Aperio Group, LLC - HEALTHEQUITY INC ownership

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
Aperio Group, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q4 2020$1,493,000
+55.8%
21,422
+14.9%
0.00%
+33.3%
Q3 2020$958,000
-27.3%
18,649
-17.0%
0.00%
-40.0%
Q2 2020$1,318,000
+12.4%
22,462
-3.1%
0.01%0.0%
Q1 2020$1,173,000
-39.1%
23,182
-10.9%
0.01%
-28.6%
Q4 2019$1,927,000
+44.8%
26,017
+11.7%
0.01%
+40.0%
Q3 2019$1,331,000
-14.2%
23,289
-1.9%
0.01%
-16.7%
Q2 2019$1,552,000
-2.5%
23,738
+10.3%
0.01%
-14.3%
Q1 2019$1,592,000
+38.6%
21,522
+11.8%
0.01%
+16.7%
Q4 2018$1,149,000
-33.7%
19,251
+4.9%
0.01%
-25.0%
Q3 2018$1,732,000
+28.3%
18,344
+2.0%
0.01%
+33.3%
Q2 2018$1,350,000
+31.8%
17,977
+6.3%
0.01%
+20.0%
Q1 2018$1,024,000
+29.1%
16,913
-0.5%
0.01%
+25.0%
Q4 2017$793,000
+34.2%
16,999
+45.6%
0.00%
+33.3%
Q3 2017$591,000
-7.1%
11,676
-8.6%
0.00%
-25.0%
Q2 2017$636,000
+50.4%
12,773
+28.2%
0.00%
+33.3%
Q1 2017$423,000
+27.8%
9,967
+21.8%
0.00%0.0%
Q4 2016$331,000
+45.8%
8,184
+36.4%
0.00%
+50.0%
Q3 2016$227,0006,0020.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders