HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 379 filers reported holding HEALTHEQUITY INC in Q2 2024. The put-call ratio across all filers is 1.51 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $149,315,209 | -2.0% | 1,732,195 | -7.2% | 0.20% | -4.4% |
| Q1 2024 | $152,361,497 | +26.7% | 1,866,489 | +2.9% | 0.20% | +20.7% |
| Q4 2023 | $120,294,919 | -20.4% | 1,814,403 | -12.3% | 0.17% | -31.9% |
| Q3 2023 | $151,213,601 | +13.6% | 2,070,001 | -1.8% | 0.25% | +19.2% |
| Q2 2023 | $133,067,259 | +6.9% | 2,107,495 | -0.6% | 0.21% | -1.4% |
| Q1 2023 | $124,516,593 | +1.7% | 2,120,875 | +6.8% | 0.21% | -7.0% |
| Q4 2022 | $122,402,801 | -11.5% | 1,985,769 | -3.6% | 0.23% | -15.6% |
| Q3 2022 | $138,330,000 | +23.4% | 2,059,396 | +12.7% | 0.27% | +27.5% |
| Q2 2022 | $112,141,000 | -8.8% | 1,826,705 | +0.2% | 0.21% | +15.3% |
| Q1 2022 | $122,945,000 | +62.6% | 1,823,014 | +6.7% | 0.18% | +94.7% |
| Q4 2021 | $75,590,000 | -26.8% | 1,708,630 | +7.2% | 0.09% | -38.2% |
| Q3 2021 | $103,240,000 | -16.3% | 1,594,193 | +4.0% | 0.15% | -18.3% |
| Q2 2021 | $123,416,000 | +25.1% | 1,533,501 | +5.7% | 0.19% | +10.1% |
| Q1 2021 | $98,684,000 | +3.6% | 1,451,248 | +6.2% | 0.17% | 0.0% |
| Q4 2020 | $95,256,000 | +60.9% | 1,366,467 | +18.6% | 0.17% | +38.5% |
| Q3 2020 | $59,205,000 | +11.6% | 1,152,507 | +27.4% | 0.12% | -1.6% |
| Q2 2020 | $53,058,000 | +26.8% | 904,347 | +9.4% | 0.12% | -3.1% |
| Q1 2020 | $41,833,000 | -11.2% | 826,898 | +30.0% | 0.13% | +6.7% |
| Q4 2019 | $47,110,000 | +170.9% | 636,033 | +109.0% | 0.12% | +144.9% |
| Q3 2019 | $17,390,000 | -8.1% | 304,309 | +5.2% | 0.05% | -9.3% |
| Q2 2019 | $18,923,000 | -10.4% | 289,355 | +1.4% | 0.05% | -10.0% |
| Q1 2019 | $21,111,000 | +59.4% | 285,352 | +28.6% | 0.06% | +36.4% |
| Q4 2018 | $13,241,000 | -67.3% | 221,975 | -48.2% | 0.04% | -61.7% |
| Q3 2018 | $40,466,000 | +26.3% | 428,615 | +0.5% | 0.12% | +16.2% |
| Q2 2018 | $32,039,000 | +8.4% | 426,628 | -12.6% | 0.10% | +3.1% |
| Q1 2018 | $29,553,000 | – | 488,161 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 329,987 | $24,105,550 | 5.68% |
| ASHFORD CAPITAL MANAGEMENT INC | 404,279 | $29,532,581 | 4.35% |
| WASATCH ADVISORS LP | 7,267,775 | $530,910,964 | 3.36% |
| Summit Creek Advisors LLC | 276,513 | $20,199,275 | 2.75% |
| Van Berkom & Associates Inc. | 1,042,470 | $76,152 | 2.48% |
| Aureus Asset Management, LLC | 417,923 | $30,529,275 | 2.45% |
| Eversept Partners, LP | 338,516 | $24,728,594 | 2.09% |
| Lisanti Capital Growth, LLC | 180,980 | $13,220,589 | 2.09% |
| SECTORAL ASSET MANAGEMENT INC | 143,875 | $10,510,069 | 2.05% |
| Redwood Investments, LLC | 169,436 | $12,377,300 | 1.67% |