HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,235,495 | +32.0% | 16,913 | +14.1% | 0.01% | +25.0% |
Q2 2023 | $936,240 | +21.6% | 14,828 | +13.1% | 0.00% | 0.0% |
Q1 2023 | $769,806 | +2.0% | 13,112 | +7.1% | 0.00% | 0.0% |
Q4 2022 | $754,412 | +0.1% | 12,239 | +9.1% | 0.00% | 0.0% |
Q3 2022 | $754,000 | +18.6% | 11,222 | +8.3% | 0.00% | 0.0% |
Q2 2022 | $636,000 | -15.9% | 10,358 | -7.6% | 0.00% | 0.0% |
Q1 2022 | $756,000 | +52.4% | 11,216 | 0.0% | 0.00% | +100.0% |
Q4 2021 | $496,000 | -2.0% | 11,216 | +43.5% | 0.00% | -33.3% |
Q3 2021 | $506,000 | -19.6% | 7,815 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $629,000 | +11.9% | 7,815 | -5.5% | 0.00% | 0.0% |
Q1 2021 | $562,000 | -10.9% | 8,267 | -8.6% | 0.00% | -25.0% |
Q4 2020 | $631,000 | +45.1% | 9,049 | +7.0% | 0.00% | +33.3% |
Q3 2020 | $435,000 | -4.8% | 8,460 | +8.7% | 0.00% | -25.0% |
Q2 2020 | $457,000 | +51.3% | 7,783 | +30.2% | 0.00% | +33.3% |
Q1 2020 | $302,000 | -19.0% | 5,979 | +18.6% | 0.00% | 0.0% |
Q4 2019 | $373,000 | +51.6% | 5,041 | +16.9% | 0.00% | +50.0% |
Q3 2019 | $246,000 | +15.0% | 4,312 | +31.9% | 0.00% | 0.0% |
Q2 2019 | $214,000 | -11.6% | 3,268 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $242,000 | +2.5% | 3,268 | -17.3% | 0.00% | 0.0% |
Q4 2018 | $236,000 | -33.0% | 3,953 | +5.9% | 0.00% | -33.3% |
Q3 2018 | $352,000 | +35.9% | 3,733 | +8.1% | 0.00% | +50.0% |
Q2 2018 | $259,000 | +23.9% | 3,452 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $209,000 | +29.8% | 3,452 | 0.0% | 0.00% | +100.0% |
Q4 2017 | $161,000 | +24.8% | 3,452 | +35.7% | 0.00% | 0.0% |
Q3 2017 | $129,000 | +1.6% | 2,544 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $127,000 | +144.2% | 2,544 | +105.8% | 0.00% | 0.0% |
Q1 2017 | $52,000 | +4.0% | 1,236 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $50,000 | +6.4% | 1,236 | 0.0% | 0.00% | – |
Q3 2016 | $47,000 | +51.6% | 1,236 | +20.4% | 0.00% | – |
Q2 2016 | $31,000 | +24.0% | 1,027 | 0.0% | 0.00% | – |
Q1 2016 | $25,000 | -3.8% | 1,027 | 0.0% | 0.00% | – |
Q4 2015 | $26,000 | +160.0% | 1,027 | +209.3% | 0.00% | – |
Q3 2015 | $10,000 | – | 332 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |