HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 282 filers reported holding HEALTHEQUITY INC in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,521,502 | +29.5% | 61,896 | +11.9% | 0.07% | +35.3% |
| Q2 2023 | $3,491,832 | +11.6% | 55,303 | +3.8% | 0.05% | +6.2% |
| Q1 2023 | $3,128,421 | +7.8% | 53,286 | +13.1% | 0.05% | +2.1% |
| Q4 2022 | $2,902,875 | -10.7% | 47,094 | -2.7% | 0.05% | -17.5% |
| Q3 2022 | $3,251,000 | +3.9% | 48,389 | -5.0% | 0.06% | +9.6% |
| Q2 2022 | $3,128,000 | -20.8% | 50,960 | -13.0% | 0.05% | -7.1% |
| Q1 2022 | $3,949,000 | +80.1% | 58,552 | +18.0% | 0.06% | +93.1% |
| Q4 2021 | $2,193,000 | -16.7% | 49,602 | +21.9% | 0.03% | -21.6% |
| Q3 2021 | $2,634,000 | -14.4% | 40,680 | +6.4% | 0.04% | -15.9% |
| Q2 2021 | $3,077,000 | +21.0% | 38,225 | +2.3% | 0.04% | +12.8% |
| Q1 2021 | $2,542,000 | +11.0% | 37,362 | +13.8% | 0.04% | +2.6% |
| Q4 2020 | $2,290,000 | +76.3% | 32,829 | +29.9% | 0.04% | +52.0% |
| Q3 2020 | $1,299,000 | +9.6% | 25,275 | +25.2% | 0.02% | +4.2% |
| Q2 2020 | $1,185,000 | +65.5% | 20,195 | +42.6% | 0.02% | +33.3% |
| Q1 2020 | $716,000 | -13.8% | 14,160 | +26.1% | 0.02% | 0.0% |
| Q4 2019 | $831,000 | +48.4% | 11,225 | +14.3% | 0.02% | +50.0% |
| Q3 2019 | $560,000 | -3.6% | 9,819 | +10.6% | 0.01% | -7.7% |
| Q2 2019 | $581,000 | -14.9% | 8,877 | -3.8% | 0.01% | -13.3% |
| Q1 2019 | $683,000 | +46.6% | 9,225 | +18.2% | 0.02% | +25.0% |
| Q4 2018 | $466,000 | -25.8% | 7,806 | +17.5% | 0.01% | -14.3% |
| Q3 2018 | $628,000 | +33.9% | 6,645 | +6.5% | 0.01% | +27.3% |
| Q2 2018 | $469,000 | +17.8% | 6,238 | -5.0% | 0.01% | +10.0% |
| Q1 2018 | $398,000 | +122.3% | 6,565 | +85.6% | 0.01% | +100.0% |
| Q3 2017 | $179,000 | +33.6% | 3,537 | +31.7% | 0.01% | +25.0% |
| Q2 2017 | $134,000 | +26.4% | 2,686 | +7.7% | 0.00% | +33.3% |
| Q1 2017 | $106,000 | – | 2,495 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |