HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 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% | – |
Download | ||||||
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% |