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 | $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 ↓ |
|---|---|---|---|
| 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% |