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 | $741 | +10.8% | 10,156 | -4.2% | 0.01% | +12.5% |
| Q2 2023 | $669 | -2.2% | 10,596 | -9.1% | 0.01% | 0.0% |
| Q1 2023 | $684 | -6.2% | 11,662 | -1.4% | 0.01% | -11.1% |
| Q4 2022 | $729 | -99.9% | 11,832 | +1.1% | 0.01% | -18.2% |
| Q3 2022 | $786,000 | +5.8% | 11,707 | -3.3% | 0.01% | +22.2% |
| Q2 2022 | $743,000 | -6.3% | 12,107 | +2.9% | 0.01% | +12.5% |
| Q1 2022 | $793,000 | +48.5% | 11,767 | -2.6% | 0.01% | +60.0% |
| Q4 2021 | $534,000 | -35.5% | 12,087 | -5.5% | 0.01% | -37.5% |
| Q3 2021 | $828,000 | -20.5% | 12,797 | -1.2% | 0.01% | -27.3% |
| Q2 2021 | $1,042,000 | +18.0% | 12,948 | -0.3% | 0.01% | +10.0% |
| Q1 2021 | $883,000 | +1.5% | 12,991 | +4.0% | 0.01% | 0.0% |
| Q4 2020 | $870,000 | +29.5% | 12,489 | -4.5% | 0.01% | +25.0% |
| Q3 2020 | $672,000 | -9.7% | 13,084 | +3.1% | 0.01% | -20.0% |
| Q2 2020 | $744,000 | +20.8% | 12,696 | +4.2% | 0.01% | 0.0% |
| Q1 2020 | $616,000 | -28.6% | 12,189 | +4.6% | 0.01% | -9.1% |
| Q4 2019 | $863,000 | +20.4% | 11,652 | -7.2% | 0.01% | +10.0% |
| Q3 2019 | $717,000 | -44.4% | 12,555 | -26.9% | 0.01% | -56.5% |
| Q2 2018 | $1,289,000 | +28.0% | 17,168 | +3.1% | 0.02% | +9.5% |
| Q1 2018 | $1,007,000 | +110.7% | 16,648 | +62.5% | 0.02% | +90.9% |
| Q4 2017 | $478,000 | -6.1% | 10,248 | +1.8% | 0.01% | -57.7% |
| Q3 2017 | $509,000 | +17.0% | 10,068 | +15.1% | 0.03% | -13.3% |
| Q2 2017 | $435,000 | +112.2% | 8,748 | +80.4% | 0.03% | +100.0% |
| Q1 2017 | $205,000 | +9.0% | 4,850 | +4.3% | 0.02% | -16.7% |
| Q4 2016 | $188,000 | – | 4,650 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |