 0.02% | +16.7% |
| Q1 2017 | $1,350,000 | +6.3% | 31,808 | +1.5% | 0.02% | +5.9% |
| Q4 2016 | $1,270,000 | +2.5% | 31,351 | -4.3% | 0.02% | 0.0% |
| Q3 2016 | $1,239,000 | +50.9% | 32,745 | +21.2% | 0.02% | +54.5% |
| Q2 2016 | $821,000 | +18.6% | 27,026 | -3.7% | 0.01% | +22.2% |
| Q1 2016 | $692,000 | -4.4% | 28,069 | -2.8% | 0.01% | 0.0% |
| Q4 2015 | $724,000 | -14.3% | 28,870 | +0.9% | 0.01% | -18.2% |
| Q3 2015 | $845,000 | -9.0% | 28,604 | -1.3% | 0.01% | 0.0% |
| Q2 2015 | $929,000 | – | 28,977 | – | 0.01% | – |
Download | ||||||
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% |