ClearBridge Investments - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

Quarter-by-quarter ownership
ClearBridge Investments ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$161,051,498
+29.7%
2,204,675
+12.1%
0.16%
+38.4%
Q2 2023$124,168,559
+32.8%
1,966,559
+23.5%
0.11%
+25.8%
Q1 2023$93,491,571
+33.3%
1,592,430
+39.9%
0.09%
+29.0%
Q4 2022$70,157,723
+228.3%
1,138,185
+257.8%
0.07%
+213.6%
Q3 2022$21,367,000
+2.3%
318,103
-6.5%
0.02%
+15.8%
Q2 2022$20,889,000
-25.8%
340,265
-18.5%
0.02%
-9.5%
Q1 2022$28,155,000
+53.6%
417,488
+0.8%
0.02%
+75.0%
Q4 2021$18,329,000
+4.5%
414,318
+52.9%
0.01%
-7.7%
Q3 2021$17,547,000
-26.3%
270,960
-8.4%
0.01%
-23.5%
Q2 2021$23,795,000
+17.8%
295,666
-0.5%
0.02%
+13.3%
Q1 2021$20,202,000
-20.1%
297,089
-18.1%
0.02%
-25.0%
Q4 2020$25,282,000
+28.7%
362,668
-5.2%
0.02%
+17.6%
Q3 2020$19,647,000
-12.9%
382,470
-0.5%
0.02%
-15.0%
Q2 2020$22,558,000
+6.4%
384,496
-8.2%
0.02%
-13.0%
Q1 2020$21,198,000
-30.1%
419,015
-0.2%
0.02%
-8.0%
Q4 2019$30,320,000
+62.5%
419,649
+28.5%
0.02%
+56.2%
Q3 2019$18,663,000
-3.1%
326,588
+10.9%
0.02%
-5.9%
Q2 2019$19,262,000
-1.6%
294,529
+11.3%
0.02%0.0%
Q1 2019$19,581,000
-10.6%
264,680
-27.9%
0.02%
-22.7%
Q4 2018$21,910,000
-39.1%
367,312
-3.6%
0.02%
-29.0%
Q3 2018$35,964,000
+1198700.0%
380,930
+976643.6%
0.03%
Q2 2018$3,0000.0%39
-23.5%
0.00%
Q1 2018$3,000
+50.0%
510.0%0.00%
Q4 2017$2,000
-97.5%
51
-96.7%
0.00%
Q3 2017$79,000
+14.5%
1,559
+13.1%
0.00%
Q2 2017$69,000
+38.0%
1,379
+17.4%
0.00%
Q1 2017$50,000
+92.3%
1,175
+85.0%
0.00%
Q4 2016$26,000
+225.0%
635
+202.4%
0.00%
Q3 2016$8,0002100.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2023
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 329,987$24,105,5505.68%
ASHFORD CAPITAL MANAGEMENT INC 404,279$29,532,5814.35%
WASATCH ADVISORS LP 7,267,775$530,910,9643.36%
Summit Creek Advisors LLC 276,513$20,199,2752.75%
Van Berkom & Associates Inc. 1,042,470$76,1522.48%
Aureus Asset Management, LLC 417,923$30,529,2752.45%
Eversept Partners, LP 338,516$24,728,5942.09%
Lisanti Capital Growth, LLC 180,980$13,220,5892.09%
SECTORAL ASSET MANAGEMENT INC 143,875$10,510,0692.05%
Redwood Investments, LLC 169,436$12,377,3001.67%
View complete list of HEALTHEQUITY INC shareholders